Maintain staff grades

IT Manager Practice Admin

Staff grades are used with jobs for scheduling and budgeting, when specific staff are not known. They can also be used for reporting purposes.

  1. Select Admin > Categories from the menu.

  2. Select Special Categories from the list, then select Staff Grades.

  3. Click Add (or View/Edit to edit an existing category).

  4. Enter a Code, then a Description which will be the title displayed in the applicable drop-down list.

  5. Select the Grade is Partner checkbox if this staff grade is to be used for partners.

  6. Enter the charge rate to be used when calculating budgets in the Grade Default Rate field.

  7. Click Save.