Working with scheduled benefits
If your firm is licensed for the Staff Management module, your staff may use DT Practice to submit vacation requests and other scheduled benefit requests, and supervisors can approve submitted requests. Use the
Scheduled Benefit
dialog for both submissions and approvals of scheduled benefits.note
To submit and approve scheduled benefit requests, the following items must be set up in advance:
- Your firm must either have activities set up as accruable benefits (such activities might include Vacation, Sick Time, or Floating Holiday) and/or have activated Comp Time on the Benefits tab of the Firm setup screen.
- The benefit must be enabled for the staff member on the Benefits tab of the Staff screen.
- Staff must have Add and Edit security privileges for Data > Schedule Item Data > Staff Management Schedule Item Data.