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Set up your firm and staff

Update staff availability

Use the Staff In/Out Availability portlet in the
View
,
Staff Dashboard
 screen or select the
Update Availability
 button to modify the status of staff members on the Staff In/Out Availability portlet of the
View
,
Firm Dashboard
.

Update staff availability status from the Staff Dashboard

  1. From the
    View
     menu, select
    Staff Dashboard
     and select the Staff In/Out Availability portlet.
  2. Select the name of the staff member for which you are updating their status from the
    Staff
     dropdown list.
  3. In the
    Availability
     field, select a new status from the dropdown list.
  4. In the
    Returning
     fields, enter or select a date and time for the status change.
  5. In the
    Comment
     field, you can enter an optional comment.

Update staff availability status from the Firm Dashboard

  1. From the
    View
     menu, select
    Firm Dashboard
    , then select the Staff In/Out Availability portlet.
  2. If you are updating the status of another staff member, select their name in the Staff Availability grid.
  3. Select the
    Update Availability
     button.
  4. In the
    Availability
     field of the
    Update Availability
     window, select a new status from the dropdown list.
  5. In the
    Returning
     fields, enter or select a date and time for the status change.
  6. In the
    Comment
     field, you can enter an optional comment.
  7. Select
    OK
     to close the
    Update Availability
     window and save your changes.

This article applies to:

  • Product: Workpapers CS
  • Subject: Clients, Setup