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Allocating stages to employee categories

Accountants Enterprise only

When you add a stage to a schedule, the employee category defaults to -Unspec-.

You can keep the default setting or, for better control over resourcing and reporting, allocate the stage to a specific employee category.

If you allocate the stage to:

  • Unspecified—No specific person or employee type (e.g., manager, senior accountant, etc.) is assigned to complete the work. As a result, any employee can create a timesheet against the stage and tasks.

    This is the system default. If your practice maintains this setting, there is no need to complete the procedure below.

  • A specific employee category—For example, manager or administration. Only employees in the selected category can create a timesheet against the stage and tasks.

To allocate a stage to an employee category
  1. Find and open the assignment. See Finding and opening assignments. The Assignment Details page opens.

  2. Click the Schedule tab.

  3. Select the Schedule required from the drop-down. This is the located in the top left of the tab. The Schedule list is displayed.

  4. Click the expand button

    beside the stage you want. The stage expands to show the Employee Category details.

  5. Click the Employee Category cell to display the drop-down.

  6. Select the Employee Category from the drop-down list.

  7. Repeat step 3 to 6 for each stage.

  8. Click OK. This is located on the Schedule tab. The changes are saved.

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