Employee Planner
Last update:CCH Practice Management
Assignment Details Page
This document is a comprehensive guide to managing client assignments within a practice management system. It covers various tabs, including Home, Main, Job/Schedule, Extra, Rates, WIP, Documents, and more, explaining the functionality and data management related to client assignments. Key features include performance indicators, scheduling tasks, handling miscellaneous charges, bill management, nominal account assignment, and the ability to create provisions. Detailed instructions are provided for bulk updates, setting delivery methods, and automating workflows for billing and document management. Overall, it serves as a user manual for effectively utilizing the software for client assignment management.
CCH Practice ManagementCCH Central
Assignment Types, Assignment Templates and Assignment Template Groups
This document outlines the concept of assignment types within a practice, categorizing them as chargeable or non-chargeable work. Key examples include accounts, personal tax, payroll, administration, and annual leave. It describes the functionality for setting up assignment types and templates in the Maintenance area or directly for clients. A note emphasizes that additional information can be found in the CCH Central module, alongside linked resources for related topics such as draft clients and the assignments tab.
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
Deleting a Task from a Stage
This document provides step-by-step instructions for deleting tasks from a schedule within an assignment management system. It outlines how to find the assignment, access the schedule, and expand stages to identify tasks for deletion. Users are guided to highlight and remove tasks and must repeat the process for each task they wish to delete before finalizing changes. The instructions emphasize clarity with visuals and confirm that deleted tasks will no longer be accessible for time logging on timesheets.
CCH Practice Management
Setting up the Fee Budgets to track a budget
This document provides guidelines for practices to track budgets against actual figures using the Assignment Billing Timetable in CCH Central. It details steps to enter monthly entries, customize the home page for budget variance management, and generate the Assignment Budget Variance Report for comparing fee analyses with budgeted activities. Instructions include opening a client's assignment, selecting the WIP tab, inputting budget details, and saving the information. The use of these functions is optional, but customization of the home page for budget variance is necessary for effective tracking.
CCH Practice Management
Stage Categories
The document discusses the concept of the "Stage Category" in employee allocation during project planning. Initially set to "Unspecified," this category can be modified to designate specific employee categories based on skill requirements. The assignment manager uses the stage category for budgeting, progress monitoring, and task completion. Employees record their time against specific tasks associated with each stage, ensuring effective management of resources and timelines.
CCH Practice Management
Tasks
This document provides an overview of "Tasks," defined as activities employees perform while working in a practice. It explains how time and expenses for these tasks can be chargeable or non-chargeable to clients, requiring documentation through Timesheets and Expense Sheets. Each task is identified by a unique Task Code. Examples of common tasks include drafting accounts, making phone calls, collating information, checking accuracy, and signing off work.
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
Add Assignment - Assignment and Job/Schedules Mode
This document provides instructions for adding assignments and schedules from a template within the Assignments and Schedules job mode. It outlines steps to access the Assignments tab, select templates, and filter them if needed. Users are informed that specific job information won't be recorded in this mode, and that multiple templates can create new tabs for the client. Additionally, it notes that the "Finish" button can be clicked at any point, making it optional to view every tab. Links to related help topics are also included.
CCH Practice Management
Using Assignments
CCH Practice Management provides a structured system for managing client work, enabling accurate tracking of work-in-progress (WIP) and expenses. The software features an Assignments module for organizing chargeable and non-chargeable tasks, facilitating efficient billing and internal record-keeping. Users can create standard Assignment Templates for consistency and efficiency. Additionally, within each client assignment, Jobs can be created to monitor progress and budget tasks, setting milestones and employing employee standard charge rates for cost estimation. Overall, it enhances workflow organization and financial management for professional practices.
CCH Practice Management
Toolbox: Job Sheet - Jobs Filter
The document provides a step-by-step guide on using the Jobs Filter feature in a Job Sheet. Users can access the filter by right-clicking on the table, selecting "Filter jobs," and adding filter criteria. Options include choosing specific fields and calculations to refine search results. Users can add multiple criteria for nested filtering and apply or remove filters as needed. The results update dynamically in the Job Sheet table, with the active filters displayed above it for easy access.
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
Toolbar - Assignments
The document outlines the functionality of the Find Assignment results window, which provides a comprehensive summary of assignments, schedules, and jobs for clients. It explains how to navigate to the global assignments list, view details of assignments and jobs, and utilize the right-click popup menu to customize the displayed data. Additionally, it includes instructions for using the preview panel for milestone details and adjusting search options for assignments, such as including closed assignments and completed jobs. Key functionalities and navigation tips within the application are highlighted.
CCH Practice Management
Timesheet Job Modes
This document outlines the functionality of timesheets based on Job Mode in a time recording system. It describes three modes:
1. **Assignments and Schedules**: Allows recording time only against task-related schedules without creating jobs.
2. **Assignments, Schedules, and Jobs**: Enables job and schedule creation but restricts time recording to assignments and task-related schedules only.
3. **Assignments, Schedules, Jobs and Jobs Time Recording**: Permits recording time against both jobs and schedules. The document provides guidance on how to create a timesheet through assignment selection.
CCH Practice Management
Skills Search
The document details the **Skills Search** feature in the Employee Planner of a workflow management system, which allows assignment managers to identify staff based on specific skills and availability. It introduces three main search filters: **Availability**, **Employee Skills**, and **Work Experience/Client Attributes**. The process includes specifying criteria within these tabs to find suitable employees, and it emphasizes the need for proper setup of custom fields and categories. Additionally, instructions for assigning schedules to employees and configuring color preferences for easier identification of tasks are provided.
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 the Assignment Billing Timetable to track a budget
This document provides a guide for setting up an Assignment Billing Timetable to track budgets against actual figures in a practice management system. It outlines steps to enter monthly budget figures in the WIP tab of the client's assignment, including inputting dates, amounts, and comments. Users are instructed to save the information and are reminded to customize their Home Page with the Budget Variance Option to complete the setup. Related documentation on assignments is also referenced for further assistance.
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.