Introduction
Commissions are a great way to financially gratify your trainers and coaches. PGM allows you to track bonuses and set commission rules, which makes the daily work of System Administrators and Club managers much more efficient.
- This article will show you how to set up commission rule for Personal Trainings in PGM
- This article will be helpful to System Administrators, Club managers and Accounting team
Before you start
Accessing the Commissions module requires specific system permissions. Make sure you have access to the System administration / Commissions permission.
Make sure you have a Personal Training product set up in advance. It needs to have Category: Personal Trainings and Service type: PersonalTraining.
Also, make sure that you are familiar with the Commissions module:
Use case
Assumptions
Step 1 - Commission Schedule
- Commission is calculated for completed Personal Training sessions
- Comission is calculated on a monthly basis, for full months
Step 2 - Commission Configuration - Settings
- Commission is calculated based on amount of personal trainings done by Employee
- Commission is calculated only for trainings with Completed status
- Commission is calculated only for employees with Trainer role
Step 3 - Commission Value & Thresholds
Threshold 1:
After completing 10 PT sessions, Trainer receives 5 £ per conducted training
Threshold 2:
After completing 21 PT sessions, Trainer receives 7 £ per conducted training
Threshold 3:
After completing 50 PT sessions, Trainer receives 10 £ per conducted training
In our example, the system will overwrite the amount the trainer will receive for the number of completed training sessions. This means that if the trainer completes 22 sessions, all of them will be overwritten with a higher amount.
Step 4 - Check the Commission Report
After creating Commissions in your database, system will automatically generate Commission report according to previously created schedule. You can also generate them manually, to check current status of granted commissions.
Instruction
How to set up Personal Training Commissions?
Stage 1 - Add Commission Value
1. Go to the PGM -> Clubs -> Employees -> Commissions
2. At the top of the page on the left side select Manage
3. Click on Add Commission schedule button
4. Fill in required fields:
- Name - add Personal Trainings commission
- Calculate commissions from date - select beginning of current month
-
Schedule frequency
- CALCULATE COMMISSIONS EVERY - Enter 1
- Select Months
- CALCULATE COMMISSIONS AT - Choose End of month
5. Click Save
Stage 2 - Specify Commission Conditions
1. Click Add rule next to the respective schedule
2. From the drop down menu choose Personal trainings
3. Add a Name
4. Set COMMISSION BASE as Amount of personal trainings done
5. Make sure you have ticked these checkboxes:
-
In Training levels:
- Apply to training on any level
-
In Employee skills:
- Apply to employees on any level
6. Under Additional conditions:
- BOOKING STATUS - select Only completed trainings
- Select - Do not count trainings if product was returned
7. Tick the following checkboxes:
- In Assigned clubs:
- Apply to all clubs
- In Assigned employee positions:
- Trainer
Stage 3 - Define Commission Thresholds
1. In Commission thresholds click Add threshold
- Set COMMISSION BASE as 10, COMMISSION VALUE as 5 and select £/ training from the drop-down menu.
- Tick Override checkbox.
- Set COMMISSION BASE as 21, COMMISSION VALUE as 7 and select £/ training from the drop down menu.
- Tick Override checkbox.
- Set COMMISSION BASE as 50, COMMISSION VALUE as 10 and select £/ training from the drop down menu.
- Tick Override checkbox.
2. Click Save
By ticking the Override checkbox your Personal Trainer will receive bigger about of money per conducted training for every completed training above 21 and 50.
Stage 4 - Check Commission Report
After creating such a commission, you can generate reports manually on demand or wait for the end of the month to have the report generated automatically by the system according to the commission schedule settings.
How to manually generate the Commission Report?
1. Go to PGM -> Clubs -> Employees -> Commissions
2. Click on three dots next to Commission Schedule and select Recalculate Schedule
3. Go to Calculated commissions tab. Here you can easily check the calculated commission or download them to your computer.
How to check automatically generated Commission Report?
1. Go to PGM -> Clubs -> Employees -> Commissions
2. Go to Calculated commissions tab. Here you can easily check the calculated commission or download them to your computer.
In this case, you don't need to select Recalculate schedule, system does it automatically.