Use payroll management to help you save time, reduce errors, and minimize paperwork. You can automate performance pay, make payroll adjustments, export reports for payroll processing, and more. Payroll management work with both Legacy Timekeeping and Flexible Timekeeping.
Setup
What you need to get started
To prepare for payroll management, first Edit your payroll legal terms that all employees review prior to signing off on their payroll.
Then, enable payroll for your employees. You can do this two ways:
Bulk enable Include in Payroll
Go to Settings
in the main navigation menu.In the side panel, click People > Payroll.
In the Payroll Settings screen that opens, click Edit next to Employee Payroll Settings.
On both the Technician and Employee tabs, check the box next to all employees you want to include in payroll, then click View Bulk Actions.
Select the Include in Payroll option.
When you're finished, click Save Changes.
Include in Payroll for individual employees and technicians
Go to Settings
in the main navigation menu.In the side panel, click People > Employees or Technicians.
Click Edit next to the employee or technician you want to include in payroll.
In the Edit Employee or Edit Technician screen that opens, click the Payroll tab.
Toggle on the option next to Include in Payroll.
When you're finished, click Save Changes.
Required permissions
All permissions required to use payroll management features are enabled by default for the different roles. Additional permissions that may impact the payroll experience include:
For technicians:
If technicians can edit their timesheets, enable the Allow to edit timesheets permission.
If technicians can approve their payroll from the ServiceTitan mobile app, enable the Enable payroll approval module in mobile permission.
For office employees:
If office employees can edit their timesheets, enable the Employee can edit their own timesheet entries permission.
For more information on the payroll permissions available for office employees and technicians, see Manage payroll permissions.
Advanced setup
After you've done your initial setup for payroll management, you can further customize your payroll to meet your business needs.
Step 1: Set up additional payroll settings for employees and technicians
Use the Employee Payroll Settings screen to manage basic payroll settings for employees and technicians. You can update individual settings or bulk update the payroll settings for multiple employees and technicians.
Enter more detailed payroll settings for your technicians on the technician profile.
Enter more detailed payroll settings for your office employees on the employee profile.
Assign managers to technicians and office employees so they can review timesheets and approve payroll for their employees.
Step 2: Set up advanced payroll settings
Assign overtime profiles to your employees and technicians.
Manage your technician's idle time to set how much idle time counts towards paid hours.
Step 3: Further customize your payroll
Calculate your technician's burden rates to help calculate your job costing.
Set performance pay for individual pricebook items or enter payroll settings for pricebook items in bulk.
Create custom overtime profiles if more specialized overtime profiles are needed.
Key workflows
Payroll sign-off
Payroll Sign-off lets employees review and sign off on their timesheets and performance pay in ServiceTitan. Managers and administrators can resolve disputes and approve payroll for processing to ensure that employees are paid efficiently and accurately.
Configurable payroll
Use Configurable Payroll to manage performance pay for your team, from sales technicians to installers to service and maintenance technicians. With Configurable Payroll, pay profiles determine commission and bonus pay using job filters and customizable pay calculations based on invoice subtotal, business unit, invoice item, sliding scales, and more. Create and assign pay profiles for each type of technician you employ.
How it works
Set up Configurable Payroll
Configurable Payroll pay structures
Frequently Asked Questions
Payroll adjustments
Use payroll adjustments to make positive and negative corrections to an employee's payroll. You can create adjustments on an invoice to accurately track job costing or add adjustments directly to an employee's payroll.
Earnings codes
You can create earnings codes in ServiceTitan that match the earnings codes of your payroll processor. When you assign earnings codes to your pay types, exported payroll activities map directly to your payroll processor's codes.
Performance pay
Performance pay lets you award commissions for estimate sales and bonus pay for completed work. You have the flexibility to set commission and bonus rates by individual technician or pricebook item. You can even deduct material and equipment costs from performance pay calculations to protect gross margins.
GPS Timekeeping integration
If you use Fleet Pro, you can use our GPS Timekeeping integration to integrate your payroll timesheets into your fleet management system. This lets you quickly review timesheet discrepancies and approve or reject timesheet edit recommendations based on the available GPS data.
Payroll reports
You can use the following templates to create custom reports for payroll reporting:
Troubleshooting and FAQ
FAQ
See some of the top FAQ below. For more, see Payroll and Timesheets - FAQ and Configurable Payroll FAQ.
Configurable Payroll
Performance Pay