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How do I set up and track employee commissions?
How do I set up and track employee commissions?
Set employee commission percentages based on parts, labor, and tires and run reports for accurate payroll
Zack Buffum avatar
Written by Zack Buffum
Updated over a week ago

To set up commission rates for any user go to Settings > Users select a user, and then click on Rates and Commission:

Enter the desired percentage for parts, labor, and tires and hit Save. Next, go to your work assignment settings by going to Settings > General Settings > Work Assignments. Select the components that you would like to be able to assign within orders.

Once a user has been assigned to an order they will begin to accrue commission when the order status transitions from estimate to invoice.

To run a report on commissions, go to Settings > Reports > Commission Summary:

Use the filters at the top to customize your report by the Invoice date, Paid status, Persons, and Role (Technician, Service Writer, or All)

The dollar amount is calculated based on subtotal retail values of the line items before tax, discount, shop supplies, etc. (unless the discount is applied at the line item level).

  • Services = Total amount of services assigned.

  • Labor = Total amount of labor line items assigned.

  • Parts = Total amount of part line items assigned.

In the above example, our Service Writer has been credited for two services, each containing a part and labor line item for a total of two part items and two labor items.

Note: if you have a user that is assigned as the Service Writer and Technician, they will collect commissions for each role they serve. In the below example, the two services are now showing as three because the user is being credited as a Service Writer and again as a Technician for the dual role they served. To exclude these instances, simply adjust the Role filter to show only Technician or Service Writer.

To credit users for Fleet work on Payment Terms adjust the Paid filter to include ‘Unpaid’ invoices. Note, these filters will bring in all invoices that meet the filtered criteria.

Still have questions? Feel free to reach out to us through the Chat Icon in the bottom right corner of your screen. Thanks for reading!

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