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Firm administration

Set up staff-level groupings

note
The Staff Levels screen is a user-defined terminology screen. Your firm may refer to it by a different name. You can view the default names for user-defined items by selecting
Help
Enable Default Terminology
 (or by pressing CTRL+Shift+H).
Decide on a classification system for your staff. You may want to add items such as Partner, Manager, Supervisor, Associate, and Intern, or a similar set of staff types. The items you add here are available for selection in the
Level
 field on the
Staff setup
 screen,
Main
 tab. Use this grouping to print reports by staff level or to create filters to view information by staff level.
For an overview of groupings and strategies for implementing them, refer to Set up grouping.
To add a new staff level grouping:
  1. Go to
    Setup
    Groupings
    Staff
    Levels
    .
  2. Select
    Add
    .
  3. Enter an ID for the department in the
    ID
     field.
  4. Enter a description for the department in the
    Description
    .
  5. Select
    Enter
     to save your changes.
note
You can also add, edit, or delete groupings by right-clicking in a field tied to a list of groupings.

This article applies to:

  • Product: Practice CS
  • Subject: Setup

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