Entering Staff Administrative Information

The Staff Profile - Administrative window includes sections to enter staff hiring and salary information. You can also select a security level to give staff access to custom fields and reports. If areas of expertise have been set up for your firm under Staff Lists, you can select as many available areas and levels of expertise for each staff as needed.

To add or edit a staff's administrative information, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
2. Do one of the following to open the staff profile: 
• Add new staff. See Adding a Staff Profile for more information.
• Edit existing staff. See Editing Staff Profiles for more information.
• Create a new template. See Adding a Staff Template for more information.
• Edit an existing template. See Editing and Deleting a Staff Template for more information.
3. Click Administrative on the navigation panel.
4. Enter staff administrative information. Explain the components of the window.

Component	Description
Social Security Number+	Enter the Social Security Number for the staff. The system automatically inserts hyphens when you move to another field.
Employee number*+	Enter an employee ID for the staff. Typically this is the employee payroll number.
Hired as	Select Permanent, Temporary, Seasonal, or Contract from the list to indicate how the staff was hired. By default, staff is considered permanent.
Pay type	Select Salaried or Hourly. If not selected, the staff is considered salaried.
Hire date*	Enter or select the hire date for the staff.
Hire salary	Enter the starting salary for the staff on the hire date. Enter only numbers. The system will automatically update your input to a currency format.
Review date*	Enter or select the last salary review date for the staff.
Current salary	Enter the current salary for the staff. Enter only numbers. The system will automatically update your input to a currency format.
Custom security level	Select the security level for this staff to access custom fields set up for the firm. The security level ranges from 0 to 10, with 0 granting no access and 10 granting full access. The security level setting is used to validate the minimum security level required to view and the minimum security level required to edit custom fields that are set up in Client Lists and Staff Lists.
Areas of expertise	Double-click Add area of expertise and Add area of expertise level in the grid to select from the list items set up for the firm. Add as many available areas and levels to the Staff profile as needed. See Managing Staff Lists for more information. Important: If you selected the All Selected option to update staff, note the following conditions: If you select No Selection in the first row and do not select other data in the grid, all existing area of expertise and area of expertise level data will be deleted for the selected staff. If you select any other value in the grid, all existing area of expertise and area of expertise level data will be deleted and the new value will be added for the selected staff.
* This information will be unavailable when creating staff templates.
+ This information is unavailable when you select the All Selected option to update multiple staff.

5. Click one of the following to save your changes. If the new staff was assigned access, the first time the profile is saved, the staff will be sent an email notifying the user ID and password and system download information.

Button	Description
Save	Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information. Note: This option is not available in edit mode.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.

Note: For information about updating multiple selected staff, see Editing Staff Profiles.