Skip to main content
CCH Software User Documentation

Employee Details page: Extra tab

Product Help Banner.png


Add page summary

The Extra tab displays additional information that the practice wants to collect or carry out in connection with an employee. The fields on the tab represent custom categories and custom fields that the system administrator sets up using the Maintenance menu.

In most cases, you will create the information on this tab using Step 2 of the Add New Employee Wizard accessed from the main menu — File>New>Employee. However, you can also use this tab to create, edit and delete any of the information shown in the Value field.


What it is....


This icon File:dirname/central/060_Employees/070_Employee+Details+page%3A+Extra+tab/icon_mandatory_extra_field.gif in the column tells you that it is a mandatory field and that you must enter a value. The name will also be displayed in red. The default sort order is to display mandatory fields first in the list.


This column tells you whether the information on the line is a custom field or category.

This icon File:dirname/central/060_Employees/070_Employee+Details+page%3A+Extra+tab/icon_custom_cat.gif indicates a custom field.

This icon File:dirname/central/060_Employees/070_Employee+Details+page%3A+Extra+tab/icon_custom_field.gif indicates a custom category.


This column displays the name of the selected field or category.


Select from a drop down list or type information into the field.

Data Type

This shows the type of data you can expect to enter in the value field:

  • Text indicates it is a text field

  • Date  indicates a date selection from a drop down box

  • Number indicates a numeric field

  • Flag indicates a check box for completion.


  • Was this article helpful?