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Setup

Edit multiple staff

The
Edit Multiple Staff
 window provides a quick way to edit information for multiple staff members at a time, or to copy staff information from 1 staff member to 1 or more others.
To open the
Edit Multiple Staff
 window, select
Setup
,
Staff
, and then select
Edit multiple Staff
 at the bottom of the screen.

Selecting the staff members to edit

  1. Open the
    Edit Multiple Staff
     window.
  2. Select an option in the 1st screen of the window, depending on which information you want to change, and select
    Next
    .
  3. In the left pane, select the staff members whose records you want to change and then
    Select
    .
    note
    • To select multiple staff, hold down the Ctrl key as you make your selections.
    • Use the
      Search
       field to locate specific staff members in the list.
    • Use the
      Filter
       field to narrow down the list of staff. To display the filter field, select the
      Show filter
       button.
  4. When finished with your staff selections, select
    Next
    .

Staff edit options

Follow the appropriate set of instructions following for the option you selected in the 1st screen of the window.

Changing staff information

  1. In the
    Edit Selected Staff
     window, select the field that you want to change from the 1st dropdown list.
  2. From the second dropdown list, enter or select the new value for the field.
  3. Select
    Add Row
     button to change additional fields.
  4. When finished selecting fields and new values, select
    Finish
    .
  5. Select
    Yes
     to confirm the changes.

Changing staff benefits

note
This option is available only if you are licensed for the Staff Management module.
  1. In the
    Edit Multiple Staff
     window, select the benefits for which you would like to change information. To select multiple benefits from the list, hold down the Ctrl key as you make your selections.
  2. Select
    Next
    . Note that the title of the window changes to
    Edit Staff Benefits
    .
  3. From the dropdown list, select the fields to update, and enter the new value. If you select
    Active
     from the list, mark the checkbox to make the selected benefits active.
    note
    • Select
      Add Row
       button to update additional fields.
    • To remove a selected benefit from the list at the bottom of the screen, right-click and select
      Remove Selected Entries
      .
  4. Select
    Finish
    .

Copying staff rates

note
This procedure lets you copy the billing rates used for 1 staff member to the records of 1 or more other staff members.
  1. In the
    Edit Multiple Staff
     window, select the staff member from the
    Staff
     dropdown list whose rates you want to copy to the other staff members’ records.
  2. From the
    Effective Date
     dropdown list, select the effective date for the set of rates you want to copy. For example, if you want to copy the rates from when the staff member was hired, select the hire date or earliest date. You can verify the rates to be copied in the grid below the fields.
  3. Select
    Finish
    .

Adding security groups

note
The
Add Security Groups
 option is available only if you have enabled firm security (
Setup
Firm
Preferences
).
  1. From the
    Description
     column, select the security groups to add to the selected staff.
    note
    If a selected staff member already has security groups assigned, the security groups will be replaced by the ones you select here.
  2. Select
    Finish
    .

Copying staff targets

note
This option is available only if you are licensed for the Staff Management module.
  1. In the
    Edit Multiple Staff
     window, select a staff member from the
    Copy targets from
     dropdown list. This is the staff member whose targets will be copied to the selected staff.
  2. In the grid at the bottom, select the rows for the targets to copy.
    note
    To copy multiple targets, use Shift or Ctrl while making your selections.
  3. Select
    Finish
    .

Adding staff skills

note
This option is available only if you are licensed for the Staff Management module.
  1. In the
    Edit Multiple Staff
     window, select a skill area and a skill rating for each staff member you selected.
  2. Select
    Finish
    .

This article applies to:

  • Product: Practice CS
  • Subject: Setup