Personnel Types

Personnel Types in Juris categorize firm personnel by rank or role (e.g., Senior Partner, Associate, Paralegal). These classifications are essential for assigning to Timekeepers, linking to Fee Schedules along with their applicable rates, and support budgeting on Matter/Budget panels. Users can easily search for, edit, delete, or create Personnel Types.

This article covers the following:

• Overview of Personnel Types
• Find a Personnel Type
• Edit a Personnel Type
• Delete a Personnel Type
• Create a Personnel Type

Overview of Personnel Types

Personnel Types classify firm personnel by rank or category (e.g., Senior Partner, Associate, Paralegal). They must be assigned to Timekeepers and can be linked to Fee Schedules along with applicable Rates. Additionally, Personnel Types can be used for budgeting Fees on Matter/Budget panels.

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Find a Personnel Type

You can search for personnel types using the Finder in Juris, which is pre-configured to search only in Personnel Types when you follow these steps:

1. Navigate to Task Codes by selecting Tables > Personnel Types.
   
2. Open the Finder Form by selecting Tools > Find from the menu.
3. Review the default settings. The Look In field displays the path: Juris\Tables\Personnel Types. The Search Subfolders option is enabled by default.
4. Optional: Refine the search by checking the Case Sensitive box if you want the search to match the exact case.
5. In the Named text box, enter all or part of the personnel type name or description.

   Members cannot be searched.

6. Initiate the search by clicking the Find Now button or press Enter. The search results display at the bottom of the form.
   
7. Double-click an item to open it.

   Click the New Search button to clear the current search criteria and results before performing a new search.

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Edit a Personnel Type

To edit a personnel type, follow these steps:

1. Access the Table by selecting Tables > Personnel Types.
2. Find the personnel type and double-click the icon or description to open it.
3. Modify the details as required.

   The Personnel Type Code itself cannot be changed.

4. Optional: Spell check the form by clicking the Spell Check icon on the toolbar.
5. Save the modifications by clicking the Save icon on the toolbar.

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Delete a Personnel Type

To delete a personnel type, follow these steps:

1. Access the Table by selecting Tables > Personnel Types.

2. Find the personnel type and double-click the icon or description to open it.

3. Click the Delete icon on the toolbar.

   If the personnel type is referenced elsewhere in Juris, a message will indicate that it cannot be deleted.

4. At the confirmation prompt, click Yes or press Enter. The personnel type is deleted.

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Create a Personnel Type

To create a personnel type, follow these steps:

1. Access the Table by selecting Tables > Personnel Types.

2. Click the New icon on the toolbar. This opens the Personnel Types – New window.
   

3. Enter the personnel type information:

   1. Personnel Type Code: Enter a 1–4 character code (digits, alpha characters, or a combination).

      The code should define the employee's rank to allow sorting by rank in billing formats (for example: 10 - Senior Partner, 20 - Junior Partner, 30 - Paralegal, 40 - Legal Assistant, 50 - Other Staff. Codes can be spaced to accommodate future insertions.

   2. Description: Enter up to 30 characters.

   3. Place a checkmark beside one or more of the following options as needed:
      • Use Hours from this task code on time entries: Inserts hours from the Fee Schedule into the Time Entry.
      • Use Rate from this task code on time entries: Inserts the rate from the Fee Schedule into the Time Entry.
      • Use Fee from this task code on time entries: Inserts fees from the Fee Schedule into the Time Entry.

      For these options to take effect, the task code must be assigned to applicable Fee Schedules. When those Fee Schedules are applied to a Matter, the selected options determine the values used on Time Entries for that Matter.

   4. Narrative: Type the narrative for the task code. This narrative will appear in the Time or Expense Entry whenever the task code is used.

4. Optional: Perform a spell check by clicking the Spell Check icon on the toolbar.

5. Click the Save icon on the toolbar. The personnel type is added. Once saved, additional icons for the Members and Fee Schedules appear.
   

6. Review the Additional Options:

   1. Click the Members icon to add Timekeepers as members of the personnel type by entering their Timekeeper ID or selecting from a lookup list.

   2. Click the Fee Schedules icon to link the Personnel Type to specific fee schedules by entering the Fee Schedule Code or using a lookup.

7. Click Save once more if needed to confirm the creation of the new personnel type.

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