07-13-2023 08:47 AM
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!
Solved! Go to Solution.
08-24-2023 11:57 AM
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:
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!
07-27-2023 10:11 AM
I would love some one on one. We are currently using a different method, and I am trying to show them ST can track more effectively. We are going to use August as a trial to see if we get the same numbers at the end of the month.
08-16-2023 12:25 PM
Hi @ToniFranco,
Just sent you a direct message to book a call 🙂
07-18-2023 10:58 AM
Id be interested in some 1:1 to go over some things. I'm fairly capable with configurable payroll and have some specific questions.
07-19-2023 02:13 PM
Perfect 🙂 Sent you a direct message on how to get a meeting scheduled
07-13-2023 09:36 AM
@Justinmcintyre1 @repairadmin 👀 I know you are always making updates to your Configurable Payroll!