Fee Earner Targets

Fee Earner Targets

This course covers how to set up the Fee Earner Targets for the Firm.

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About this course

In this course you’ll learn how to create and amend the Fee Earner Targets: 

      • Fee Earners working variable hours
      • Allow for offices in different Regions
      • Chargeable and Non-Chargeable hours

Duration: 30 minutes

Curriculum

  • Introduction
  • Before You Start
  • Initial Setup
  • Fee Earner Target Definitions
  • How the Monthly Targets are Calculated
  • Fee Earner Target Calculations
  • Initial Setup Quiz
  • Creating the Fee Earner Targets
  • Creating Fee Earner Targets
  • Creating Fee Earner Targets for Fee Earner Working Variable Hours
  • Creating Fee Earner Targets Using Copy
  • Entering Fee Earner Targets Quiz
  • Amendment with No Change to Values
  • Amendment with Change to Values
  • Amendment with Change to Value and Target Days
  • Updating the Fee Earner Targets Manually
  • Reporting
  • Reports for Budgets
  • Summary

About this course

In this course you’ll learn how to create and amend the Fee Earner Targets: 

      • Fee Earners working variable hours
      • Allow for offices in different Regions
      • Chargeable and Non-Chargeable hours

Duration: 30 minutes

Curriculum

  • Introduction
  • Before You Start
  • Initial Setup
  • Fee Earner Target Definitions
  • How the Monthly Targets are Calculated
  • Fee Earner Target Calculations
  • Initial Setup Quiz
  • Creating the Fee Earner Targets
  • Creating Fee Earner Targets
  • Creating Fee Earner Targets for Fee Earner Working Variable Hours
  • Creating Fee Earner Targets Using Copy
  • Entering Fee Earner Targets Quiz
  • Amendment with No Change to Values
  • Amendment with Change to Values
  • Amendment with Change to Value and Target Days
  • Updating the Fee Earner Targets Manually
  • Reporting
  • Reports for Budgets
  • Summary