--- title: "Set up and manage custom payroll fields" slug: "set-up-and-manage-custom-payroll-fields" updated: 2026-10-15T01:04:28Z published: 2026-10-15T01:04:28Z canonical: "help.servicetitan.com/set-up-and-manage-custom-payroll-fields" --- > ## 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. # Set up and manage custom payroll fields ## Overview Use custom payroll fields to assign values to record types that you can use in job filters and payroll calculations. This gives you additional control and flexibility within a single pay rule. [Set up and manage custom payroll fields (Configurable Payroll) Video](https://fast.wistia.net/embed/iframe/j6noamcjbf?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Administrators and managers #### Feature configuration - Account configuration is required. To update your account, please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. ## Things to know - Custom payroll fields let you define values to use in pay rule calculations based on certain record types. For example, create a custom payroll field for: - Technician Profiles, to set individual commission rates to apply in payroll calculations - Business units (BUs), to set invoice subtotal values. Job filters compare job invoice subtotals to the value in the corresponding BU. - Custom payroll fields are visible and editable on the records they're attached to. For example, you can adjust a technician's commission rate by editing the custom payroll fields on their profile. ![Custom payroll section displaying technician commission and sales rates in percentage format.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-custom-payroll-fields-image-59a19o61.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A54Z&se=2026-10-31T02%3A36%3A54Z&sr=c&sp=r&sig=ASdtObKqwmRfYTuczKXc4MdT3%2F3Us7Z6lfm7sQ7%2FNCM%3D) - Custom payroll fields are different from custom fields, which are used in reporting. For more, see [Use custom fields](/construction/docs/use-custom-fields). - You can create custom payroll fields for job filters and pay calculations that include the data source options *Flat $ Amount set on [record type]* and *% Percentage set on [record type]*. ![Dropdown menu for selecting percentage rates in invoice discount settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-custom-payroll-fields-image-w6b7sxl2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A54Z&se=2026-10-31T02%3A36%3A54Z&sr=c&sp=r&sig=ASdtObKqwmRfYTuczKXc4MdT3%2F3Us7Z6lfm7sQ7%2FNCM%3D) ## Create custom payroll fields Create custom payroll fields while [creating job filters](/construction/docs/create-job-filters) or [configuring pay calculations](/construction/docs/configure-pay-calculations): 1. After you select a data source that uses custom payroll fields, click the **Select CSV** dropdown and select *Upload CSV*. ![User interface showing invoice subtotal and options to upload CSV files.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-custom-payroll-fields-image-iam69jki.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A54Z&se=2026-10-31T02%3A36%3A54Z&sr=c&sp=r&sig=ASdtObKqwmRfYTuczKXc4MdT3%2F3Us7Z6lfm7sQ7%2FNCM%3D) 2. In the *Upload Excel* pop-up, click **CSV template**. An XLSX file downloads to your computer. ![Upload Excel dialog box with instructions to download a CSV template and upload files.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-custom-payroll-fields-image-whsw0p5f.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A54Z&se=2026-10-31T02%3A36%3A54Z&sr=c&sp=r&sig=ASdtObKqwmRfYTuczKXc4MdT3%2F3Us7Z6lfm7sQ7%2FNCM%3D) 3. Open the file in a spreadsheet application and enter values for each entry to use in your pay rule. For example, if you create a field based on invoice BU to use in pay calculations, the spreadsheet lists your current BUs. Multipliers are selected from the *Value* column based on the job invoice BU. ![Table displaying HVAC and plumbing service values, highlighting HVAC maintenance with a value of 200.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-custom-payroll-fields-image-epldn9ll.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A54Z&se=2026-10-31T02%3A36%3A54Z&sr=c&sp=r&sig=ASdtObKqwmRfYTuczKXc4MdT3%2F3Us7Z6lfm7sQ7%2FNCM%3D) > [!NOTE] > **Note:** Only enter values for entries that you want to use in the pay rule. For example, if your pay rule only applies to HVAC BUs, do not enter values for the other BUs. 4. When you're finished, save the file as an XLSX file. 5. Back in ServiceTitan, in the *Upload Excel* pop-up, enter a name for your custom payroll field. 6. Click **Choose File** and select the XLSX file from your computer. 7. Click **Upload**. ![Upload Excel dialog box with fields for name and file selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-custom-payroll-fields-image-a6fmlkly.