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CCH Software User Documentation

Adding an employee to an Assignment Team


You can set up the application to automatically add employees to an Assignment Team, or you can select the members of an Assignment Team manually.

  1. Find the Assignment, either from Assignments on the toolbar or from Assignments' tab on client's records.

  2. Click the Main tab on the Assignment Details page.

  3. In the Assignment Team panel (bottom right-hand side)

  4. Find the employees you want assign to the team.

  5. Allocate a responsibility to the employees using the drop-down list in the Responsibility field.

  6. When finished, click OK on the Assignment Details page.

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