Set up and manage payroll profilesLast updated on 04/27/2023
Set up payroll profiles with rules, job filters, and calculations for all the different ways you award performance and bonus pay. Assign profiles to technicians based on your payroll needs.
Things to know
Do not create pay profiles with conflicting pay rules. For example, if you create a profile with two overlapping rules:
Pays technician $50 for invoice subtotals from $500-$1,000
Pays technician $100 for invoice subtotals from $750-$1,500
Pay for invoices from $750-$1,000 is unclear, which can result in double payment. The system does not alert you if this occurs.
New technicians are assigned the default pay profile which calculates commission and bonus pay based on the legacy performance pay settings in the Payroll tabs of technician profiles and business units (BUs), and the Commission tab of pricebook items.
Pay profiles use the pay rules you create to calculate commission and bonus pay. Legacy performance pay settings do not apply.
A pay profile is In Progress until all pay rules in the profile are valid.
You can assign pay profiles in the Payroll tab of a technician’s profile by going to Settings > People > Technicians > Edit.
Create a pay profile
Go to Settings
in the main navigation menu.
In the side panel, go to People > Payroll. Payroll Settings opens.
Under Configurable Payroll, in the Profiles section, click Edit.
Configurable Payroll Profiles opens.
Click Create Payroll Profile.
The Add Payroll Profile screen opens. The setup process is broken up into four steps. Your changes are saved after each step.
Name your profile
In the Profile Name field, enter a name for your profile.
In the Description field, add details about your profile (optional).
Under Pick A Color, select a color for your profile as it appears on the Configurable Payroll Profiles screen.
When you’re finished, click Next.
The Assign Technicians screen opens.
Assign technicians
The Assign Technician screen displays a table of your technicians.
Sort the table
You can sort the table to search for specific technicians:
Use the buttons above the table to filter the table for technicians who have or don’t have payroll profiles assigned. Click View All to include all technicians.
Click a column header to sort the table alphabetically by that column.
Drag and drop a column header to the space above the table to group the table by that column. For example, if you drag and drop the Business Unit header, the table groups technicians by their business unit.
Assign technicians
Select the technicians you want to assign the payroll profile to and click Next.
Note: You don’t have to assign any technicians in this step. Click Next to skip this step and you can assign technicians later.
The Configure Pay Rules screen opens.
Set up pay rules
From the Configure Pay Rules screen, you create pay rules for your profile by setting pay types, job filters, and pay calculations. If a job matches your rule, then the technician is paid based on the pay calculations you set.
Click Add pay rule.
From the Select Pay Rule dropdown, select the pay type you want to create a pay rule for:
Note: Each pay rule is assigned a unique ID number. This is used in payroll reports to identify which rule was used to calculate a pay item.
Enter a Display Name for the rule. This is what your employees will see when reviewing and approving their pay. It is also used in reports.
Click Continue.
You can create job filters to specify jobs that the pay rule applies to. Or, if you want to apply the pay rule to all jobs, skip to the next step.
Click Continue to Pay Calculation.
The Configure Pay Calculation section expands.
Configure pay calculation for the rule.
Click Continue to Date to Pay On.
Note: If you configure a pay calculation and the Continue to Date to Pay On link is not clickable, there is an error in the pay calculation. Hover over the link to see details about the error.
Click the Date to Pay On dropdown and select when you want the pay rule to pay technicians:
Payroll Date: Next payroll date after the job completion date
Last Payment Date: Date the invoice is paid in full
When you’re finished configuring the pay rule, click Save pay rule.
Click Add pay rule to set up another pay rule for the pay profile. Or, if you’re finished setting up the pay profile, click Next.
The Review & Submit screen opens.
Tip: Click Test Profile to see how your pay profile calculates pay.
A screen opens where you can run a report on previous completed jobs using the pay rules you set up.
Review and submit
Review & Submit shows your pay profile details, the technicians assigned the profile, and the pay types included in the profile.
If you want to make changes to a section, click Edit.
If everything looks correct, click Finish.
Edit a pay profile
Go to the navigation bar and click Settings
.
In the side panel, go to People > Payroll. Payroll Settings opens.
Under Configurable Payroll, in the Profiles section, click Edit.
Configurable Payroll Profiles opens.
Click Edit Profile or Finish Profile for the profile you want to edit.
The Edit Pay Profile screen opens. Note: To delete a profile, click More and select Delete Profile.
Click a link at the top to make changes to the profile:
Name Profile: Edit the name and profile description
Assign Technicians: Assign the pay profile to technicians
Configure Pay Types: Create, delete, and edit pay rules for the profile
When you’re finished editing the profile, click Save.
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.