Setting up staff level groupings

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Note: The Staff Levels screen is a user-defined terminology screen. Your firm may refer to it by a different name. You can view the default names for user-defined items by choosing Help > Enable Default Terminology (or by pressing CTRL+Shift+H).

Decide upon a classification system for your staff. You may want to add items for Partner, Manager, Supervisor, Associate, and Intern, or a similar set of staff types. The items you add in this screen are available for selection on the Staff setup screen > Main tab, in the Level field. You can use this grouping to print reports by staff level, or to create filters to view information by staff level.

For an overview of groupings and strategies for implementing them, see the Grouping setup overview.

To add a new staff level grouping:

  1. Choose Setup > Groupings > Staff > Levels.
  2. Click the Add button.
  3. Enter an ID for the department in the ID field.
  4. Enter a description for the department in the Description field.
  5. Click Enter to save your changes.

Note: You can also add, edit, or delete groupings on the fly by right-clicking in a field tied to a list of groupings.

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