People
The People tab shows a list of all the firm employees. In many cases, this list may have been imported from Active Directory. You can also search by for people by Name, Office and Department. In the top right corner you have two options to filter /sort the people list:
Grouped: Choose to Group by type or Ungroup.
You can change the display format of the employee list:
View - Select Default (view tabular format) or Card (business card format). If you choose Card view, you can further sort by Display Name, Title or Default.
The list of information displays in the following columns:
| Field | Description |
|---|---|
| Name | Name of firm employee. Click a name to access employee detail, which consists of the Profile, Matters, and Tasks pages. |
| Title | Employee's job title/designation. |
| Phone | Employee's primary phone number. |
| Department | Employee's department in the firm. |
| Email address of the employee. Clicking the email address opens a blank message in yours default mail program. |
Tip: You can click the Name column header to sort the list by that column, then click the column header again to reverse the sort order.
People Profile
Click on the employee name to open the People Profile page. In the Action menu click the Edit option to edit the profile details.
Tip: You can show/hide the People Profile page for various users. Admin: Permission Group: Person> View Profile
| Tab | Description |
|---|---|
| Client |
Includes the major clients for the employee for the last two years. Under the Major Clients section, click on the Client Name to access the Client Profile screen. Click the More button located on the extreme right to view the list in the People Clients screen. Tip: You can show/hide the Client Hours for various users. Admin: Permission Group: Person> Can View Person Profile Client Hours |
| Matter |
Includes the top five matters for the employee, based on number of hours workedUnder the Major Matter section, click on the matter name to access the Matter Profile screen. Click the More button located on the extreme right to view the list in the People Matter screen. Tip: You can show/hide the Matter Hours for various users. Admin: Permission Group: Person> Can View Person Profile Matter Hours |
| Professional Information |
Includes the following information (click the Add button, to enter additional information in any of the sections):
|
| Experience |
Details pertaining to the languages, skills, matter types, matter subtypes, areas of law, and industries associated to the employee's time entries, and the number of hours worked in each area. Tip: You can show/hide the the Languages option for various users. Admin: Permission Group: Person> Read Person’s Languages |
| Personal Information | The employee's birthday, home address/phone/email, and emergency contacts, if the employee has chosen to provide this information. |
| Biography | Additional details about employee profile |
| External Person Details | Includes the external person details. |
| Vendor Details | Includes the Vendor details |
The Report Incorrect Data button lets you report any incorrect information on the matter. The matter name will be added in the Reported Incorrect Data list on the Experience and Relationship dashboard. Click the Email Page Link button to share the profile page details over email.
The other options that can be accessed from the People Profile drop down are:
People Matters
| Field | Description |
|---|---|
| Name | The matter name. Click to access the Matter Monitor screen. |
| Type | The case type. Can be Advisory, Litigation, Regulatory, or Transaction. |
| Subtype | The case sub-type. |
| Area of Law | The primary area of law dealt with in the matter. |
| Fee Class | The Fee class of the employee assigned on the matter rate card. |
| Total Hours Entered | The total hours entered by the employee on this matter. |
Tip: You can show/hide the People Matter page for various users. Admin: Permission Group: Person> Read Person’s Matters
People Clients
| Field | Description |
|---|---|
| Name | The client name. Click to access the Client Profile screen. |
| Office | The client office location |
| Address | The client office address |
| Phone | The primary phone number |
| The email address of client | |
| Hours 2 Years | The total hours worked for the last 2 years, for the client |
Tip: You can show/hide the People Clients page for various users. Admin: Permission Group: Person> Read Person’s Matters
People Tasks
| Field | Description |
|---|---|
| Issue | The task name. |
| Matter | The name of the matter to which the task is associated. |
| Owner | The name of the task owner. |
| Status | The current task progress. Options include Assigned and Completed. |
| Priority | The urgency assigned to the task, ranging from Low to Critical. |
| Deadline | The date by which the task must be completed. |
Tip: You can show/hide the People Tasks page for various users. Admin: Permission Group: Person> Person Task Preview
To modify the employee details, click the Edit button in the upper right corner of the screen. This enables a Save button and a Cancelbutton. Click the Email Page Link button share the profile page details over email.
Users who do not have edit permissions, can only view the Report Incorrect Data button on the top right corner of the screen. Click the drop down arrow to access the button to report any incorrect information. The employee name will be added in the Reported Incorrect Data list on the Experience and Relationship Dashboard.
