---
title: "Create bulk payroll adjustments"
slug: "create-bulk-payroll-adjustments"
updated: 2026-10-15T01:04:46Z
published: 2026-10-15T01:04:46Z
canonical: "help.servicetitan.com/create-bulk-payroll-adjustments"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create bulk payroll adjustments

## Overview

You can make bulk payroll adjustments to make wage corrections or to account for paid activities outside of ServiceTitan when calculating Job Costing. The Payroll Adjustment Template allows you to make adjustments for multiple employees and pay periods at once, saving you time.

[Create Bulk Payroll Adjustments Video](https://fast.wistia.net/embed/iframe/9shzuarp2u?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Administrators and accountants

## Things to know

- You can make payroll adjustments for technicians and office employees. Office Timesheets requires account configuration. Contact your success or implementation manager for details.
- To make adjustments for hourly technicians, you can [edit technician timesheets](/construction/docs/edit-technician-timesheets).

## Download the Payroll Adjustment Template

1. Go to the top toolbar and click **Settings**![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A32Z&se=2026-10-31T02%3A35%3A32Z&sr=c&sp=r&sig=NBc2Lkju8g5xcsVNZicP2lhsi6s8gZt4WavJjLRUVug%3D).
2. In the side panel, go to **Tools** > **Import / Export Data**.
3. From the *Import* tab, click the **Data File Type** dropdown and select **Payroll Adjustment Template**. ![Dropdown menu showing various data file types including Payroll Adjustment Template.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-bulk-payroll-adjustments-image-q48uko91.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A32Z&se=2026-10-31T02%3A35%3A32Z&sr=c&sp=r&sig=NBc2Lkju8g5xcsVNZicP2lhsi6s8gZt4WavJjLRUVug%3D)
4. Click **Export Template**. ![User selects 'Payroll Adjustment Template' and clicks 'Export Template' button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-bulk-payroll-adjustments-image-dhvkj34j.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A32Z&se=2026-10-31T02%3A35%3A32Z&sr=c&sp=r&sig=NBc2Lkju8g5xcsVNZicP2lhsi6s8gZt4WavJjLRUVug%3D)
5. If you use earnings codes, the Payroll Adjustment Template includes a column to enter earnings code names. Use the *PayrollActivityCodeNameReference* tab for a list of earnings codes. ![Spreadsheet showing payroll activity with highlighted column for NameOfCode.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-bulk-payroll-adjustments-image-2ve7ith2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A32Z&se=2026-10-31T02%3A35%3A32Z&sr=c&sp=r&sig=NBc2Lkju8g5xcsVNZicP2lhsi6s8gZt4WavJjLRUVug%3D)

> [!NOTE]
> **Note:** This feature requires account configuration. Please contact your success or implementation manager for details.

The template downloads as an XLSX file to your computer.

## Add payroll adjustments

1. Open the Payroll Adjustment Template in a spreadsheet application like Microsoft Excel or Google Sheets.

> [!NOTE]
> **Note:** The spreadsheet includes two tabs: PayrollAdjustment and idNameReference. Enter all adjustments in the PayrollAdjustment tab. Use the idNameReference tab to find employee names and ID numbers. ![Table displaying employee details including IDs, names, and usernames for payroll adjustments.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-bulk-payroll-adjustments-image-tlk5lf28.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A32Z&se=2026-10-31T02%3A35%3A32Z&sr=c&sp=r&sig=NBc2Lkju8g5xcsVNZicP2lhsi6s8gZt4WavJjLRUVug%3D)
2. Enter the payroll adjustment details into the spreadsheet columns:
  1. **EmployeeId**: Employee identification number

> [!TIP]
> **Tip:** Click the idNameReference tab in the spreadsheet for a list of employee IDs.
  2. **EmployeeName**: Name of the technician or office employee receiving the adjustment
  3. **InvoiceNumber**: If the adjustment is tied to an invoice, enter the invoice number
    1. **Type**: Enter one of the following:
    2. **Direct:** Adjustment is directly earned by the employee

> [!NOTE]
> **Note:** This is the most common type of payroll adjustment. If you use Configurable Payroll, you can only add direct payroll adjustments.
    3. **Commission Base**: Adjustment is based on the technician’s commission rate. For example, if the adjustment amount is $200 and the technician has a 10% commission rate in his payroll settings, the technician receives $20.

