Service Titan Knowledge Base

Manage payroll permissionsLast updated on 03/22/2022

Use permissions to protect access to sensitive payroll details. You can also set permissions for Office Timesheets and Payroll Sign-off so employees and managers can review, approve, and edit payroll.


Things to know


Set general payroll permissions

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

  2. From the Employee screen, click Edit for the office employee you want to enable permissions for.

    The Edit Employee screen opens.

  3. Click the Permissions tab.

  4. Select or deselect a permission to enable or disable it. Tip: Use the Search field to locate a specific permission.

    The following payroll-related permissions are available in the Payroll & Admin section:

    In the General payroll section:

    Can access Global Payroll settings—Access the Payroll settings page at Settings > People > Payroll

    View and edit configurable payroll module—Access to view and edit the configurable payroll module

    View and edit labor types—Access to view and edit labor types

    View and edit payroll frequencies—Access to view and edit company pay frequencies

    View and edit overtime module—Access to view and edit overtime settings

    Can manually trigger payroll update—Manually refresh payroll data in Master Pay File reports

    View and edit paid idle time rule—Access to view and edit idle time settings

    In the Office Timesheets section:

    View employee time tracking and edit page—Access to view and edit the employee time tracking page

    Edit technician timesheets—Access to view and edit technician timesheets

    View and edit all office employee timesheets—Access to view and edit office employee timesheets

    Edit timesheet code—Create and edit timesheet codes

    Employee can edit their own timesheets—Allow employees to edit their own timesheets

    View hourly pay on timesheet summary report—View gross pay details in Technician Timesheet Summary reports Note: This permission does not control access to gross pay details in payroll-related reports based on the Master Pay File and Timesheets report templates.

    View technician timesheets—View job and non-job timesheets for technicians

    In the Payroll Adjustment section:

    Edit Payroll Adjustment—Create and edit payroll adjustments

    View Payroll Adjustment—View payroll adjustments on invoices

    Delete Payroll Adjustment—Delete payroll adjustments

    In the Payroll Admin section:

    View payroll approval dashboard—Access to the company payroll dashboard

    View all managers and business units on payroll sign-off page—Admin access to the payroll approval dashboard

  5. When you're finished updating permissions, click Save Changes.


Set technician permissions for Payroll Sign-off

Enable permissions for a technician to view, sign off on, and dispute payroll in ServiceTitan Mobile.

Set technician permissions to fit your payroll workflow:

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

  2. From the Technicians screen, click Edit for the technician you want to set permissions for.

    The Edit Technician screen opens.

  3. Click the Permissions tab.

  4. Locate the Payroll & Admin section and select Enable payroll approval module in mobile to allow them to review and sign off on their payroll in ServiceTitan Mobile.

  5. Select Technician Is Able To Dispute Payroll to give the technician the option to dispute their payroll in a given pay period.

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


Set office employee permissions for Office Timesheets

If you use Office Timesheets, enable payroll permissions for your hourly office employees.

Set office employee permissions to fit your payroll workflow:

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

  2. From the Employee screen, click Edit for the office employee you want to enable permissions for.

    The Edit Employee screen opens.

  3. Click the Permissions tab.

  4. The following payroll-related permissions are available in the Office Timesheets section:

    • View employee time tracking and edit page—Access to view and edit the employee time tracking page

    • Edit technician timesheets—Access to view and edit technician timesheets

    • View and edit all office employee timesheets—Access to view and edit office employee timesheets

    • Edit timesheet code—Create and edit timesheet codes

    • Employee can edit their own timesheets—Allow employees to edit their own timesheets

    • View hourly pay on timesheet summary report—View technician hourly pay rates on the Timesheet Summary Report Note: This permission does not control access to gross pay details in payroll-related reports based on the Master Pay File and Timesheets report templates.

    • View technician timesheets—View job and non-job timesheets for technicians

  5. When you’re finished, click Save Changes.


Set manager permissions for Payroll Sign-off

Managers need permissions enabled to view, edit, and approve payroll for the employees assigned to them.

Note: By default, administrators have permissions enabled to view, edit, and approve payroll for all employees.

To set permissions:

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

  2. From the Employee screen, click Edit for the manager you want to enable permissions for.

    The Edit Employee screen opens.

  3. Click the Permissions tab. Select the following permissions under the Payroll Admin section:

    1. Select View payroll approval dashboard. This grants access to the Payroll Dashboard, where they can view and approve payroll for their employees.

    2. To enable administrative payroll permissions, select View all managers and business units on payroll sign-off page (optional).

  4. To enable access to view and edit technician timesheets, locate the Office Timesheets section and select View technician timesheets and Edit technician timesheets.

  5. To enable access to view and edit office employee timesheets, select View and edit all office employee timesheets.

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


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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.