Staff skill areas

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To help determine which staff member is most qualified for a particular work item, Practice CS allows you to track the skill areas for each staff member and a skill rating for each skill. The collection of skill areas and skill ratings assigned to a staff member is called a skill set.

Use the Staff Skill Areas screen to enter the expertise areas you want to track for staff members.

From the Setup menu, choose Staff Skill Areas.

Notes

  • This screen is available only if you are licensed for the Staff Management module and have security privileges to access this screen.
  • If your firm is also licensed for the Project Management module, you can use staff skill set filters to help select staff to work on firm projects.

Adding a staff skill area

  1. In the Staff Skill Areas screen, click the Add button.
  2. Enter the skill area (for example, Audit, Payroll, or Pensions) in the Description field.

    Note: The Description field is limited to 30 characters and does not allow duplicate descriptions.

  3. Click the Enter button.

Modifying a staff skill area

  1. In the Staff Skill Areas selection list, click the skill area to modify.
  2. Click the Edit button.
  3. Make the necessary changes to the description.
  4. Click the Enter button to save your changes.

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