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How do I set custom bonus pools per branch?

Different bonus rules for different parts of your business.

Purpose

A single bonus pool fits most customers. But sometimes different branches need different rules — different splits, different retention, different waiting periods. Custom branch pools handle this.

When To Use This

Use this when:

  • Your branches have different cost structures
  • One region has a unionized crew with different rules
  • You're testing a new bonus model on one branch first
  • Acquired branches have a different bonus history

Setup

  1. Go to Settings → Bonuses → Customize
  2. Walk through the customize wizard:
    • Step 1 — Set bonus distribution
    • Step 2 — Select branches
    • Step 3 — Select divisions
    • Step 4 — Confirm changes

What You Can Customize Per Branch

  • The 5 percentage splits (crew, mgr, lead, company, other)
  • Retention days per role
  • Statement assign-to-period
  • Include deductions toggle
  • Roll over negative
  • Split job savings %

How Assignment Works

Each branch can be assigned to a specific pool. When ProPays generate for that branch, they use the assigned pool.

A branch can only be on one pool at a time.

Common Mistakes & How To Fix Them

  • "My customization didn't apply to existing ProPays" Pool changes affect new ProPays going forward. Existing ProPays keep their original calculation.

  • "I want different pools per division within a branch" Per-division pools are also supported. Drill into the customize flow's division selection.

  • "I want to A/B test different splits" Use two pools on two branches with different splits. Compare results after a quarter.

  • How do bonus pools work, and how do I configure one?
  • Can I give my crew lead or manager a higher bonus?
  • How do I configure company-wide pay rules?