Manage employee payroll settings

Overview

Use the Employee Payroll Settings page to easily view all employee and technician payroll settings in one place. You can edit individual payroll settings or bulk update the payroll settings for multiple employees. You can also view any employees who are excluded from payroll.

Things to know

• You can still update individual employee or technician payroll settings by going to Settings> People > Employees or People > Technicians and clicking Edit next to an individual’s profile. For more, see Set up payroll for office employees or Enter payroll settings. 

Manage technician payroll settings in bulk

You can bulk or individually update technician payroll settings on this page. To bulk update:

1. Go to the top toolbar and click Settings .

2. In the side panel, go to People > Payroll.

3. Click Edit next to Employee Payroll Settings.
   The Employee Payroll Settings page opens to the Technicians tab.

4. Click the checkbox next to the technicians whose payroll settings you want to edit.
   

   Tip: Click Select all to select all technicians.
   

5. To make a bulk update:

   1. Click the View Bulk Actions button. The Bulk Edit screen opens. Select one of the following options to perform a bulk edit on:
      

   2. Or, click one of the following fields to bulk edit. An Editing pop-up opens. On the Editing pop-up, make bulk edits as needed.

      Note: You can only bulk update one setting at a time.

      

      1. Include in Payroll: Check the box to allow the selected technicians to be included in payroll.

      2. Manager: Use the dropdown to select the manager the selected technicians are assigned to.

      3. Pay Type: Use the dropdown to select the pay type for the selected technicians.

      4. Pay Frequency: Use the dropdown to select the pay frequency for the selected technicians.

         Note: Account configuration is required to use additional payroll frequencies. Please contact Technical Support for details.

      5. Hourly Rate: Enter a new hourly rate to change the hourly base pay for the selected technicians.

      6. Overtime Profile: Use the dropdown to select the overtime setting for the selected technicians.

      7. First Drive Settings: Use the dropdown to select the first drive settings for the selected technicians.

      8. Payroll Profile: Use the dropdown to select the payroll profile for the selected technicians.

6. When you’re finished, click Save Changes. 

To individually update:

1. Click on any of the settings for the technician you want to edit.
   

2.  A screen with the technician’s payroll settings opens where you can make the changes.
   

3. When you’re finished, click Save Changes.

Manage employee payroll settings

You can bulk or individually update employee payroll settings on this page. To bulk update:

1. Go to the top toolbar and click Settings. 

2. In the side panel, go to People>Payroll.

3. Payroll Settings opens.

4. Click Edit next to Employee Payroll Settings.
   The Employee Payroll Settings page opens.

5. Click on the Employee tab.
   

6. Click the checkbox next to the employees whose payroll settings you want to edit. Click Select all to select all employees.

7. Click the View Bulk Actions button. The Bulk Edit screen opens. Select one of the following options to perform a bulk edit on:

   Note: You can only bulk update one setting at a time.

   

   1. Include in Payroll—Check the box to allow the selected employees to be included in payroll.

   2. Manager—Use the dropdown to select the manager the selected employees are assigned to.

   3. Pay Frequency—Use the dropdown to select the pay frequency for the selected employees.

      Note: Account configuration is required to use additional payroll frequencies. Please contact Technical Support for details. 

   4. Hourly Rate—Enter a new hourly rate to change the hourly base pay for the selected employees.

   5. Payroll Business Unit—Use the dropdown to select the payroll business unit for the selected employees.

   6. Overtime Profile—Use the dropdown to select the overtime setting for the selected employees.

8. When you’re finished, click Save Changes.

To individually update:

1. Click on any of the settings for the employee you want to edit.
   

2. A screen with the employee’s payroll settings opens where you can make the changes.
   

3. When you’re finished, click Save Changes. 

View employees excluded from payroll

1. Go to the top toolbar and click Settings. 

2. In the side panel, go to People > Payroll. Payroll Settings opens.

3. Click Edit next to Employee Payroll Settings.
   The Employee Payroll Settings page opens.

4. Click on the Excluded tab. Employees and technicians who are excluded from payroll are listed.
   

5. To include listed employees in payroll, click Undo Exclusion. The Undo Exclusion window opens.
   

6. Verify the information for the employee is correct and update if necessary. 

7. When you are done, click Undo Exclusion. The Included in Payroll field will update for the employee and they will be removed from the Excluded tab. 

What to learn more?

• Visit ServiceTitan Academy and enroll in Payroll Settings Basics