Setup staff

Activating staff benefits

Adding a CPE course accountancy

Approving benefit requests

CPE course accountancy categories and types

Defining the firm benefit year

Editing a CPE course

Entering CPE course information

Making manual adjustments to accruable benefit balances

Scheduling a meeting

Scheduling a phone call

Setting qualifications for work items

Setting up a To Do item

Setting up comp time

Setting up CPE course accountancies

Setting up firm holidays

Setting up recurring schedule items

Setting up staff benefits

Setting up staff skill sets

Setting up staff target hours

Staff skill areas

Staff skill ratings

Submitting benefit requests

Working with scheduled benefits