Activating staff benefits

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To activate benefits for a staff member, follow these steps.

Notes

  • This procedure assumes that you have already set up comp time on the Firm setup screen and/or set up accruable benefits on the Activities screen.
  • If your firm uses the security feature in Practice CS, staff access to this tab can be restricted or limited to view-only.
  1. Choose Setup > Staff to open the Staff setup screen.
  2. Click the Benefits tab.
  3. Select a staff member from the list and click the Edit button.
  4. In the Active column, mark the checkbox next to a benefit you want to activate for the staff member.
  5. In the Effective Date, enter the date that the benefit became, or will become, active.
  6. Click Enter to save your changes.

Related topic: Setting up staff benefits

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