Pay Plans

By Programming Package

• This pay plan type allows you to pay an employee a different amount for each programming package offered by DIRECTV or DISH Network. If you use this pay plan type, it will be imperative that your employees select a programming package for the customer under the Programming button on the customer account page. If you do not select a programming package then no payments records will be recorded.

• Enter in a dollar amount you wish to pay for each type of programming package offered by each available provider you sell (DISH Network or DIRECTV.) then press the Add.

By Promotion

• Once you have selected to pay by promotion, a list will generate with all promotions you have as active to pay your employees on. Below you will see the different ways you can pay under each specific promotion.

• In Bound Sale – In this field you can specify how much money your sales rep will be making for inbound sales for a specific promotion. You may enter in a different amount for every promotion.
  • **Note** If you pay the same amount for inbound and out bound sales, simply enter the same dollar amount in both the inbound and out bound fields for the promotion.
• Out Bound Sale - In this field you can specify how much money your sales rep will be making for outbound sales for a specific promotion. You may enter in a different amount for every promotion. **Note: If you pay the same amount for inbound and out bound sales, simply enter the same dollar amount in both the inbound and out bound fields for the promotion.
• DVR Only – Enter a bonus amount to pay your rep for selling any DVR receiver. Enter $0.00 if you do not wish to pay this bonus.
• HD Only – Enter a bonus amount to pay your rep for selling any HD receiver. Enter $0.00 if you do not wish to pay this bonus.
• HD/DVR – You will enter the amount here to pay a sales rep a bonus for selling an HD or DVR. Enter $0.00 if you do not wish to pay this bonus.
  • **NOTE** You can use either DVR Only and HD Only or HD/DVR. For example, if you want to pay a $5 bonus to reps for selling DVR receivers and a $10 bonus to reps for selling HD receivers, you would use the DVR Only and HD Only fields and for a HD-DVR receiver, your rep would receive a total bonus of $15. If, however, you enter $5 into the HD/DVR field, your rep will get a $5 bonus for selling a DVR receiver, a $5 bonus for selling an HD receiver, and a $5 bonus for selling and HD-DVR receiver.
• Holdback – If you would like you can enter in a dollar amount or a percentage holdback amount you want to be added to a certain promotion.

By Provider

This pay plan type lets you pay different amounts selling for different providers (i.e. one pay scale for DISH Network and another pay scale for DIRECTV). You will see a tab for every provider you have active in Agemni.

• Click on the tab for the provider you would like to set up first for paying your reps.
• Each provider has different payment options. For example, DISH network has more payment options available to select compared to XM Radio, which only has two.
• Each provider pay plan allows you to pay different payments for New Activations, Upgrades, and Sales. If you would like to pay the same for each invoice type, simply enter the same amount for each invoice type. If you do not want to pay an employee at all for a specific type of invoice, leave the field blank.

• Below is a list of all payment options. Depending on the promotion, you will either have all of these options or just a few of them.
  • Pay by Receiver or TV – When you pay by provider, you have to pay by either receivers or TVs (or tuners) designated by the customer’s kit (configuration of receivers).
  • Base Rate is a flat rate you will pay your employees for a new activation, sale, or upgrade.
  • Unit 1, 2, 3, and 4 refers to the payments for the 1st, 2nd, 3rd, and 4th receivers/tvs the customer has. This is in addition to the base rate. For example, you can pay a base rate of 20 dollars and then an additional 5 dollars for each receiver or TV the customer has.
  • Additional Units allows you to pay on the 5th and 6th receiver/TV that is attached to the customer’s invoice.
  • DVR Only – Enter a bonus amount to pay your rep for selling any DVR receiver.
  • HD Only – Enter a bonus amount to pay your rep for selling any HD receiver.
  • HD/DVR – You will enter the amount here to pay a sales rep a bonus for selling an HD or DVR.
    • **Note** You can use either DVR Only and HD Only orHD/DVR. For example, if you want to pay a $5 bonus to reps for selling DVR receivers and a $10 bonus to reps for selling HD receivers, you would use the DVR Only and HD Only fields and for a HD-DVR receiver, your rep would receive a total bonus of $15. If, however, you enter $5 into the HD/DVR field, your rep will get a $5 bonus for selling a DVR receiver, a $5 bonus for selling an HD receiver, and a $5 bonus for selling and HD-DVR receiver.
  • 36” dish and 2 18” are fields that only apply to bonuses for DIRECTV dishes and will only show up under the DIRECTV tab.
  • The SuperDish, Dish 500, Dish 500+, Dish 1000, and Dish 1000+ are fields that only apply to bonuses for DISH Network dishes and will only show up under the DISH Network tab.
  • Holdback allows you to enter in a dollar amount or percentage you would like to withhold from your employee’s paycheck for a period of time. For example, if you would like to holdback 10% of your employee’s paycheck for 80 days, enter 10% in the holdback field. In order to do this, enter “80 days” into the Holdback Days field at the top of the screen next to the plan name. An amount of 10% will be held back from each job of the employee’s payroll. Then after 80 days the remaining 10% will show up on the employee’s payroll.
  • • Holdbacks payouts are created as soon as you mark the initial pay for the job as paid. Once this has been done you cannot recalculate the holdback unless you unpay the job and then repay it.
    • An additional field called Invoice Commission Holdback is also available. This allows you to charge a different holdback percentage for the amount the tech earns from invoice line item margins. For example, if a tech earned $20 base rate for a job, and also earned another $50 from margin commissions on the invoice, his total pay would be $70. If you just have a 50% holdback entered, he would get paid $35 now and the remaining $35 will be held back for later. But, if you had 50% entered as the holdback, and 100% as the Invoice Comm Holdback, they would get paid $10 of the $20 base rate now (50%), and $0 of the invoice commission (100% holdback), for a total of $10. The holdback would be in the amount of $10 + $50, or $60.

