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The Staff categories feature is an IRIS standard category for grouping your staffing levels for IRIS reports. They are not meant to be used for staff permissions.
We use them for grouping people together to show the results in graphs in the time statement tab and to summarise the time spent on delivering client work in the resourcing Dashboard.
To create them in IRIS you need to go to the Time Ledger, click File at the top left of the screen, go to Categories and select Staff Categories and this window will open.
Click new to create each staffing level and go to Figure 5 to know how to link each person to these staffing categories.
Back to Time Statement Dashboard
Back to Resourcing Dashboard
To access this screen, you need to go to IRIS Time Ledger or Fees Ledger, click on File in the top left and go to Categories and select the appropriate category for this screen to open.
Click on new to create the required choice, these are our suggested examples.
| ID | Description |
| CLIENT | Client - Live |
| CONTACT | Contacts - mailing purpose only |
| DELETE | Lost client -to delete from database |
| NLA | No longer acting - WIP & Fees o/s only |
| NON CLIENT | Non client - reporting purpose only |
| POTENTIAL | Potential client - mailing purposes only |
| ID | Description |
| 1 NEW | New account |
| 2 ON PROBN | On probation |
| 3 ON ALERT | On alert |
| DOUBTFUL | Doubtful deft - measures being taken |
| LEGAL | legal proceedings in process |
| BAD DEBT | Bad debts |
| ID | Description |
| CHARITY | Charity |
| CLUB | Clubs & associations |
| LHA | Local Health Authority |
| LLP | Limited Liability Partnership |
| LTD | Limited company |
| PENSION | Pension scheme |
| PERSON | person |
| PTR | Partnership |
| STR | Sole Trader |
| TRUST | Trust |
| ID | Description |
| A GRADE | A Grade |
| B GRADE | B Grade |
| C GRADE | C Grade |
| D GRADE | D Grade |
| ID | Description |
| CC | Credit Card |
| CQ | Cheque |
| DC | Debit Card |
| DD | Direct Debit |
| OT | Other |
| SO | Standing Order |
| UN | Unspecified |
Once your user defined categories are created per Figure 12 you can then create the different choices within that category.
These choices are now available to be set against your required client as shown in Figure 14.
The Departments categories feature is an IRIS standard category for grouping your staffing levels by function for IRIS reports.
We use them for grouping people together to show the results in graphs in the time statement Dashboard.
To create them in IRIS you need to go to the IRIS Time Ledger or Fees Ledger, click File at the top left of the screen, go to Categories and select Departments and this window will open.
Click new to create each department level and go to Figure 5 to know how to link each person to these staffing categories.