Staff Management overview

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The Staff Management module of Practice CS enables you to manage your firm’s staff through the following functions:

Note: Staff Management is a separately licensed module of Practice CS. The features described in this topic are available only if your firm is licensed for Staff Management.

You can manage all of these functions on the Manage Staff screen using the relevant tabs.

Setup

Before you can use the staff management features in Practice CS, you must perform various setup tasks. For more information, see the following topics:

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Manage Staff screen

A crucial component of the Staff Management module is its set of scheduling features, which enable you to manage your firm’s workflow by facilitating the process of assigning work to your staff. Further benefits include the ability to monitor staff progress toward established targets, and the creation of a work queue from which qualified staff can easily select items when they complete other tasks.

The scheduling features are available if your firm is licensed for the Staff Management module, and are most useful if your firm is also licensed for the Project Management module. You can administer your staff members’ schedules using the Manage Staff screen.

To open the Manage Staff screen, choose Actions > Manage Staff.

Assignments tab

Use the Assignments tab to assign and loosely schedule work for staff, and to indicate in which order you want your staff to work on assigned schedule items. This tab shows you which schedule items are already assigned to staff members and how many hours each staff person is assigned over a particular time frame.

See Assignments tab overview for more information.

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Schedules tab

Use the Schedules tab to view staff schedules, and to assign and schedule items for staff members based on their qualifications and availability. This tab allows you to view and schedule assigned work, find more potential work items for staff, identify urgent items for selected staff members, and reschedule work from one staff member to another.

See Schedules tab overview for more information.

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Schedule Items tab

Use the Schedule Items tab to look for schedule items that are unassigned, not fully scheduled, or flagged as Urgent, and schedule the items for staff based on their availability and qualifications.

See Schedule Items tab overview for more information.

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Benefits tab

Use the Benefits tab to view benefit balances for all staff. Select a staff member in the top pane to view details of their benefits earned and used in the bottom pane.

You can filter the list of staff, and choose to view details for all entries, the current benefit year, or the benefit year to date.

Notes

  • You must activate benefits in Setup > Staff > Benefits tab before they will appear in this tab. If necessary, you can click the Edit multiple Staff link in the Staff screen and choose the Change Staff Benefits option to add benefits for several staff members at once.
  • The Remaining Accrual column shows the amount of the benefit that will be accrued over the remainder of the benefit year.
  • The To Use column shows the amount of the benefit that must be used to reduce the current balance to the level that can be carried over to the next year.

For more information on setting up and administering benefits for your staff, see the following topics:

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Targets tab

Use the Targets tab to monitor your staff’s progress toward the targets set for them. Select a staff member in the top pane to display target details for that staff member in the bottom pane.

You can choose a time period, filter the staff list, and limit the display to staff who are under their target work or billable hours. You can also control the level of detail displayed in the bottom pane.

For more information on setting up targets for your staff, see Setting up staff target hours.

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