Setting Time Capture Options for a Staff Member
You can select Time Capture options for a staff member using Staff Manager. These Time Capture options include:
- The person who is responsible for reviewing the staff member's time and expense transactions.
- The billing rates used for the staff member.
- The hourly rate to use for each billing rate.
- Any yearly allowances for service code classes. For example, if your firm set up a service code class for vacation hours, you can enter the number of hours of vacation allowed for the staff.
The procedure below explains how to change Time Capture options for a single staff member.
To manage Time Capture options for a staff member, do the following:
- Open the profile for the staff member.
- Click Practice > Time Capture on the navigation panel.
- In the Transaction reviewer list, select the person who is responsible for reviewing the time and expense transactions for this staff member.
- In the Bill rates section, add or edit bill rates for this staff member as needed. See Managing Bill Rates for Individual Staff Members for detailed instructions. Tell me about the components in this section.
- In the Yearly allowances section, select an allowance from the Add a new Allowance list, and then enter the number of hours permitted for that item.
- Click Save to save your changes and continue working in the window, or click Save & Close to save your changes and exit the window.