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Staff management

Staff Management overview

The Staff Management module enables you to manage your firm’s staff through the following functions:
  • Scheduling
     - Manage staff workload by identifying staff members who are overbooked or underbooked; reassign tasks to available staff members; make the best use of your staff’s skill sets.
  • Target hours
     - Set targets for billable and total hours; compare actual staff hours to targets; determine whether your firm is on track with its financial targets throughout the year.
  • Benefits
     - Track staff benefits such as vacation and sick time, comp time, and firm holidays.
You can manage all of these functions on the Manage Staff screen using the relevant tabs.

Setup

Before you can use the staff management features in Practice CS, you'll need to complete setup tasks. You may want to review the following topics:
  • Set up staff skill sets
  • Set up staff target hours
  • Set up staff benefits

Manage Staff screen

The Staff Management module has scheduling features that let you to manage your firm’s workflow by facilitating the process of assigning work to your staff. Further benefits include the ability to monitor staff progress toward established targets, and the creation of a work queue from which qualified staff can easily select items when they complete other tasks.
The scheduling features are available if your firm is licensed for the Staff Management module, and are most useful if your firm is also licensed for the Project Management module. You can administer your staff members’ schedules using the Manage Staff screen.
To open the Manage Staff screen, select
Actions
, then
Manage Staff
.

Assignments tab

Use the Assignments tab to assign and schedule work for staff. You can use it to indicate in which order you want your staff to work on assigned schedule items. This tab lets you know which schedule items are assigned to staff members and how many hours each staff person is assigned over a particular time frame.

Schedules tab

Use the Schedules tab to view staff schedules, and to assign and schedule items for staff members based on their qualifications and availability. This tab lets you view and schedule assigned work, find more potential work items for staff, identify urgent items for selected staff members, and reschedule work from 1 staff member to another.

Schedule Items tab

Use the Schedule Items tab to look for schedule items that are unassigned, not fully scheduled, or flagged as Urgent, and schedule the items for staff based on their availability and qualifications.

Benefits tab

Use the Benefits tab to view benefit balances for all staff. Select a staff member to view details of their benefits earned and used.
You can filter the list of staff, and select to view details for all entries, the current benefit year, or the benefit year to date.

Targets tab

Use the Targets tab to monitor your staff’s progress toward the targets set for them. Select a staff member in the top pane to display target details for that staff member in the bottom pane.
You can select a time period, filter the staff list, and limit the display to staff who are under their target work or billable hours. You can also control the level of detail displayed in the bottom pane.

This article applies to:

  • Product: Practice CS