Staff

How Do I?

Setup

• Updated!Adding a Staff member
• Adding users from the Company Network into the Staff list

• Updated!Modifying Staff information

  • Increasing Staff Rates
  • Entering standard hours for staff members
• Updated!Deactivating a Staff member
• Updated!Deleting a staff member

• Step by step procedure for setting up staff grouping in Time

  • Activating Staff Groups
  • Setting up Office and Department Types
  • Assigning Areas
  • Setting the Staff Profile
• To set up and activate Time Sheet Approval

Reporting

• Printing the Staff list

Processing

• To approve Time and Expense entries
• Writing off outstanding time or expenses
• How to write off outstanding time or expenses
• Relieving outstanding WIP

Troubleshooting

• Troubleshooting time reports

More Info >>

• Overview

  The staff list is a complete listing of all staff members employed by the firm. Entry of work in process transactions is not permitted unless information is entered in the Staff List.

• Grouping Staff

  Use this area to group your staff to an office, department, or a specific partner or manager. This provides more specific and detailed processing and management reporting.

• Time Sheet Approval

  This feature allows a designated staff member to approve time and expense entries before they are billed.

Reference >>

• Updated!Staff properties and options

  The Staff setup dialog enables you to manage all your user profiles from a single location. Click each tab in the dialog to specify staff member details and staff member options in Time.

  • Address/Phone
  • Profile
  • Rates
  • Standard Hours
  • Other Info

• Considerations when making staff members inactive

  There are a number of considerations within Time when deactivating staff members. Note the following when making staff members inactive.

• Reports that use staff grouping

• Rules when deleting a staff member