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Staff management

Set up staff skill sets

Use the
Skill Set
 tab of the
Staff
 setup screen to describe a staff member's proficiency in different types of work performed by your firm.
Defining staff skill sets helps you assign work items to the staff members who are best qualified to perform them.
note
The
Skill Set
 tab is available only if your firm is licensed for the
Staff Management
 module.
Before you set up staff skill sets, you must first set up staff skill areas and staff skill ratings.

Define a staff skill set

To define a skill set for a staff member, open
Setup
Staff
, and then select the
Skill Set
 tab.
Select the staff member from the staff list, and then select
Edit
 to edit the staff record.
In the
Area
 column, select a skill area from the dropdown list. In the
Rating
 column, select a skill rating from the dropdown list.
Continue until you have applied ratings for all skill areas, and then select
Enter
 to save your changes.

Modify a staff skill set

As staff members gain experience and expertise, you can update their skill ratings.
Open the
Skill Set
 tab of the
Staff
 setup screen, select the staff member from the staff list, and then select
Edit
.
In the
Rating
 column for the skill area, select a different skill rating from the dropdown list, and then select
Enter
 to save your changes.

Maintain skill definitions

You can also add new skill areas as the nature of your firm's work evolves.

This article applies to:

  • Product: Practice CS