Calculating payroll for sales representative based on sales turnover

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Let's consider an example where a sales representative's salary depends on the sales turnover. In this example, the salary calculation formula is the following:

Salary = Sales turnover x Sales commission rate

where:

Sales turnover and Sales commission rate are calculation parameters. First, you need to set these parameters in the Calculation parameters catalog . Then, add them to an earning calculation formula and apply them to calculate salary is a payroll document. The detailed steps are the following:

For salary calculation formula, create the calculation parameter. For details, see Creating rule-based calculation parameters. In this example, create a parameter that will store the rule on how to automatically collect the sales turnover for sales representatives from the sales register. The Sales register is used as the data source to automatically get the parameter value from. The parameter settings are the following:
1. Enter the calculation parameter name. In this example, it is "Sales turnover by employee for current period".
  As you enter the calculation parameter name, the parameter identifier is generated. In this example, it is "SalesTurnoverByEmployeeForCurrentPeriod". You will need to use it to add the calculation parameter to the salary calculation formula.
2. Specify a data source to determine the sales turnover for a period. In this example, it is the Sales register. To specify it, in the Select data source window, expand Accumulation registers > Sales and select Turnovers.
3. The Sales register stores various data items. In this example, only sales amounts need to be selected to determine the sales turnover. To select only sales amounts from the register, on the Data tab, in the Indicators section, select the AmountTurnover checkbox.
4. Specify the period to determine the sales turnover for. It can be the current pay period, the previous quarter, last year, or any other period. Specify the period in the Filter by date section of the Data tab. In this example, it is the current period, which means a period from a payroll document. To specify such a period, keep the dates blank. In this case, 1C:Drive automatically selects the start date and end date of the period from a payroll document during payroll calculation.
5. To select sales turnover by employee, department, or other parameters, specify them on the Filters tab. In this example, it is needed to select the sales turnover by sales representative. So, on the Filters tab, click Add new item and fill in the added line as follows:
  - Filter is Sales rep.
  - Comparison type is Equals to.
  - Value is blank. This means the calculation parameter applies to calculate salary for any sales representative. 1C:Drive determines a sales representative automatically when salary is calculated in a payroll document. For the calculation, 1C:Drive selects all employees with employment contracts where earnings are based on this calculation parameter.
    If you need to apply the calculation parameter to calculate salary for a certain sales representative, specify the sales representative.
6. Save the calculation parameter. Calculation parameter "Sales turnover by employee for current period" is ready for the salary calculation formula.
7. In this example, the formula also contains calculation parameter "Sales commission rate". There's no need to create it. It is predefined in the Calculation parameters catalog as Tariff rate.
Create an earning. On further steps, it will be assigned to an employee in an employment contract and will be applied to calculate salary. For details, see Creating earnings and deductions. In this example, the salary is based on sales turnover and sale commission rate. So, the earning settings are the following:
1. To indicate that these settings specify a rule for employees earnings, select the Earning type.
2. Fill in Description. In this example, "Sales % by employee for current period".
3. To include the earning in the Earnings folder of the Earnings and deductions catalog, select the Earnings group.
4. To indicate an expense item for posting payroll entries, fill in Income and expense item. In this example, it is Payroll expenses.
5. Fill in Formula. This is a formula for the earning amount calculation. In this example, the formula is:
  Salary = Sales turnover x Sales commission rate
  For Sales turnover, you have the "Sales turnover by employee for current period" parameter (created on step 1). Its identifier is "SalesTurnoverByEmployeeForCurrentPeriod".
  For Sales commission rate, there's the predefined Tariff rate parameter. Its identifier is "TariffRate".
  To fill the formula in the formula window, add the parameter identifiers and put the multiplication sign between them. So, the formula is:
  [SalesTurnoverByEmployeeForCurrentPeriod]x[TariffRate]
6. Save the earning.
To be able to calculate salary, create an employment contract for the employee, specify the created earning and sales commission rate. For details, see Creating employment contracts. In this example:
1. Create an employment contract for a sales representative Tony Tailor with employment date January 3, 2022 in company Best computers.
2. On the Earnings and deductions tab, add earning "Sales % by employee for current period".
3. In the Amount field, specify the sale commission percent for the sale representative. From this field, 1C:Drive automatically gets the commission percent to calculate salary. In this example, the percent is 10. Specify it as a decimal 0.10.
4. Save the employment contract.

To calculate salary, create a payroll document. For details, see Creating payroll documents. In this example, calculate salary for sales representative Tony Tailor for September 2022. The source of sales turnover is the Sales register with the following data:

Company	Department	Sales representative	Sales date	Sales amount (EUR)
Best computers	1st Department	Tony Tailor	9/2/2022	6000
Best computers	2nd Department	Mary N Smith	9/12/2022	7000
Best computers	1st Department	Tony Tailor	9/14/2022	4000
Best computers	1st Department	John Johnson	9/25/2022	11000
Best computers	1st Department	Tony Tailor	1/15/2021	10000
Best computers	2nd Department	Mary N Smith	7/15/2021	22000
Best computers	1st Department	John Johnson	7/15/2022	13000

So, in this example, create the following payroll document:

Specify the company and department where sales representative Tony Tailor works.
Specify the pay period. In this example, it is September 2022.
To fill in the list of employees to calculate salary for, click Fill in.
1C:Drive finds earnings assigned to employees and applicable during the specified pay period (in this example, September 2022), then determines the calculation parameters of these earnings. With this data, 1C:Drive determines and fills in the list of employees. In this example, Tony Tailor is added to the list. He has the "Sales % by employee for current period" earning.
As Tony Tailor worked during the whole month, his pay period is from 9/1/2022 to 9/30/2022.
Tony Tailor's earning is based on calculation parameters: "Sales turnover by employee for current period" and "Tariff rate" indicating sales commission rate. So, these calculation parameters and their values are filled in.
The Sales register says Tony Tailor made two sales in September. The sales amounts are 6000 and 4000 EUR. Then:
Sales turnover by employee for current period = 6000 + 4000= 10000 EUR
The sales commission rate (Pay rate) is 0.1. 1C:Drive populates it from the Amount field of Tony Tailor's employment contract.
To calculate salary, calculate the total amount of an employee's earnings. To do this, click Calculate.
In this example, Tony Tailor's earning is "Sales % by employee for current period". Its calculation formula is:
Calculation formula = [SalesTurnoverByEmployeeForCurrentPeriod] x [TariffRate]
The values of the sales turnover and tariff rate were determined on step (f). So, Tony Tailor's salary is:
Salary = 10000 X 0,1 =1000 EUR
Post the payroll document.

To monitor the calculated payroll, generate the Pay statement report. In this example, you will see 1000 EUR calculated for sales representative Tony Tailor:

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