Set technician splitsLast updated on 03/31/2022
Performance pay splits—also known as spiffs—are automatically assigned when technicians are assigned to a job. After a job is complete, you can manually distribute splits among the assigned technicians.
Things to know
Technicians assigned to an appointment are assigned to the job that created the appointment.
Commission details are not available in payroll reports until the job invoice is posted.
Splits affect revenue-related metrics in addition to payroll reports. Several key performance indicators (KPIs) are split-adjusted.
Job invoices greater than $0 must have a managed technician assigned to the job.
Non-managed technicians cannot be assigned splits.
How splits are automatically assigned
When you book a job, the first technician assigned to an appointment is automatically assigned 100% of the split.
After that, split assignment changes based on the following rules:
If the job invoice is greater than $0, a managed technician cannot be unassigned from the job unless there is another managed technician on the job.
If multiple managed technicians are assigned to a job, 100% of the split is assigned to the first managed technician in alphabetical order.
Manually assign splits
After a job is completed, you can distribute splits among managed technicians assigned to the job.
Note: If you manually edit splits before a job is complete and a technician is assigned or unassigned, the splits automatically reset based on the rules outlined above.
To manually assign splits:
Search for and open the invoice you want to assign splits to.
On the invoice, click Adjust splits.
In the Update Splits section, enter the split percentage for each technician in the Sold Hours (%) fields. Note: Make sure assigned splits add up to 100%.
When you’re done, click Save.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.