Set up a revenue-based pay structureLast updated on 03/22/2022
Use this workflow as a guide for setting up payroll profiles to award performance pay and sales commission based on gross revenue from completed jobs.
Things to know
Revenue-based pay structures focus on rewarding high-performing technicians who work on big-ticket jobs.
Sales technicians receive a commission when a sold estimate results in a completed installation job.
Set up a sales commission pay profile
Goal: Pay 5% sales commission on sold estimates that lead to completed install jobs.
Note:Commission is based on the invoice subtotal.
Follow the steps to set up and assign a pay profile with the following pay rule:
Pay type: Sales Commission on Invoice
Job filter: None; applies to all jobs
Pay calculation:
Take: Flat $ Amount based on Invoice Subtotal
Multiply by: % Percentage set here= 5%
Set up an install technician pay profile
Goal: Pay install technicians a 5% performance bonus with splits applied.
For example:
Two managed technicians are assigned to an install job
Each technician is assigned a 50% split
The invoice subtotal is $10,000
The total performance bonus on the job is $500. With a 50% split, each technician earns $250 in performance pay.
Follow the steps to set up and assign a pay profile with the following pay rule:
Pay type: Performance Bonus
Job filter: None; applies to all jobs
Pay calculation:
Take: Flat $ Amount based on Invoice Subtotal
Multiply by: % Percentage set here= 5%
Multiply by: % Percentage based on Technician Split Rate
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.