training-payroll admin

  • Adding a New Package to FastGem and Order Form

    *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'.) (Depending on your instance customization, the "Packages" menu item may be in a different place for you.)

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

    3. The way you enter package data here will carry over onto your order form. The 'Label' field should contain the name of the package (e.g. AT&T Entertainment). The 'Description' field will appear on the order form inside of parenthesis, and should contain a brief description. The 'Cost' field should contain the cost of that particular package.

    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'. (No dollar sign will be needed, as FastGem autopopulates the currency symbol for you.)

    In the dropdown box labeled 'Provider' we will select AT&T TV.  (If you do not see the Provider you need, please contact a supervisor or FastGem support). 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 flat fees, or set holdbacks and a standard commission plan for this package by selecting 'Yes' in the 'Commission Based Package' dropdown, or just leave it as 'No' if you don't wish to set up a commission plan. You can always go back and edit that later if you need to. (Please see help article "Editing Commission Details" 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 this package to a work order. 

     

     

     

     

     

  • Adding Entries to Already Finalized Payroll

    If you have already finalized a payroll snapshot and wish to add an entry or entries to it, simply complete the following steps:

     

    Put the work orders/sales you wish to add to finalized payroll into a 'cleared' status so that they appear in Snapshot payroll. Run Snapshot Payroll. 

     

     

    Select the check box beside the applicable work order(s)/sale(s). 

     

     

    Ensure that the Finalize Date is the same as the date of the already finalized snapshot. Click Finalize. 

     

    Your Finalized Payroll snapshot for that date should now reflect the new entry or entries. 

     

    For further questions, please contact FastGem support at (504) 383-0602 or by email at This email address is being protected from spambots. You need JavaScript enabled to view it.

     

     

     

  • Adding Rep Adjustments

    Adding Rep Adjustments to Payroll for misc reasons: 

     

     

    1. Payroll>Manage Payroll>Rep Adjustments (This may be in a slightly different place depending on your instance's customization)

     

    2. You will see a list of all rep adjustments in your instance. Click 'Add New'.

     3. Enter your information accordingly. Be sure to use a minus sign (-) when entering amount to effect payroll if deducting money. Save & Close.

     

    *You can also add in Rep Adjustments while editing a work order by expanding the 'Payroll' tab on the right hand side of the WO, scrolling to 'Rep Adjustments', and clicking on the green 'Plus Sign' icon to add a new rep adjustment. 

         

    Once you fill out the necessary information, be sure to click 'Save & Close' before navigating away from the work order. 

     

    *You can also add rep adjustments from the Mass Upload/Update/Texting tool. For more information on the tool, please see help article "Mass Upload/Update Texting Tool, and Mass Updating from List Views."

     

     

     

  • Adding/Assigning New Payplans (VIDEO EXPLANATION)

    ***PLEASE NOTE: THE EXAMPLE INSTANCE IN THE ABOVE VIDEO HAS AUTOMATIC PAYROLL CALCULATION TURNED OFF. WITH AUTOMATIC PAYROLL CALCULATION TURNED ON, YOUR VIEW WILL BE MUCH SIMPLER (THERE WILL BE NO DOWNLINE/DOWNLINE OVERRIDE BOXES TO MANUALLY FILL IN). FOR MORE INFORMATION ON AUTOMATIC PAYROLL CALCULATION, PLEASE SEE HELP ARTICLE "AUTOMATIC PAYROLL CALCULATION VS. MANUAL PAYROLL CALCULATION."

    ***PLEASE NOTE: THE NUMBERS THAT AUTOPOPULATE IN THE FEE/COMMISSION/DOWNLINE/HOLDBACK BOXES WHEN EDITING/ASSIGNING PLANS ARE THE NUMBERS WHICH WERE ENTERED DURING EACH PACKAGE'S CONFIGURATION. OF COURSE, PAYPLANS AND MANUALLY ENTERED USER/REP COMMISSIONS OVERRIDE PACKAGE CONFIGURATIONS. 

  • Adding/Editing Promotion Options

    Promotions are basically pre-configured rep adjustments to be attached to work orders as needed. 

    The following article walks you through how to edit promotions and/or add promotions into the system. For instructions on how to tie a promotion to a work order for payout, please see help article 'Creating a Work Order Within a Person Record.' 

    Viewing/Editing Promotions in FastGem (Front End):

     

    Hover over Payroll, hover over Manage Payroll, and click Active Promotions (Depending on your instance's customization, your 'Active Promotions' page may be located in a different place or be named something slightly different).

     

    You will see a screen of all your active promotions:

     

     

    You can click to edit or view the details of a promotion: 

    Don't forget to click 'Save & Close' when finished!

     

     

    Adding/Editing Promotions in Admin:

     

    ***You must have Admin Permissions to access the following features in FastGem.

     

    Login to Admin (Back end) FastGem. 

     

    Click Config, and navigate to the 'Content Types' tab. 

     

    Scroll down until you find the list of Promotions. 

    Use the green button to add a new promotion, use the red button to delete one, and use the blue button to rearrange the order in which the promotions will appear in the dropdown (front end). You can also add/change promotion status options from here, by clicking on the 'Click Here To Edit' Promotion Status button.

     

  • Allowing a User to Receive Downline Overrides

    **YOU MUST BE AN INTERNAL USER WITH ADMIN ACCESS AND MANAGE USER PERMISSIONS TO COMPLETE THE FOLLOWING STEPS

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

       
    2. Type user name in search box and click on their link.

    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'. 

  • Automatic Payroll Calculation vs. Manual Payroll Calculation

    FastGem offers the option for overrides/downline overrides to be automatically calculated by the system as the difference between a team leader's commission for a particular package/service, and their team member's commission for that package. This keeps you from needing to enter override/downline override numbers for each package when creating/configuring payplans or commissions. Instead, with automatic payroll calculation, simply place team leaders on payplans with higher commission rates than their team members, and FastGem will calculate the difference for you. The difference between the payplans is what the team leader will receive as their override/downline override when their team member completes a sale/installation. 

    If automatic payroll calculation is turned OFF for your instance, payplans/commission settings will look much more complicated, because you will need to enter the overrides/downline overrides yourself: 

     

    Payplans and commission settings for instances with automatic payroll calculation turned ON will look much simpler, because FastGem calculates the overrides/downline overrides automatically: