Service Titan Knowledge Base

View, adjust, and audit PTO balancesLast updated on 03/23/2022

You are able to view your employee’s PTO balances and manually adjust their balances as needed. For example, if your company awards extra PTO hours for winning a contest, you can easily add it to their balance. You can also view the history of any balance changes, helping you ensure the accuracy of your PTO balances.


View PTO balances

  1. Go to the navigation bar and click your Profile

  2. In the dropdown menu, click Time Off Management.

  3. The Time Off Management screen opens, showing you a list of all your employees, their assigned manager, and their PTO balances for the accrual policies you have set up.


Manually adjust PTO balances

  1. Go to the navigation bar and click your Profile

  2. In the dropdown menu, click Time Off Management.

    The Time Off Management screen opens.

  3. Locate the employee whose PTO balance you want to edit, and click Edit Edit icon next to the PTO balance. The Edit PTO Balance screen opens. 

  4. Fill out the following:

    1. Timesheet Code—Select the Timesheet Code for the balance you want to edit. Note: The Timesheet Code defaults to the PTO balance you selected to edit on the Time Off Management screen.

    2. Update—Changes to the balance. Select one:

      1. Subtract from Balance—Click to enter the number of hours to deduct from the employee’s balance.

      2. Add to Balance—Click to enter the number of hours to add to the employee’s balance.

    3. Notes (optional)— Enter any additional notes.

  5. When you are done, click Apply


Audit PTO balances

  1. Go to the navigation bar and click your Profile

  2. In the dropdown menu, click Time Off Management.

    The Time Off Management screen opens.

  3. Locate the employee whose balance you want to audit and click View Audit Trail.

    The View Audit Trail screen will open.

  4. The Audit Trail lists all activity for the employee’s balances. If manually updated, it will list the user who made the update. If automatically updated, it will list and link to the specific accrual policy that made the update. 




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