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 (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:
- Go to .
- SelectAdd.
- Enter an ID for the department in theIDfield.
- Enter a description for the department in theDescription.
- SelectEnterto save your changes.
note
You can also add, edit, or delete groupings by right-clicking in a field tied to a list of groupings.
