Docs / Team & commissions

Team & commissions

Managing employees, time tracking, commission plans, client attributions, and building monthly payouts.

Managing employees

Employee records, hourly rates, commission plans, and the earnings tab.

5 min

Time tracking & timesheets

How shift clock-in/out and per-visit time entries work together. Reading the timesheet report.

5 min

Commission plans

The four rule kinds we support, how to configure them, and when each makes sense.

7 min

Client attributions

Which employee earns commission on which client, and how retroactive changes work.

5 min

Building monthly payouts

Turning earned accruals into payout records. Draft → approve → mark paid, with CSV export for payroll.

6 min