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  • Product: Practice CS

Set up comp time

Comp time is time earned by staff for working beyond their expected hours, which they can take as time off later.
If your firm lets staff earn comp time, you can turn on comp time and specify settings for tracking it.
If your firm uses the application to track comp time, you should also use the approval and posting process for time and expense entry, which requires an administrator to approve comp time entries.
  1. Open the
    Firm
     setup screen.
    Choose
    Setup
    Firm
    .
  2. Open the
    Benefits
     tab.
  3. Turn on comp time tracking.
    In the
    Comp time
     section, select the
    Activate
     checkbox.
  4. Select an allowance factor option.
    Choose either
    X hours for every hour worked over expected hours
     or
    Based on time of year
    .
  5. Specify the allowance factor details.
    1. If you selected
      X hours for every hour worked over expected hours
      , enter the number of comp time hours earned for each additional hour worked.
    2. If you selected
      Based on time of year
      , select the
      More
       button to open the
      Based on Time of Year
       window.
      Enter beginning and ending dates for each period, and then enter the accumulation rate in the
      Accumulation Factor
       column.
      Select
      OK
       to return to the
      Firm
       setup screen.
  6. Set annual carryover options.
    If staff can transfer over comp time from one benefit year to the next, select the
    Allow annual carryover
     checkbox.
    If your firm sets a maximum carryover, select the
    Maximum allowed
     checkbox and enter the maximum number of hours that a staff member can transfer over.
  7. Save the firm comp time settings.
    Select
    Enter
    .
  8. Open staff benefits setup.
    Choose
    Setup
    Staff
    , and then open the
    Benefits
     tab.
  9. Select the staff member to turn on comp time for.
    Select the staff member, and then select
    Edit
    .
  10. Turn on the comp time benefit for the staff member.
    Select the
    Active
     checkbox for the
    Comp Time
     benefit.
  11. Enter the effective date.
    In the
    Effective Date
     field, enter the date on which the staff member begins accruing and using the benefit.
  12. Save the staff benefit changes.
    Select
    Enter
    .
Comp time tracking is turned on for the firm, and comp time is enabled for the selected staff members.

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