Accounting CS: Employee Self-Service FAQs

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The following are answers to some common questions about Employee Self-Service

Setting up employee portals

No, the employee does not need two portals. To combine the functionality of both services, use the same first name, last name, and email address for both the employee record (which is used for the Employee Self-Service portal) and the NetClient CS account. The employee must use different login IDs for Employee Self-Service and Remote Payroll, but they can use the same password.


  • For an existing Employee Self-Service user, the next time a timesheet is uploaded to a new NetClient CS portal, the Employee Self-Service and Remote Time Entry functionality will be combined for the new portal, and the original Employee Self-Service portal will not be needed.
  • For an existing Remote Payroll user, when a new Employee Self-Service portal is activated, the application sends a registration email to the existing NetClient CS user. The employee does not need to re-register, so they can disregard the registration email.

See also: Manually linking Employee Self-Service portals to NetStaff CS portals

Yes, the employee will need a separate portal for each company. Even if the employee's name and email address are the same for both companies, we cannot combine the two Employee Self-Service portals.

The Resend Registration Email button is available only if the email address on the Main tab of the employee record has not been used to register an Employee Self-Service portal. If the employee has already used the email address to register a portal, you will not be able to resend the email to that address.

You can change the password for an employee by logging in to your NetStaff CS portal, clicking the Admin tab, clicking the Users in the Web Employee/ESS section, and then editing the password for the employee.

Another thing that could cause the Resend Registration Email button to be unavailable is that Employee Self-Service has been disabled for the client. To verify this, choose Setup > Clients and click the Payroll Information tab. The Employee Self-Service checkbox should be marked.

See also: Resending a Web Employee (CSA) or Employee Self-Service (ACS) activation email

To ensure that employee records in Accounting CS maintain the link with the appropriate CSA Web Employee portals, the client ID in Accounting CS must match the client ID in CSA. If necessary, change any client IDs in CSA, and then resend year-to-date Web Employee checks to the portal before converting the client data. After the conversion, do not re-enable Employee Self-Service for any converted clients until you have verified that all of the information converted properly and that you have corrected any issues. If you reconvert client data after enabling Employee Self-Service, the year-to-date information may not be available on the portals.

If you converted a client from Payroll CS and the client had been using the Remote Data Entry, Remote Check Printing, and/or Web Employee features, you will need to complete the additional setup steps below.

Steps in Accounting CS Payroll

  1. Choose Setup > Clients, click the client name, and then click the Edit button.
  2. Click the Payroll Information tab and do the following:
    • For a Remote Data Entry client: In the Time Entry Method section, click the Import option, and then select Remote payroll entry as the source.
    • For a Remote Check Printing Client: In the Default Check Output section, click the Remote check printing option.
    • For a Web Employee client: In the Self-Service section, mark both the Enable Employee Self-Service checkbox and the Enable time entry checkbox.

Steps in NetFirm CS administration

  1. Log in to NetStaff CS and click the Admin tab.
  2. Click the Users link in the NetClient CS section, and then select the applicable NetClient CS user.
  3. Click the Disable button for Remote Check Printing (CSA) and/or for Remote Payroll (CSA) and then click Enter.
  4. Click the Enable button for Remote Payroll & Check Printing (ACS). In the dialog that opens, select the appropriate clients, mark the Remote Check Printing and/or Remote Payroll checkboxes, and then click Enter.
  5. For a Web Employee client: Click the Enable button for Web Employee/ESS. In the dialog that opens, select the appropriate client, and click Enter. This enables the NetClient CS user to view their employees' check stubs and W-2 forms.

Steps for client users

Client employees who were previously registered as Web Employee users will be able to log in to their portals using the same login credentials that they used previously.

If the employee was not a Web Employee user, a staff member with appropriate privileges in the client's office needs to add an email address to the employee record. This triggers the application to send a registration email to that address. After the employee registers, they will be able to see all history for both checks and W-2 forms.

Viewing employee check stubs and tax forms (W-2, W-4, 1095-C, and 1099-MISC)

No, only paychecks entered after Employee Self-Service was enabled will appear on the portals. If the paycheck stub includes a year-to-date section, it will include the payroll history, even if the check is not on the portal. If any checks were deleted and then re-entered, those checks will also appear on the employee's portal after Employee Self-Service is active.

There are a number of settings that could cause this. See the Payroll checks or tax forms not appearing on Employee Self-Service portals for information on potential causes.

Yes, if a Remote Payroll user enters time for any employees, the employee can view their paycheck stubs and tax forms through Employee Self-Service. See the Remote Payroll overview and Employee Self-Service overview articles for details.

Updating employee information

See the Updating employee email addresses article for details.

Entering time

Yes, you can enable Employee Time Entry for any employee who uses Employee Self-Service. The employee can then enter their own time in Employee Self-Service.

Yes, if you enable Employee Self-Service for the employee, they can see their paycheck stubs and tax forms even if they don't enter their own time or no one enters it for them.

When you enable Employee Self-Service for an employee, that enables the employee to see their paycheck stubs and tax forms. To give employees the ability to enter their own time, you must enable Employee Time Entry for the employee.

Deleting employee portals

No, employee portals cannot be deleted; instead, they can be disabled. When you disable Employee Self-Service portal for an employee, the application does not delete the employee's portal. The portal remains, but the employee cannot access it. Review the Disabling the Employee Self-Service features for an individual employee section within The Employee Self-Service overview article for details.

Related topics

Employee Self-Service overview

NetClient CS mobile app

CS Professional Suite Price List

Internal notes

This is a workaround described in feedback ticket #17781. Because we don't include workarounds in help articles, we are adding this internal note.

If an employee's Employee Self-Service portal is marked as unregistered and the Send Registration Email button is grayed out, the NetClient CS administrator cannot modify the portal because it has not yet been registered. Follow this procedure to resolve this.

  1. In the Setup > Employees screen, select the affected employee, and click the Edit button.
  2. Delete the email address on the Main tab, and then save the employee record.
  3. Go to Setup > Clients and click the Edit button for the client you are resending registration email and then click the Enter button.
  4. After about 30 seconds, go back to Setup > Employees and open the employee's record, and click Edit.
  5. Re-enter their email address in the Main tab, and then save the employee record.
  6. Open the employee's record again, and click Edit. The Send Registration Email button should now be available.

Use the Web Employee/ESS users report to verify if the email was sent.

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