Service Titan Knowledge Base

Assign employees to an accrual policyLast updated on 03/23/2022


Things to know

  • Employees can also be assigned to an accrual policy during accrual policy setup.

  • Employees can belong to multiple accrual policies. For example, your company may track paid time off and sick pay separately, so your employees would belong to both your PTO accrual policy and your Sick Pay accrual policy. 


Assign employees to an accrual policy

  1. Go to the navigation bar and click Settings settings.png. In the side panel, go to People > Payroll. Payroll Settings opens. 

  2. In the Time Off Management section, click on Set Up next to Accrual Policy.

    The Accrual Policy page opens. 

  3. Locate the accrual policy you want to add employees to. Click Assign Employees.

    The Select Employees to Assign box opens. 

  4. To add an employee, you can:

    1. Search for an employee in the Search field. 

    2. Check the box next to a role name to select all employees assigned that role.

    3. Click the icon-carat-right.png next to a role name to individual select employees assigned that role.

    4. Select All to select all employees.

  5. Click Apply to assign selected employees to the accrual policy.


Remove an employee from an accrual policy

  1. Go to the navigation bar and click Settings icon-settings.png. In the side panel, go to People > Payroll. Payroll Settings opens. 

  2. In the Time Off Management section, click on Set Up next to Accrual Policy. The Accrual Policy page opens. 

  3. Click Show Details in the Assigned Employees column.

    The table will expand to show all employees assigned to the accrual policy.

  4. Click Remove next to the employee you want to remove from the accrual policy. 




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