Pay & commissions
Commission plans, bonuses and Pay Team.
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- How pay worksHow a sale becomes a paid commission in Producify, in five steps, each with the article that shows how.
- Set your pay period and payouts start dateChoose when a pay period closes, when sales pay and the day Producify starts paying your team, before your first Pay Team run.
- Build a commission planCreate a commission plan in Settings and set the base rate each product line pays.
- Add a bonus to a planAdd a bonus or an Earnings Tier to a commission plan, and pick the right card for what you want to reward.
- Add a production bonusPay a set amount for each policy, or for every set of policies, with the Production Bonus card.
- Add a milestone bonusPay a bonus when a person reaches a target, this year, all time, over any few months or each pay period.
- Add a streak bonusPay a bonus when a person hits a target several periods in a row, and choose what a missed period does.
- Add a Team Goal bonusPay each eligible person a bonus when the team's combined production reaches a goal, once or every month.
- Assign a commission planGive a person a commission plan and choose the day it starts, from the plan or from the person.
- Ask us to build or change a planSend the Producify team a request to build or change a commission plan, and choose who it covers and when it starts.
- Read the Payouts pageOpen Payouts, pick a person and a pay period, and read the large figure, the bonus table and Commission Detail.
- Read the Earnings BreakdownRead the Earnings Breakdown diagram on Payouts, from product lines and bonuses on the left to Total Commission on the right.
- Find pay carried from an earlier monthSee where a sale that has not issued, a sale that issued later, or an unpaid earlier month shows on the Payouts page.
- Run Pay TeamOpen Pay Team, check what each person is owed, take back any chargeback and confirm the run.
- Download a pay summaryAfter a Pay Team run, download a PDF of what everyone was paid, with pages of its own for each person.
- Pay again or undo a runPay what has been earned since a Pay Team run, pay the people a run left out, or undo a run so it can be paid again.
- Record a chargebackRecord a chargeback on a cancelled policy from the Sales Log, and see how much of the commission comes back.
- Take back a chargeback in Pay TeamSee what a person owes in chargebacks, then take some or all of it back from their pay in a Pay Team run.
- Change a commission planChange a plan people are already paid on without changing what they were paid before, and read its version history.
- Change payout settings after a Pay Team runSchedule a change to your pay period, when sales pay or how chargebacks come back, once your office has run Pay Team.
- Enter a person's payEnter what a person is paid on their Compensation tab, and record a raise with the day it starts.
- Read Employee ROISee what a person costs the agency, what their sales bring in, and the month they broke even, on the Employee ROI tab.