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Employee Commissions report

The employee commissions report gives you a quick snapshot of the revenue and commissions that employees earn for providing services or selling products, free services, memberships, packages, and gift cards. Employees may also earn center and tenure commissions and special bonuses when guests request for a specific therapist to perform a service. You can view all these details in the employee commissions report. In sum, this report provides a break-up of all commissions an employee earns. You can view this report both, at the Center and at the Organization level.

Note

To view employees' payroll, read Employee Payroll Summary Report.

When to use this report

You may want to run the employee commissions report to check if:

  • Employees are earning the commissions as per your configurations for services, products, memberships, packages, and gift cards.

  • Employees are earning commissions based on revenues they generate, where applicable.

  • Appropriate amounts are being deducted from employee commissions in case of penalties such as redo penalty.

Important

  • This report considers only closed invoices. Read: Manage employee commission

  • You should have already configured pay periods from Employee > Settings > Pay Period.

Generating the Employee Commissions report for a center

You can generate the Employee Commissions report at the Center to view commission-related details about employees at your center.

  1. At the center level, click the Report icon.

  2. On the Reports Dashboard, click Employee > Commissions (from the filter).

  3. From the list of reports, click Commissions Report (Dashboard). The report opens in a new tab.

    Note

    To view a graphical report, click Commissions Report (Graphical).

  4. Select the appropriate filter criteria.

  5. Click Refresh.

    Note

    To view a graphical report, select Commissions under the Graphical section in Select a report drop-down box. See screenshots for reference.

    Best Practice: To view all columns of the report, always export the report. The UI shows fewer columns.

  6. Use the Excel or .CSV icons on the top right-hand corner to export the report.

Filters

Criteria

Description

Select a Report

Select the format in which you want to view the report.

  • To view the report in a tabular format, click Commissions under Select a Report.

  • To view the report in a graphical format, click Commissions under Graphical.

Cycle

Select the cycle - Monthly, bi-weekly, or a specific pay period.

Note

You can view Pay periods only if these are configured from Center > Employee > Settings > Pay Period.

Include employees with zero commissions

Select this option if you want to include employees with zero commission in the report.

Note

This field is clear by default. This means employees with no commission are excluded from the report. This promotes faster report generation and more relevant records to view.

Show revenue details

Select this checkbox if you want the details of revenues generated by employees to appear in the report. For more, see Revenues column in the Column Descriptions section.

Column descriptions

Column

Description

Name

Displays the name of the employee. The names of the employees appear in the format First Name + Last Name (Nickname).

Employee Code

Displays the employee code.

Salary

Displays the salary of the employee.

Revenues Service Revenue Add-On Revenue Free Service Revenue Total Service Revenue Product Revenue Membership Revenue Package Revenue Gift Card Revenue No Show Revenue Cancelation Revenue

Displays revenues employees generated under Services, Add-On Services,

Free Services, Products, Memberships, Packages, and Gift Cards.

Note

These columns appear if you have selected the checkbox Show revenue details.

Example: According to this report, Amy Miller generated a revenue of $4000 by selling products. Read: Manage employee commission

Note

Free service revenue includes revenue employees earn on the discount amount in invoices, loyalty points redemption amount, the value of zero-priced gift cards, memberships discount amount, and membership service credits.

Note

Total Service revenue is the sum of Service revenue, Add-On revenue, and Free Service revenue.

Commissions Service Commission Add-On Commission Product Commission Membership Commission Package Commission Free Service Commission Gift Card Commission No Show Commission Cancelation Commission

Displays commissions earned by employees for Services, Add-On Services, Products, Memberships, Packages, Free Services, and Gift Cards.

Note

Free service commission includes commissions employees earn on the discount amount in invoices, loyalty points redemption amount, the value of zero-priced gift cards, memberships discount amount, and membership service credits.

Example: According to this report, Amy Miller generated revenue worth $4000 by selling products and earned product commission of $800 as a result. Read: Manage employee commission

Center Commission

Displays the commission earned by employees for center commissions. Read: Manage employee commission

Deduction On Total Commission

Displays the amount that is deducted on total commission earned by the employee in the pay period. Read: Manage employee commission

Service and Invoice Level Deductions

Displays the amount that is deducted as service and invoice level deduction on commission earned by the employee.

Note

If the organization level setting, Show commission amount in payroll post invoice-level deduction, is ON then the commission amount that appears, takes into account invoice-level deductions. For example, assume an employee earns $100 as a commission. Invoice level deduction is $5. If the organization level setting is ON, you will see $95 as the employee's commission.

If the organization level setting is OFF, the commission amount does not account for the invoice-level deduction and you will see $100 as the employee's commission.

Tenure Bonus

Displays the commission earned by employees as tenure bonus. Read: Set up tenure commission

Redo Penalty

Displays amount deducted for an employee in case a guest asks for the service to be redone (this happens when a guest is unhappy with the service provided). Read: Mark a service as a redo service

# Requested

Displays the number of times the employee was requested for a service. This number has a direct impact on the next column - Request Therapist Bonus.

Request Therapist Bonus

Displays the amount an employee earned because a guest requested specifically for the service to be performed by that particular employee.

Tips

Shows the tips that employees earned during the time period you specify.

Note

You can see this additional column when you generate the report from the organizational level only. See the following section for details.

Generating the Employee Commissions Report for the entire organization

When you generate the Employee Commissions report from the Organization level, you can view commission details for all employees at all your centers.

  • Zenoti generates the organization-level Employee Commissions report only if the following conditions regarding pay periods are met:

    • Pay periods are the same across all Centers.

    • Pay periods are either Monthly or Bi-weekly only.

    • Pay periods have the same starting date.

  • Run the Employee Payroll Summary report for each of your centers before you generate the Employee Commissions report for the entire organization. You need to do this to ensure the accuracy of data in the Organization-level Employee Commissions report.

  • If you do not see the Download button in your report, it means that your report has issues that you must resolve. See Troubleshooting Tips in the following section for more information.

  1. Ensure you are at the Organization level for which you want to run the report.

  2. On the Main menu, click Employee.

  3. On the Employee Dashboard, click Payroll Reports > Commissions.

  4. Select the filters such as the Cycle, Include employees with zero commission, Show revenue details, Jobs (for which you want to generate the report).

  5. Select Excel or.CSV options from the drop-down list to export the report.

    Note

    This report is not available from the UI - you necessarily need to download this report in one of these formats.

  6. Click Download.

    Tip

    You may not see the Download button if there are differences in the pay periods of your centers or if you have not generated the payroll.

    httpreportszenoticomwp-contentuploads201705employeecomisrpt_orglevel_nodnloadbutton-300x69png.png

    Troubleshooting Tips: If you do not see the Download button it means that your organization level employee commission report has issues that you must resolve. Go through each of your centers and ensure that you have:

  • Created the same period for each center. :

    Note

    All centers must have the same pay period (say 15 days or a month).

  • Generated the payroll for each center.

    Employee Commissions Report at the Organization Level

The Organization level Employee Commission report has just one additional column - Center. This column displays the names of the Centers within your Organization.

In this section: