How is Configurable Payroll different from regular performance pay?
Both Configurable Payroll and legacy performance pay allow you to set commissions and bonuses based on invoice subtotals, business units, invoice items, technicians, and more. With Configurable Payroll, you can create precise pay profiles that include job filters and customizable pay calculations. You can assign separate pay profiles to each type of technician you employ.
The added flexibility of pay profiles and the ability to manage all performance pay settings from the Payroll Dashboard make Configurable Payroll a good fit for businesses with commission-based and bonus-based pay structures.
How does Configurable Payroll work with my previous payroll settings? Do I need to turn off my old settings?
When Configurable Payroll is enabled for your account, a default pay profile is created for your account that uses your legacy performance pay settings to calculate commission and bonus pay. Technicians are initially assigned the default profile.
When you assign a new pay profile to a technician, legacy payroll settings are not affected, but only the pay rules in the technician's pay profile are used to calculate their performance pay.
What reports do you run for Configurable Payroll?
All reports that report on performance pay include payroll items calculated through Configurable Payroll.
Note: After you enable Configurable Payroll, the Payroll Detail report is no longer available.
For processing payroll, run the Master Pay File report. Configurable Payroll pay items include the pay rule ID in the Activity column.
Why can't I click Continue to Date to Pay On after I configured my pay calculation?
If you configure a pay calculation and the Continue to Date to Pay On link is not clickable, there may be an error in the pay calculation. Hover over the link to see details about the error.
I set ranges for my pay calculation. Why can't I continue?
There's a chance the ranges are incomplete. When setting your ranges, make sure to enter a value in each field. If the lowest range starts at 0, don't forget to enter 0 in the first field.
If you're still having issues, remember that when you set ranges of values, the take is no longer used as a multiplier; it's used to determine which multiplier to apply. The section name changes from Multiply By to Take Above and Apply To. For example, you create a rule where the take is based on Invoice Subtotal and you add ranges of multipliers where:
$0-$500 = 4%
$500-$1,000 = 5%
$1,000-$999,999 = 6%
If an invoice subtotal is $750, that value is applied to set the multiplier at 5%. To include the invoice subtotal in the pay calculation, click Apply more and add it as a multiplier.
When I click Test Profile for my pay profile, I see results. Why don't I see results when I run the Master Pay File?
This can be due to a number of reasons:
Make sure that the technicians you're reporting on are assigned the correct pay profile.
Check that the Pay Type in the technician's profile is set to Both or Performance Pay.
When you test pay profile functionality, the report uses all historic data in pay calculations. The Master Pay File applies the new pay profile for current and future pay periods, not historic ones.
Payroll Profiles
Does Configurable Payroll work for both technicians and employees?
No, payroll rules can only be set for technicians.
Can I set rules for timesheet pay?
No, Configurable Payroll is for performance pay only.
Can technicians be assigned to more than one payroll profile?
No, technicians should only be assigned to one payroll profile. However, a user can create a new payroll profile for the technician that encompasses all required pay rules.
Can I create commissions or bonuses based on discounts and fees?
Yes, but you should use the Discounts and Fees feature in ServiceTitan.
What happens if a payroll profile is set up with a conflicting pay rule?
If more than one pay rule applies, ServiceTitan doesn't know which one to apply and it attempts to apply to both rules. This can result in duplicate payments.
Note: Please make sure your pay rules don't conflict with each other and that each payroll scenario only pays out a technician one time.
Pay Rules
What's the difference between TGL/Turnover Bonus Paid when lead is set and TGL/Turnover Bonus Paid on Installation pay rules?
TGL/Turnover Bonus Paid when lead is set pay rule pays the technician after the sales job is posted or exported, as long as both GeneratedBy and GeneratedFrom fields are filled in. This rewards the lead at the point of sale.
TGL/Turnover Bonus Paid on Installation pay rule pays the technician after the install job is posted or exported, but only if GeneratedBy is filled in and GeneratedFrom is left empty. This rewards the lead after the job is fully completed.
What do GeneratedBy and GeneratedFrom fields mean?
GeneratedBy: The technician who set the original lead.
GeneratedFrom: The job number where the lead came from.
Can I manually set the GeneratedFrom field on the install job?
No. If you do this, the Paid on Installation rule will not work as it relies on GeneratedFrom being null.
Manually updating the GeneratedBy and GeneratedFrom fields will trigger the TGL/Turnover Bonus Paid when lead is set pay rule.
Does the job need to have revenue for the technician to get paid the bonus?
No. Even if the invoice has no balance, as long as the invoice is Posted or Exported, the system will trigger the pay rule.
Why is the GeneratedFrom field empty on the install job?
This is intentional. It prevents the install job from counting as a second lead to correct reporting.
Why can't I select "Last Payment Date" as the option to pay out the commission when creating a TGL/Turnover Bonus Paid when lead is set pay rule?
This pay rule was created to be automatically applied to the job where the estimate is created. These invoices are usually $0, and a payment would not be collected.