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This screen contains the information that is used within Time & Fees for staff grouping and reporting purposes, to view or change this information:
Log into System Maintenance.
Click Staff.
Select Staff maintenance
Highlight a staff member.
Click View.
Select the Links tab.
or alternatively
Log into the Time or Fees Ledger.
Select File and Staff.
Highlight the staff member you want to change.
Click View.
Select the Links tab.
Note: You will have to log into the system as a user with all the Common Privileges enabled to access all options, click here for more information.
Partner - for reporting purposes, all staff members can be assigned a Partner who is responsible for them. If you wish to use a staff member as a responsible partner, ensure Is partner in the firm is ticked for that staff member.
Manager - any staff member can be responsible for other staff members as a Manager, this is used for reporting purposes. Managers are created the same as normal staff members by following the instructions in this help topic.
Department- departments are used to group staff members within the practice (e.g. tax or accounts department). Departments are used within Time & Fees for reporting.
Category - staff categories can be used for reporting and for globally setting cost rates and charge rates for staff members on the same level (e.g. junior or partner).
If you have changed any information on this screen click Save.
Main branch - Data Centre is separate part of the IRIS software suite. It provides the ability to record main branch on the database and associate staff with main branch.
Branches - this provides the ability to link separate branches on the database and associate staff with different branches. Each of these branches will have a separate agent address. This makes the reporting within time and fees far more specific and efficient. If either of Main Branch or Branches is populated, logged in Staff member should be able to see the clients linked that Branch. If Main Branch and Branches fields are blank, logged in Staff member should not be able to see any clients.
Click here for the help topic on setting Staff Allowances.