--- title: How to set-up Commissions description: The Commissions module in Helix allows you to configure staff incentives based on performance. You can set commissions by Role, by User, or by Department, and define whether they’re fixed or target-based (tiered). This helps align compensation with productivity and encourages performance transparency across the clinic. --- [Skip to content](https://help.helixbydoctors.com/kb/how-to-set-up-commissions#main-content) English - United States Show submenu for translations ![](https://help.helixbydoctors.com/hs-fs/hubfs/Helix%20Logo.png?width=250&height=81&name=Helix%20Logo.png) Open main navigation Close main navigation - English - United States Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Helix | Knowledge Base](https://help.helixbydoctors.com/kb?hsLang=en-us) 2. [Control Panel](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us) 3. [User Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#user-settings) November 11, 2025 # How to set-up Commissions ## The Commissions module in Helix allows you to configure staff incentives based on performance. You can set commissions by Role, by User, or by Department, and define whether they’re fixed or target-based (tiered). This helps align compensation with productivity and encourages performance transparency across the clinic. ### 🌐 Overview Commissions define how staff earn additional income from the services they deliver. You can: - Apply the same commission to all users under a **role** or **department**, or create personalized ones per **user**. - Choose between a **fixed percentage/amount** or a **target-based tiered structure**. - Decide whether calculations are based on **Net** or **Gross** amounts. πŸ’‘ *Tip: Most clinics use β€œBy User” for flexibility.* --- ### 🧭 Navigation **Control Panel β†’ User Settings β†’ Commissions** Β  Β  Tabs: **By Role | By User | By Department | Overview** --- #### πŸ› οΈ Common Setup Options Each commission scheme includes the following settings: - **Scope:** Choose which Role, User, or Department this scheme applies to. - **Service Type:** Select a category (Consultation, Clinic, Investigation, Surgery, Pharmacy, Membership) or a specific service. - **Base Amount:** - **Net (default)** β€” calculated after discounts and taxes. - **Gross** β€” toggle ON to calculate before deductions. - **Save** to activate your commission scheme. --- #### πŸ’΅ A) Fixed Commission A single rate applies to all eligible items. **Steps:** 1\. Go to the relevant tab (e.g., **By User**) β†’ click **βž• Add**. 2\. Select **Fixed**. 3\. Choose the **Role**, **User**, or **Department**. 4\. Choose the **Service Type** or specific service. 5\. Enter **Value**: - Defaults to **%** (e.g., 5 = 5%). - Toggle **Fixed** to pay a flat amount per service instead of %. 6\. (Optional) Toggle **Gross** to base it on the gross amount. 7\. Click **Save**. --- #### 🎯 B) Target-Based (Tiered) Commission Different commission rates apply depending on revenue brackets. **Steps:** 1\. Go to the relevant tab β†’ click **βž• Add**. 2\. Select **Target-Based**. 3\. Choose the **Role**, **User**, or **Department**. 4\. Choose the **Service Type** or specific service. 5\. (Optional) Toggle **Gross**; default is Net. 6.Build brackets using **From / To / %** fields: Example: - 1,000 β†’ 2,000 = 2% - 2,001 β†’ 5,000 = 3.5% - 5,001+ = 5% 7\. Click **βž•** to add more brackets or **βœ•** to remove the last one. 8\. Click **Save** to finalize. --- #### πŸ“‹ How the Three Tabs Differ | Tab | Purpose | | --- | --- | | **By Role** | Applies the same commission scheme to all users with that role. | | **By User** | Creates custom commission schemes for individual users. *(Most common option.)* | | **By Department** | Applies the same scheme to everyone in that department. | --- #### πŸ’‘ Tips & Best Practices \- Use **By User** for flexibility when staff have individual plans. \- Use **By Role** or **By Department** only when the same structure applies to all members. \- Keep tier brackets simple and logical β€” avoid overlapping ranges. \- Decide **Net vs. Gross** carefully; this affects payroll accuracy. \- For service-specific bonuses (e.g., Botox treatments), select the exact service instead of the full category. \- Review commissions regularly with Accounting to ensure proper ledger mapping. - [Getting started](https://help.helixbydoctors.com/kb/getting-started?hsLang=en-us) - [Home Screen](https://help.helixbydoctors.com/kb/home-screen?hsLang=en-us) - [Clinical Workflow](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#main-content) - [Administration](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#administration) - [Nurses](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#nurses) - [Consumables](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#consumables) - [Doctors](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#doctors) - [Patient File](https://help.helixbydoctors.com/kb/patient-file?hsLang=en-us) - [Bookings & Calendar](https://help.helixbydoctors.com/kb/bookings-calendar?hsLang=en-us) - [Finance & Accounting](https://help.helixbydoctors.com/kb/finance-accounting?hsLang=en-us) - [CRM & Marketing](https://help.helixbydoctors.com/kb/crm-marketing?hsLang=en-us) - [Inventory Management](https://help.helixbydoctors.com/kb/inventory-management?hsLang=en-us) - [Insurance](https://help.helixbydoctors.com/kb/insurance?hsLang=en-us) - [Control Panel](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#main-content) - [Patient Billing](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#patient-billing) - [Calendar](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#calendar) - [Finances](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#finances) - [Human Resources](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#human-resources) - [Inventory](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#inventory) - [EMR Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#emr-settings) - [CRM Setup](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#crm-setup) - [Structure](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#structure) - [User Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#user-settings) - [Templates](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#templates) - [System Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#system-settings) - [FAQ's](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#main-content) - [Appointments & Calendar](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#appointments-calendar) - [Reports](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#reports) - [Finance](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#finance) - [Human Resources](https://help.helixbydoctors.com/kb/human-resources?hsLang=en-us) [![](https://help.helixbydoctors.com/hs-fs/hubfs/Helix%20Logo.png?width=250&height=81&name=Helix%20Logo.png)](http://helixbydoctors.com) [mailto:email@email.com](mailto:email@email.com) Copyright Β© 2026, Optimus FZCO ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://help.helixbydoctors.com/media-transcripts/298636827863/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://145820380.fs1.hubspotusercontent-eu1.net/hubfs/145820380/Set%20Commissions%20Efficiently%20in%20Helixbydoctors%20Application.mp4", "dateModified" : "2025-11-11T10:51:55.117Z", "duration" : "PT1M6S", "height" : 1080, "name" : "Set Commissions Efficiently in Helixbydoctors Application", "thumbnailUrl" : "https://145820380.fs1.hubspotusercontent-eu1.net/hubfs/145820380/Set%20Commissions%20Efficiently%20in%20Helixbydoctors%20Application.mp4/medium.jpg", "uploadDate" : "2025-11-11T10:51:43.129Z", "width" : 1920 } ```