In this article, you will learn about how to manage your team's commissions with Performance Pay.
Performance Pay is Workiz’s easy-to-use solution for incentivizing and rewarding your team based on their performance metrics. With Performance Pay, you can create custom commission rules that specify how your team is rewarded for their achievements. You can set up rewards for upselling line items on a job, completing a job, and even creating a job.
Performance Pay basics
A simple commission rule builder
With Performance Pay, you'll be able to create simple rules that capture the complex nature of your commission structure. Rules can be set to trigger based on who was assigned to the job (done by), who added specific line items to a job (sold by), or who created the job (created by). You can also easily add conditions to ensure the rules trigger only in specific scenarios (e.g., only if job type is "inspection" or only if ad source is "Google").
With Performance Pay, commissions can be based on one of the following:
- Job profit
- Job total
- Job subtotal
- Paid amount
- Line item profit
- Line item total
To learn more about creating commission rules, please see this article.
An intuitive and comprehensive report
After enabling the Performance Pay add-on, you will receive access to a dedicated report where you can review all of the jobs that qualify for performance-based commissions and see the corresponding payouts owed. This report will display the total commissions owed to each team member, along with the individual commission details that contribute to the total amount.
To learn more about reviewing your commission payout report, please see this article.
Enabling Performance Pay
- From the navigation bar, select the Feature Center
Not seeing the Feature Center icon in the navigation bar? You may not have the correct permissions set for your user.
Please contact your account admin and ask them to turn on the Account Settings permission for your user type from the Roles & Permissions settings page.
- Select Performance Pay
- Turn the toggle switch on/off to enable/disable the feature