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A54Z&se=2026-10-31T02%3A36%3A54Z&sr=c&sp=r&sig=ASdtObKqwmRfYTuczKXc4MdT3%2F3Us7Z6lfm7sQ7%2FNCM%3D) A notification displays that the upload was successful and the name of the custom payroll field appears in the *Select CSV* dropdown. ![Invoice subtotal section showing options for flat amount and business unit selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-custom-payroll-fields-image-85sho1zp.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A54Z&se=2026-10-31T02%3A36%3A54Z&sr=c&sp=r&sig=ASdtObKqwmRfYTuczKXc4MdT3%2F3Us7Z6lfm7sQ7%2FNCM%3D) ## Edit custom payroll fields Edit a custom payroll field by exporting it, updating values in a spreadsheet, and importing it back 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%3A36%3A54Z&se=2026-10-31T02%3A36%3A54Z&sr=c&sp=r&sig=ASdtObKqwmRfYTuczKXc4MdT3%2F3Us7Z6lfm7sQ7%2FNCM%3D) . 2. In the side panel, go to **People > Payroll**. 3. Under *Configurable Payroll*, in the *Custom Payroll Fields* section, click **Edit**. ![Configurable payroll options with profiles and custom payroll fields for employee management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-custom-payroll-fields-image-e761y12z.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A54Z&se=2026-10-31T02%3A36%3A54Z&sr=c&sp=r&sig=ASdtObKqwmRfYTuczKXc4MdT3%2F3Us7Z6lfm7sQ7%2FNCM%3D)The *Custom Payroll Fields* page opens displaying your custom payroll fields in a table grouped by the record type they're assigned to. ![Custom payroll fields showing options for exporting and importing data for business units.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-custom-payroll-fields-image-djex3mwu.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A54Z&se=2026-10-31T02%3A36%3A54Z&sr=c&sp=r&sig=ASdtObKqwmRfYTuczKXc4MdT3%2F3Us7Z6lfm7sQ7%2FNCM%3D) 4. For the custom payroll field you want to edit, click **Export**. An XLSX file downloads to your computer. > [!NOTE] > **Note:** Click **Deactivate** for a custom payroll field to remove it from use in pay rules. To reactivate it, click the **Inactive** tab and click **Activate**. ![User interface showing payroll fields with options to export, import, and activate settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-custom-payroll-fields-image-cpru1qgq.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A54Z&se=2026-10-31T02%3A36%3A54Z&sr=c&sp=r&sig=ASdtObKqwmRfYTuczKXc4MdT3%2F3Us7Z6lfm7sQ7%2FNCM%3D) 5. Open the downloaded XLSX file in a spreadsheet application. > [!NOTE] > **Note:** The spreadsheet displays the current records of that type. For example, if, after you set up a custom payroll field, you create a new BU, the new BU appears in the spreadsheet with a value of 0. ![Table displaying service types, including highlighted Insulation Install with a value of zero.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-custom-payroll-fields-image-vzxyzvov.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A54Z&se=2026-10-31T02%3A36%3A54Z&sr=c&sp=r&sig=ASdtObKqwmRfYTuczKXc4MdT3%2F3Us7Z6lfm7sQ7%2FNCM%3D) 6. Edit values for the custom payroll field and save the spreadsheet as an XLSX file. 7. Back in ServiceTitan, click **Choose File** for the edited custom payroll field and upload the XLSX file from your computer. A notification appears indicating that the file was successfully imported. ![Notification indicating successful import of the bu-subtotals.xlsx file.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-custom-payroll-fields-image-skbvc9sb.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A54Z&se=2026-10-31T02%3A36%3A54Z&sr=c&sp=r&sig=ASdtObKqwmRfYTuczKXc4MdT3%2F3Us7Z6lfm7sQ7%2FNCM%3D) ## FAQ --- ### #### What is the process for adding spiffs to services in ServiceTitan? The process for adding spiffs to services depends on which payroll version you have enabled for your account. A different $ spiff can only be set up through configurable payroll. - For configurable payroll, see [Edit custom payroll fields](/construction/docs/set-up-and-manage-custom-payroll-fields#edit-custom-payroll-fields). - For default payroll, see [bonus pay](/construction/docs/performance-pay-overview#bonus-pay). ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Configurable Payroll](https://servicetitan.docebosaas.com/academy/learn/courses/305/Configurable-Payroll) The user record for a field technician in ServiceTitan, containing schedule, skills, pay rates, certifications, and performance history. **What it does:** Centralizes all information needed to schedule, pay, and evaluate a technician from a single record. **Also called:** Tech profile, Field user record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)