Viewing Business Hours and Productivity Goals for a Staff Member

Review the business hours and productivity goals for this staff. To update goals or business hours, click the appropriate links. Goals or business hours cannot be edited in this window.

Note: For information about updating multiple selected staff, see Editing Staff Profiles.

To view staff productivity goals, do the following:

1. Open the profile for the staff member.
   1. Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
   2. Select the check box for the staff member you want to edit, and then click Open. You can also right-click a staff member in the grid and select Open.
2. Click Practice > Hours and Goals on the navigation panel.
3. Review the assigned staff business hours and productivity goals.
   • In the Business hours section, you can see the business hours assigned for this staff member. To change the business hours assigned to the staff member, click Modify business hours. See Managing Staff Business Hours in the Staff Profile for more information.
   • In the Productivity goals section, you can view the productivity goals assigned to the staff member. To change the productivity goals assigned to the staff member, click Modify productivity goals. See
4. Click Modify productivity goals to open the Productivity Goals window where you can update the productivity goals for this staff, if necessary. See Setting Up Productivity Goals for more information.
5. Click Save to save your changes and continue working in the window, or click Save and Close to save your changes and close the window.