Configurable Payroll overviewLast updated on 03/22/2022
Configurable Payroll lets you create multiple payroll profiles with unique pay rules for paying commission and bonuses. You can create as many profiles as you want to fit your payroll needs. You can:
Create separate bonus structures for sales teams in different markets
Assign higher commission rates to senior-level technicians
Add bonuses for services that require specialized skills
Set up sliding bonus scales to incentivize high-volume performers
Things to know
This feature is currently only available for technicians.
New technicians are assigned the default pay profile which calculates commission and bonus pay based on the legacy performance pay settings in the Payroll tabs of technician profiles and business units (BUs), and the Commission tab of pricebook items.
Pay profiles use the pay rules you create to calculate commission and bonus pay. Legacy performance pay settings do not apply.
Invoices must be posted to earn bonuses and commission.
Pay profiles consist of pay rules on how and when to calculate performance pay. You can assign one profile per technician. If you do not assign a pay profile, they are paid based on your Default pay profile.
You can have multiple pay profiles for all the ways you award performance pay. For example, you can set up separate bonus rates for your HVAC sales and plumbing sales teams.
A pay profile can have multiple pay rules. For example, a profile can have a rule that pays a percentage bonus based on job type and a rule that pays a bonus for setting a lead. Each rule has multiple components involving pay types, job filters, and pay calculations.
Select pay type
A pay rule starts with a pay type. For example:
Performance pay for completing an install job
Commission for selling an estimate that results in an install job
Bonus pay for setting a lead that results in a sold estimate
Set job filters
You can add multiple filters that trigger performance pay based on the dimensions of the job such as:
For example, you can have a rule that pays when all of these conditions are met:
Technician BU is Plumbing Service
Job type is Water Leak
Invoice subtotal is greater than $300
Configure pay calculation
If a job meets the conditions of the pay type and job filters, you can set how to calculate the pay amount. For example:
Pay on a sliding scale based on invoice subtotal
Pay a percentage of the commissionable base
Pay based on the invoice item BU using custom payroll fields that you set up
Set up custom payroll fields
You can attach custom payroll fields to record types such as BUs, technician profiles, job types, pricebook items, and marketing campaigns. This allows you to customize rates and pay multipliers on one pay profile. You can:
Set individual technician commission rates
Set higher bonuses for items that you’re promoting
Set lower commission rates for BUs with lower gross margins
For example, you can assign all your sales technicians the same pay profile, but you can set their individual commission rates by creating a custom payroll field on the technician profile.
Select payment date
After you set up the filters and calculations, you can set when to pay the technician:
When the job is complete
Date the invoice balance is paid in full
Test pay profiles
After you set up a pay profile, run a test report on previous completed jobs using the pay rules you set up. This allows you to validate a pay profile without affecting payroll.
Run payroll reports
After you set up and assign your pay profiles, pay rules are applied when calculating payroll using the Master Pay File report. You can use these reports for processing payroll.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.