This article describes the Staff and Fee Earner Maintenance module in Insight™ Legal. 

Staff and Fee Earner Screen

1. Click System

2. Select Staff and Fee Earners

   

Adding a Staff Member

1. Click the Add button in the top left corner
2. Enter any relevant details about that staff member in the Staff Member section

3. The 2 mandatory fields that must be filled in are: First Name & Last Name

   

Making the Staff Member a Fee Earner

1. Click the Make Fee Earner button in the top left corner

   

2. Fill in the Fee Earner details

3. Code and Units per Hour fields are mandatory

   

4. The Cost per Unit field is for internal use and is not used for time recording
5. To add a communication method:
   • Right click within the Communication Methods tab and click Add

• Select the communication method type.

  

  

6. To add a budget / target:

   • Click on the Budgets tab
   • Select the Annual Budget of option
   • Enter the budgeted amount of units and/or value of work to be done in the year. Click Add

   

7. Insight will spread the budget evenly over twelve months, but you can manually overwrite the amounts

Making Staff Member a User

1. Click the Make User button at the top of the screen

   

2. Staff members set up as users will have a symbol shown next to their name

   

3. Enter the Login Name

4. Choose whether to use a password by ticking the Password box and entering the password

   

5. Select the permissions for the staff member. Use the scroll bar to view more permissions

   

6. Enterprise Features are indicated with a special symbol

   

7. Once all permissions are set, click Save in the top left corner

   

Deleting a Staff Member

1. To remove user access, click the Delete User button after selecting their account.

   

2. To mark staff as non-current, update their status so they are not selectable in new matters or reports

   

3. Reassign open matters to another fee earner if needed

4. After ensuring their user access has been removed and that they have been marked as Non-Current, where applicable, click the Delete Staff button at the top of the screen. This will not altogether remove staff members; it will just hide them from the list on the left-hand side when the Hide Deleted tick box is ticked. Any transactions that this staff member posted will still have their name attached to them. 

   

5. Deleted staff will still be associated with past transactions

6. Click Save in the top left corner