Use the Staff Management module in Practice CS to set up and track comp time for staff members who earn time off in lieu of overtime pay.
Comp time overview
Comp time is the time off that staff earn in place of overtime pay for hours worked beyond their expected work hours. The Staff Management module in Practice CS lets you track comp time for each staff member.
Set up comp time at the firm level
Before you can use comp time in Practice CS, you must activate it in Firm Setup.
Select
Setup
,
Firm
, then the
Benefits
tab.
In the Comp Time section, mark the
Activate
checkbox.
Select an
Allowance Factor
. The Allowance Factor is the amount of comp time a staff member earns for every 1 hour of overtime worked. If the Allowance Factor varies by time of year, select
Based on time of year
, then select the ellipses button to open the
Based on Time of Year
window.
If your firm lets comp time carry over from 1 year to the next, mark the
Allow annual carryover
checkbox.
If your firm sets a maximum carryover limit, mark the
Maximum allowed
checkbox and enter the maximum number of comp time hours that can carry over to the next benefit year.
Select
Enter
to save your changes.
Set up comp time for an individual staff member
Once you activate comp time in Firm Setup, you must also enable it for each staff member individually.
Select
Setup
,
Staff
, then the
Benefits
tab.
Select the staff member you want to enable comp time for, then
Edit
.
Mark the
Active
checkbox for the Comp Time benefit.
Enter an
Effective Date
. This is the date from which the staff member can start earning and using comp time.
Select
Enter
to save your changes.
Set up comp time for multiple staff members
To enable comp time for multiple staff members at once:
Select
Setup
, then
Staff
.
the
Staff Setup
screen, select
Edit multiple Staff
.
In the
Edit Multiple Staff
window, select
Change Staff Benefits
, then
Next
.
Select the staff members you want to enable comp time for, then
Next
.
Select
Comp Time
,
Select
, then
Next
.
On the
Edit Staff Benefits
screen, select
Active
from the dropdown if it is not already selected, mark the
Activate
checkbox, then select
Finish
.
Tracking comp time
Staff members track comp time by entering their overtime hours in the
Time & Expense Entry
screen.
Select
Actions
, then
Time & Expense Entry
.
Select the
Comp Time
button to open the
Comp Time Detail
screen.
Select a
Description
and enter the number of hours worked beyond the expected work hours. If you select
Earned
as the Description, Practice CS automatically adjusts the hours displayed in the Earned column using the Allowance Factor set up in Firm Setup.
The following descriptions are available in the
Comp Time Detail
screen:
Earned
: Multiplies the entered hours by the Allowance Factor and adds the result to the available balance.
Manual Adjustment
: Adds or subtracts from the available balance without applying the Allowance Factor.