Setup staff

Submitting benefit requests

note
Your firm must be licensed for the Staff Management module to use the benefits feature.
To submit a request for a scheduled benefit such as vacation time or a sick day, follow these steps.
  1. Select the
    Add
     button on the main toolbar and select
    Scheduled Benefit
     from the drop-down list.
  2. On the Main tab of the
    Scheduled Benefit
     dialog, make a selection from the
    Accruable Benefit
     field. For example, if your firm has an accruable benefit activity set up for vacation, select Vacation.
  3. In the Scheduled Benefit information section, leave the default value, Requested, in the
    Status
     field.
  4. In the Dates / Time section, enter the start and end dates for the benefit. If the request is for an all-day event (such as a vacation day), mark the
    All day event
     checkbox. Otherwise, choose starting and ending times as well as dates.
  5. In the Assigned section, choose the staff member for whom you are requesting the benefit in the
    Staff
     field. This field defaults to the staff member who is currently logged in.
  6. If you want a reminder prior to the start of the benefit, mark the
    Reminder
     checkbox and choose the desired time for the reminder from the drop-down list.
  7. If necessary, enter any notes about the benefit in the
    Notes
     field.
  8. Use the Scheduling tab to check the scheduling of the request. You can click and drag the request (or its start and end times) using the timeline in the right pane, and your changes are carried back to the Main tab.
  9. If your firm set up custom fields for scheduled benefits, go to the Custom Fields tab and enter information in those fields.
  10. Select
    OK
     when finished. The benefit request is sent to your supervisor for approval.

This article applies to:

  • Product: DT Practice