Enter payroll settingsLast updated on 09/09/2022
Set hourly labor rates, overtime settings, commission, bonus pay, and more. Payroll settings can be managed for technicians, pricebook items, and business units (BUs).
Things to know
For payroll settings like legal terms, timesheet codes, and idle time settings, go to Settings > People > Payroll.
You can set or update technician payroll settings in bulk by going to Settings > People > Payroll and clicking on Employee Payroll Settings. See Manage employee payroll settings for details.
Find payroll settings
Here is a quick breakdown of where you can find different payroll settings:
(Settings > People > Technicians)
Pricebook payroll settings
Business Unit payroll settings
(Settings > Operations > Business Units)
Manage technician payroll settings
Go to the navigation bar and click Settings .
In the side panel, go to People > Technicians.
Click Edit for the technician you want to set payroll for.
The Edit Technician screen opens.
Click the Payroll tab.
Select the Include in Payroll option for this technician. This allows the technician to be included in your payroll. New technicians are excluded by default from payroll. Enable this option to include them in payroll. Note: This field may not be present depending on your account configuration. Please contact Technical Support for details.
Enter General Pay details:
Hourly—Technician is strictly an hourly employee
Commission—Technician is paid commission Note: If a technician is paid hourly and is eligible for performance pay, select Commission.
Pay Type—Select if the technician’s payroll is timesheet, performance, or both.
Default Labor Type—Select the labor type associated with all this technician’s timesheet activities. Note: You can change the Labor Type of individual timesheet events from the timesheet edit pages.
Payroll Profile—Version of report that will be used for saving snapshots in every period
Payroll ID—Unique identifier for the technician that can be used for the Master Pay File, which is useful in filtering reports.
Role—Use the dropdown to select the technician’s role.
Start Date—Enter the employment start date for the technician. Note: You can also enter a Termination Date if the technician no longer works for your company.
Enter Hourly Pay details:
Hourly Rate—Include rates for hourly employees and for technicians paid an hourly base pay on top of commissions Note: To set custom rates for specific tasks, use paid non-job event codes. For example, you can use codes to set an hourly rate for training sessions that applies to all technicians.
Overtime—How you pay for technician overtime
First Drive Settings—Select from the following options:
Always Pay First Drive—Technician always accrues paid hours between dispatch and arrival to the first job of the day
Pay first drive if the technician is clocked in—Technician will not be paid for the first drive by default. The technician must do one of the following to begin accruing paid hours for the day:
Clock into a paid timesheet code
Begin a paid non-job appointment
Arrive at the first job
Deduct commute time from first drive—Select if the technician is paid for the drive time only if it exceeds the technician’s normal commute time to work
Commute Time (minutes)—Enter the number of minutes for the technician’s commute time.
Enter Performance Pay details:
Commission Rate—If the technician earns commission on completed jobs, the technician's commission percentage for eligible invoice items Note: Commission is calculated based on technician splits and invoice items that have Pays commission selected in your pricebook.
Sold By Rate—Percentage of estimate totals sold by the technician, typically used by comfort advisors, sales technicians, or any other role that pays sales commission Note: Commission is paid to the technician assigned Sold By credit on the job invoice. When a sold estimate is booked into a job, Sold By credit is assigned on the job invoice to the technician who sold the estimate.
Default Adjustment Rate—Percentage of the price of invoice items where Pay tech-specific bonus is selected in your pricebook Note: This setting’s functionality depends on your payroll configuration. Contact your success or implementation manager for details.
Range Bonuses—Bonuses paid to the technician for meeting revenue goals for a given pay period Note: Commissions and bonuses count towards the range bonus. If the technician earned a range bonus for the pay period, the range bonus is included in the technician's net commission. Range bonuses are not in the Bonus section of the Payroll (Detail) Report. The Bonus section of the Payroll (Detail) Report shows job commissions only.
When you have made your selections, click Save Changes.
Note: Depending on your account configuration, you may have additional fields for payroll setup.
Set performance pay for individual pricebook items
You can also offer performance pay for chargeable materials. These are material items added as separate line items to an invoice. This feature requires account configuration. Contact your success or implementation manager for details.
To set performance pay, edit the individual item:
Go to the navigation bar and click Pricebook.
In the side menu, click Services, Materials, or Equipment, depending on the pricebook item you want to edit.
Browse the table or use the search field to find the item you want to edit. You can search by code, name, or description. Tip: To filter the list of items, click Filters. You can filter based on category, sold hours, price, items with or without images, and other details. After setting your filters, click Apply.
For the item you want to edit, click Actions and select the View/Edit option. The Edit screen opens.
Click the Commission tab.
Enter bonus and commission details:
$ Bonus—Flat dollar amount paid to technicians on the job invoice
% Bonus—Percentage of the item price paid to technicians on the job invoice
Pay tech-specific bonus—Bonus paid to the technicians on the job invoice based on the rate set at Settings > People > Technicians > Payroll > Default Adjustment Rate. Note: Account configuration is required to use this feature. Please contact Technical Support for details.
Pays Commission—When selected, pays commission to the technicians on the job invoice based on the rate set at Settings > People > Technicians > Payroll > Commission Rate.
When you're done, click Save.
Enter payroll settings for pricebook items in bulk
You can enter payroll settings for multiple pricebook items using the pricebook XLSX template.
Export your pricebook (Pricebook > Import/Export).
When the export is complete, open the XLSX document and go to the Services, Equipment, or Materials sheet.
Locate the columns that correspond to the payroll settings you want to enter. For example, if you wanted to enter a flat rate bonus / spiff ($ Bonus), or a percentage based bonus / spiff (% Bonus), you would locate the column for $ Bonus or % Bonus. Then you could enter the appropriate bonus amount for each pricebook item.
Note: If you want to enable a checkbox (for example, the Pays Commission checkbox) enter a 1. A 1 means the checkbox is selected. A 0 means the checkbox is deselected.
Repeat this process for all payroll settings (Services, Equipment, Materials).
When you’re done, save the Pricebook and import it back into ServiceTitan (Pricebook > Import/Export). Click here to learn more about importing and exporting your Pricebook.
Set business unit payroll settings
Go to Settings > Business Units. Click the Edit for the BU you want to edit.
Click the Payroll tab.
Enter payroll settings as desired. When you're done, click Save.
Seller % Fee
[Account configuration required]
Minimum Flat Fee
Minimum invoice amount for the Flat Fee to kick in. This is useful if you only want to charge fees for big-ticket items.
Same as the Flat Fee, but entered as a percentage of the invoice subtotal (rather than a flat dollar amount).
Minimum % Fee
Same as minimum flat fee. Important: Do not enter a percentage here. The Minimum % Fee should be the minimum invoice amount (invoice subtotal) for the % Fee to kick in.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.