This article explains how to add and edit a Fee Earner in Unity® Practice Management. 

General Information 

This maintenance option allows you to:  

• Add a new fee earner.  
• Edit a fee earner. 

How to Access this Option via Account

1. Open the Accounts program.
2. Click the Maintenance icon.
3. Double-click the Fee Earners option.

How to Access this Option via Coredata 

1. Open the Coredata program.
2. Click Maintain on the top toolbar to enable a dropdown menu.
3. Select Fee Earners.

How to Add a Fee Earner

1. Click Insert.
2. Enter the personal details.
3. Untick the Active checkbox to mark the fee earner as inactive. This means that the fee earner will no longer be available for selection within the Accounts and Coredata programs e.g., when posting or setting up a new matter.
   • The purpose of the Active checkbox is to prevent the program options from becoming cluttered with old fee earners that are no longer used.
4. Enter the business details. The categories are defined as follows:
   • A = partner
   • B = solicitor
   • C = fee earner
5. Enter the designation details (SPOCC criminal franchise Practices only).
6. Click Save. 

How to Edit a Fee Earner 

1. A list of existing fee earners will display in the lower section of the window. Click the required record to select it, and that record will turn blue.
2. The information for the selected record will display in the upper section of the window. Any field can be edited. Simply re-enter the new information.
3. Click Save. 

How to Delete a Fee Earner 

1. A list of existing fee earners will display in the lower section of the window. Click the required record to select it and that record will turn blue.
2. The information for the selected record will display in the upper section of the window.
3. You cannot delete an item but you can make it inactive instead. To do this untick the Active checkbox then click Save. By default, inactive items are not displayed within Accounts, Coredata or on the reports unless you specifically request to view them via the options. In other words, inactive items are normally hidden from view so they are as good as deleted, but with the advantage that you can still go back to them if necessary in the future.