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
- Open Reports > Commissions.
- In Commission rules, type a Name, pick the Type (Service or Product) and the Method (Percent or Fixed).
- Enter the Percent, or the Fixed amount per unit.
- Choose the Staff scope (All staff or one person), or limit it with a Role label. Set a Priority if rules overlap.
- Tap Create rule. Use Pause rule or Activate rule on its row later.
Monthly commission statements
- On Commissions, tap Commission statements.
- Under Commission profiles, give a profile a Name, pick a Mode and fill in the rates, then tap Create profile.
- Under Profile assignments, pick one active profile for each team member.
- Pick the Period and tap Generate statements. You can regenerate any time before locking.
- 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.
Related guides
- How staff see their own commission statement
- How to work out instructor pay for the classes they teach
- How to see staff performance and the team leaderboard
More in Staff and team, or start with the getting started guide. Still stuck? Contact us.