Create payroll adjustmentsLast updated on 03/31/2022
Use make payroll adjustments to make positive and negative corrections to an employee’s payroll. For example, if a technician should have received a pay bump on a specialized job, you can add a payroll adjustment to the invoice. You can also use payroll adjustments to account for labor activities outside of ServiceTitan that you want to include when calculating job costing.
Things to know
Commission base payroll adjustments are used to increase an individual technician’s commission while keeping the total commission amount for the job the same. If Bob receives a $50 commission base payroll adjustment, there’s $50 less available for other technicians receiving splits on the invoice.
To make adjustments for hourly technicians, you can edit technician timesheets.
To view payroll adjustments on invoices and job records, office employees must have the View Payroll Adjustments permission enabled. To enable this permission, see Set permissions for an individual employee.
Add a payroll adjustment to an invoice
Search for the invoice you want to add the adjustment to and click it to open it.
Click Add a payroll adjustment.
Enter the payroll adjustment information:
Employee—Name of employee receiving the adjustment
Type—Select one of the following:
Direct—Adjustment is directly earned by the employee Note: This is the most common type of payroll adjustment. If you use Configurable Payroll, you can only add direct payroll adjustments.
Commission Base—Adjustment is based on the technician’s commission rate. For example, if the adjustment amount is $200 and the technician has a 10% commission rate in his payroll settings, the technician receives $20. Note: The commissionable base is reduced by the adjustment amount for other technicians on the invoice.
Labor—For contractors and laborers. Counts as a cost on the invoice, reducing the commissionable base.
Advance—When technician is paid before the job is added to payroll. Amount is deducted from the technician’s gross pay when the job is included in payroll reports.
Sold Advance—When technician receives Sold by credit and is paid before the job is added to payroll. The sold by percentage is applied to the adjustment amount. The total is deducted from the technician’s gross pay when the job is included in payroll reports.
Posted On—Date you want the payroll adjustment to show as posted Note: Enter a date that has not yet been processed for payroll or the adjustment will not be recognized.
Rate—Base amount of the payroll adjustment Tip: To make a payroll deduction, enter a negative value.
Note: For commission base payroll adjustments, this amount is multiplied by the technician split.
Quantity—Amount to multiply the Rate by Note: For typical payroll workflows, enter 1.
Amount—Payroll adjustment as calculated by Rate * Quantity Note: You can view the net total of a commission base payroll adjustment in the Payroll Detail report.
Memo—Details or notes about the adjustment
When you're finished, click Save.
The saved adjustment appears in the Payroll Adjustments section of the invoice.
Add a payroll adjustment directly to an employee
You can make payroll adjustments that are not associated with a job or invoice. These adjustments are not used in job costing.
To make a direct payroll adjustment:
Go to the navigation bar and click Reports.
Click the Payroll (Detail) report to open it. Tip: In the search field, enter a few letters of the report title for quick access.
Use the Technician, From, and To dropdowns to set filters for the technician you want to add an adjustment to.
Click Run.
In the Direct Payroll Adjustments section, click Add Payroll Adjustment.
The New Payment Adjustment pop-up opens.
Add details to the fields:
Posted On—Date you want the payroll adjustment to show as posted Note: Enter a date that has not yet been processed for payroll or the adjustment will not be recognized.
Rate—Base amount of the payroll adjustment Tip: To make a payroll deduction, enter a negative value.
Quantity—Amount to multiply the Rate by Note: For typical payroll workflows, enter 1.
Memo—Details or notes about the adjustment
Type—Select one of the following:
Direct—Adjustment is directly earned by the employee Note: This is the most common type of payroll adjustment. If you use Configurable Payroll, you can only add direct payroll adjustments.
Commission Base—Adjustment is based on the technician’s commission rate. For example, if the adjustment amount is $200 and the technician has a 10% commission rate in his payroll settings, the technician receives $20. Note: The commissionable base is reduced by the adjustment amount for other technicians on the invoice.
Labor—For contractors and laborers. Counts as a cost on the invoice, reducing the commissionable base.
Advance—When technician is paid before the job is added to payroll. Amount is deducted from the technician’s gross pay when the job is included in payroll reports.
Sold Advance—When technician receives Sold by credit and is paid before the job is added to payroll. The sold by percentage is applied to the adjustment amount. The total is deducted from the technician’s gross pay when the job is included in payroll reports.
When you’re finished, 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.