If you pay your reps bonuses based on sale volume, you will love this feature! 

 

Setting Volume Bonuses for Reps:

Click to Edit a Rep Profile: 

 

Find the 'Rep Volume Bonus' section:

 

Using the green 'Add Item' button, you can enter as many different volume bonuses as you like. You can create 'tiers' by entering bonuses for the same provider at different 'thresholds,' or you can bundle providers for one bonus. For example, in the picture below, the rep Abby Test will receive a volume bonus of $10 per sale if she sells 5, 6, 7, 8, or 9 packages tied to the provider AT&T Internet in one pay period. However, if she sells 10 or more AT&T Internet packages in one pay period, her volume bonus will change to $20 per sale. 

If Abby sells enough ADT and Comcast packages in one pay period so that together they total 15 packages or more, she will receive a bonus of $15 per sale. 

 

Don't forget to 'Save and Close' the rep record when you're done!

 

 

 

Processing Volume Bonuses (Payroll Admin Only):

 

Navigate to Snapshot Payroll and select the correct dates. These dates define the 'pay period' within which the system will search for sale volume. Then, click Run. Then, click the blue 'Vol Bonus' button at the top of the page. 

 

Volume bonuses will now appear at the bottom of each rep's payroll entry, under 'Rep Adjustments'

 

You can finalize these bonuses like any other Rep Adjustment. 

 

**NOTE: Before processing volume bonuses, it is important to make sure that all applicable sales have been put into a 'cleared' status, and that you have set all volume bonus tiers, amounts, etc. correctly for your reps. Also ensure that the dates you have selected to run payroll for are the correct dates. If you change the dates or the number of cleared sales, bonus amounts, or tiers after already running the volume bonus feature in Snapshot Payroll as above, the bonuses will not update properly; if you need to re-run volume bonuses in Snapshot Payroll, you must first delete the incorrectly calculated volume bonuses in Admin. To delete bonuses in back end, contact FastGem support or see the help article 'Setting Up and Editing Volume Bonuses in Admin (Back End)'. 

 

For further questions about the Volume Bonus Tool, 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.

 

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