In the Staff Profile General window, you can enter login and general profile information for a staff member. This window is also where you can change the status of an employee to inactive or terminated, if needed.
To add or edit a staff member's general information, do the following:
Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
Do one of the following to open the staff profile:
Select this box if the staff member should be able to log in to CCH Axcess. This option is unavailable if you are editing your own profile or the Default Admin staff profile.
Home office
Select the home office for this staff member. If you only have rights to one office, that office is automatically selected.
Business unit
If the staff member's home office has multiple business units, select the business unit for this staff. This option is only available after you have selected a home office for this staff member.
If your firm or the home office only has one business unit, this option is unavailable.
If you only have rights to one business unit, that business unit is automatically selected.
Only the business units linked to the selected home office display.
Enter the user ID for the staff member. This is the ID the staff member will use to log in to CCH Axcess . The ID must be include between six and 50 characters and can contain only alpha numeric characters and the following special characters:
At (@)
Period (.)
Hyphen (-)
Underscore (_)
Note: User ID is not available when the Login allowed check box is not selected.
System email+
Enter the system email address of the staff member in the first box and the domain name in the second box. Entering the at (@) symbol is not needed. This email address is used to send any system emails to the staff.
* This information is unavailable when creating staff templates.
+ This information is unavailable when you select the All Selected option to update multiple staff members.
Select a status for the staff member. This option is unavailable for your own profile and the Default Admin profile. See Changing the Status of a Staff Memberfor more details about each status.
Status date*+
Enter the effective date of the staff's status. The Status date option is unavailable if you are editing your own profile or the Default Admin staff profile.
Staff ID*+
Enter the staff ID. This ID must be unique, and will be used in staff listings, reports, and look-ups. You can enter 1 to 20 alphanumeric or special characters.
Full Name*+
Click Full Name to open the Full Name window to complete the boxes. The full name can include title, first name, middle name, last name, and suffix. Click OK. This name will be used as the legal name if necessary.
Report name*+
The report name will be used on reports and in grids. This name defaults to the values from the full name based on the format selected in your firm's setup.
Reporting manager
Select the reporting manager the staff reports to.
Enter text in the box to search for a staff report name. As you type, the results update and the first matching item is highlighted. A search phrase of up to three words lists all search results that contain the search phrase. For example, the search phrase Jon Tyler can list Jonathan Tyler or Tyler Jones in the search results.
You can do the following to select an item:
Press Enter to select the highlighted item in the grid.
Move from the box to select the highlighted item in the grid. For example, you can press Tab or select another field or button on the window to move focus from the box.
Use your mouse to select a record in the grid.
Use your keyboard up or down arrow to highlight an item in the grid, and press Enter.
Note: Records are filtered in the grid based on report name.
Department
Select the department from the list of available departments (for example, Tax Services, Consulting). The list of available departments is defined during your firm's list setup.
Position
Select the position. Positions can be used to define the staff who are assigned in a staff access group. The list of available positions is defined for your firm in Staff Lists.
User interface language
The languages in the list will be based on your firm's licensing. This option will default to the language defined during system setup.
Organizational team
Select the organizational team. This team represents where the staff member fits into the structure of the organization. The organizational team will be used for organizational or financial reporting.
* This information is unavailable when creating staff templates.
+ This information is unavailable when you select the All Selected option to update multiple staff.
Click one of the following to save your changes. If the new staff was assigned access and this is the first time their profile is saved, they will receive an email, their ID and password, and program download information.
Button
Description
Save
Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New
Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information.
Note: This option is not available in edit mode.
Save & Close
Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
login profile information for the staff member.