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Set up and track comp time

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.

Used
: Subtracts hours from the available balance.

This article applies to:

Product: Practice CS
Subject: Setup

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