Activate staff benefits

Turn on one or more benefits for a staff member from the Benefits
tab in the Staff
setup screen.

This procedure assumes that you have already set up comp time on the Firm setup screen and/or set up accruable benefits on the Activities screen.

If your firm uses the security feature, staff access to this tab can be restricted or limited to view-only.

Open the Staff
setup screen.

Choose

Setup
Staff

Select the Benefits
tab.

Select a staff member and select Edit
.

Turn on the benefit.

In the Active
column, select the checkbox next to each benefit that you want to turn on for the staff member.

Enter the effective date.

In the Effective Date
field, enter the date that the benefit became active or will become active.

Select Enter
to save your changes.

The selected benefits are turned on for the staff member as of the effective date you entered.

This article applies to: