ShareWillow

Guy Halperin

Ryan Shank

Admin Guides

Connect to ServiceTitan

This guide walks you through importing your employees into ShareWillow using a CSV file

Importing Employees via CSV Upload

Onboarding

Learn how to access and navigate your company settings.

Company Settings Overview

Learn how to set up your company's basic details.

Configuring Company Information

Learn how to set your company's preferred currency for displaying monetary values.

Setting Preferred Currency

Learn how to set which day your company's week begins.

Configuring Week Start Day

Learn how to view your connected integrations in Company Settings.

Viewing Integration Status

Company Settings

This guide explains how to add employees to your ShareWillow organization. You can add employees individually or import multiple employees at once using a CSV file

How to Add a New Employee

Impersonation allows admins to view the app exactly as an employee sees it. This is useful for troubleshooting issues or understanding what an  employee experiences

Impersonate an Employee

Learn how to create, edit, and manage departments to organize your employees.

Creating and Managing Departments

Learn how to create, edit, and manage roles to define job positions and seniority levels.

Creating and Managing Roles

How to add, edit, and remove people from your company and plans

People Management

Understand what the dashboard shows and how to access its settings.

Dashboard Overview

Learn how to select which metrics appear on your dashboard and customize their display.

Configuring Dashboard Metrics (Configuration Tab)

Control what employees can see when they view the dashboard.

Setting Dashboard Visibility (Share Settings Tab)

Set up leaderboards to recognize top performers on your dashboard.

Configuring Leaderboards

Filter dashboard data by different time periods.

Dashboard Time Periods

Dashboards

Syncing pulls the latest data from your connected integrations (like ServiceTitan) into ShareWillow. This updates metric values for your compensation plans.

Manually Syncing Metrics

Learn what metrics are and how they're used in ShareWillow.

Understanding Metrics

Learn how to navigate the Metrics page and find specific metrics.

Viewing and Searching Metrics

Learn how to rename metrics to match your preferred terminology.

Renaming Metrics

Learn how to delete unused metrics and understand deletion restrictions.

Deleting Metrics

Learn what datasets are and how to view and manage them.

Managing Datasets

Metrics and Datasets

Add a new incentive plan using our plan builder

Creating a plan

This guide explains how to invite employees to view and participate in a compensation plan

Send an Employee Invite to an Existing Plan

Clearing a distribution removes all data for a specific period, including award calculations and review results. This lets you start fresh or recalculate awards for that period.

How to Clear a Distribution

Learn how to review, approve, and finalize award distributions for your profit-sharing plans.

Understanding the Distribution Review Process

Learn how to view, filter, and find your profit-sharing plans.

Navigating the Plans List

Learn what each plan status means and what actions are available.

Understanding Plan Statuses

Learn how to navigate the plan details page and understand what's shown.

Viewing Plan Details

Learn how to control which employees can see a plan.

Updating Plan Visibility

Learn how to export award and participant data from your plans.

Exporting Plan Data

Plan Management

Payout Reporting lets you generate detailed summaries of employee payouts across your compensation plans. You can filter by plans and date ranges, view breakdowns by compensation type, and download reports…

How to Use Payout Reporting

Payout Reporting

Create a custom design with text, images, and links

Login to ShareWillow ➡️

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.