Service Titan Knowledge Base

Register your employeesLast updated on 03/22/2022

After you register your business and business units, register your payrolled employees with ServiceTitan Payroll Pro.


Things to know

  • Employees must be assigned to a registered business unit.

  • The following employee details are mandatory for registration:

    • First and last name

    • Address

    • Start date

    • Date of birth

  • After you register an employee, an email is sent to them with instructions on how to complete registration with our payroll partner. During registration, employees specify whether they want direct deposit or paper checks and fill out tax withholding forms.

  • Employees must complete their registration to receive paychecks. You can view their registration status in the Employee On-board column of the Registered tab of the Register Employee screen.


Assign business units to employees

Business units (BUs) are used to map an employee’s paid activities to earnings codes. For example, a technician’s overtime hours use the earnings code mapped in the settings of the BU they're assigned to.

Office employees

Note: The Business Unit field of the office employee profile is not used for payroll purposes. Instead, assign a payroll business unit to all paid office employees.

To assign a payroll BU:

  1. Go to the navigation bar and click Settings icon-settings.png.

  2. In the side panel, go to People>Employees. The Employees screen opens.

  3. Click Edit for the employee you want to add payroll settings for.

    The Edit Employee screen opens.

  4. Click the Payroll tab.

  5. In the Hourly Pay section, click the Payroll Business Unit dropdown and select a BU.

    Note: The payroll BU’s address should be the same as where the employee performs their job.

  6. When you're finished, click Save Changes.

Technicians

For technicians, edit their profile and use the Business Unit field to assign a BU.


Register employees

  1. Go to the navigation bar and click Settings icon-settings.png.

  2. In the side panel, go to People>Payroll. Payroll Settings opens.

  3. Under Payroll Pro, in the Payroll Pro Configuration section, click Edit.

  4. In the Register Employees section, click Start.

    Register Employees opens.

  5. Check to make sure the names, addresses, and dates of all employees you’re registering are correct. Note:If an individual has multiple profiles, only register the profile you want to run through payroll. To edit an employee:

    1. Click the View Mode dropdown and select Edit Mode.

    2. Click the field you want to edit. The edit pop-up opens.

    3. Make any necessary changes to the employee’s details.

    4. When you’re finished, click Save. Note: Changes made on the Register Employees screen are reflected in individual profiles at Settings > People > Technicians or Employees.

  6. Select the employees you want to register with Payroll Pro.

  7. When you’re finished selecting employees, click Register Selected.

    Note: If you are unable to register an employee, hover over the alert for that employee for details.

An email is sent to each registered employee with instructions on how to complete registration.


Resend the employee registration email

  1. Go to the navigation bar and click Settings icon-settings.png.

  2. In the side panel, go to People > Payroll. Payroll Settings opens.

  3. Under Payroll Pro, in the Payroll Pro Configuration section, click Edit.

  4. In the Register Employees section, click Edit.

  5. Click the Registered tab to view a table of registered employees.

  6. Next to the employee’s email address, click Mail icon-mail.png to resend the registration email.

    Tip: Click People icon-people.png to register the employee in person. The employee registration page opens in a new tab.


Set the tax method for supplemental earnings

There are two options to set the tax method for an employee’s supplemental earnings:

  • Option 1: You can set the default supplemental tax method for all subsequent payrolls

  • Option 2: You can change the supplemental tax method for one pay period

Option 1

To set the default supplemental tax method for all subsequent payrolls:

  1. Go to the navigation bar and click Settingsimage1.

  2. From the side panel, go to People > Payroll. Payroll Settings opens.

  3. Under Payroll Pro, in the Payroll Pro Configuration section, click Edit.

  4. In the Register Employees section, click Edit.

  5. From the View Mode dropdown, select Edit Mode.

  6. In the Supplemental Tax Method column, click the Pencil icon for an employee. Note: The Aggregate option is the default supplemental tax method.

    A pop-up opens.

  7. In the Supplemental Tax Method section, select a supplemental tax method.

  8. When you’re finished, click Save.

Option 2

To change the supplemental tax method for one pay period:

  1. In the right corner of the navigation bar, click your Profile icon and click Payroll Approval.

    Payroll Dashboard opens.

  2. Click the Manage Approved tab.

  3. Select the employee whose payroll you want to process.

  4. In the Suppl. Tax Method column, click the Pencil icon. Edit Supplemental Tax Method opens.

  5. Select a supplemental tax method.

  6. When you’re finished, click Save.

  7. Click Preview Payroll.

On the Preview Payroll Processing page, you can see the payroll is processed by the tax method you selected.


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