Create a Personnel Type

To set up a Personnel Type:

1. Select Tables > Personnel Types.

   

2. Click the New icon on the toolbar to open a new Personnel Type form. Note that you can also select Form > New from the menu, or press Ctrl + N on your keyboard.

   

3. In the Personnel Type text box, type a 1-2 character code.

   The code can be digits, alpha characters, or a combination of both.

4. Ensure that the Personnel Type Code used, defines the rank so that sorting by rank places the items in the correct hierarchical order, if there is a need to sort Timekeepers by rank (typically used on bill formats),

    Example:  10  - Senior Partner; 20  - Junior Partner; 30 - Paralegal; 40 - Legal Assistant; 50 - Other Staff.  Also notice that the codes used here skip numbers to allow for the insertion of additional codes in between the hierarchies at a later date, if needed.

5. In the Description text box, type a 1 - 30 character alphanumeric description.
   

6. Click the Spell Check icon on the toolbar to spell-check the form. Note that you can also select Form > Spelling from the menu, or press F7 on your keyboard.

7. Click the Save icon on the toolbar to save the Personnel Type. Note that you can also select Form > Save from the menu, or press Ctrl + S on your keyboard.

8. Once saved, the Members and Fee Schedules icons appear.

   

9. Optionally, click the Members icon to add Timekeepers as 'Members' of the established Personnel Type.

   Type in the Timekeeper ID or use the Lookup to choose from a list of available Timekeepers.

10. Optionally, click the Fee Schedules icon to add the current personnel type to particular fee schedules.  

    Type in the Fee Schedule Code or use the Lookup to choose from a list of available Fee Schedules.

11. Click the Spell Check icon on the toolbar to spell-check the form. Note that you can also select Form > Spelling from the menu, or press F7 on your keyboard.

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