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:
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 |
Office |
The office the employee is allocated to. Click the field to search for the office using the Ellipsis button 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 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 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 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 |
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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. |
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U/Name |
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Code |
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Full Client\Assignment Access 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. |
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Disable Login or Disable Timesheet |
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Password button 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) |
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Homepage button |