Commission

  • HOW TO VIEW YOUR WEEKLY PAYROLL AS A REP - Updated 5/28

    1. Login to your FastGem
    2. Hover over 'Reporting' and click on 'Payroll' 
    3. Select and click on the date that you are wanting to lookup Payroll for OR click on the 'Preview icon' to the right of that date  circled in the diagram. With either option, you will see your payroll displayed for that time period. 

     

     

     

  • Adding a New Package to FastGem Updated 6/3/2020

    *You must have Internal User Permissions to access this feature! 

    Added packages appear in the Package Dropdown box in 'Work Orders' when you add a work order to your customer records. 

    Packages also track commission and (when driven by PHP code), will appear on your order form as well. 

     

    1. From your FastGem homescreen, go to Resources>Packages on the menu bar. (Do not click on any extensions of 'Packages'. Click Directly on 'Packages'.

    2. From the 'Packages' page, scroll down and click on the 'Add new item' Icon as shown below. 

    3. (As an Example) We are adding the AT&T TV package, 'Entertainment', which comes with 65+ channels, and the cost of that package is $59.99/month. So, in the 'Label' field, we will put 'AT&T TV ENTERTAINMENT'. In the 'Description' field, we will type '65+ Channels', and in the 'Cost' field, we will type '59.99'. In the dropdown box labeled 'Provider' we will select AT&T TV. No dollar sign will be needed, as FastGem autopopulates the currency symbol for you. If your order forms are set up for the provider you are adding a package for, you can select 'Yes' in the 'Include on Form' dropdown box, if you'd like for this package to display on your order form as an option. You can also set up the standard commission plan for this package by selection 'Yes' in the 'Commission Based Package' dropdown, or just leave it at 'No' if you don't wish to set up commission plan. You can always go back and edit that later if you need to. (Please see help topic: Editing Mass Comps for more information on adding commission plans for packages) . 

     

    4. Click 'Save' when you are finished. The package is now available amongst all of the packages. You can now assign a work order to this package from 'People' or 'Work Order' tabs. 

     

     

     

     

     

  • Adding Rep Adjustments

     

    1. Login to FastGem (Front End) 
    2. Hover Over 'Resources.' Click on 'Utilities.' 
    3. In the 'Description' field, type in the description of the standard fee you would like withheld from each sale for reps onboarded into FastGem. In the 'Effective Date' column, choose the date in which you would like to start withholding this fee. 
  • Commission Setup

  • Editing Commission Details (ADMIN ONLY) (SPECIAL PERMISSIONS)

    YOU MUST BE AN INTERNAL USER WITH'ACCESS ADMIN' AND 'CAN VIEW COMPS' and 'Can Edit Comps' PERMISSIONS TO ACCESS THIS FEATURE! 

  • Editing Individual Rep Commissions

    *You must have 'Edit Comps' Permission in FastGem to access the features involved in this training video. Please reach out to your FastGem's admin to further inquire. 

  • Problem: Account doesn't show up in payroll.

    Problem: Account doesn't show up in payroll. 

    Resolution: Check payment cleared status and date. Make sure Payment Cleared date is shown. 

    1. From Front- end, Click on 'Appointments' tab. Type the name of the customer in search bar. Hit the 'Enter' key on your keyboard. Click on customer name to go to link to submission page for that customer. 




    2. Click the 'Edit' button. 


    3. View the 'Payment Cleared Date' field. 

    4. Double click into field to make it editable, and type in the corresponding 'Payment Cleared' date as it should appear. Then, click 'Save' button. 



    5. Click into 'Payroll' tab, click 'Refresh', and you should now see the correct data. 

     

  • Problem: Downline Override Not showing in Payroll

    Problem: Downline not showing in payroll

    Resolution:

     

    1. Login to FastGem(Admin). Click to manage users.


     

    2. Click on Corresponding rep whose downline is not showing in payroll. 


    3. You should be in the 'FastGem' tab of the following page.


    4. Scroll to 'Receive Downline Override.'



     

    5. Toggle to 'Yes'. 


    6. Click 'Save & Close'. 


     

    7. Check Front end to confirm issue has been resolved. 

     

  • Problem: Override/Downline amount in Payroll is '$0'

    Problem:Override/Downline amount in Payroll is '$0'

    Resolution (1 of 2)

    1. Login to Admin FastGem. Click on 'Users' tab at top of screen. Click on 'Manage'. 

    2. Find user name in which Override/downline is assigned to. Click on name link. 

    3. Click on 'Fast Gem' tab on following page. 

    4. Scroll to 'Viewable Sales Reps.' (where the arrow is pointing)  Be sure original sales rep responsible for the sale is added to the area inside of circle. 

    5. Click on Save and Close.
       
    6. Confirm resolution of problem in FastGem (Front end) Payroll section. 

     

    Resolution (2 of 2): 

    1. In Payroll section, click on the rep record for the sales rep responsible for the main commission on the account. 

    Click on 'Edit' button. Scroll to the appropriate package name assigned to the sale. 

    View columns to the right of the consistent package name. Click into box underneath 'OVER/DOVER' (High, Low, Med), and type in the correct amount of override/Downline that sales leader should receive for this credit risk/package. 

    Click. Save. Click 'Payroll' tab. Refresh. Confirm problem is resolved. Proceed. 

     

     

     

  • Set up a BASE Automatic Deduction Fee Amount for Cleared Accounts . (BACK END ONLY)

     

     

     

    THIS FEATURE ALLOWS YOU TO SET UP A BASE FEE TO BE AUTOMATICALLY DEDUCTED FROM EACH REP'S SALE COMMISSION THAT IS ONBOARDED.

    TO SET A DIFFERENT AMOUNT FOR A SPECIFIC REP- PLEASE SEE ARTICLE TITLED "How To: Set up Auto Deduction Fee PER REP" 

     

    1. Login to ADMIN FastGem. 
    2. Click 'Config.'
       
    3. Click on 'Default' tab.
    4. Scroll to the field titled 'Auto Rep Deduction Per Account 'Cleared Order'. Enter the BASE amount you would like held out of each rep's commission per sale. Click 'Save.' 
  • Setting an appointment/work order up for Payroll

    1. Login to FastGem (Front end). Click on 'Appointments' 
    2. Click on the name of the customer you need to send to the upcoming payroll. 
    3. Click on 'Edit Item' button. 
    4. Locate the 'Appt Status' dropdown box. Switch into 'Payment Cleared' Status. 


    5. Click on the 'Save' button. 
    6. Your sale will now show up on the payroll consistent with the date of install/payment cleared. 
  • Setting up Base Commission for company reps (ADMIN ONLY)

    *You must have access to internal use with special permissions to access this feature. 

    1. Login to Front end FastGem. Hover over 'Reps' Tab. Click on 'Mass Update Rep Comm.'