Topic results Employee Management

CCH Workflow
Employee types
This document outlines various employee types for task assignment in a workflow system. It details categories such as Employee Category, Responsibility Type, Specific Employee, Client Partner, Workflow Owner, Step Owner, Security Group, Reports To, and Client-related assignments. Each type influences how tasks are assigned based on predetermined criteria, such as whether an earlier step has been completed and the roles of employees involved. The document emphasizes automated prompts for further task assignment following each selection and notes that if responsibility types are not set, tasks default to the Workflow Owner.
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CCH Workflow
Check Employee Category
The document outlines the functionalities of the "Check Employee Category" option in workflow management. It describes how it evaluates the employee category of the workflow creator, allowing the assignment of multiple outcomes or a default choice based on that category. Specifically, it explains two key features: "Add Choice," which determines the flow of a workflow based on the creator's category, and "Add Default Choice," which redirects workflows from unspecified categories to a designated next step. Visual aids are included for clarity.
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CCH Workflow
Select employee
This document provides instructions for selecting an employee when a particular task is assigned to multiple employees or categories. Users should access the "Icons" view on the homepage, locate the cog icon with a person, right-click, and select "Select Employee." They must then choose the appropriate individual to proceed with the task.
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CCH Central
Employee Details page: Security Groups tab
The document outlines the functionality of the Security Groups tab on the Employee Details page, which displays and allows modifications to an employee's database access rights. Users can assign security permissions via a step-by-step process involving a search for relevant security groups based on product or employee role. The document includes specific steps for selecting, saving, and exiting security permissions, facilitating tailored access for employees according to their job requirements.
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CCH Central
Adding an employee to an Assignment Team
This document outlines the process of adding employees to an Assignment Team within an application. Users can either automate this addition or select team members manually. Key steps include finding the relevant assignment, accessing the Assignment Details page, locating the Assignment Team panel, and assigning employees while specifying their responsibilities. The procedure concludes with confirming the changes.
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CCH Central
Assigning an employee to a security group
The document outlines the process for assigning employees to Security Groups, which grants necessary database access permissions. It details that assignments typically occur during employee record creation but can also be modified later through the Security Groups tab on the Employees Details page. The step-by-step instructions guide users on accepting the default security group or selecting a different one, including how to search for available groups and save changes, ensuring employees have appropriate access rights.
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CCH Central
Add New Employee Wizard
The document outlines a step-by-step guide for using the "Add New Employee" Wizard, covering eight steps to input personal and employment details. It starts with entering mandatory personal information such as name, username, and department in Step 1, followed by additional details in Step 2, address information in Step 3, security group details in Step 4, and finally salary and benefits in Step 5. Mandatory fields are marked for user compliance, and users have the option to finish at any step or continue for more comprehensive data entry.
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CCH Central
Bulk Update - Employee Stationed Record
The document outlines the process for bulk updating employees' stationed records in a system. Users can access the Bulk Update option under Find Employees. Three functionalities are provided: creating a new stationed record, updating an existing primary record (excluding the Start Date), and creating a new primary stationed record while marking the old one with an end date. Standard validations are applied for various fields during record creation. Detailed instructions and visuals assist in the process.
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CCH Central
Bulk Update Wizard: Employee Security group
This document provides a step-by-step guide on how to bulk update employee security groups using a Bulk Update wizard. It outlines the process of selecting employees, choosing current and new security groups, and confirming the update. Important notes include that only employees belonging to the selected current security group will be updated. The document emphasizes checking and confirming the number of records to be updated before finalizing changes.
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CCH Central
Add to Favourites - Select Employee
CCH Reporting enables users to manage report favorites for other employees. Users can add reports to an employee's favorites by right-clicking the report and selecting "Add to Favourites - Select Employee," allowing multiple employees to be chosen. Conversely, users with the appropriate permissions can remove reports from favorites via the "Organise Favourites" option. The document outlines the steps for both adding and removing reports, emphasizing the required permissions for these actions. Illustrative images accompany the instructions for clarity.
