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How to set up staff commissions and monthly commission statements.

Timeo works out commission from completed sales and services. Rules give a rate per item, and commission profiles turn each month into a statement you can lock once the month closes.

Who it is for
Owners, admins and managers
Plan
Team only

Create a commission rule

  1. Open Reports > Commissions.
  2. In Commission rules, type a Name, pick the Type (Service or Product) and the Method (Percent or Fixed).
  3. Enter the Percent, or the Fixed amount per unit.
  4. Choose the Staff scope (All staff or one person), or limit it with a Role label. Set a Priority if rules overlap.
  5. Tap Create rule. Use Pause rule or Activate rule on its row later.

Monthly commission statements

  1. On Commissions, tap Commission statements.
  2. Under Commission profiles, give a profile a Name, pick a Mode and fill in the rates, then tap Create profile.
  3. Under Profile assignments, pick one active profile for each team member.
  4. Pick the Period and tap Generate statements. You can regenerate any time before locking.
  5. When the month is final, tap Lock period. Locked amounts never change.

Profile modes

  • Flat rate: one rate on every attributed sale.
  • Tiered by revenue: progressive brackets on the person's revenue for the period.
  • By category: a rate per service category, with a default for everything else.
  • Team override: a lead earns a rate on the sales of selected team members.
  • Primary and assistant: splits one sale between the main person and a recorded assistant.

What your customers see

  • Nothing changes for customers. Staff see their own numbers under My commission.

Common problems

I do not see Commissions under Reports.
Staff commissions are on the Team plan, and the page needs a role with commission access, such as owner, admin, manager or accountant.
A statement did not change after I edited a profile.
Profile changes apply the next time you generate an unlocked period. Tap Regenerate statements. A locked period never changes.

More in Staff and team, or start with the getting started guide. Still stuck? Contact us.

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