Setup firm administration

Setting up staff level groupings

Decide upon a classification system for your staff. You may want to add items for Partner, Manager, Supervisor, Associate, and Intern, or a similar set of staff types. The items you add in this screen are available for selection on the Staff setup screen > Main tab, in the
Level
 field. You can use this grouping to print reports by staff level, or to create filters to view information by staff level.
To add a new staff level grouping:
  1. Choose Setup > Groupings > Staff > Levels.
  2. Select the
    Add
     button.
  3. Enter an ID for the department in the
    ID
     field.
  4. Enter a description for the department in the
    Description
     field.
  5. Select
    Enter
     to save your changes.
note
You can also add, edit, or delete groupings on the fly by right-clicking in a field tied to a list of groupings.

This article applies to:

  • Product: DT Practice