Setting Business Hours

Use the procedure below to set business hours for different times of year. Business hours are the number of hours that staff members are expected to work each day. They are not the actual hours your business is open, nor are they tied to certain times of day. Business hours include both billable and non-billable hours.

After defining business hours, you can assign them to staff members.

Note: You can create different sets of business hours that have overlapping dates. However, the business hours you assign to a staff member cannot include overlapping dates.

To manage business hours definitions, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
2. Click Business Hours on the navigation panel.
3. Do any of the following as needed:
   • Add a set of business hours.
     1. Select New > Business Hours from the Home ribbon. You can also right-click and select New from the menu.
     2. Click Add new record in the top row of the grid.
     3. Enter information in each column of the row for the new business hours definition.

     Component	Description
     Description	Enter a unique description to identify the business hours. Example: Tax season - Sr. Partner
     Start Date	Enter the starting date for the definition in the format mmm dd. Example: Jan 1
     End Date	Enter the ending date for the definition in the format mmm dd.
     Sun-Sat	Enter the number of business hours that should be worked for each day of the week.

   • Edit a set of business hours.
     1. Click in the row for the definition you want to edit.
     2. Edit the information as needed.
   • Delete a set of business hours.
     1. Right-click the row you want to delete.
     2. Select Delete.
     3. Click Delete to confirm the deletion.

   Notes: 

   • If needed, you can export or print the business hours grid.

     To export the grid, do the following:

     1. Right-click any row in the grid and select Export.
     2. Enter a file name for the exported file and select the location where you want to save it.
     3. Click Save.

     To print the grid, do the following:

     1. Right-click any row in the grid and select Print.
     2. Select the printer.
     3. Click Print.
   • To search for text in the business hours grid, right-click the grid and select Find. Enter the text to search for, and then click Find Next. You can also sort the grid. Click any header in the grid to sort by that column. You can also right-click and select Sort from the menu.

4. Click Save to save your changes and continue working in the window, or click Save & Close to save your changes and exit the window.