Employee Planner
Access the Employee Planner in CCH Practice Management to allocate work to employees in relation to their skills.
Last update: 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
Employee Planner with Jobs
The document outlines the functionality of the Employee Planner screen for managing task allocations to employees based on job capabilities. It discusses the configuration key (JobPlanner) that allows linking jobs to the planner, the necessary fields for adding jobs, and the process of allocating work to employees. Additionally, it explains how the hours set for jobs impact scheduling, how tasks can be reassigned, and the visibility of non-chargeable timesheets. The document also emphasizes the importance of matching allocated hours with job start dates for accurate budgeting.
CCH Practice Management
Employee Planner from the Workflow Menu
This document describes how to access the Employee Planner through the Workflow menu. It highlights that upon loading, all employee allocations are displayed in the "View Allocated Entries" mode. Additionally, it mentions that managers can create allocations from schedules by using the "Load Schedule" function, prompting a new window for options. The document includes visual aids to illustrate these features.
CCH Practice Management
Accessing the Employee Planner
This document provides an overview of accessing the Employee Planner, detailing options available through the main menu, assignment schedules, timesheet interface, and tasks home page control. It explains how users can perform skills searches, manage schedule allocations, and view permissions associated with the Employee Planner. Additionally, it outlines the importance of specific task permissions for editing allocations and how access varies depending on the user's security group. Users should be aware that some functionalities are limited based on their permissions when accessing the planner from different interfaces.
CCH Practice Management
About the Employee Planner
The Employee Planner serves dual functions: it allows managers to allocate tasks either to specific employees or to a category of staff, depending on cost considerations. Employees also access their own version of the planner, which displays their assigned tasks in a view-only format to aid workload management. They can track progress and submit timesheets to record their efforts.