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CCH Central
Adding employees to the database
The document provides instructions on using the "Add New Employee Wizard" to create employee records in a database. It emphasizes starting with the wizard to input basic information, detailing that only the first step is mandatory to proceed. Visual indicators, such as red triangles and warning icons, highlight mandatory fields and errors, respectively. Users can save their progress at any time and access the wizard through the main menu by selecting File > New > Employee.
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CCH Central
Client Teams - Disabled Timesheets and Employee Records
The document outlines updates related to the ability to view and manage disabled timesheets and employee records in a client management system. It highlights the introduction of "Disable Timesheet" and "Disable Login" checkboxes when assigning employees to clients, allowing users to include or exclude disabled employees in searches. The new features enhance the functionality within the Employee record management, facilitating improved handling of employee permissions and records.
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CCH Central
Editing an employee's details
The document provides a step-by-step guide for amending employee details within an Employee Details page. It outlines the process of locating an employee record using the search function, accessing, and modifying the employee's name or code. It also explains how to edit other details by selecting relevant tabs and highlights the importance of ensuring unique codes to avoid warning messages. Lastly, users are instructed to save changes by clicking "OK" to close the Employee Details page.
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CCH Central
Creating a new employee
This document provides instructions for using the Add New Employee Wizard, a tool for adding employee records to a database. The wizard leads users through multiple steps (five in total) to gather necessary employee details. Users can cancel at any step, save progress, and return later to complete information. It emphasizes the importance of filling in mandatory fields, which are highlighted and must be completed to proceed. The document also guides users on how to initiate the process through the Main Menu.
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CCH Central
About Employees
The document outlines the types of employee information that can be stored, including personal details, department assignments, working hours, salary, employee benefits, leave permissions, authorization for bills and timesheets, and security access rights. It describes the use of the Employee Details page for managing this information and mentions a "New Employee Wizard" for adding new employees. Additionally, a report feature allows for filtered access to compiled employee data by categories, offices, or departments.
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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.
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CCH Central
Employee Category
The document provides a comprehensive guide on managing employee categories within a practice. It outlines the steps to create, maintain, and delete employee categories, detailing actions such as entering category names, charge rates, default homepages, and standard hours. It also explains how to utilize the "Auto Fill Homepages" feature for efficient management of employee records. Additionally, it addresses the process for deleting categories, including restrictions if the category is in use. Overall, it serves as a manual for optimizing employee categorization and resource management.
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CCH Central
Employee Details page: Personal tab
The document outlines the features of the "Personal" tab on the Employee Details page, which includes an employee's name, contact details, signature, photo, and next of kin information. Users can create, edit, or delete this information through the Add New Employee Wizard. Specific functions for entering email addresses, signatures, and photos are detailed, along with instructions for adding multiple next of kin. An illustrative image of the interface is also provided.
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CCH Central
Employee Details page: Main tab
The document outlines the functionalities of the Main tab on the Employee Details page, which includes displaying the employee’s work location and standard hours. Users can create, edit, and delete employee information using this feature. Key fields include Start Date, End Date, Company, Office, Department, Centre, and Category, with options to mark a record as primary and add notes. Additional functionalities include setting passwords and homepages for employees. Links to further resources and step-by-step guidance for creating employee records are also provided.
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CCH Central
Employee Group
The document outlines the steps for adding employees to security groups in a specific application, emphasizing that every employee must belong to at least one group to access the database. It provides a detailed, step-by-step guide for both adding an employee to a group and editing their group memberships, including navigation through the application menus and the selection process. Visual aids in the form of images are included to assist users in the process.
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CCH Central
Find Employees page
The "Find Employees" page allows users to search for employee records by entering names or codes, with options to display all records, sort results, and automatically open a single matching record. Users can refine searches by including partial names, and options to include disabled timesheets or logins are available. The page enhances usability by offering sorting features through column headers.
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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.
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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.
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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.
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