--- title: "Create payroll adjustments from the Payroll Dashboard" slug: "create-payroll-adjustments-from-the-payroll-dashboard" updated: 2026-10-15T01:04:43Z published: 2026-10-15T01:04:43Z canonical: "help.servicetitan.com/create-payroll-adjustments-from-the-payroll-dashboard" --- > ## 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 payroll adjustments from the Payroll Dashboard ## Overview Managers and administrators can create and edit payroll adjustments from the *Payroll Dashboard*. --- ### #### Who uses this feature - Administrators and managers #### Feature configuration - Account configuration is required. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. ## Things to know - Managers can only create adjustments for the [employees assigned to them](/construction/docs/assign-managers-to-technicians-and-office-employees). - Administrators can create adjustments for all employees. - You can also create payroll adjustments [on invoices](/construction/docs/create-payroll-adjustments#add-a-payroll-adjustment-to-an-invoice), [directly for an employee](/construction/docs/create-payroll-adjustments#add-a-payroll-adjustment-directly-to-an-employee), and [in bulk](/construction/docs/create-bulk-payroll-adjustments). - If you create a payroll adjustment for payroll that the employee has already signed off on, the employee status changes from *Approved* to *Pending*. This allows the employee to review the adjustment and sign off again. ## Create a payroll adjustment You can create an adjustment while [reviewing an employee’s payroll](/construction/docs/review-payroll). You can also apply the payroll adjustment to an invoice. To create a payroll adjustment: 1. Go to the top toolbar, click your **Profile** icon, and click **Payroll**. ![Menu options include Payroll, Time Clock, and various training resources.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-payroll-adjustments-from-the-payroll-dashboard-image-2hcrftqi.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)The *Payroll Dashboard* opens listing the employees you manage. 2. From the **Select a Payroll Period Type** dropdown filter, select the type of payroll you want to edit, for example, *Weekly*, *Biweekly*, or *Off-Cycle*. ![Dropdown menu showing payroll period types including BiWeekly and Weekly options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-payroll-adjustments-from-the-payroll-dashboard-image-ybzjyko4.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D) 3. From the **Select a Payroll Period** dropdown filter, select the pay period you want to view. ![Payroll dashboard displaying date selection for weekly payroll periods and pending approvals.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-payroll-adjustments-from-the-payroll-dashboard-image-4815weju.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D) 4. Click **View Actions** in the *Action* column for the employee whose payroll you want to adjust. ![A user clicks 'View Actions' in an employee status table for further options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-payroll-adjustments-from-the-payroll-dashboard-image-yfczo06v.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D) 5. The employee’s payroll details screen opens. ![Payroll report details, including adjustments and audit trail information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-payroll-adjustments-from-the-payroll-dashboard-image-7ao4ffwh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D) 6. Next to *Payroll Adjustments*, click **Create**. The *Create Payroll Adjustment* pop-up opens. 7. Under *Posted On*, click **Calendar** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit-calendar.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D) and select the date you want the adjustment to post. ![Form for creating payroll adjustment for employee Charles Smith with date selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-payroll-adjustments-from-the-payroll-dashboard-image-ejvwny83.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D) > [!NOTE] > **Note:** Enter a date within the payroll period you’re reviewing. If the Posted On date has already been processed for payroll, the adjustment will not be recognized. 8. In the **Adjustment Amount** field, enter the dollar amount of the adjustment. 9. (Optional) To attach the adjustment to a job invoice, enter the invoice number in the **Invoice** field. ![Input fields for adjustment amount and invoice details in a form interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-payroll-adjustments-from-the-payroll-dashboard-image-369ym7ny.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D) 10. Click the **Type** dropdown and select the type of adjustment you want to create: 1. **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. 2. **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. 3. **Labor**: For contractors and laborers. Counts as a cost on the invoice, reducing the commissionable base. 4. **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. 5. **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. 11. Enter any additional details in the **Memo** field. 12. When you’re finished, click **Create**. ![Form for creating a payroll adjustment for employee Charles Smith with details included.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-payroll-adjustments-from-the-payroll-dashboard-image-y0u27yx9.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D) The adjustment is listed under *Payroll Adjustments*. Click **Edit**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)to make changes or **Delete**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)to remove it. ![User interface showing payroll adjustments with options to edit or delete an invoice.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-payroll-adjustments-from-the-payroll-dashboard-image-h96fq2bi.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D) > [!NOTE] > **Note:** Click **Update** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-refresh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D) on the payroll details screen to see the adjustment reflected on the Payroll Dashboard. ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Payroll Adjustments](https://servicetitan.docebosaas.com/academy/learn/courses/311/Payroll-Adjustments)