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CCH Software User Documentation

Select Employee

When a step is ready to be assigned (where the step can be assigned to a number of employees e.g; Employee Category,  or a multiple Responsibility type); you can select the next employee from the Workflow homepage (as long as the Step is set as a Milestone Step).

To select the next employee, right click on the 'choose employee cog' WFSelectEmployeeCog.png and click the Select employee option.  

A SelectEmployee window is opened to allow you to select the employee to assign the next step.

WFSelectEmployeeWindow.png

Note: The SelectEmployee window lists the relevant employees associated with the next step.

 

 

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