Set Up Staff Roles

The Set Up Staff screen displays the name of each of the staff members you defined for your firm on the Staff Setup screen of the Administration module, the role assigned to each, and the cost per hour for the staff member.

By default, the screen lists active staff members, but you can display previous or inactive staff members, if necessary.

From this screen, you can assign a predefined role to each member of your firm. Roles determine the system features and functions each staff member can access, and the rate at which tasks performed by this staff member are billed.

You can define the roles and billing charges you can assign to staff members on the Set Up Roles/Billing or Set Up Billing By Role and Task screens.

To set up staff roles:

1.  Select Staff from the Setup menu to open the Set Up Staff screen.

The screen lists all active staff members. Columns specify the Name of each staff member and identify the Role Name assigned and the Cost Per Hour of tasks performed by the staff member.

2.  (Optional) Select the Inactive option in the Show field to list all of the staff members, both Active and Inactive, you have defined in the system.

By default, the screen displays only Active staff members.

3.  Click the Import/Update Staff button, if necessary, to import the names of any new staff members entered in the Staff Setup screen in the Administration module.

The system updates the list with any new staff members and displays a success prompt when the importing operation is finished.

4.  Click any line in the table to select a staff member to set up.

The Set Up Staff dialog appears, with the name of the staff member auto-populated in the dialog.

5.  Select the role to assign to the staff member from the drop-down list in the Role Name field.

The list displays all of the roles you have defined in the system. The role determines the default rate used to bill tasks performed by this staff member. Multiple staff members can be assigned to a single role.

6.  Enter the cost (salary, benefits, etc.) the staff member incurs per hour in the Cost Per Hour field.

7.  Click Save to close the Set Up Staff dialog and return to the Set Up Staff screen.

The screen is updated to reflect your changes.