How to Manage a Payee Assignment
Introduction
The Payee Assignment is what allows you to assign the Levels on a Job Function to a Payee or user, such as a sales rep or technician, in your system.
This page will show you how to manage the Payee Assignments on a user record. This includes being able to view, assign, edit and delete the Payee Assignment.
Terms
Job Function
The method (calculation) by which you build a Payable Entry. A Job Function requires a Payee, Level and Line Items in order to work.
Level
A Level is assigned to a Payee and is required for Payable Entry creation and serves as a means to distinguish different Line Items within a Job Function.
Payee
A selected User or Appointment that is the entity being paid from a Payable Entry.
Payee Assignment
The Job Function and associated Level that is assigned to a Payee on the User's page in Securitytrax.
User (Payee)
A Payee entity of type User. Typically, a Sales Rep, Trainer, Lead Rep or other User in the system.
Appointment (Payee)
A Payee entity of type Appointment. This Payee type will provide a list of appointments connected with the customer. Whatever appointment is selected will in turn select the Tech assigned to that appointment who will be the Payee.
Tech (Appointment)
The actual individual getting paid when the Payee is of type Appointment.
Usage
View
- While logged into Securitytrax, click on your Company Name or the hamburger icon
.
- Note: Once clicked, the hamburger will change to
.
- Note: Once clicked, the hamburger will change to
- Under Admin, select Users & Permissions.
- Select Users on the navigation menu and click on the desired user.
- Click Human Resources on the navigation menu.
- Navigate to the section titled Payee Assignments.
- Note: By default, the list of Payee Assignments are divided into Sales and Technicians.
- Note: By default, the list of Payee Assignments are listed by ID ascending.
Assign
- While in the Payee Assignments section, click the + Add button.
- Select from the following categories:
- Sales
- Technician
- Select the desired Job Function.
- Select the Level you would like to assign the user.
- Click the Save button.
Modify
Edit
- While in the Payee Assignments section, click on the desired Level.
- The Edit page for the Level is now open.
- Select the new Level you would like to assign.
- Click the Save button.
Delete
- While on the Level screen click the Delete button.
- A confirmation message window will appear.
- Click the Delete button.