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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.

Two things need to be set up -- the groups and the staff profiles of the staff who are members of the groups. Staff can be grouped by office, department or senior staff member (partner or manager). They are set up first. Then each employee's staff profile is set up and each employee is assigned to a group.

With staff groups and profiles set up, default grouping information gets inserted in each new time and expense entry, reducing the amount of data entered and thus the time needed to complete entries. Default information can be overwritten as needed.

The use of offices and departments cannot be deactivated unless they are not being used anywhere - on Time and Expense Entries or in billed items.


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