Staff List

The Staff List report displays general, address, phone, staff assignment, bill rate, and administrative payroll attributes for each staff.

Permissions Required for this Report

In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:

• Security group profile > Functional rights > Reports > Shared Library > Shared Views
• Security group profile > Functional rights > Reports > Firm Library > Custom
• Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
• Security group profile > Functional rights > Reports > Firm Library > <report name>
• Security group profile > Functional rights > Administration Manager > Staff Manager > Staff profile
• Security group profile > Functional rights > Practice > Time Capture > Transaction rate and amount (to include rates and amounts)
• Security group profile > Functional rights > Practice > Time Capture > Transaction cost (to include costs)
• Security group profile > Functional rights > Administration Manager > Employee number, Hired as Pay type, Hire date, Hire salary, Review date, Current salary

Reports in Foundation that are Comparable

In Practice Management, there is no comparable report. In Practice Advantage, the comparable report is Staff List.

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings
Option	Setting	Description
Include Staff Status	List	Determines the staff to include on the report. The options are Active, Inactive, Terminated, and All.
Include Address and Phone	Yes/ No	Includes or excludes the staff address and phone number.
Include Bill Rates	Yes/ No	Includes or excludes the staff bill rates.
Include Administrative Information	Yes/ No	Includes or excludes the administrative information.
Include Staff Assignments	Yes/ No	Includes or excludes the staff assignments.
Include Custom Fields	Yes/ No	Includes or excludes the custom fields associated with each staff.
Include Team Assignments	Yes/ No	Includes or excludes the team in which the staff is included.
Include Deleted Staff	Yes/No	Includes or excludes deleted staff information.

Default Filters
There are no default filters for this report.

Optional Filters
Available Fields
Department	Report Name	Staff Position
Hire Date	Review Date	Staff Region
Login Enabled	Staff Business Unit	Staff Reporting Manager
Organizational Team	Staff ID
Pay Type	Staff Office

Grouping
Available Fields
Department	Staff Office	Staff Reporting Manager
Staff Business Unit	Staff Position	Status
Staff ID	Staff Region

Sorting
Available Fields
Report Name	Staff Name
Staff ID	Status

Report Fields

The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.

Report Fields
Field	Description
Staff ID	The staff ID.
Staff Name	The staff report name.
Staff Phone	The primary phone number for the staff.
Phone Ext	The primary phone extension for the staff.
Status	The staff status.
Full Name	The staff full name.
CCH Axcess Login Allowed	The staff permission to log in to CCH Axcess.
Status Date	The date the status was changed.
Address and Phone Information
Address	The staff primary address.
Additional Phones	Other staff phone numbers.
Emergency Contact	The name, relationship, and phone number for the staff’s emergency contact.
System Email	The system email address.
Additional Emails	Other email addresses.
IM Addresses	All of the staff’s IM addresses.
Provider	The IM provider for each IM address.
Staff Assignments
Home Office	The staff home office.
Business Unit	The staff business unit.
Department	The staff department.
Organizational Team	The staff organizational team.
Position	The staff position.
Reporting Manager	The staff reporting manager.
Transaction Reviewer	The staff transaction reviewer.
User Interface Language	The staff language, which is currently only English.
Bill Rates
Cost Rate	The staff cost rate.
Nonbillable Rate	The rate for nonbillable service codes.
Effective Date	The effective date for cost rate.
Bill Rate	All bill rates types.
Hourly Rate	The bill rate per rate type.
Administrative Information
Employee Number	The staff number.
Hire Date	The date the staff was hired.
Hired As	The staff type.
Pay Type	The staffs pay type.
Hire Salary	The beginning staff salary.
Review Date	The staffs review date.
Current Salary	The current staff salary.
Areas of Expertise	The area and level of expertise.
Custom Fields and Team Assignments
Custom Fields	The staff custom fields.
Team Assignments	The teams in which the staff is included and the team roles.

Staff List Sample Report