Configurable Payroll Assistance

ccranfor
New Contributor III

Hi Everyone!

My name is Clayton, and I'm a senior payroll implementation specialist here at ServiceTitan.  I primarily focus on setting up Configurable Payroll with customers who are looking to automate their commission and bonus structure within ServiceTitan.  I wanted to jump into the Community and offer assistance 🙂 What are you needing help with? Do you have any questions?  Are you looking for 1:1 time to work with a specialist to set up your commission and bonus structure?  Just let me know, thanks everyone!

1 ACCEPTED SOLUTION

ccranfor
New Contributor III

Hello!

In order for a sliding scale commission based on the discount given to work correctly, you'll need to use the discounts created in the Discounts & Fees section in Pricebook.  If this section does not show on your end, please reach out to your success manager for assistance so they can enable that for you 🙂

You'd first select either a Performance Bonus or Sales Commission on Invoice pay rule, and then build the rule like how it appears in the screenshot below:

Screen Shot 2023-08-24 at 11.47.08 AM.png

A thing to note in the screenshot above is that the first range actually goes from 0% - .099%, the second range goes from .01% - .99%, the third range 1% - 1.99%.  Make sure to take that into account when building out all the ranges 🙂 Once you're done building the rule, go ahead and save it and use the Test Profile feature to test against Posted/Exported invoices to make sure it is working correctly. 

That should do it 🙂 If you'd like additional assistance or need help with other profiles, here's a link to form that allows you to book out a call with us. Thanks!

View solution in original post

14 REPLIES 14

ChrisIce
New Contributor III

My old Accounting person set up our Configurable payroll and it has never been correct. Can we set up a call to go through it so I can understand the workflow and what I need to fix in order for it to work properly?

ccranfor
New Contributor III

Hi @ChrisIce! I'm so sorry that I missed the notification with the comment that you made here on my post. I'm sending you a DM now.  

karintaylor
New Contributor

I'm just trying to figure out how to pay the techs for their drive home from their last job.

I was able to figure out a work around on paying the techs for Holidays, However, I am disappointed that ST doesn't have a viable solution for paying Holidays. 

ccranfor
New Contributor III

Hi @karintaylor,

As of right now, the best way to pay techs for their drive home is to create a Timesheet Code called "Drive Home."  Techs can then clock into that non-job event from mobile at the end of the day to make sure their drive home is paid for.  

Thank you for your feedback and your patience while we work on enhancing our timekeeping features.  To help us, feel free to submit the idea on the the Ideas page where product requests are submitted.  Other companies can vote on the idea so that it can be implemented 🙂 Thank you!

Thanks Clayton. I did figure it out and I have it set up. I appreciate your help.

I have submitted ideas on the Ideas page. They are just waiting for votes. Thanks again. 

Dzanga
New Contributor

Hey Clayton!

Trying to configure a commission based on invoice subtotal, with commissions adjusted based on a discount range as a percent.

Ex. Invoice is $10,000, discount was $100 (1%), Base Commission is 8%, with a 1% discount the adjusted commission should be 7.75%

 

Any help with this would be greatly appreciated

 

ccranfor
New Contributor III

Hello!

In order for a sliding scale commission based on the discount given to work correctly, you'll need to use the discounts created in the Discounts & Fees section in Pricebook.  If this section does not show on your end, please reach out to your success manager for assistance so they can enable that for you 🙂

You'd first select either a Performance Bonus or Sales Commission on Invoice pay rule, and then build the rule like how it appears in the screenshot below:

Screen Shot 2023-08-24 at 11.47.08 AM.png

A thing to note in the screenshot above is that the first range actually goes from 0% - .099%, the second range goes from .01% - .99%, the third range 1% - 1.99%.  Make sure to take that into account when building out all the ranges 🙂 Once you're done building the rule, go ahead and save it and use the Test Profile feature to test against Posted/Exported invoices to make sure it is working correctly. 

That should do it 🙂 If you'd like additional assistance or need help with other profiles, here's a link to form that allows you to book out a call with us. Thanks!

AtYourService
New Contributor II

@ccranfor 

This is EXACTLY what I came here looking for !! ðŸ˜

I am attempting to set up our configured payroll and it is NOT accepting it.  I am using next.servicetitan.com to "test" them first before putting them in our live system.  It should work as if it would in our live system, correct ? 

I feel like I'm not using anything complicated so can't figure out what I'm doing wrong.  Selling a unit = $100 / installing a unit = $50 for the lead and $25 for the installers (set them up separately).  I haven't been able to get those to work to even start on the membership spiffs. I'm so frustrated !

Do you have any time available today, please ? I'm on EST.

Hi @AtYourService,

I just sent you a direct message to book a call 🙂