Manage payroll permissionsLast updated on 03/22/2022

• Some permissions depend on your account configuration. If a permission you want to set is not visible, contact Technical Support for details.

• Office Timesheets and Payroll Sign-off require account configuration. Contact Technical Support for details.

• You can also set permissions by employee and technician role.

• To manage access to payroll-related reports, you can set reporting permissions.

1. Go to the navigation bar and click Settings . 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.

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 . 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.

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 . 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.

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 .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.

• Visit ServiceTitan Academy to enroll in Payroll Advanced Topics

• See Enter payroll settings