BizAutomation includes a number of features and capabilities designed to manage the basic H.R. needs of smaller organizations.
Sales Employees & Partner Commissions - Both internal and partner resources (a partner can be a reseller, subcontractor, dealer, etc..) can receive a percentage of the commission minus shipping amounts, credit liabilities, refunds, and taxes.
Commission Base - Sales commissions can be based on amounts paid to invoices, total order sub-total, or gross profits (gross profit can be based on a number of formulas).
Multi-Dimensional Commission Formulas - The commission wizard provides the ability to set formulas that incentivize different employees and independent selling partners and subcontractors (e.g. 1099) differently across the same range of items, quantities, and amounts sold. Different formulas can be configured to support any number of incentive strategies, so for example when defining a partner incentive, you might have a tier that starts at higher minimum selling ranges but pays a better commission in return.
Ecommerce Referral Incentives - When using the BizCommerce platform, referral source can be obtained so that partners are credited with supplying the customer, thus triggering commission due when the order is generated.
Share commission reports with drill down - Everyone with a commission incentive has the ability to see their own incentive status, to find out how much they’ve made for a pay period, or how close they are to reaching a new milestone. Each commission amount can be drilled into, so that the source order, and invoice involved can be audited to confirm that everything is on the up and up.
Managers and senior staff will be able to configure permission to expose all amounts due across all employees and partners, while exposing payroll and commission information to each employee individually where required, without exposing sensitive financial information from other employees and partners.
Work Schedules & Pay Rates - Set pay rate with regular and overtime rates per hour, which are then calculated using time and expense entry. Set days worked per week and hours per day per employee.
Time-Entry - Employees and sub-contractors can enter time using a time-clock conveniently located so it can be accessed from anywhere within the suite (click to start / pause). Time can also be set against a project, or work order (see those sections of our website for more detail). Billable time can be added to sales orders directly, or from projects.
Expense Management - Like the time-clock, expenses (including reimbursable expenses) can be added from anywhere in the suite, with the ability to upload attachments such as expense receipts. Expense receipts can also be automatically from email messages with attachments.. more
Payroll Hours, Reimbursable Expenses, & Commission Amounts - BizAutomation does not provide payroll services, but it can generate a comprehensive report that includes all the data required of payroll service providers by pay-period. These reports can be uploaded to Excel and include hours worked, expenses, and gross commission amounts due.
Role-based Reporting - Managers and senior staff will be able to configure permission to expose all amounts due across all employees and partners, while exposing payroll and commission information to each employee individually where required, without exposing sensitive financial information from other employees and partners.
Access Control & Permissions - All pages, tabs and sub-tabs have access control. Create permission groups to define user roles, then assign employees to those groups, so that when view, add, edit, and delete rights are assigned to permission groups, each user inherits the rights allocated to the group. This control is also extended out to reports and dashboards.
Territory Segmentation - Territory management is a great way to cut down on record clutter, and improve security.
Employees can be assigned territories based on corporate hierarchies. So for example, if you have separate offices or teams responsible for different geographic territories such as U.S, Canada, Latin America, etc.., you can have the C-Level tier gain access to all records in all territories, where employees belonging to individual territories (or groups of territories we refer to as “Territory Scopes) are shown appropriately segmented data.