Payroll Examples
Requires. Payroll with View to open payroll examples. Payable+ examples only apply when Payable+ is enabled for your company.
The Payroll Examples page shows common ways to structure payroll rules. Use it before building or changing a rule so you can match the setup to the business question.
Examples are reference material. They do not create payroll records by themselves.
Calculation examples
| Example type | Use when | Where to configure it |
|---|---|---|
| Flat amount | The payout is the same each time the row pays. | Payroll level -> payable row -> flat amount. |
| Percentage of MMR | The payout is a percentage of a customer value. | Payroll level -> payable row -> From field x multiplier or From arithmetic expression. |
| Tiered amount | The amount changes by threshold, such as credit score or MMR. | Payroll lookup table plus a level row that references the table. |
| Split payout | More than one payee should receive money from one event. | Multiple payable rows on the same level. |
| Partner or condition-specific payout | A bonus only applies for certain customers, partners, tags, or field values. | Row conditions or lookup-table dimensions. |
| Hierarchy override | A manager or parent user receives an override. | A row whose Pay To source points to the supported hierarchy payee. |
| Funding bonus | A payout should happen when funding posts. | Role function -> Auto-generate on events -> Customer is funded, plus level rows. |
Lookup table examples
Lookup table examples show how to design rate tables before you enter real values. The common patterns are:
- One input and many thresholds, such as credit score bonus tiers.
- One exact input, such as monitoring plan.
- Two inputs, such as source plus credit score.
- Wildcard fallback rows for "any value" when no specific row matches.
Use these examples to decide dimensions, match types, wildcard cells, and row order before creating a lookup table.
How to use examples safely
- Start with the example closest to your real pay rule.
- Identify the event that should trigger the function.
- Identify the payee source for each row.
- Decide whether the amount is flat, table-based, or expression-based.
- Write down every exception before building row conditions.
- Test with a recent customer scenario before relying on the rule for live payroll.
Existing payable entries do not change retroactively when payroll setup changes.
Related
- Payroll Admin Overview — the role, function, and level model.
- Role Functions — configure triggering and payee list methods.
- Payroll Levels — build payable rows and conditions.
- Payroll Lookup Tables — build reusable rate tables.