Setup staff

Staff skill ratings

Staff skill ratings are descriptions for levels of staff expertise. Use the
Staff Skill Ratings
 screen to set up your firm’s descriptions for various levels of expertise. Staff skill ratings, along with staff skill areas, are used to specify a staff member’s skill set.
From the
Setup
 menu, choose
Staff Skill Ratings
.
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 projects.

Adding a staff skill rating

  1. In the
    Staff Skill Ratings
     screen, select the
    Add
     button.
  2. Enter a skill rating (for example, Novice or Expert) 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 staff skill ratings

  1. In the Staff Skill Ratings selection list, select the skill rating 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