Employees
Set up employee records and authorisations, and administer timesheets, charge rates and leave types.
Last update: CCH CentralCCH Practice Management
Disabling timesheet and login of an employee
This document outlines the process for making an employee inactive in a system where deletion is not permitted due to record dependencies. It provides a step-by-step guide to access the Employee Details page, navigate to the Main tab, and disable the employee's login and/or timesheet. A crucial note highlights that only users in the appropriate security group can perform these actions.
CCH Practice Management
Employee Benefit Type
This document provides instructions for managing employee benefit types within a software application. It details how to set up new benefit types, including steps for entering, editing, and saving information. Additionally, it outlines the process for deleting an existing benefit type. The document includes visual aids and emphasizes the necessary menu selections and keyboard shortcuts to facilitate these tasks.
CCH Practice Management
Employee Details page: Salary/Cost tab
The document outlines the features and functionalities of the Salary/Cost tab on the Employee Details page. It provides information about managing employee salaries, benefits, and leave details. Users can create, edit, and delete data, tracking aspects like start and end dates for benefits and leave, benefit types, annual value, employee cost rate, and hours worked. The document also includes explanations for various fields and their purposes, such as productivity calculations and historical data display. Additionally, it directs users to the Add New Employee Wizard for inputting this information.
CCH Practice Management
Employee Leave Type
This document provides instructions for setting up and deleting employee leave types in a software system. It outlines the steps to create a new leave type by entering its name and assignment type, as well as editing existing entries. Additionally, it details how to delete a leave type, including confirming the deletion and saving changes. Visual aids, such as images of the interface, are included to assist users in navigating the process more effectively.
CCH Practice Management
Setting up an Employee Category
The document outlines the process for creating and managing employee categories within a practice's system. It explains the significance of categorizing employees for managing resources and charge rates associated with their work. The step-by-step instructions guide users on how to navigate to the employee categories window, input category names and charge rates, select default homepage employees, and add notes. It emphasizes the importance of different charge rates for each category and provides details on searching for employees effectively. The final step involves saving the information after setup is complete.
CCH Practice Management
Toolbox: Employee Leave
The document outlines the functionality of the "Employee Leave" option in a toolbox, which displays an employee's annual leave entitlement, booked leave, and remaining balance, including productivity status. The information is categorized based on the employee's primary record and corresponding hours. Access to the leave information is determined by the user's security group, influencing visibility of a related bar chart.
CCH Practice Management
Toolbox: Employee Budget
The document outlines the "Employee Budget" tool, which enables tracking employee performance on a monthly and year-to-date basis. It includes three main columns: "Target," reflecting budgeted hours and charge rates; "Planned," based on hours assigned in schedules; and "Actual," which shows hours posted in timesheets. A pop-up menu allows users to activate a percentage tracker to evaluate performance, highlighting underperforming employees in red. Additionally, users can toggle the visibility of total figures at the bottom of the table.
CCH Practice Management
Setting up who will give secondary authorisation to an employee
This document outlines the procedure for implementing secondary authorization for bills and timesheets associated with employees, typically for cases involving high value or excessive hours. It explains how to set up or modify secondary authorities through the Employee Details page, detailing steps to select authorized personnel for this task. Additionally, it provides related resources for further assistance.
CCH Practice Management
Setting up Time Units
This document provides a step-by-step guide for setting up and maintaining time units in the Timesheets window. It outlines how to access the Time Units menu, enter descriptions and corresponding values in minutes, and modify existing entries. Users can add multiple time units by repeating the steps, and are instructed to save their changes by clicking OK. It also includes a link to related documentation on deleting a time unit.
CCH Practice Management
Setting up Over Time Types
This document outlines the steps to set up and maintain overtime types within a timesheet system, allowing for different hourly rates for overtime work. Users can define types such as double time, specify multipliers for rates, and enter codes for each overtime type. It highlights that once created, overtime entries cannot be deleted, ensuring consistency in time tracking for tasks such as weekend work.
CCH Practice Management
Setting up new Employee Leave Types
This document provides a step-by-step guide for setting up new Employee Leave Types in CCH Practice Management. It outlines the process of navigating to the Employee Leave Type section, entering descriptions for new leave types, adding additional types, editing existing ones, and saving changes. The guide is intended to assist users in managing employee leave configurations effectively.
