Employee Activation
To get you up and running we've created a number of resources that will guide you through the activation process, signposting exactly what’s needed for a smooth on-boarding experience.
Last update: CCH OneClick
Employee Activation
This document outlines the procedures for activating and deactivating employees in the CCH OneClick system, as well as managing client teams. Key activation steps include verifying employee records for salutation, work email, and security rights. Deactivation involves disabling accounts when employees leave. Additionally, it details adding employees to client teams by changing their responsibilities within client records. The importance of permissions for modifying team responsibilities is emphasized. Each step includes visual aids to guide users through the processes effectively.