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.
- SelectSetup,Firm, then theBenefitstab.
- In the Comp Time section, mark theActivatecheckbox.
- Select anAllowance 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, selectBased on time of year, then select the ellipses button to open theBased on Time of Yearwindow.
- If your firm lets comp time carry over from 1 year to the next, mark theAllow annual carryovercheckbox.
- If your firm sets a maximum carryover limit, mark theMaximum allowedcheckbox and enter the maximum number of comp time hours that can carry over to the next benefit year.
- SelectEnterto 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.
- SelectSetup,Staff, then theBenefitstab.
- Select the staff member you want to enable comp time for, thenEdit.
- Mark theActivecheckbox for the Comp Time benefit.
- Enter anEffective Date. This is the date from which the staff member can start earning and using comp time.
- SelectEnterto save your changes.
Set up comp time for multiple staff members
To enable comp time for multiple staff members at once:
- SelectSetup, thenStaff.
- theStaff Setupscreen, selectEdit multiple Staff.
- In theEdit Multiple Staffwindow, selectChange Staff Benefits, thenNext.
- Select the staff members you want to enable comp time for, thenNext.
- SelectComp Time,Select, thenNext.
- On theEdit Staff Benefitsscreen, selectActivefrom the dropdown if it is not already selected, mark theActivatecheckbox, then selectFinish.
Tracking comp time
Staff members track comp time by entering their overtime hours in the
Time & Expense Entry
screen.- SelectActions, thenTime & Expense Entry.
- Select theComp Timebutton to open theComp Time Detailscreen.
- Select aDescriptionand enter the number of hours worked beyond the expected work hours. If you selectEarnedas 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.