Flat Rate

With flat rate, there are two ways you can pay an employee:

• Per sale is a flat rate for any sale the rep makes.
• Per inbound sale or per outbound sale allows you to pay a different amount if the sale is from an inbound call versus an outbound sale. Some companies prefer to pay their employees less for inbound sales than for outbound sales.

Tiered

Tiered pay plans are set up so you can pay an employee a certain amount of money for a certain amount of sales and then pay them a different amount the more sales they get. For example, with tiered pay plans you can tell your employee, “You will be paid $15 per sale. If you sell more than 20 sales in one week, you will then automatically be paid $25 per sale.”

• With tiered pay plans you will still have to pay by either receivers or TVs.
• Select the period you would like to keep track of sales and restart the numbering of the tiers - either weekly, twice/month, monthly, yearly, adjustable date, or no restart. It will make a difference, for example, if your employee’s pay jumps from $15 per sale to $25 per sale once they hit 20 sales in one week or 20 sales in one year.
• Once you have selected the “pay by” option and sale period, you can begin creating the tiers.
  • Sale # is the number you would first like to start paying your reps on. If they don’t make any money until the 5th sale, then enter 5 here. If they are paid on the 1st sale, enter 1 here. When creating a new tier, you can enter the sale number, i.e. sale number 20, on which your employee will start being paid on a higher scale.
  • Base Rate will be the flat rate they get per sale.
  • Unit 1-Additional Units is what you will pay your employee for each unit. This is in addition to the base rate.
  • Bonus allows you to create a bonus for the first number in the tier. For example, if you are creating the second tier with the sale number as 10; your employee will get a bonus when they hit the 10th sale.
  • Holdback allows you to enter in a dollar amount or a percentage you would like to withhold from your employee’s paycheck for a period of time. For example, if you would like to holdback 10% of your employee’s paycheck for 80 days you would enter 10% in the holdback field. In order to do this, enter “80 days” into the Holdback Days field at the top of the screen next to the plan name. An amount of 10% will be held back from each job of the employee’s payroll. Then after 80 days the remaining 10% will show up on the employee’s payroll. You can put a different holdback amount for each tier.

**Note** Once you have created your first tier, click on the Add button to save your first tier. You will continue this process for every tier you would like to create. The sale number will always be the number that the new tier start on. For example, if you want your first tier to include sales 1-10, you would enter the sale number as 1. If you want the second tier to include sales 11-20, you would enter 11 as your sale number. To make your third tier include sales 21-30, enter 21 as your sale number, and so on. Remember to hit the Add button to save each tier.

Tech Pay Plans

This pay plan is set up to pay different amounts for installing for different providers (i.e. one pay scale for DISH Network and another pay scale for DIRECTV). You will see a tab for every provider you have active in Agemni. Click on the tab for the provider you would like to set up first for paying your techs. The options for payment will vary depending on the provider you have selected to view.

• ** Note** The tech pay plan is very similar to the lead and rep by provider pay plans EXCEPT there is no longer a sale column, and there is now an option to pay for trouble calls.

Creating a New Technician Pay Plan

1. Click on the New Plan button next to Tech Plans.
2. Create a name for the plan and hit the Add Plan button to see the details of the plan.

