Change a Commission Rate Mid-Period
What happens to tickets already closed when you change someone rate, and the one setting that decides it.
You promote someone on the 12th. The pay period runs to the 30th. What happens to the tickets they closed between the 1st and the 12th?
Perceny lets you decide, once, for the whole business.
The setting
Features Configuration → Ticket Settings → Refresh Previous Tickets Commission.
- On — when a stylist's percentage changes mid-period, the new rate is applied to every ticket in that period, including the ones already closed.
- Off — existing tickets keep the commission they were closed at. Only tickets from the change onward use the new rate.
There is a matching per-member preference, so you can set it differently for one person.
Which one you want
On is simpler to explain and simpler to run: one period, one rate. It is what most shops mean when they say "you're on 55% from this month".
Off is more literally accurate: the work done at the old rate was paid at the old rate. It also means a mid-period change never moves a number somebody has already seen.
The dangerous position is not knowing which one you are on. Check before you make the change, not after.
Doing it cleanly
If you can, change rates at a period boundary. Then the setting does not matter, nobody has to reconcile two rates in one payslip, and the conversation is about the new rate rather than about arithmetic.
If you cannot:
- Check Refresh Previous Tickets Commission and decide deliberately.
- Note the current period totals for that person before you change anything.
- Change the rate in Percentage.
- Reopen their Period Summary and compare. With the setting on, earlier tickets will have moved. With it off, they will not.
- Tell the person which happened. They will notice either way.
Refunds interact with this
Refunding a ticket recalculates its commission. If Refresh Previous Tickets Commission is on and the rate has changed since the ticket was closed, the recalculation uses the current rate. That is usually what you want, and it is occasionally surprising — worth remembering when a refund on an old ticket moves a number by more than you expected.