Assign earnings codesLast updated on 03/22/2022
Assign earnings codes to payroll activity types based on business units, timesheet codes, and payroll adjustments. This helps streamline exporting payroll from ServiceTitan to your payroll processor.
Things to know
Make sure to create earnings codes that map to your payroll processor’s earnings codes.
While working on a job, a technician’s payroll earning code is based on the job invoice business unit (BU).
The earnings code for paid idle time is based on the technician’s BU.
The earnings code for office employee hourly pay is based on the ClockIO timesheet code. Note: This feature requires account configuration. Contact your success or implementation manager for details.
The Business Unit field of the office employee profile is not used to map earnings codes. Instead, assign a payroll business unit by editing an office employee’s profile. In the Payroll tab, use the Payroll Business Unit dropdown to assign a payroll BU.
Assign earnings codes to business units
You can assign earnings codes to BUs for hourly pay, idle time, commission, and bonus pay.
Go to the navigation bar and click Settings
. In the side panel, go to Operations > Business Units. Business Units opens.
Click Edit for the BU you want to assign earnings codes to. The Edit Business Unit screen opens.
Click the Payroll tab.
Use the dropdowns to assign an earnings code to each pay type:
REG Pay Code—Standard pay on jobs in this BU
OT Pay Code—Overtime pay on jobs in this BU
DT Pay Code—Double overtime pay on jobs in this BU
Idle Time REG Pay Code—Standard pay for idle time for technicians in this BU
Idle Time OT Pay Code—Overtime pay for idle time for technicians in this BU
Idle Time DT Pay Code—Double overtime pay for idle time for technicians in this BU
Sold By Pay Code—Commission for technicians with Sold by credit on job invoices in this BU
Invoice Specific Bonus Pay Code—Bonus pay for technicians with splits on job invoices in this BU
Note: If you use Configurable Payroll, every payroll rule that corresponds with this BU can be mapped to an earnings code. This feature requires account configuration. Contact your success or implementation manager for details.
When you’re finished, click Save.
Assign earnings codes to timesheet codes
You can assign earnings codes to timesheet codes, which are used to track non-job events on timesheets.
Note: The earnings code assigned to the ClockIO timesheet code is used to track office employee hours.
Go to the navigation bar and click Settings
. In the side panel, go to People > Payroll. Payroll Settings opens.
In the Timesheet Codes section, click Edit. The Non-job Event Codes screen opens displaying a table of active codes.
Click Edit for the timesheet code you want to assign an earnings code to. The Edit Non-job Event Code screen opens.
Use the Select an activity code dropdowns to assign earnings codes to each pay type:
REG Pay Code—Standard hourly pay
OT Pay Code—Overtime pay
DT Pay Code—Double overtime pay
Note: Only hourly earnings codes can be assigned.
When you’re finished, click Save.
Assign earnings codes to payroll adjustments
You can assign earnings codes when creating payroll adjustments.
Note: To assign earnings codes to payroll adjustments in bulk, use the Payroll Adjustment Template.
Assign an earnings code to a payroll adjustment on an invoice
Follow the steps to add a payroll adjustment to an invoice.
When adding the adjustment details on the Add a Payroll Adjustment screen, click the Code dropdown and select the earnings code you want to assign.
When you’re finished, click Save.
Assign an earnings code to a direct payroll adjustment
Follow the steps to create a direct payroll adjustment.
When adding the adjustment details in the New Payroll Adjustment pop-up, click the Code dropdown and select the earnings code you want to assign.
When you’re finished, click Save.
Want to learn more?
Visit ServiceTitan Academy to enroll in Maximize Payroll Processes in ServiceTitan
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.