Setup staff

Staff skill areas

To help determine which staff member is most qualified for a particular work item, DT Practice allows you to track the skill areas for each staff member and a skill rating for each skill. The collection of skill areas and skill ratings assigned to a staff member is called a skill set.
Use the
Staff Skill Areas
 screen to enter the expertise areas you want to track for staff members.
From the
Setup
 menu, choose
Staff Skill Areas
.
note
  • This screen is available only if you are licensed for the Staff Management module and have security privileges to access this screen.
  • If your firm is also licensed for the Project Management module, you can use staff skill set filters to help select staff to work on firm projects.

Adding a staff skill area

  1. In the
    Staff Skill Areas
     screen, select the
    Add
     button.
  2. Enter the skill area (for example, Audit, Payroll, or Pensions) in the
    Description
     field.
    note
    The
    Description
     field is limited to 30 characters and does not allow duplicate descriptions.
  3. Select the
    Enter
     button.

Modifying a staff skill area

  1. In the Staff Skill Areas selection list, select the skill area to modify.
  2. Select the
    Edit
     button.
  3. Make the necessary changes to the description.
  4. Select the
    Enter
     button to save your changes.

This article applies to:

  • Product: DT Practice