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

ToniFranco
New Contributor II

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. 

 

ccranfor
New Contributor III

Hi @ToniFranco,

Just sent you a direct message to book a call 🙂 

repairadmin
New Contributor II

Id be interested in some 1:1  to go over some things. I'm fairly capable with configurable payroll and have some specific questions. 

ccranfor
New Contributor III

Perfect 🙂 Sent you a direct message on how to get a meeting scheduled

mmontgom
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

@Justinmcintyre1 @repairadmin  👀 I know you are always making updates to your Configurable Payroll!