The Commission and Payroll report is a comprehensive document designed to provide detailed insights into financial transactions related to employee compensation within your studio. This report encompasses various elements crucial in efficient payroll management and commission tracking.
Please Note:
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- To export the report, click the Save icon on the top left of the report. Select your desired format. File options are .xlsx, .ppt, .pdf, and .CSV (comma delimited).
- This report is anchored in historical context, with the exception of the 'Pay for Time Clock' value which will update retroactively (real-time).
- If the product commission, or the product commission tier, are setup after the product is sold, the item will not be reflected in this report as they are not retroactively applied.
- The 'Detail' tab will provide a granular breakdown and insights into the origins of the calculated payroll. The 'Summary' tab offers a concise overview of the total commission and payroll earnings for the chosen date range.
- ClubReady has a Recalculate Payroll and Commission tool which allows you to recalculate commission and/or payroll for prior reporting periods based on the current commission and payroll settings. Learn more about it here.
- For Commission and Payroll Report FAQ, click here
- For Commission and Payroll troubleshooting, click here
- Report Comparison: Draft Commission vs. Commission and Payroll, click here
Content:
Access the Report
Navigate to Reports > Staff > Commission and Payroll
Detail Tab
Filter Descriptions
Calendar: The functionality to define a specific start and end date, as well as a date range.
Preset Date Ranges: The option to select from preset date ranges.
Exclude Sessions Not Eligible for Payroll: Bookings that are marked as not eligible for payroll will not be included in the report.
Include Not Eligible: Bookings that are marked as not eligible for payroll will still be included in the report.
Only Show Not Eligible: Only bookings marked as not eligible for payroll will be shown in the report.
Agreement Types: Memberships, Add-Ons, or Services.
Data to Include: Option to select specific session types.
Report Sections to Include: Types of Payment or Commissions.
Employees: Which employees to include in the report.
Include Deleted Employees: Include employees who have been deleted from ClubReady but may have earned commission during the selected date range.
Included Employees With No Data: Include employees who do not have data to display according to your report configuration.
Open Links In New Tab: This will open any links in the report in a separate browser tab.
Remove Formatting When Exporting to Excel: This will allow exporting to excel with a plain format.
Understanding the Report
Document Map: This tab will display a list of all of your employees. You are also able to select a specific employee to take you to their commission details.
Location: This will display the club's name.
Employee: This will display the employee's name.
Phone: Employee's phone number.
Title: Employee's staff type.
Email: Employee's email address.
Address: Employee's address.
ADP Company Code: Also known as a registration code, is a unique identifier provided by ADP during implementation.
ADP File Number: Also known as an Employee Identification Number (EIN) or ADP File Number, is a unique identifier assigned to each employee within an ADP payroll or HR system.
ADP Home Dept: The home department refers to the department within a company that an employee is assigned to. This information is typically stored and managed within the ADP platform used by the employer.
Commission on New Agreements: The amount based on invoiced sales.
Commission on Continuing EFT: The amount based on continuing EFT setup.
Commission on Products: The amount based on product commission setup.
Pay for Services: The amount based on services provided.
Pay for Classes: The amount based on classes provided.
Pay for Time Clock: The amount of pay based on the time clock, updated in real-time.
Total: The employee's total commission amount.
Commissions on New Agreements: The based on new agreement commission setup.
- Agreement ID: The agreement ID is a system-generated or manually assigned alphanumeric code that uniquely identifies a specific agreement. This can be located within the customer's agreements within their Profile > Agreements page.
- Client Name: The customer's (agreement purchaser) first and last name.
- Client ID: The customer's (agreement purchaser) ClubReady profile ID.
- Comm %: The commission percentage established based on the commission setup.
- Net Commission: The total amount of commission that is due based upon commission tiers.
Continuing EFT: Payments processed under agreements that have transitioned to a month-to-month arrangement. This is occasionally referred to as an evergreen agreement, meaning the initial contract terms have concluded and the payments now consist solely of recurring monthly subscription charges.
Pay for Services: The amount the instructor earns based on the Services configuration and the instructor's services provided. These results are broken down as the following;
- Agreement ID:The agreement ID is a system-generated or manually assigned alphanumeric code that uniquely identifies a specific agreement. This can be located within the customer's agreements within their Profile > Agreements page.
- Client Name: The customer's first and last name.
- Client ID: The customer's ClubReady profile ID.
- Price: Also known as 'Standard Price' is the price is the standard price you charge for a single service session; this amount is sourced from the specific service. Located under the Setup > Scheduling > Services > Standard Price value.
