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Staff management

Define the firm benefit year

Before benefits can be tracked for staff, define the firm's benefit year.
Define the firm's benefit year before benefits can be tracked for staff members.
The first time that you set up the firm's benefit year, the current calendar year is used by default. If necessary, you can change the year end date to match your firm's benefit calendar. When you enter an end date, the beginning date is updated automatically.
After a benefit year is complete, you can select
Create New Year
 to enter dates for the next year. This button is unavailable until the current firm benefit year has ended.
  1. Open the
    Firm
     setup screen.
    Choose
    Setup
    Firm
    .
  2. Select the
    Benefits
     tab.
  3. Define the firm's benefit year.
    In the
    Benefit year
     section, enter the beginning and ending dates for your firm's benefit year.
    For example, if your firm tracks benefits by calendar year, enter dates from January 1 through December 31.
  4. Save your changes.
    Select
    Enter
    .
The firm's benefit year is defined and can be used to track staff benefits.
You can continue by setting up firm holidays or comp time.

This article applies to:

  • Product: Practice CS

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