COMMISSION MANAGEMENT TOOL

Frequently Asked Questions

How it works

CMT is web-based and accessible through any desktop browser. It stores data about clients, candidates, projects, consultants and project payments in a database that can be held either locally or in the cloud. It accommodates both permanent and contract positions. The tool generates monthly commission sheets for the individual consultants and aggregate reports for the managers. It can integrate with existing tools popular with HR professionals such as Influence, JobAdder and Invoxy.

The tool holds information related to project billing from a recruiter perspective. So it can model consultant data like job title, salary, remuneration structures, promotion targets, business generated over various years and across various sectors. It also models basic client and candidate information needed for tracking projects across systems. For instance, one of the advantages of using it is having consistent project IDs between systems, which ensures that it is always possible to link different systems.

How does CMT differ from simply using s spreadsheet?

Spreadsheets are indeed an alternative however they quickly become very complex when the business grows and errors simply accumulate in the formulas. CMT handles this complexity seamlessly and scales up as your organisation grows. Such files are also often held locally and it easy to lose track of who has the latest and most accurate version!

Where is the data stored?

CMT is a modern web application storing the data in an SQL database on-premise or in the cloud.

How does the manual data entry work?

One advantage of the system is that it helps consultants and managers improve their productivity and data quality while using the same tools as before since there is no need to change existing systems and processes. Placement data, such as client, candidate and commission splits can be easily imported from other recruitment software via a scheduled file upload. Unfortunately, many tools do not enforce any rules on the entered data. For example, client name and address could be simple free-text fields. That means that the same client could have multiple spellings, making accurate, error free reporting impossible. Our system checks the uploaded data each and every time against existing entries and will flag up any duplicates and / or obvious errors.

Sometimes it is simply be faster to enter the data manually. Here is an example of a data-entry form for a single project.

On the left panel, basic placement fields are shown such as client, candidate, invoice and PO numbers (if relevant), starting date, etc. On the right-hand side we have the commission splits for all consultants who work on the project.

How is the reporting side working?

Once you have the data in, the next task is to aggregate and report on them. The core tool functionality can be extended to match your unique requirements. For instance, we can implement custom rules for commission calculations and design custom reports in Excel that match existing ones used by your business. This is an example of a web report displaying the revenue generated a by a single consultant in April 2022:

The full report can be downloaded as a PDF file. These commission sheets are completely customisable and can display billing targets, various yearly cumulative totals etc. An example is given below.