Commission Tracking in RecruitOnline

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There would probably be as many commission systems as there are recruitment agencies and in most cases there is a need to track activity in one system (eg front end system like ROL) with revenue/costs in another (eg back end system like PinvoiceR).The ability to track certain activity and certain relationships is an intrinsic part of a fully integrated end-to-end system and with RecruitOnline & PinvoiceR there is an ability for tracked activity in RecruitOnline to ultimately flow through to PinvoiceR for financial reporting. For example, this can be useful in the following situations;

  • You want to track and assign different types of activity - eg who interviewed a candidate or who's client is it
  • You may need to share revenue/margin with a 3rd party who has supplied a candidate to you
  • You want to track activity for a certain period of time and after that it is no longer counted


How to Use

Managing Agents

An Agent is in effect either an internal (eg Recruiter) or external (eg supplier) that you wish to track activity for. Click the + Add Agent button to create a new Agent or click on an existing Agent to edit it.


In RecruitOnline, from the main toolbar click on the Other, Advanced, Systems Administration links - noting that you need System Admin user rights to do this - and select Commission Management.


Click on the Manage Agents button.

ROL Commission Agent Management.png



Managing Commission Codes

A Commission Code is in effect the name of the activity that you wish to track - eg you may choose to track who interviewed someone so you may choose to call the code "Interview"


ROL Commission Code Management.png


Here you can set the following values;

  • Code
  • Description
  • Active
  • Expires in Days - ie once a code is added to a record how long is it active for
  • Trigger Name - this allows for actions - eg adding a reference check note to assign the code to the candidate for a Agent
  • Agent - to set a default Agent for the code


Assigning Agents and Codes to A Client

By assigning an Agent and a Code to a client record, the names/values stored against the client are available in the RecruitOnline API and pushed into PinvoiceR as part of the normal payroll process. To assign an Agent and a Code to a client, go to the client record and click on the Client Tab Tools and select the Commissions option.

This will show any existing Agents/Codes assigned and also allow you to add/edit new ones.


ROL Commision Assigned to Client.png


Assigning Agents and Codes to a Candidate

By assigning an Agent and a Code to a candidate record, the names/values stored against the candidate are available in the RecruitOnline API and pushed into PinvoiceR as part of the normal payroll process. To assign an Agent and a Code to a client, go to the Candidate record and click on the Candidate Tab Edit and select the Commissions option.

This will show any existing Agents/Codes assigned and also allow you to add/edit new ones.


ROL Commision Assigned to Candidate.png


Assigning Agents and Codes to an Order

Agents and Codes assigned to either a client and/or a Candidate will automatically flow through to an Order in RecruitOnline. To see what codes/agents are assigned view the order and then click on the Booking Tools button and select the Order Commissions link.


ROL View Commisson on Order.PNG


This will then show the Commission Agents and Codes already assigned and give you an ability to add/edit them.


ROL Commision Assigned to Order.png