> [!NOTE]
> **Note:** The commissionable base is reduced by the adjustment amount for other technicians on the invoice.
    4. **Labor**: For contractors and laborers. Counts as a cost on the invoice, reducing the commissionable base.
    5. **Advance**: When technician is paid before the job is added to payroll. Amount is deducted from the technician’s gross pay when the job is included in payroll reports.
    6. **Sold Advance**: When technician receives *Sold by* credit and is paid before the job is added to payroll. The sold by percentage is applied to the adjustment amount. The total is deducted from the technician’s gross pay when the job is included in payroll reports.
  1. **PostedOn**: Date you want the payroll adjustment to show as posted
  2. **Rate**: Base amount of the payroll adjustment

> [!TIP]
> **Tip:** To make a payroll deduction, enter a negative value.
  3. **Quantity**: Amount to multiply the *Rate* by. For typical payroll workflows, enter *1*.
  4. **Memo**: Details or notes about the adjustment ![Employee invoice details including names, rates, and tasks for March 2, 2021.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-bulk-payroll-adjustments-image-n3whoubh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A32Z&se=2026-10-31T02%3A35%3A32Z&sr=c&sp=r&sig=NBc2Lkju8g5xcsVNZicP2lhsi6s8gZt4WavJjLRUVug%3D)
3. Save the spreadsheet to your computer as an XLSX file.

## Import payroll adjustments to ServiceTitan

After you download the XLSX file of your payroll adjustments, import it into ServiceTitan:

1. Go to the top toolbar and click **Settings**![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A32Z&se=2026-10-31T02%3A35%3A32Z&sr=c&sp=r&sig=NBc2Lkju8g5xcsVNZicP2lhsi6s8gZt4WavJjLRUVug%3D).
2. In the side panel, go to **Tools** > **Import / Export Data**. *Import or Export Data* opens.
3. From the *Import* tab, click the **Data File Type** dropdown and select **Payroll Adjustment Template**. ![User selects 'Payroll Adjustment Template' from the data import options menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-bulk-payroll-adjustments-image-j5l3l6xg.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A32Z&se=2026-10-31T02%3A35%3A32Z&sr=c&sp=r&sig=NBc2Lkju8g5xcsVNZicP2lhsi6s8gZt4WavJjLRUVug%3D)
4. Click **Upload**. ![User interface for importing payroll adjustment data with upload and import options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-bulk-payroll-adjustments-image-ev58op3n.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A32Z&se=2026-10-31T02%3A35%3A32Z&sr=c&sp=r&sig=NBc2Lkju8g5xcsVNZicP2lhsi6s8gZt4WavJjLRUVug%3D)
5. Upload the XLSX file from your computer. ![File selection window showing payroll-adjustments.xlsx ready to open from Downloads folder.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-bulk-payroll-adjustments-image-oymr5wq5.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A32Z&se=2026-10-31T02%3A35%3A32Z&sr=c&sp=r&sig=NBc2Lkju8g5xcsVNZicP2lhsi6s8gZt4WavJjLRUVug%3D)
6. Click **Import**. ![User interface for importing payroll adjustment templates and selecting data files.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-bulk-payroll-adjustments-image-k16g7hp6.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A32Z&se=2026-10-31T02%3A35%3A32Z&sr=c&sp=r&sig=NBc2Lkju8g5xcsVNZicP2lhsi6s8gZt4WavJjLRUVug%3D)

A notification appears indicating that the import was successful.

![Successful import notification for payroll-adjustments.xlsx data in the system.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-bulk-payroll-adjustments-image-5kg20wzu.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A32Z&se=2026-10-31T02%3A35%3A32Z&sr=c&sp=r&sig=NBc2Lkju8g5xcsVNZicP2lhsi6s8gZt4WavJjLRUVug%3D)

## Want to learn more?

- Visit ServiceTitan Academy to enroll in [Payroll Adjustments](https://servicetitan.docebosaas.com/academy/learn/courses/311/Payroll-Adjustments)

The calculation of actual costs (labor, materials, overhead) against revenue for each job to determine true profitability.

**What it does:** Shows which job types, technicians, or BUs are truly profitable after accounting for all costs, not just top-line revenue.

**Also called:** Job profitability, Cost tracking

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)