Service Titan Knowledge Base

PTO Management FAQLast updated on 03/23/2022

Accrual Policy Setup

My state requires that Sick time is tracked separately from Vacation time. How do I set this up?

Employees who have worked for us for X years receive more additional time off. How do I set this up?

We sometimes reward employees with additional time off - how do I manage this within the tool?

When setting up a Yearly policy, what does the Use it or lose it checkbox do?

My policy uses the Every Pay Period accrual type. What happens when I also enable Use it or lose it for this policy? At what point do assigned employees lose their unused balances?

What happens when an employee hits an employment milestone in the middle of an accrual year (Accrual Type = Yearly)? What accrual amount is added to their balance?

What happens when an employee hits an employment milestone in the middle of a pay period (Accrual Type = Every Pay Period OR Based on Hours Worked)? What accrual amount is added to their balance?

Can accrual policy be removed/deactivated?

Can I edit policy details after it has been created and activated?

How and when does a manual accrual policy change the assigned employees’ balances?


Importing Existing Balances

It’s half-way through the year, how do I set up my employees’ existing balances from our previous tracking tool?

My employees already have balances in ServiceTitan. What happens to the existing balances when I import from a spreadsheet?


Assigning Employees to Policies

When moving an employee from one policy to another, what happens to their existing balance?


Removing Employees from Policies

When I remove an employee from a policy, what happens to their existing balance?


Manual Balance Adjustments

My policy doesn’t allow for negative balances and also has a balance limit. Can I still make a manual balance adjustment to an amount that exceeds the policy balance limit?


Employee Time Off Requests

How can employees request time off?

Are these Time Off events automatically reflected in payroll data?

When adding a new Time Off event as an Administrator, at what point is the time deducted from the employee’s balance?

What if an employee has a change of plans and cancels their planned time off?


Viewing Time Off Balances

Where can employees view their time off balance(s)?



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.