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CCH Software User Documentation

Add New Employee Wizard - Step 1


  1. On the Step 1 of 8  Employee Personal Details window, enter a Code for the employee.
    This is a mandatory field. The code must be a unique identifier or the employee's payroll number, etc.

    Mandatory fields show a small red triangle shows like this File:dirname/central/060_Employees/090_Using+the+Add+New+Employee+Wizard/020_Add+New+Employee+Wizard+-+Step+1/icon_mandatory.gif.  This icon  File:dirname/central/060_Employees/090_Using+the+Add+New+Employee+Wizard/020_Add+New+Employee+Wizard+-+Step+1/icon_warning.gif appears if you try to skip the field. You cannot move forward until the field is completed.

  2. Enter the employee's Title, First Nam, Last Name.
    The Last Name field is mandatory.

  3. Use the key [tab] and the system will automatically populate Salutation, Initials and Mailing Name

  4. Enter the employee's user name in the U/Name field.
    This is a mandatory field. Without a U/Name, the employee will not be able to access the database.

  1. Specify the employee's Gender, D.O.B. and Birth Place.
    The employee's Age is displayed automatically based on the date of birth.

  2. Right click to enter the email address.

  3. On the right hand side, from the drop-down lists, allocate the employee to their:

  4. Department

  5. Office

  6. Company

  7. Centre

  8. Category.

  9. Enter the employee's NI number and UTR in case you want to keep those on the system.

  10. Enter Alias if the employee is know by any other name to help on the search of the record. 

  11. Click Next.
    The Step 2 window appears. This is where you enter additional details for the employee.


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