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How to setup titles
In Accountability, establishing clear employee titles enhances financial transaction accuracy and visibility. With a structured title system, managers can easily keep track of employee spending and revenue performance.
Steps:
- Navigate to Master Files > Employees
- Click Titles.
- Click CREATE A NEW TITLE.
- Enter the following information
| Category | Description |
| Title Name | Enter a title name unique to the agency identifier. Enter the full title and not an abbreviation. |
| Default Department | Select the department the title reports to. - Optional |
| Target Billable Time | Enter the specific target billable time for this specific title. |
| Active | Select this box to make the title active in the system, and unselect to turn the title inactive. |
5. Click SAVE
Return to Admin Training Packet
Related Links:
Restrict Task Types to specific Titles