Bonus Commissions enables you to create employee commissions based on generated revenue. For example, you could define a bonus commission designed to pay three specific employees 20% of all of the revenues they generate above $200,000 during a time period that you define. Note that Bonus Commissions are not linked to a specific job.
Creating Bonus Commissions
Editing Bonus Commissions
Deleting Bonus Commissions
Calculating Bonus Commissions
Select Tools > Lists > Bonus Commissions. The Bonus Commissions Management dialog box appears.
Click Add. The Bonus Commissions dialog box appears.
Type a name for the bonus commission in the Name field.
Select the customer type to which this rule will apply from the Customer Type drop-down list. Your options are All, Individual, or Corporate.
Select the customer subtype to which this rule will apply from the Customer Subtype drop-down list. The options here depend on what you have defined; see the Defining Customer Subtypes section for details.
Click the check box(es) corresponding to the revenue categories to which you want to apply this rule. These categories correspond to your Master Categories; see the Master Service-Product Categories Overview section for more.
If you are running ServiceCEO Enterprise, select the check box(es) corresponding to the region(s) An organization level between Organization (the highest level) and Branch. Regional users will be able to see data regarding all branches and zones within their region. The Region level is only visible in ServiceCEO Enterprise. and branch(es) A user-defined geographic territory located between a Zone and a Region. Along with zones, branches enable users to strategically associate teams of employees in a particular location with customers in the same location to facilitate easier and more efficient scheduling. They also enable the use of SmartLists. The Branch level is only visible in ServiceCEO Enterprise. to which you want to apply this rule in the Applies to Revenues From: list box.
To pay a standard commission amount on a limited revenue amount, select the Pay Flat Amount when Revenue Exceeds: check box. Next, type the amount that, when exceeded, will generate a bonus commission. Finally, type the amount of the bonus commission in the Bonus Amount field.
To pay a percentage commission amount on a limited revenue amount, select the Pay Commission % on Revenues That Exceed: check box. Next, type the amount that, when exceeded, will generate a bonus commission. Finally, type the percentage of the bonus commission in the Percent Bonus field.
To pay a percentage commission on all revenues, select the Pay Commission % on All Revenues: check box. Next, type the percentage of the bonus in the text field.
Click the Add button next to the employee grid. A System Search dialog box appears.
Search for and select the employees you want to add to the Bonus Commission.
Click OK. All selected employees are added to the employee grid
If you are integrated with an accounting package, click the Select Payroll Expense/Debit Account… button. The Account window appears.
Select the accounting account with which you want to integrate the bonus commission from the Account drop-down list.
Click OK.
Click OK. The Bonus Commission appears in the Bonus Commissions Management dialog box.
Click Close. To calculate the bonus, see Calculating Bonus Commissions section.
Select Tools > Lists > Bonus Commissions. The Bonus Commissions Management dialog box appears.
Select the bonus commission you want to edit.
Click Edit. The Bonus Commissions dialog box appears.
Make any necessary changes to the bonus commission.
Click OK.
Click Close.
Select Tools > Lists > Bonus Commissions. The Bonus Commissions Management dialog box appears.
Select the bonus commission you want to delete.
Click Delete. A confirmation notice appears.
Click OK. The rule is deleted.
Click Close.
The only way to pay your employees for a bonus commission is to calculate it. You can calculate a bonus commission at any time. To do so:
Select Tools > Lists > Bonus Commissions. The Bonus Commissions Management dialog box appears.
Select the bonus commission you want to calculate.
Click Calculate Bonus. The Bonus Preview dialog box appears.
Select the start and end dates for the bonus commission.
Click Calculate Bonus. The Pay Bonus dialog box appears, displaying the bonus per employee amount and asking if "You like to add this Bonus Amount to pending payroll?"
Click OK. The Revenue and Commission amount is calculated and is added to the employee's payroll. You will see this amount when calculating the employee's paycheck.
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