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CCH Software User Documentation

Employee Details page: Main tab

The Main tab on the Employee Details page displays the Employee's work location and standard working hours. You can also create, edit and delete any information using this tab.

In most cases, you will create the information on this tab using Step 1 of the Add New Employee Wizard accessed from the main menu — File>New>Employee.

The fields on the tab are:

Central - Employees - Main tab - full version.PNG

Stationed panel

Field

What it's for

Start Date

The date the employee started employment. This field format is dd/mm/yyyy.

Click the field and select the date from the calendar in the drop down list.

End Date

The date the employee ended employment — say, in a department or office, or their termination date.  This field format is dd/mm/yyyy.

Click the field and select the date from the calendar in the drop down list.

Company

The company the employee belongs to. Click the field to search for the company using the Ellipsis button File:dirname/central/060_Employees/040_Employee+Details+page%3A+Main+tab/bttn_ellipsis.gif.  If no company is selected, it defaults to -UNSPECIFIED-.

Office

The office the employee is allocated to. Click the field to search for the office using the Ellipsis button File:dirname/central/060_Employees/040_Employee+Details+page%3A+Main+tab/bttn_ellipsis.gif.

If no office is selected, it defaults to -UNSPECIFIED-.

Department

The department the employee is allocated to. Click the field to search for the company using the Ellipsis button File:dirname/central/060_Employees/040_Employee+Details+page%3A+Main+tab/bttn_ellipsis.gif.

If no department selected, it defaults to -UNSPECIFIED-.

Centre

The centre the employee is allocated to. Click the field to search for the centre using the Ellipsis button File:dirname/central/060_Employees/040_Employee+Details+page%3A+Main+tab/bttn_ellipsis.gif.

If no centre selected, it defaults to -UNSPECIFIED-..

Category

The category the employee is allocated to. Click the field to search for the company using the Ellipsis button File:dirname/central/060_Employees/040_Employee+Details+page%3A+Main+tab/bttn_ellipsis.gif.

If no category selected, it defaults to -UNSPECIFIED-.

Primary

The primary record for the employee. This record holds the current information for the employee. If you tick the box, this record becomes the employee's Primary Stationed Record.

Only one Primary Stationed Record is allocated to each employee.

Notes panel

You can add notes to the employee's record. Each note must have a Title and Date.

To open an existing note, double click the Title and edit the note if required.

U/Name
The user name to log into the database.

Code
A unique code (up to 10 digits) that identifies the employee in the database. It could be the employee's payroll number, employees' surname, etc.

Full Client\Assignment Access
If this box is checked, the employee has full access to clients and assignments.

This field overrides the Apply Team Security and the Data Security set for the practice for either client or assignment in terms of company, office, department or centre.

Disable Login or Disable Timesheet
If these boxes are checked, it disables the employee to create a timesheet and to login to the system.

Password button
Click
to create or modify the passwords for:

1) Central Password - allows entry into the database.

2) Web Password - allows access to CCH Support.

3) CCH Co. Secretarial Password - allow access to this module (licensed sold separately from CCH Central)

Homepage button
Click to set homepages for the employee according to what Category they are assigned.  In the
Maintenance>Internal>Employee Categories a default user can be set to assign homepages for all employees of a particular category

 

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