We’ll disable their Axcess accounts and change their full name to something
like:
First Name: _NO LONGER @FIRM
Last Name: employee’s actual full name
We’re not on Workstream, but I wonder if you prepended First Name with a ‘z’
instead of an underscore if it would place these users at the bottom of the
dropdown.
Ken Papizan, CISSP, CISA, CISM
IT Director
Tel 601.499.2400 | 800.870.1229 | Fax 601.499.2401
1062 Highland Colony Pkwy, Suite 201 | Ridgeland, MS 39157
granthampoole.com
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From: cpageeks-bounce@xxxxxxxxxxxxx <cpageeks-bounce@xxxxxxxxxxxxx> On Behalf
Of Administrator
Sent: Wednesday, June 3, 2020 9:59 AM
To: 'cpageeks@xxxxxxxxxxxxx' <cpageeks@xxxxxxxxxxxxx>
Subject: [EXTERNAL] [CPAGeeks] Inactive Employees in Axcess
[WARNING: This is an external message sent from someone outside the firm,
please be cautious. Do not click links or open attachments unless you expect
this message, trust the source, and know the contents are safe.]
________________________________
Hi all,
Fred Mohns here from Tidwell Group.
Is it true that there is no way to remove inactive employees in CCH Axcess from
the File Holder drop down in Workstream?
CCH has advised us:
“There is not currently a way to completely remove inactive staff from these
lists. This is an issue that other people also have an issue with. In order to
change the program to handle this better this would need to be an enhancement
request."
We’ve only been on Axcess for around 2 years and we already have quite a few
employees on these lists.
Many of these inactive employees share the same first name as some of our
current employees. Filtering doesn’t remove them from the searchable list, it
only removes them from the initial list if you scroll alphabetically.
Is everyone just dealing with this?
Thanks,
Fred Mohns
, MCSA
IT Manager
[cid:image001.png@01D6398F.4FCCB290]<https://tidwellgroup.com/>
o: 205.271.5551<tel:205.271.5551>
m: 205.613.1234<tel:205.613.1234>
Fred.Mohns@xxxxxxxxxxxxxxxx<mailto:Fred.Mohns@xxxxxxxxxxxxxxxx>
Dunwoody, GA
[cid:image002.png@01D6398F.4FCCB290]
[LinkedIn]<https://www.linkedin.com/company/845691>
[Twitter]<https://twitter.com/TidwellGroupLLC>
[Facebook]<https://www.facebook.com/TidwellGroup>
[Instagram]<https://www.instagram.com/tidwellgroup/>
TidwellGroup<http://www.tidwellgroup.com/>.com<http://www.tidwellgroup.com/>