Commission ModuleMari Kautzman - COO

Sean Sexton - Senior Enterprise Developer

Commission Module• Module to help you calculate commission• Goals• Accurate and Efficient• Flexible• Reporting• Tracking

Commission Workflow

AssignmentAllocations

CommissionFormulasand Plans

CommissionCalculation

CommissionReports

Commission – Key Concepts• Burden Types• Define burden to be used in commission calculation• % of bill or pay, Amount per Hr, Flat Amount• Define for Customer, Order, or Assignment

• Commission Allocations• Defined on Assignment• Who gets commission for this assignment?

• Assignment Allocation Defaults• Set up defaults for Branch, Customer

Commission - Demo• Demo—Burden Types

Commission - Demo• Demo—Commission Allocations

Commission – Key Concepts• Commission Plans• One plan per service rep • Contains one or more formulas

Commission – Key Concepts• Commission Formula• Describes how to calculate commission under certain circumstances

• Formula Types• Determines how calculation will be done

• Out of the Box Formula Types• Weekly Gross Profit• Direct Hire• Gross Margin %• Net Revenue

• Custom Formula Types

Commission – Key Concepts• Formulas• Match: Customer, Branch, Sales vs. Recruiter• Tiers• Earns By, Earns For

Commission - Demo• Demo—Commission Plans and Formulas

Commission – Key Concepts• Pay Cycles• Weekly, Monthly, Quarterly• Pay over range of week-end periods• Formula type dictates pay cycle

Commission – Key Concepts• Commission Calculation• Select formula type and pay period• Calculate commission

Commission - Demo• Demo—Commission Calculation

Commission – Key Concepts• Commission Reports• Commission Details• My Commission

Commission - Demo• Demo—Commission Reports

Questions?

mari@tempworks.comsean.sexton@tempworks.com