- Cost: Also known as 'Standard Cost' is the standard rate you pay an instructor; this amount is sourced from the specific service. Located under the Setup > Scheduling > Services > Standard Cost value.
Pay for Classes: The amount the instructor earns based on the Classes' (or Groups) configuration and the instructor's classes (or groups) provided. These results are broken down as the following;
- Class: The name of the class.
- Class Date: The day and time that the class occurred.
- Primary Instructor: The instructor assigned to the class.
- # of Secondary Instructors: The number of secondary instructors assigned to a class. A class will always have one primary instructor assigned and it can have an unlimited number of secondary instructors.
- Price: Also known as 'Standard Price' is the price is the standard price you charge for a single class session; this amount is sourced from the specific class. Located under the Setup > Scheduling > Group/Classes > Standard Price value.
- Attendees: The total number of attended (signed-in, completed) class attendees.
- Class Pay: Also known as 'Standard Cost' is the standard rate you pay an instructor; this amount is sourced from the specific class. Located under the Setup > Scheduling > Group/Classes > Standard Cost value.
- Attendee Bonus: The total bonus amount earned when the staff member has met the bonus threshold.
- Total Pay: The total amount earned by the instructor for a class, calculated as the sum of Class Pay and any applicable Attendee Bonus This reflects the full compensation an instructor receives for delivering a specific class session.
Time Clock Payroll: The amount of pay based on the time clock, updated in real-time.
- Home Location: The staff member's designated home location; based on profile creation.
- Clocked Hours: The number of hours that the staff member was clocked-in. For example if someone was clocked in for 4.2 hours this will show as 4.
- Clocked Mins: The number of minutes after the hour that the staff member was clocked-in. For example if someone was clocked in for 4.2 hours this will show as 12.
- Total Minutes: The total minutes that the staff member was clocked-in. For example if someone was clocked in for 4.2 hours this will show as 252 hours.
- Total Hours: The total hours that the staff member was clocked-in. For example if someone was clocked in for 4.2 hours this will show as 4.2 hours.
- Pay Rate: The hourly rate assigned to the staff member.
- Total Pay: The total pay due to the staff member based upon their total hours and their pay rate.
Summary Tab
Filter Descriptions
Calendar: The functionality to define a specific start and end date, as well as a date range.
Preset Date Ranges: The option to select from preset date ranges.
Exclude Sessions Not Eligible for Payroll: Bookings that are marked as not eligible for payroll will not be included in the report.
Include Not Eligible: Bookings that are marked as not eligible for payroll will still be included in the report.
Only Show Not Eligible: Only bookings marked as not eligible for payroll will be shown in the report.
Agreement Types: Memberships, Add-Ons, or Services.
Data to Include: Option to select specific session types.
Employees: Opportunity to filter to specific employees leave on select (view) all.
Include Deleted Employees: Opportunity to include employees with inactive profiles.
Included Employees With No Data: Opportunity to include employees without current commission or payroll stats.
Open Links In New Tab: Opportunity to export the report results.
Understanding the Report
First Name: The employee's first name.
Last Name: The employee's last name.
User ID: Employee's ClubReady profile ID number.
Studio Name: The location name.
New Agreement Total: The total commission amount payable for payments related to new agreements. New agreements are defined as any agreements that remain under the original contract terms. For instance, if an agreement consists of 8 installments, all payments from the 1st through the 8th installment are considered commissions based on new agreements.
Continuing EFT Total: The total amount of commission due for payments in continuing EFT. Payments processed under agreements that have transitioned to a month-to-month arrangement. This is occasionally referred to as an evergreen agreement, meaning the initial contract terms have concluded and the payments now consist solely of recurring monthly subscription charges.
Products Total: The total amount of commission due for product sales based upon commission tiers.
Service Total: The total amount payable for services rendered. These generally refer to individual sessions rather than group classes.
- Base Pay: The base amount paid to an instructor of the class.
- Attendee Bonus: The bonus amount due to the instructor of the class based upon the number of attendees.
- Total: The sum of base pay and attendee bonus.
Time Clock Payroll: The amount of pay based on the time clock, updated in real-time.
- Total Hours: This represents the total number of hours during which the staff member was clocked in. For instance, if an individual was clocked in for 4.2 hours, this will be displayed as 4.2 hours.
- Pay Rate: The hourly rate assigned to the staff member.
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Total Pay: The total pay due to the staff member based upon their total hours and their pay rate.