How to Create a New Employee

How to create new employee in CCC Estimating:

1. Select Configure > Employees from the menu bar.
2. Select New Employee from the toolbar.
3. On the Employee tab, complete any mandatory fields such as First and Last Name.
4. Verify the checkbox for This employee is currently employed is selected.
5. If the employee will be selected as an estimator in workfiles, select the checkbox for This employee is an Estimator.
6. MSO Only - Select the Employee's Home Location. This is the location where all payroll will be completed.
7. MSO Only -  Select the Employee's assigned locations. Employees can access any location(s) added to the Assigned Locations section.
8. If the new employee will be logging into CCC Estimating, select the User tab, then the checkbox for This employee is an active user of the system.
9. Select your desired User Type:
   • CCC One User - Used for logging into CCC Estimating.
   • Technician User (REPAIR WORKFLOW ONLY) - Used for technicians to log in to the Mobile App to take pictures as needed.
10. For the CCC One User type, enter a User ID, then click the Check Availability button. If it is not available, edit the user ID until it becomes available. NOTE: User IDs must be globally unique across all accounts for CCC Estimating.
11. For the CCC One User type, select your desired security role from the Available User Roles section, then click the right-facing arrow to move it to the Assigned User Roles section.
12. If your repair facility is licensed for estimating only, click Save and Close from the toolbar. Copy the temporary password exactly as it appears. It is case sensitive.
13. Have the new employee login with the assigned User ID and the provided temporary password.

​If you are licensed for Repair Workflow, follow steps 1-11 above.

1. Select the Wages tab.
2. Enter a Job Title.
3. Select a Work Class: Direct Labor or Indirect Labor.
4. Select the Pay Type: Salary, Hourly, Flat Rate / Commission.
5. Enter the Wage amount: Salary per Pay Period, Hourly Pay Rate, Guaranteed per Pay period.
6. For Direct Labor employees, click Add Line.
7. Select the appropriate Labor Type from the drop-list.
8. For Flat Rate / Commission pay employees, enter their pay rate into the appropriate field(s).
9. Enter an Assign %. This will determine the total amount of labor that is assigned with the labor assignment.
10. If you use CCC Timecard, create a timecard PIN. You may manually input a specific PIN, or use the Generate button to have CCC Estimating provide a PIN.
11. If you use CCC Timecard, you may select the checkboxes on the right to customize the employee's access inside of CCC Timecard.
12. Click Save and Close from the toolbar. Copy the temporary password exactly as it appears. It is case sensitive.
13. Have the new employee login with the assigned User ID and the provided temporary password.

Work Class

• Direct Labor - Labor that is directly related to repairing vehicles.
• Indirect Labor - Labor that is NOT directly related to repairing vehicles (ex. Receptionist, Manager, Estimator, etc.).

Pay Type

• Salary - Employee is paid a set amount per pay period.
• Hourly - Employee is paid per hour worked.
• Flat Rate/Commission - Employee is paid based on labor assigned, regardless of the time it takes to complete. The technician can be given a dollar value per hour and/or a percentage of the labor rate per hour.

CCC Timecard

• Employee may clock into jobs without being assigned - Employees with this option selected are able to clock into any RO with or without a labor assignment.
• Employee may clock into multiple repair orders at once - Employees with this option selected are able to clock into two ROs at the same time.

How to Create a New Employee

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