• Holdback allows you to enter in a dollar amount or a percentage you would like to withhold from your employee’s paycheck for a period of time. For example, if you would like to holdback 10% of your employee’s paycheck for 80 days you would enter 10% in the holdback field. In order to do this, enter “80 days” into the Holdback Days field at the top of the screen next to the plan name. An amount of 10% will be held back from each job of the employee’s payroll. Then after 80 days the remaining 10% will show up on the employee’s payroll.
  • We also have a field called Invoice Commission Holdback. This allows you to charge a different holdback percentage for the amount the tech earns from invoice line item margins. For example, if a tech earned $20 base rate for a job, and also earned another $50 from margin commissions on the invoice, his total pay would be $70. If you just have a 50% holdback entered, he would get paid $35 now and $35 held back for later. But, if you had 50% entered as the holdback, and 100% as the "Invoice Comm Holdback", they would get paid $10 of the $20 base rate now (50%), and $0 of the invoice commission (100% holdback), for a total of $10. The holdback would be in the amount of $10 + $50, or $60.
• Units Bonus - If you pay your techs according to DNS units or invoice units created by the unit calculator, you can desigate a daily "level" or goal for technicians to reach in their daily installations. If the techs surpass this goal you can set an additional amount per point as a bonus to the technician. Just enter the goal for daily units (i.e. 50 units) and the additional amount of money they will receive per units above that goal.

• Pay by Receiver or TV– Choose to pay by either receivers or TVs (tuners) on the customer’s account designated by the customer’s kit (configuration of receivers).
• Base Rate is a flat rate you will pay your technician for installing a new activation, sale, or upgrade.
• Unit 1, 2, 3, 4 refer to what you will pay for the 1st, 2nd, 3rd, and 4th units the customer has, which will add on to the base rate. For example, you can pay a base rate of 20 dollars and then an additional 5 dollars for each receiver or TV the customer has.
• Additional Units allows you to pay on the 5th and 6th receiver/TV that is attached to the customer’s invoice.
• Materials 1, 2, 3, and 4 allows you to reimburse your employees if you have them pay for their own materials. For example, material 1 is the amount you want to reimburse your technician for the materials they use when installing a 1- receiver/tuner job.
• Additional Materials lets you reimburse your technicians for the materials they use for 5 and 6 receivers/tuner jobs.
• DVR Only is where you'll enter a bonus amount to pay your tech for selling any DVR receiver.
• HD Only is where you'll enter a bonus amount to pay your tech for selling any HD receiver.
• HD/DVR is where you'll enter the amount to pay a sales rep a bonus for selling an HD or DVR.
  • **Note** You can use either DVR Only and HD Only or HD/DVR. For example, if you want to pay a $5 bonus to reps for selling DVR receivers and a $10 bonus to reps for selling HD receivers, you would use the DVR Only and HD Only fields and for a HD-DVR receiver, your rep would receive a total bonus of $15. If, however, you enter $5 into the HD/DVR field, your rep will get a $5 bonus for selling a DVR receiver, a $5 bonus for selling an HD receiver, and a $5 bonus for selling and HD-DVR receiver.
• 36” dish and 2 18” are fields that only apply to bonuses for DIRECTV dishes and will only show up under the DIRECTV tab.
• The SuperDish, Dish 500, Dish 500+, Dish 1000, and Dish 1000+ are fields that only apply to bonuses for DISH Network dishes and will only show up under the DISH Network tab.
• Trouble call lets you pay a flat rate for each trouble call a technician handles.

Add-on Plans

Located to the right of the Primary Plans link, this pay plan allows you to pay extra amounts on your existing pay plans (which we now call Primary Plans) based on the Programming, Promotion, or Invoice Equipment of the customer.

To set this up:

1. Click on Add-on Plans and you will see the interface used to create the new plans.
2. Once these plans are created, they can be added to any of your existing Primary Plans.
3. To do this, click on Primary Plans, select a plan, and you will see up to 3 Add-on dropdowns displayed.
4. Select the add-on plan(s) you wish to link to the primary plan and click Update.

Quick Pay

Quick Pay is a feature in Agemni that allows you to make easy adjustments for things that often need to be adjusted (such as Gas Bill, Birthday bonus, etc.).

To add a QuickPay item (use the screenshot below for reference):

1. Add the name of the QuickPay item, a short abbreviation, and an amount. 

2.  Decide which employees this item will be available to (Lead Rep, Rep, and/or Tech).

3.  Check the "Active" checkbox if you want it to be available now. 

Note:  If you ever want to deactivate a Quickpay item, come to this page and uncheck the "Active" box.

4.  Click "Add."  This item will now be available on the work order.  (Please scroll down to see screen shot of Work Order.)

Below you can see a regular work order.  (Please refer to the Screenshots)

To see your QuickPay items:

1. Click on the "+" sign next to the "QuickPay" field.

2. Once you select the QuickPay items, they will be reflected on Payroll.