Docs / Team & commissions / Managing employees

Managing employees

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

An Employee record in Servicio holds the information needed to pay someone, track their time, and attribute commissions. One employee = one user with technician role.

Adding an employee

Owner → Team → "Add employee." Fields:

  • Name, email, phone — personal info
  • Role — technician (usually) or owner (for co-owners)
  • Hourly rate — in cents ($22.50/hr = 2250). Used in labor cost reports.
  • Commission plan — optional; which plan (if any) this employee earns on
  • Locale — what language they see the app in

The employee detail page

  • Profile: contact info, hourly rate, hire date
  • Earnings tab: MTD / YTD commission earned, projected, book size (attributed clients), 12-month trend
  • Timesheet link: shift + visit time broken down by day
  • Attribution list: clients this employee is credited for
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The earnings tab updates in real-time as the employee's attributed clients pay their invoices. Share this view with the employee periodically — visibility into earnings is one of the strongest retention levers in field service.

Deactivating someone

See Inviting your team for the deactivation flow. Short version: deactivate preserves history; delete only works on zero-activity employees.

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