Set up and Use Commission Allocator

Users want a streamlined process for commissions; this achieves efficiency and accuracy when allocating them. When organizations have a large number of jobs and placements, users do not want to configure commissions individually, as this can result in mistakes and taking extra time to ensure commissions were done correctly. In AviontéBOLD, users can define defaults for commissions so that individual configuration is not necessary.

• Set up Commission Types

Key Takeaways

• AviontéBOLD offers a streamlined commission allocation process, ensuring efficiency and accuracy in handling commissions for a large number of jobs and placements.
• Users can define default commission settings, eliminating the need for individual configuration and reducing the risk of errors.
• The Back Office Commissions report allows for easy tracking and management of commission amounts, providing a comprehensive overview for efficient commission handling.

CHAPTERS

• Set Up the Commission Allocator role
• Add Commission Allocation Defaults
  • New Job Creation
  • Job Order Template Creation
• Apply Commissions
  
• Track Commissions (Back Office Commissions Report)
  
• Run the Report

Setting Up the Commission Allocator role

Setting commissions is controlled by granting the required permission to the role for users who need it.

1. Click on Account & Settings
2. Click on User Accounts
3. Select the User
4. Click on the Edit Access button
   
   
5. Click the checkbox for "Commissions Allocator"
6. Click on the Save button
   

Add Commission Allocation Defaults

When creating a job on the job details page, users (for example, Administrators, Ops Managers, and Recruiters) can set a user type, commission type, and percentage values as commission defaults. This way, they won't have to fill in this information at the start of every placement.

Add Commission Allocation During New Job Creation

1. Log on to AviontéBOLD, if not logged on already.
2. Hover over the Job menu and select Add New Job from the submenu. The system will open the Create Job flyout.
3. Fill at least all mandatory fields and click the On toggle for Commission Allocation. 
4. Select the desired User for a percentage from the drop-down list. The list will populate with the users in your system.
5. Select a Commission Type.
   1. Setting Up Commission Types
6. Enter a Percentage. Remember percentages need to total 100%.
7. To Add an additional Commission Recipient, click the green button.
8. To remove a commission recipient, click the trash can under "Remove" for that line.
9. When setup is complete, click Create Job. 

The system displays the commission allocation in a widget when viewing the new job. Changes can also be made here.

Add Commission Allocation During Custom Job Order Template Creation

Users may want to assign commission defaults to new custom job templates instead of each job as they create them individually. Below is how this can be accomplished.

1. Start creating a job order template
   1. Creating a Job Order Template (Sales Admin User)
2. While a user is creating the template, the system displays a Commission Allocation widget. Turn the toggle On to use it.
3. Add two or more users with commission types and percentages, and the system enables the save button.
4. Complete the job order template and save it.

Applying Commissions

Applying commissions can be done when assigning the talent via their profile, with the steps below.

• While on the Talent/Candidates Page, select the Quick Action "Assign Talent."

• Select the Job for which the candidate is to start.
  
  
• Once the Assign on Job flyout appears, scroll to the bottom and toggle Commission Allocation from "Off" to "On"

• You can then choose the users who will get a commission, their commission type, and their percentage/amount.
  • The commission can be entered as a percentage or dollar amount. Once one is entered, the other is automatically calculated. **Note that the percentage must equal 100.
• Once the commission has been entered, click Assign Talent.

Applying or editing a commission after an applicant has been started on a job can be done in the Hired Details on the Job Details page.

Note: While you can add commission after a talent has already been started, this will not apply retroactively, meaning it will only calculate going forward and will not apply the commission to any time they have previously worked on the job.

Tracking Commissions (Back Office Commissions Report)

Commissions can be tracked using the Back Office Commissions report located under the Analyze tab. It is important to know that Commission amounts will not appear until after Pay & Bill Processing has been run. 

• Information on Back Office Commissions report

To run the report you will need the associated permission. Go to your user profile (from the main menu, click on your name) > click Edit Access > search for "back" > check the box for "Back Office Commissions."

Run the report

• Go to Analyze Tab > Reports > click Operational Reports > Back Office Commissions Report
• Using the Filter Icon, select your parameters (Division, Region, Office, HCM User, Date Range)
• Results will display by week ending date and commission type, giving you the exact total commission amount by the week.

Helpful related articles

• Add Commission Allocation Defaults
• Include Commission Defaults when cloning a job
• Use Fields For Commission Allocation in a New Custom Job Order
• Use The Commission Allocation Widget in the Job Details
• Use The Commission allocation component in the Hired Details Flyout