Assign earnings codesLast updated on 03/22/2022

• 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.

You can assign earnings codes to BUs for hourly pay, idle time, commission, and bonus pay.

1. Go to the navigation bar and click Settings . In the side panel, go to Operations > Business Units. Business Units opens.

2. Click Edit for the BU you want to assign earnings codes to. The Edit Business Unit screen opens.

3. Click the Payroll tab.

4. 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.

5. When you’re finished, click Save.

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.

1. Go to the navigation bar and click Settings . In the side panel, go to People > Payroll. Payroll Settings opens.

2. In the Timesheet Codes section, click Edit. The Non-job Event Codes screen opens displaying a table of active codes.

3. Click Edit for the timesheet code you want to assign an earnings code to. The Edit Non-job Event Code screen opens.

4. 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.

5. When you’re finished, click Save.

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

1. Follow the steps to add a payroll adjustment to an invoice.

2. 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.

3. When you’re finished, click Save.

Assign an earnings code to a direct payroll adjustment

1. Follow the steps to create a direct payroll adjustment.

2. 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.

3. When you’re finished, click Save.

• Visit ServiceTitan Academy to enroll in Maximize Payroll Processes in ServiceTitan

• See Run reports with earnings codes