Configurable Payroll overviewLast updated on 04/26/2023

• This feature is currently only available for technicians.

• 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.

• Invoices must be posted to earn bonuses and commission.

Pay profiles consist of pay rules on how and when to calculate performance pay. You can assign one profile per technician. If you do not assign a pay profile, they are paid based on your Default pay profile.

You can have multiple pay profiles for all the ways you award performance pay. For example, you can set up separate bonus rates for your HVAC sales and plumbing sales teams.

A pay profile can have multiple pay rules. For example, a profile can have a rule that pays a percentage bonus based on job type and a rule that pays a bonus for setting a lead. Each rule has multiple components involving pay types, job filters, and pay calculations.

Select pay type

A pay rule starts with a pay type. For example:

• Performance pay for completing an install job

• Commission for selling an estimate that results in an install job

• Bonus pay for setting a lead that results in a sold estimate

Set job filters

You can add multiple filters that trigger performance pay based on the dimensions of the job such as:

• Invoice subtotal

• Technician BU

• Invoice BU

• Job type

For example, you can have a rule that pays when all of these conditions are met:

• Technician BU is Plumbing Service

• Job type is Water Leak

• Invoice subtotal is greater than $300

Configure pay calculation

If a job meets the conditions of the pay type and job filters, you can set how to calculate the pay amount. For example:

• Pay on a sliding scale based on invoice subtotal

• Pay a percentage of the commissionable base

• Pay based on the invoice item BU using custom payroll fields that you set up

Set up custom payroll fields

You can attach custom payroll fields to record types such as BUs, technician profiles, job types, pricebook items, and marketing campaigns. This allows you to customize rates and pay multipliers on one pay profile. You can:

• Set individual technician commission rates

• Set higher bonuses for items that you’re promoting

• Set lower commission rates for BUs with lower gross margins

For example, you can assign all your sales technicians the same pay profile, but you can set their individual commission rates by creating a custom payroll field on the technician profile.

Select payment date

After you set up the filters and calculations, you can set when to pay the technician:

• When the job is complete

• Date the invoice balance is paid in full

Test pay profiles

After you set up a pay profile, run a test report on previous completed jobs using the pay rules you set up. This allows you to validate a pay profile without affecting payroll.

After you set up and assign your pay profiles, pay rules are applied when calculating payroll using the Master Pay File report. You can use these reports for processing payroll.

• For a list of frequently asked questions, see the Configurable Payroll FAQ

• Visit ServiceTitan Academy to enroll in Configurable Payroll

• See Enter payroll settings