Managing PTO and CPE Hours for Staff
You can track PTO and CPE hours for staff members on the Practice > Time Planner tab in Staff Manager.
To manage PTO and CPE hours for a staff member, do the following:
- Open the profile for the staff member.
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Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
- Select the check box for the staff member you want to edit, and then click Open. You can also right-click a staff member in the grid and select Open.
- Click Practice > Time Planner on the navigation panel.
- Do any of the following as needed:
- Add PTO or CPE time.
- Enter or select the date range for the planned time off. Dates should be in mm/dd/yyyy format.
- Enter the number of hours of PTO or CPE that will be taken on the selected dates.
- Select either PTO or CPE to indicate the type of hours being taken.
- Click Apply. The Staff PTO/CPE grid refreshes to include the newly entered information.
- Edit previously entered PTO or CPE time.
- In the Staff PTO/CPE grid, right-click the time entry you want to change and select Edit.
- In the top half of the window, edit the entry as needed.
- Click Apply. The Staff PTO/CPE grid refreshes to include the updated information.
- Delete previously entered PTO or CPE time.
- In the Staff PTO/CPE grid, right-click the time entry you want to delete and select Remove.
- Click Remove again to confirm the deletion.
- Click Save to save the changes without closing the Staff Profile window, or click Save & Close to save and exit the window.