Helper Splits

[BDJ]

Why is it Helpers cannot have splits assigned to them? Has anyone else had issues with this? We use splits to assign a percentage of the job's production to each person executing the work. I noticed they allow it on zero dollar invoices but not on any other invoices. I wonder if anyone else has this issue and any solution/workaround.

[BCN]

You can pay unmanaged techs via configurable payroll with some limitations. If your install jobs always have a lead and helper, then you're in good shape. Let’s assume they split 60/40.
Without turning the helper into a managed tech and using the invoice splits, what you can do is hard-code the splits into the configurable payroll rule -
So you can first set a filter on the Invoice BU to only apply the rule to the install jobs, and then when you build out the calculation, you can “multiply by % set on Tech”.
If you want 0 limitations, though, making the helper managed is the only way right now
This will allow you to create a custom payroll field on the tech which you can then set at 60% for all leads and 40% for all helpers

[BDJ]

Not a bad suggestion, we looked into Configurable Payroll. From what we understood it wouldn't work because the reports were incomplete and the percentages were not always the same for each tech or helper. However, that was a few months ago. If our observations are misguided we would appreciate any guidance to explore further if there is a possible solution here.

[BCN]

I'm not sure what you mean by "the reports were incomplete". Reporting works fine with Configurable Payroll and many companies are using it very successfully.  As for the splits not being the same, it will depend on what your criteria are to determine the splits. if it's pretty cut and dry ( this job type is always 60/40 but this job type is always 50/50) then you could probably use additional filters in the pay rule to accomplish it. If it's too sporadic, though, you're going to hit a wall

[BDJ]

Was there any resolution to this?

[BDJ]

It is interesting many other companies are using it. We would love to learn how as we really wanted to implement configurable payroll, but at the time no one from Service Titan team was able to show how to complete the report.  From what we could tell the Configurable Payroll report was accurate. However the folks helping us onboard with this feature could not figure out a way for the report to show how it came up with the number to pay the technician. It gave an accurate number to pay, but there was no way for the technician to confirm their pay. We really wanted to use this feature and spent a lot of time with set up and guidance with the ServiceTitan team, but at the time everyone agreed that it could not be done. To put it in other terms; this would be similar to an hourly employee just getting a pay check, but not seeing the hours that he was paid for. Even if we were confident their payroll was correct, the employee would not be able to confirm their own paycheck. Again, we would love to use this feature. Maybe something has changed since the team was helping us implement it or you know a solution for it. If so, we could look for a solution in configurable payroll that may help resolve the Helpers receiving splits.

[PamDuffy-PCG · Accepted solution]

You can only apply splits to Managed Technicians. 

[BDJ]

Exactly! That is the issue. How can we turn that on for Helpers. BTW... Originally Service Titan sold us on this feature being available. So this is one of the reasons I am reaching out to the community, since we have not seen any way to do this. Seems like it would be simple to do especially since it can be done on Helpers attached to zero dollar invoices.