The SecurityTrax commission calculations are done on a per-company basis. In other words, there are no built-in or stock capabilities for calculating commissions 'out of the box'. The reason for this is that from our experience we have learned that each company does commissions so differently that attempting to create such a system will inherently only create limitations around its capabilities to accomplish what our customers want and need.
Therefore, if a company opts to have SecurityTrax perform commissions calculations each setup is unique to the given customer and their company. The time it will take (and associated cost) is typically directly related to the complexity of the commission structure. Please understand that some implementations can take a considerable amount of time.
The SecurityTrax commission structure is designed to be very flexible in order to accommodate various ways of calculating commissions. However, there are certain limitations to be aware of:
Determine who you are going to pay and what you're going to pay them for. In the screenshot below you'll see a sales rep payable (you can view this screen by clicking on the "payables" tab within a customer profile). You have the option to pay this rep on 4 line items: Base, Lead Type, Sale, Misc. These four line items are not set. You need to determine what line items you want to pay out on. You may have up to 8 line items per "Role/Function".
Each line item can have individual calculations contributing to a total for the payable. This process needs to happen for each Role/Function that you want to pay out on. Examples of Role/Function are: Technician appointment, manager overrides, trainers, partner companies, etc. Lastly, If you have multiple tiers, levels, or pay grades that your employees qualify for we need to know how many levels there will be for each Role/Function.
In Summary, you need to determine the following:
A SecurityTrax programmer must create your pay levels during the commission template setup process. In order to do so, you must provide the programmer with the number of pay levels you will need in each Role/Function. Additional pay levels can be added in the future but it is far simpler and quicker to set them up initially. In other words, be thorough and let the programmer know every possible pay level that you need or anticipate needing.
Once you have clearly identified all applicable information, document your findings and upload the information on a SecurityTrax ticket. A SecurityTrax programmer will review the provided information and contact you (via the ticket) to discuss the next steps.
Once SecurityTrax has received the provided information a review will occur. The purpose of the review is to determine:
The SecurityTrax programmer will initiate all dialog through the SecurityTrax ticket as well as provide the estimate. Written (via the ticket) consent must be given to proceed with the commissions calculations work.