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CCH Software User Documentation

About the Employee Planner

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The Employee Planner is used in two ways:

  • By the manager to allocate tasks to specific employees.

The manager decides whether specific staff will own and complete a particular stage or leave it unallocated so that any staff member fitting the selected criteria can carry out the task.

Some practices may decide that the overheads involved in allocating tasks to specific staff may be too costly. As a result, the manager may just use the planner to allocate work to a staff category rather than a specific staff member.

  • By the employee to manage the work allocated to them.

Staff members have their own planner which shows the work allocated to them. It is a 'read only' view to prevent editing. It is the central point around which staff members can plan and manage workload.

The staff member can update their progress of a task on the Employee Planner as well as raise a Timesheet to record time spent.


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