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Commissions

Premium • Project Management

Transparent, automatic commission tracking tied to real work. Configure rules once; the system calculates, audits, and prepares payouts as jobs close.

Rules that reflect your plan

Flat %, tiered rates, fixed bonuses, and exceptions. Versioned rules with effective dates and audit history.

Real triggers, not spreadsheets

Events from Project Management (milestones, deliveries) and CRM (closed won) trigger calculations automatically.

Team visibility

Sellers and recruiters can see pending and paid totals with clear “how it was calculated” detail.

Manager review & approvals

Optional maker–checker workflow to approve, adjust with reason codes, or dispute before payout.

Payout readiness

Eligibility checks gate payouts based on Contractor Compliance and (later) invoice collection.

Exports & integrations

Export to accounting or hand off to Payroll/Invoicing. Clean CSV/Excel now; connectors on the roadmap.

Connected to your nucleus

Essentials is the bond: identity, directory, notifications, billing, and audit keep work, deals, and payouts in sync.

Work ↔ Project Management (Premium)
Identity & AccessNotificationsAudit

Milestones and job completions trigger commission lines automatically; sellers see what they earned and why.

Customers ↔ CRM
Unified DirectoryOrbit Dashboard

Closed-won deals feed the commission engine; pipeline value powers forecasts and leaderboards.

Compliance ↔ Contractor Compliance
Docs & Support

Non-compliant contractors are gated from payout with clear reason codes until status returns to green.

Money ↔ Payroll / Invoicing
Billing & SubscriptionsAudit

Approved commissions flow to payroll for employees or to invoicing for contractors, preserving full traceability.

Typical flows

From plan definition to approved payouts.

Define rules

Model your plan (tiers, thresholds, bonuses). Set effective dates and owners.

Trigger events

Job milestones or closed deals create eligible commission entries.

Review & adjust

Managers approve, annotate exceptions, or send disputes back to owners.

Payout

Eligible entries batch into payroll or contractor invoices with exportable artifacts.

Release path

Phase 1 — MVP
  • Manual rule setup (flat %, tiered, fixed bonus)
  • Auto calculations from Project Management and CRM events
  • Exportable reports (detail + summary)
  • Manual payout outside the system
Phase 2 — Integrated Payouts
  • Approvals (maker–checker) with reason codes
  • Notifications in Essentials (ready for payout)
  • Direct handoff to Payroll/Invoicing
Phase 3 — Full Automation
  • Compliance checks run before payout
  • Withholding logic (CO/US) respected on contractor payouts
  • Pipeline-based forecasting and leaderboards

Commissions lives as a Premium feature set inside Project Management. Essentials bonds identity, directory, notifications, billing, and audit across every step.

Commissions is delivered inside Project Management (Premium). To enable it, upgrade your workspace to the Premium tier for job events. Essentials provides identity, directory, notifications, billing, and audit.