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Configuring the Extended Commissions Report

The Extended Commissions Report feature in Shortcuts allows businesses to set up customised employee commission structures tailored to their needs. This guide provides step-by-step instructions on configuring the report.

Getting Started

  1. Prepare Commission Schedules:

    • Navigate to the Tools Menu > Schedule/Roster.

    • Select Commissions and add commission names, by pressing on +New. Leave the commission values blank at this stage.

    • Save your changes.

  2. Assign Commission Schedules to Employees:

    • Go to Setup Menu > Employees.

    • Assign the relevant commission schedule to each employee.

    • Add hourly rates or salaries if required.

    • Save your settings.


Configuring Extended Commissions

  1. Access Extended Commissions:

    • Open the Extended Commissions feature located on your Desktop.

    • Enter your Shortcuts PIN to log in (employees need Security access).

    • Security access can be granted by pressing onto Setup > Configuration > General (Bottom Left) > Security > Select the Security Level e.g. "Owner" and expand the "Reports" Item/Action
  2. Set Commission Bands:

    • Define bands for services, sundry items, and retail sales.

    • Choose commission calculation method:

      • Amount or Units Sold for retail bands.

    • Enter commission rates for each band and save.


Key Configuration Options

  • Product Costs:

    • Include or exclude product costs from commission calculations.

    • Choose to calculate commissions based on markup or full price.

  • Wage Schedule:

    • Base wages on scheduled/rostered hours or clocked hours.

  • Service Costs:

    • Configure costs per service as a percentage or fixed amount.

    • Apply costs to the first block or all blocks for multi-block services.

  • Banding Types:

    • Target: Apply the highest band rate to all sales.

    • Cumulative: Calculate rates for each band and add them.

  • Calculation Period:

    • Set commission periods to weekly or align with the report period.

  • Fees Per Bill:

    • Deduct fixed or percentage fees from transactions before calculating commissions.

  • Fallback Wage:

    • Choose between paying employees wage and commission or the higher value of the two.

  • Series Pricing:

    • Calculate commissions on actual series price or full price before discounts.

  • Retail Commission Splits:

    • Allocate commission percentages between sales roles (e.g., stylist and receptionist).

  • Tips Processing:

    • Include or exclude tips from commission reports.

    • Optionally deduct a processing fee for tips.

  • Retail Commission Rates:

    • Apply specific rates to retail product lines.

  • Additional Types:

    • Replace default Sundry items with other categories like chemicals or client count.


Additional Features

  • Tax Settings:

    • Include or exclude tax in commission calculations.

  • Help and Defaults:

    • Access a user guide or restore default settings.

  • Visual Customisation:

    • Enable or disable fade effects for the interface.


Finalising Setup Once all configurations are complete:

  • Press Save to apply changes.

  • Exit the setup window.

Your extended commissions report is now ready, which enables custom commission structures that align with your business goals.