Skip to main content
Set up your firm and staff

Update staff availability

Use the Staff In/Out Availability portlet in the
View
,
Staff Dashboard
 screen or select the
Update Availability
 button to modify the status of staff members on the Staff In/Out Availability portlet of the
View
,
Firm Dashboard
.

Update staff availability status from the Staff Dashboard

  1. From the
    View
     menu, select
    Staff Dashboard
     and select the Staff In/Out Availability portlet.
  2. Select the name of the staff member for which you are updating their status from the
    Staff
     dropdown list.
  3. In the
    Availability
     field, select a new status from the dropdown list.
  4. In the
    Returning
     fields, enter or select a date and time for the status change.
  5. In the
    Comment
     field, you can enter an optional comment.
note
  • If the Staff In/Out Availability portlet is not present in the
    Staff Dashboard
    , choose the
    Select Portlets
     link on the
    Staff Dashboard
     screen, mark the
    Staff In/Out Availability
     checkbox in the
    Select Portlets
     window, then select
    OK
    .
  • You must have the proper security permissions to change the availability of other staff members.
  • Changes made for a staff member on the Staff In/Out Availability portlet in the
    Staff Dashboard
     transfer automatically to the Staff Availability portlet in the
    Firm Dashboard
    .

Update staff availability status from the Firm Dashboard

  1. From the
    View
     menu, select
    Firm Dashboard
    , then select the Staff In/Out Availability portlet.
  2. If you are updating the status of another staff member, select their name in the Staff Availability grid.
  3. Select the
    Update Availability
     button.
  4. In the
    Availability
     field of the
    Update Availability
     window, select a new status from the dropdown list.
  5. In the
    Returning
     fields, enter or select a date and time for the status change.
  6. In the
    Comment
     field, you can enter an optional comment.
    note
    To view the full text of comments that are longer than the
    Comment
     field in the Availability grid of the Staff Availability portlet, hover your cursor over the Comment cell. A larger text box will open to display the entire comment.
  7. Select
    OK
     to close the
    Update Availability
     window and save your changes.
note
  • If the Staff Availability portlet is not present in the
    Firm Dashboard
    , choose the
    Select Portlets
     link on the
    Firm Dashboard
     screen, mark the
    Staff Availability
     checkbox in the
    Select Portlets
     window, then select
    OK
    .
  • You must have the proper security permissions to change the availability of other staff members.
  • Changes made for a staff member on the Staff Availability portlet in the Firm Dashboard transfer into the Staff In/Out Availability portlet in the Staff Dashboard.

This article applies to:

  • Product: Workpapers CS
  • Subject: Clients,Setup