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Set up staff
Adding new staff
- Go toSetup, thenStaff.
- SelectAdd.
- Enter information on each of the following tabs.
- Main
- Contact Info
- Benefits
- Skill Set
- Rates
- Targets
- Security
- Custom Fields
- Notes
- When finished, selectEnterto save your changes.
Delete staff
- Select the staff member you want to delete on theStaffscreen.
- SelectDelete.note
- You can't delete the following:
- staff members who are assigned to other staff as a supervisor.
- clients as the partner, manager, or other staff assignment.
- associated historical data such as time entries.
- You can't delete staff members who currently serve as:
- a supervisor to other staff.
- partner, manager, or other staff assignment to clients.
- associated historical data such as time entries.
- If security is turned on for your firm in Practice CS, you can't delete the last staff member with administrator status. Set up another staff member as an administrator before continuing with the deletion.
- You can't delete the same account you logged in with.
- At the prompt, selectYesto verify that you want to delete the staff member.
This article applies to:
- Product: Practice CS
- Subject: Setup