--- title: "Set up Payroll Productivity Metrics" slug: "set-up-payroll-productivity-metrics" updated: 2026-10-15T01:21:59Z published: 2026-10-15T01:21:59Z canonical: "help.servicetitan.com/set-up-payroll-productivity-metrics" excludeFromSearch: true excludeFromExternalSearch: true --- > ## 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 Payroll Productivity Metrics ## Overview The [Daily Payroll Productivity Report](/v1/docs/daily-payroll-productivity-report) helps you identify whether your company is making or losing money on a daily basis. The [Total Payroll Productivity Report](/construction/docs/total-payroll-productivity-report) helps you identify the same thing over a larger time period, such as weekly, monthly, quarterly, yearly, year over year, and more. To have the KPIs calculate properly on each report, ensure the Setup sections are completed. --- ### #### Who uses this feature - Administrators, accountants, payroll managers, and office managers - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## ## Set up Salary Daily Wage First, create a new custom field. 1. Go to **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A03Z&se=2026-10-31T04%3A46%3A03Z&sr=c&sp=r&sig=B5Tts%2BUgBaGeLrx2nVdLq6oYN7CCaYqMCtxSZQOa4d0%3D) in the top toolbar. 2. In the side panel, go to **Operations > Custom Fields**. 3. Click **Add** to add a new custom field. 4. Fill out the following: 1. In the *Name* field, enter **Salaried Hourly Rate**. 2. Under *Where It Appears*, select the **Employee Settings Page** and **Technician Settings Page**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-payroll-productivity-metrics-image-m96aps14.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A03Z&se=2026-10-31T04%3A46%3A03Z&sr=c&sp=r&sig=B5Tts%2BUgBaGeLrx2nVdLq6oYN7CCaYqMCtxSZQOa4d0%3D) 3. In the *Type* dropdown, select **Text**. 5. When finished, click **Save**. Then, update the new custom field to your employee profiles. You need to update this for every office employee and technician you want to appear on the report card. > **Note:** Since this is sensitive payroll information, make sure that only the proper employees have access to this information. You can remove the Edit employee/technician permission from the employees or roles who should not have access to payroll information. See [Set permissions for an individual employee or technician](/construction/docs/set-permissions-for-an-individual-employee-or-technician-1) or [Set permissions for an employee or technician role](/construction/docs/set-permissions-for-an-employee-or-technician-role) for more. 1. Go to **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A03Z&se=2026-10-31T04%3A46%3A03Z&sr=c&sp=r&sig=B5Tts%2BUgBaGeLrx2nVdLq6oYN7CCaYqMCtxSZQOa4d0%3D) in the top toolbar. 2. In the side panel, go to **People > Employees** or **People > Technicians**. 3. Click **Edit** next to the profile you want to update. 4. Enter the employee’s salaried hourly rate in the new **Salaried Hourly Rate** custom field. 5. When finished, click **Save Changes**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-payroll-productivity-metrics-image-b82aww09.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A03Z&se=2026-10-31T04%3A46%3A03Z&sr=c&sp=r&sig=B5Tts%2BUgBaGeLrx2nVdLq6oYN7CCaYqMCtxSZQOa4d0%3D) ## Set up Commission/Spiffs Any performance pay, such as commissions or bonuses, must be recorded in each account. Many of these processes can be automated through [performance pay settings](/construction/docs/performance-pay-overview), but anything that can’t be automated must be added as a payroll adjustment. See the following for more information: - [Create payroll adjustments on an invoice](/construction/docs/create-payroll-adjustments) - [Create payroll adjustments on the Payroll Dashboard](/construction/docs/create-payroll-adjustments-from-the-payroll-dashboard) ## Set up Revenue Generated If a job spans multiple days, the revenue must be Split between the number of days worked on the job. You can use [appointments](/construction/docs/manage-appointments) to recognize revenue for each day worked on a job. ## Set up Field and Office Split When an employee works both as an office employee and a technician, the office employee profile needs to have an indicator to distinguish between the profiles so that their earnings are allocated correctly to each profile. We recommend adding *- Office* to the office employee profile. For example, John Smith has both an office employee and Technician Profile for your company. On the office employee profile, change the Name field to display *John Smith - Office*. This allows you to clearly identify which profile is their technician profile and which is their office profile. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-payroll-productivity-metrics-image-hu2l69ew.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A03Z&se=2026-10-31T04%3A46%3A03Z&sr=c&sp=r&sig=B5Tts%2BUgBaGeLrx2nVdLq6oYN7CCaYqMCtxSZQOa4d0%3D) ## Set up report permissions For custom reports created by ServiceTitan, you must grant access to the custom report template. For the Payroll Productivity reports, make sure you allow view and edit access for the following report templates: - Daily Payroll Productivity Report - Total Payroll Productivity Report ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-payroll-productivity-metrics-image-svllu5z8.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A03Z&se=2026-10-31T04%3A46%3A03Z&sr=c&sp=r&sig=B5Tts%2BUgBaGeLrx2nVdLq6oYN7CCaYqMCtxSZQOa4d0%3D) See [Set reporting permissions](/construction/docs/set-reporting-permissions) for more. ## Want to learn more? - See [Daily Payroll Productivity report](/v1/docs/daily-payroll-productivity-report) - See [Total Payroll Productivity report](/construction/docs/total-payroll-productivity-report) Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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)