In this article, you will learn how to create Performance Pay commission rules. 

Performance Pay is Workiz’s 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.

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

How to create a commission rule

1. From the navigation bar, select the profile icon > Settings
2. Under Job settings, select Performance Pay
   
   
3. Select New commission rule
4. Create your commission rule:
   
   
   1. Rule name: Enter a name for your commission rule
   2. Trigger event: Choose the type of event that triggers this commission rule (e.g., job done by, item sold by, job created by)
   3. Conditions: Set any specific conditions that to limit when this commission rule should be triggered (e.g., only if job type is any of installation, maintenance, or repair)
      

      To learn more about how commission rule conditions work, please see the next section.

   4. Commission rate: Set the commission rate that you want to use for this rule (e.g., $10 of job profit, 20% of item total, etc.)
   5. Commission splits: Decide if you want to allow for commissions to be split for this rule
      

      This option will only be available when a rule's trigger event is set to "done by."

   6. (Optional) Select View example to see a detailed breakdown of how this rule would work
      
   7. Select Create
5. Assign users to your commission rule
   1. Select Assign users for your rule
      
   2. Select all of the users you want to assign to this rule and select Save

To test out your new commission rule, create a new job and ensure it aligns with the parameters you applied to your rule (e.g., job type, ad source, assigned users, etc.). 

Understanding commission rule conditions

Conditions are a great way to limit exactly when your commission rules are triggered. For example, you may decide that you only want a certain rule to trigger if the job type is "inspection" or if the ad source is "Google."  

When adding conditions, it's important to understand how they work so you know exactly what to expect. 

Using 'or' conditions (single lines)

For Performance Pay, any conditions within a single line will have an "or" relationship. This means that only one of the conditions must be true for the rule to trigger. For example, if your rule states that the job type must be any of “inspection” or “installation” (within a single line), the rule will trigger if either of those conditions are met.

Using 'and' conditions (multiple lines)

When adding multiple lines of conditions, these separate conditions have an “and” relationship. This means that at least one condition from each line must be true for the rule to trigger. For example, if the first condition of your rule states that the job type must be “installation” and the second condition states that the ad source must be “Google,” the rule will only trigger if both conditions are met.