IMPLEMENTATION STEPS

With over 20 years’ experience in software design and implementation, we pride ourselves in creating solutions in Zoho using API’s, Custom Functions and Widgets. We have developed 10 exclusive implementation steps, designed to help you decide what your business needs. Contact us for more information or to be kept updated on new Zoho Developments.

START UP

STEP 1

STEP 2

STEP 3

STEP 4

STEP 5

STEP 6

STEP 7

STEP 8

Step 8 - Staff Commissions and Payroll

STEP 8A - STAFF COMMISSIONS

Calculating Staff Commissions can be different for every business, so when we developed a Commission Calculator, diversity was our key objective. We developed a solution that provided enough flexibility to handle every scenario we could think of for commission agreements.

Our exclusive Commission Calculator has been configured using the value of Sales Orders, or the value of products sold, or the quantities sold. You can configure fixed commission amounts, percentage of values, or percentages of profit.

You can also set Sales Targets or Retainers. You can create Commission date ranges for changes in your commission agreements.

Commissions can be accrued when sales are made, but due and payable when money is received. This means you can track a commission entitlement on a sale and outstanding commission payments. You can manage trail income, generate commission statements and reconcile commission payments.

FEATURES

  • Create Commission Rules.
  • Set Rules by Date Ranges.
  • Create Rules for Internal and External Resources.
  • Create Commission based on Products Sold.
  • Create Commission based on Sales Order Values.
  • Create Commission based on Product Values.
  • Create Commission Rules based on Profit Values.
  • Enable or Disable Products eligible for Commission.
  • Set Targets and Retainers.
  • Automation of Commission Due based on Revenue,
  • Commission Statements and Transactions.

STEP 8B - Daily Timesheets and Payroll Calculations

Using the timesheet records, the hours are consolidated for each resource into a Daily Timesheet, which is then used to calculate the payroll requirements. The calculations are based on the resources contract and award to determine their ordinary hours and overtime hours. The payroll report also calculates the allowances for travel, meals and rest days.

FEATURES

  • Automatic Calculations for Overtime based on Contracts and Awards
  • Automatic Calculation of Allowances for Meals and Travel
  • Automatic Calculations of RDO’s (Rest Days)
  • Manage Personal Days and Annual Leave Allowances
  • Alerts for Missing Timesheets
  • Approval Process for Overtime Hours
  • Automatic Payroll Report using Timesheet Data
  • Automatic Timesheet Cost Calculations for Project Budgets

STEP 9

STEP 10