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Staff management

Activate staff benefits

Add a CPE course accountancy

Add appointments and schedule items to the staff calendar

Add a schedule item

Adjust accruable benefits amounts

Approve benefit requests

Assign schedule items

Assign schedule items in Schedule Items tab

Assign schedule items in Schedules tab

Assignments tab overview

Associate CPE courses with time entry

Change activities from non-billable to administrative

Continuing Professional Education overview

Define the firm benefit year

Edit a Continuing Professional Education (CPE) course

Edit calendar window

Email notifications from staff determined

Emails in Outlook drafts folder

Enter Continuing Professional Education (CPE) course information

Enter time for accruable benefits

Make manual adjustments to accruable benefit balances

Notifications for events

Control how staff assign items from the Work Queue

Rank schedule items

Schedule a meeting

Schedule a phone call

Schedule portlet options

Schedules tab overview

Select calendar options

Select schedule items to display

Select staff in Manage Staff screen

Select staff members to display in the Firm or Staff Calendar

Set training date override

Set up a To Do item

Set up comp time

Set up CPE course accountancies

Set up CPE course sponsors

Set up firm holidays

Set up qualifications for work items

Set up recurring schedule items

Set up scheduling preferences

Set up staff benefits

Set up staff skill sets

Set up staff target hours

Staff Management overview

Staff skill areas

Staff skill ratings

Submit benefit requests

Unschedule items

Use work queues

View the Staff Calendar

Work with scheduled benefits