Topic results Staff

CCH Practice Management
Toolbox: Staff Utilisation
The document outlines the use of the Staff Utilisation option in a software toolbox, highlighting how to visualize employee chargeable activity against total time. Users can employ a filter to customize the data displayed on the graph, with options such as YTD, date range, and selection of target or standard hours. Additional features include sorting columns, copying graphs to other applications, and toggling gridlines. Right-clicking on column headers allows users to filter by company, department, office, partner, or employee for detailed insights into staff utilisation.
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CCH Audit Automation
Staff Records
This document outlines the process for creating and managing staff records in CCH Audit Automation during the audit planning stage. It details how to input staff details such as initials, name, email, charge grade, seniority, assignment dates, and notes justifying their selection. The guide also describes how to apply security settings, add, edit, or delete staff records, and suppress sign-off requirements. The document includes user interface instructions, highlights the importance of maintaining accurate records, and emphasizes the system's capacity to manage access controls efficiently.
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CCH Audit Automation
Reallocation of Tests
The document outlines the procedure for reallocating audit tests to staff members within an audit automation system. It describes how staff can be assigned tests, including the option to maintain or adjust these allocations for the following year. Users can access a reallocation dialog through the budgeting menu to manage unallocated tests and those assigned to staff not participating in the current audit. The system facilitates the movement of assignments easily, allowing corrections if mistakes occur. Final reallocation requires confirmation, and users can choose to abort the process if necessary.
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CCH Audit Automation
Budgets
This document outlines the process for recording budgets in CCH Audit Automation. Budgets can be entered manually or auto-calculated based on assigned audit tests. Users can allocate time across audit areas or utilize past data to improve future budgeting. The manual entry method involves selecting staff and defining hours, while the auto calculation feature summarizes time for staff and streamlines reallocation of unassigned tasks. Both methods aim to ensure efficient resource management and accurate budgeting for audits, with detailed instructions and screenshots provided for clarity.
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