CCH Practice Management
Setting up a new Employee Benefit Type (CCH Practice Management)
The document provides a step-by-step guide on how to set up a new Employee Benefit Type in CCH Practice Management. It outlines the process, including accessing the relevant menu, entering new benefit types, editing existing entries, and saving the information. The instructions emphasize using the 'Description' cell for inputs and detail the action required to finalize the setup.
CCH Practice Management
Setting up a new Charge Rate Type
This document outlines the steps to set up or edit charge rate types in a maintenance system. Users are instructed to navigate to the Charge Rate Types section, enter a new description (up to 15 characters) for a charge rate, or edit an existing type. It notes that "Standard" is the default type upon system installation, and encourages users to save changes by clicking "OK" after making adjustments. There is no limit to the number of charge rate types that can be created.
CCH Practice Management
Print a list of employee tasks
This document provides step-by-step instructions on how to customize a home page to display a tasks option, export the tasks to an Excel file, apply formatting, and print the task list. It emphasizes the process of right-clicking the Tasks table, selecting export, and finalizing the document in Excel for printing.
CCH Practice Management
How to add an employee to an Assignment Team
The document provides instructions for adding employees to an Assignment Team within a specific application. Users can either automate the inclusion of employees or select them manually. The steps include accessing the assignment details, navigating to the Assignment Details page, locating the team panel, selecting employees, assigning responsibilities via a drop-down menu, and finalizing the process by clicking OK.
CCH Practice Management
Employee Record: Time Table tab
This document outlines the functionality of the "Time Table" tab within the "Add New Employee Wizard." It details how to input and amend employee work hours and lunch durations, either through standard hours based on assigned categories or by entering unique hours. Additionally, it explains the option to enforce a time table, requiring employees to log minimum standard hours on their timesheets before submission. Instructions are provided for specifying unique hours or selecting standard hours, along with relevant options.
CCH Practice Management
Employee Record: Charge Rates tab
This document outlines the process of applying various charge rates to employees in a practice, which are essential for calculating billable amounts based on time worked. Each employee can have multiple distinct charge rates (e.g., Standard, Premium, Discount) set by a system administrator, and these rates can be adjusted as needed. Changes to charge rates do not affect past timesheet entries, but the use of Start and End dates is recommended for clarity. Additionally, non-standard rates can be allocated to specific assignments. The charge rates display option in timesheets can be toggled in user settings.
CCH Practice Management
Employee Record
The document describes the structure and functionality of the Employee Record system, which features multiple tabs for organizing employee-related information. Key tabs include Timesheets, Main, Salary/Cost, and Authorisation, facilitating easy access and editing of data. Additionally, it highlights a consistent Ribbon interface across the tabs, offering various options, except for specific functions in the Employee Document Centre and Timesheets tab.
CCH Practice Management
Employee Record: Budget tab
The "Budget" tab provides a detailed view of an employee's projected budget for a financial period, organized by accounting periods. It allows users to view data for different years and calculate yearly budgets based on chargeable work hours and standard charge rates. Users can enter information manually or use the "AutoFill" feature for efficiency. Key data points include standard hours, chargeable hours, non-chargeable hours, and receipted amounts. Users can also manage accounting periods by adding or deleting entries as needed, with automated calculations aiding budget tracking and reporting.
CCH Practice Management
Deleting a Time Unit
This document provides a step-by-step guide on how to delete a time unit in a system. It details the process of accessing the Time Units menu, selecting the desired time unit, confirming the deletion, and saving changes before closing the menu. Additionally, it includes a related link for further assistance on setting up time units.
CCH Practice Management
Delete an Employee Leave Type
This document provides a step-by-step guide on how to delete an employee leave type within a system. Key instructions include accessing the Employee Leave Type menu, selecting the desired leave type, confirming the deletion, and saving changes. Additionally, it includes a link to related documentation on employee benefits and leave for further reference.
CCH Practice Management
Delete an Employee Benefit Type
This document outlines the steps to delete an employee benefit type within a management system. It details a four-step process: accessing the Employee Benefit Type menu, selecting the benefit to delete, confirming the deletion, and saving changes. Additionally, it provides a link to related resources for setting up a new employee benefit type.
CCH Practice Management
Delete an Employee Category
This document provides a step-by-step guide on how to delete an employee category within a software application. It outlines the process of navigating to the Employee Categories window, selecting the desired category for deletion, and confirms the action. Importantly, it notes that categories in use cannot be deleted and will trigger an error message. Users are instructed to repeat the deletion process for additional categories and to finalize their changes by clicking "OK."