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Compensation (by Pay Cycle) Report

This report shows staff compensation earned based on the pay cycle set up in settings. You can filter the data to include all tickets or just closed tickets, and with tips or without tips. If you haven't set up your staff compensation yet, click here to learn how. Click here for details on Setting up Pay Cycle. Here are a few important things to note: 

  • The "Track compensation" checkbox on the staff profile has to be checked in order for the staff member to appear on this report. 
  • Hourly pay is based on clocked-in and clocked-out hours. 
  • Commissions for services
    • The commission is calculated on the date when the appointment was scheduled/performed.
    • The commission is assigned to the staff member who performed the service.
    • The clocked hour associated with the appointment is eligible for commissions - If a staff member was clocked in for a work type that is not eligible for commissions, then no commission will be paid on services performed while clocked in with that work type.
    • Refunds are shown on the date when the service was refunded. For instance, if a ticket with an appointment was closed on November 13th but refunded on November 23rd, the report will display the negative revenue on the 23rd rather than the 13th. The commission for the original ticket will also be deducted on the date of the refund. The commission for the original ticket will also be deducted on November 23rd.
    • Back bar fees are not deducted when services are refunded. A positive amount will be added on the day of the refund to compensate for the fees already deducted on the date when the appointment was performed.
    • Redo Appointments:
      • If the "Should Original Staff Member Receive Service Commissions On Redos?" setting is disabled, when a redo is done the commission for the redone service will be deducted from the original staff member's commission. So if John has an appointment with 3 services from which 1 service was redone by Mary, John will get commission only for the 2 services and Mary will get a commission for the redo service.
      • If the "Should Original Staff Member Receive Service Commissions On Redos?" setting is enabled when a redo is done, the revenue and commission for the original service will not be affected. For instance, if John has an appointment with 3 services from which 1 service was redone by Mary, John will get commission for all 3 services for the original appointment and Mary will get commission for the redone service.
      • Commissions for redone services do not apply for staff members on the tiered commission structure.
      • Although no revenue will be shown for the redone appointment in reports, the initial service revenue will be shown in the redo adjustment column and will be used to calculate the staff member's commission.
  • Commissions for products, miscellaneous items, packages, gift cards, and memberships
    • The commission is calculated on the date when the POS ticket was closed.
    • The clocked hour associated with the purchase is eligible for commissions - If a staff member was clocked in for a work type that is not eligible for commissions, then no commission will be paid on products sold while clocked in with that work type.
    • The commission is assigned to staff members who are selected as commission employees. If no employee is selected on the ticket, then the commission will not be paid to anyone.
    • Refunds are shown on the date when the product, miscellaneous item, package, gift card, or membership was refunded. For instance, if a ticket with a product was closed on November 13th but refunded on November 23rd, the report will display the negative product revenue on the 23rd rather than the 13th. The commission for the original ticket will also be deducted on November 23rd.

To access your Compensation Report: 

  1. Click Dashboard
  2. Click Reports
  3. Click Compensation under the Staff heading

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Report Filters

Filter Description
Location View by specific location or all locations. Only staff at selected locations will be available options for staff filter.
Staff View specific staff members or all staff.
Pay Cycle

Select either current cycle, previous cycle, or a custom cycle range. Pay cycles are determined by the parameters set in settings (staff section).

Note: Custom cycle does not allow you to choose custom days, but rather historical pay cycles. For custom date ranges (outside the normal pay cycle), try the Daily Compensation report

Closed Tickets Only

When this box is checked, only appointments and product sales with a closed ticket will be reported. If unchecked, all completed appointments (with or without a ticket) and product sales will be reported.

Note: Appointments revenue will always be reported by appointment completion date, not by date ticket was closed.

Include Tips

When this box is checked, tips are included in the compensation data for each staff member.

Note: If tips were withdrawn from the register for a given day, tip amounts will not appear on the report (even if the filter is applied).

 

Example of report filters:

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Report Columns

Column

Description

Staff Member

The staff member whose compensation you are tracking.

Appointment #

The number associated with the appointment. Click this number to view the appointment.

Ticket #

If there is a ticket associated with the appointment, the ticket number will appear in this column. Click the number to view the ticket.

Client

The client for the appointment/ticket. Click the client name to open the client profile.

Revenue

The totals for different revenue types for selected staff members during the selected pay cycle. 

Note: Service revenue reported on day of completed service. Other types (product, package, gift cards) are reported on the day the ticket is closed.

Redo Adjustment

This shows the adjustments for redo appointments. If the "Should Original Staff Member Receive Service Commissions On Redos?" setting is disabled and a redo was done, the revenue for the original staff will be shown in red in the adjustment column on the date of the redo.  

Commissions

The totals for different commission types for a selected staff member during the selected pay cycle.

Base Salary

This column shows the pay for salaried employees. Only applicable if the salary is set in the staff profile.

Hours (types and amounts)

The total hours and different hourly types according to clocked hours by staff. For example, if you have an hourly type named “Training” then you will have a Training Hours column. It will have a matching column for Training Hours Pay which shows the total pay for that hourly payment type.

Note: You can learn about creating hourly types here.

Hours Pay (for hourly types)

Pay calculated for each of the hourly types created. Pay has to be set for hourly type in each staff profile. Calculated by taking the number of hours multiplied by the hourly amount set.

Note: You can learn more about setting hourly pay here.

Overtime Hours

Any hours over the overtime parameters set in each staff profile.

Overtime Hours Pay

Overtime pay calculated by the parameters set in each staff profile multiplied by overtime hours.

Tips

The total tips the staff member earned in the selected time period. This column only exists when the "Include tips" box is checked.

Note: If tips were withdrawn by staff from the register, the tip amounts will not appear on the Compensation report (even if the filter is applied). Only tip amounts that were NOT withdrawn from the register will appear.

Back Bar

Fees that staff incurs for using products during service. These fees are deducted from staff compensation to cover the cost of supplies to perform specific services at your business.

Note: Only reported if back bar fees have been set for the given staff. Learn more here.

Total Commissions

Total compensation for selected staff members. Calculated by adding commissions, hourly pay, and tips and deducting back bar fees.

 

Example of report columns:

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Tiered Commission

Tiered Commission is reported slightly differently from Straight Commission and requires attention when generating reports. A summary of the differences follows.

 

Straight Commission Tiered Commission

The commission is listed for each individual appointment and ticket.

Total commission for the date range is also listed.

The commission is not listed for each individual ticket, because commission changes depending on the total revenue earned. Instead, the Total Commission for the pay period is listed.

 

For custom date ranges (outside the normal pay cycle), try the Daily Compensation report

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