Setting up an Employee Category

Last modified 08:05, 24 Apr 2017

Overview

The Employee Categories window is used to create and maintain the different groups or categories of employees in the practice. The employee categories form the basis to manage resources. In this window, you can also view all the current categories, the hours that are set for them as well as all the employees within each category.

Set up Employee Category

The charge rate for work done is attached to different employee categories. When employees complete their Timesheets the rate attached to their employee category is the default amount charged to the client for the work done. A different rate is usually maintained for each of the different employee categories set up by the practice.

  1. From the main menu, select Maintenance>Employee Categories>Employee Categories.
    The Employee Categories page appears showing:

  • an Employee Category panel — -UNSPECIFIED- is the default category displayed

  • Notes panel — you can add notes or other information relating to responsibilities of the group

  • Employee panel — -UNSPEC- is the default group displayed. It lists the members of the category selected in the Employee Category panel.

  1. In the blank row at the top of the Employee Category panel, enter the category Name.

  1. Enter the Charge Rate for the employee category.

  2. Select the check box in the Unspecified column if required.

  1. Click the Default Homepage field.
    The Ellipsis File:dirname/pm/100_Maintenance/070_Employee/020_Employee+Categories/010_How+to+set+up+an+Employee+Category/Ellipsis_button.gif button appears.

  2. Enter the name or other search criteria of the employee who has the Home Page that you want this category to use as the default.

  3. Select the check boxes Hide form when only one item found and Search any part of name/code if required.

    If you select the Search any part of name/code check box, the search results that are returned will contain the search criteria in any part of the record name. When this check box is not selected, only records with the search criteria at the beginning of the name will be returned. For example:

     

    • You enter 'mit' in the Search for field when searching for an employee with the Search any part of name/code check box clear. The results will only contain employees who have 'mit' at the beginning of their first or last name, such as 'Mitchell' or 'Mitch'.
    • You enter 'mit' in the Search for field when searching for an employee with the Search any part of name/code check box selected. The results will shown any employee whose name contains 'mit' somewhere within it, such as 'Smith', 'Mitchell' or 'Amit'.
  4. Click Search.
    The Find Employees window displays the search results.

  5. Double-click the employee's record that you searched for.

  6. The employee's name appears in the Default Homepage field in the Employee Categories page.

  7. Enter any notes you want to make about the employee category in the Notes box.

  1. To set up additional employee categories, repeat steps 2 to 10.

  2. When you are finished, click OK to save the information and close the window.

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