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Setting the Staff Profile

In the Staff dialog, a Profile tab has been added where default information can be set for each staff member. This default information can be assigned to all existing time and expenses for the staff member. When entering new time and expenses, the profile information will be filled in by default. You can also setup staff profiles using the staff monitor report.

To set up staff profiles in the Staff Setup

  1. From the Setup menu, select Staff.
  2. Enter the staff number.
  3. Click the Profile tab.
  4. Select a valid office, department, partner or manager as applicable.

If you are using departments assigned to offices and you've assigned partners and managers in the Assign Areas dialog, then the partner and manager are filled in on the Profile tab automatically.