Commission & Bonus Settings

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Commission & BonusSales commission (Sold By and Recommended By), clawbacks on refunds, bonuses and goals, a leaderboard, Performance Pay (piece rate) for people or teams, weekly approval and a payroll CSV. Staff see their own money under Route > My Earnings. Starts off; counts from the day it is turned on.

Earning

When a sale turns into commission and what it is figured on.

Auto: Invoice Paid when Invoices & Payments is on, otherwise Service done (billing in LMN).

Only when commission is earned on payment.

Who gets the credit when nobody split the estimate.

Off: only the most specific rule pays each line (person + item, then item, then person, then everyone).

A customer with no completed Service in this many months counts as new.

A line with no product or hours on the estimate.

Only sales and Services on or after this date count. Set to the day the module is first turned on; blank fills it in then.

Blank counts from the day the module was turned on; a date also credits older sales, Services and bonuses.MoreLess
What It Does
Picks how far back commission and bonuses are worked out.
What It Changes
Approved weeks are never reopened; anything new lands in the next open week.
How to Use
  1. Leave it blank to start from today.
  2. Or pick an older date to credit older sales and Services.
  3. Click Save.

For stepped and retroactive rules: the sales total that moves someone up a band resets each period.

Clawbacks

A refund, void or write-off adds a negative line. The original line is never edited or deleted.

Off: commission already earned stays earned.

After this many days from the sale, refunds no longer take commission back.

Pay Week, Approval And Export

Pay Weeks follow the Time Clock week (Settings > Time Clock > Week Starts).

On: Admin approves each person's pay week; approved weeks lock. Unlocking is logged in the Change Log.

Adds Commission, Bonus, Performance Pay and Top-Up columns to the Time Clock CSV. A separate Commission CSV is always on the Earnings page.

Performance Pay

Piece-rate (production) pay for people or teams set to Performance on the Performance tab. Everyone starts on Hourly.

How one Service's pay is shared by the crew that did it.

Only for By role weight: the team lead's share compared with 1.0 for everyone else.

On: when performance pay is below clocked hours × the floor rate, a Top-Up line makes up the difference. Needs Time Clock.MoreLess
What It Does
Federal law requires at least minimum wage.
What It Changes
A Top-Up line makes up the difference between performance pay and clocked hours × the floor rate. Federal law requires at least minimum wage.
How to Use
  1. Turn it On.
  2. Set the floor rate.
  3. Click Save; it needs the Time Clock.

Federal minimum wage is $7.25. Use your state's rate or a higher company floor.

A Scorecard callback on a Service changes that Service's performance pay.

The share taken back on a callback; used only with Take Back Part.

Bonuses And Leaderboard

How a team bonus is shared.

Stops a short week or month from winning a score bonus.

Ranks, sales, upsells and scores. Never other people's pay.

Quick Calc

Type a rate, mix or unit question, or tap an example.