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Setting up staff benefits

If your firm is licensed for the Staff Management module, you can use DT Practice to track two types of benefits: accruable benefits (such as vacation and sick time) and comp time benefits. See the following topics for information on setting up and using these benefits in DT Practice.
  • Defining the firm benefit year
  • Setting up firm holidays
  • Setting up comp time
  • Setting up an accruable benefit activity code
  • Activating staff benefits
  • Making manual adjustments to accruable benefit balances
  • Setting up custom fields for benefits — If you want to track additional information, choose Setup > Custom Fields > Scheduled Benefit.