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Staff members are used to recognise the person who is using the system (throughout IRIS PTP ) and to record time an expenses against individuals within Time & Fees. Within Time & Fees a staff member can be made responsible for other staff and clients. (see partner and manager)
To access this screen, go to System Maintenance | Staff | Staff Maintenance
The following options are available:
View - to view or modify a staff members details click on the View button. For example, if you wish to change a charge rate for a member of staff.
A staff members details are stored within the Basic, Links, Allowed and Rates tabs.
New - to create a new staff member click New.
An unlimited amount of staff members can be created within the Time Ledger. If the staff member is to have time recorded, the registered with Time & Fees option needs to be ticked for a staff member.
Print - to Print a list of staff members click on the Print Button. An simple hardcopy or Staff list can be printed.
A simple hardcopy produces a list of all staff members currently displayed on screen. To alter this list a search criteria can be used. The simple hard copy displays the client identifier and staff description for each staff member displayed.
A staff list report is a flexible report giving you the opportunity to decide which staff members are included in the report, and how the report is presented.
Search criteria
The search criteria is used to filter the staff members presented on screen.
It is possible to filter by Staff identifier, by Partners only, by Staff group and by more criteria:
Staff identifier - to search for a required staff member enter the staff identifier in the field provided. For example, type PD. To enter a range of staff members enter the staff identifiers separated by a greater than sign. For example, a range can be entered by A>PD to show staff members between this range.
Partner only - to display a list of the partners, select partners only. To set a staff member as a partner view a staff member and select is a partner in a firm.
Staff Group - staff can be grouped together for reporting purposes. For example, administrative staff can be grouped into administration.
More Criteria - for a more specific staff search click on the More criteria button. By using this option you will be able to display a more detailed selection of staff members on the current screen.
Click Close to exit