Entering default pay item setup information for a selected template

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

CBS requires each employee have a template selected. At least one template must be available in CBS to assign to employees. Clients converted from CBS for DOS must have a template transferred.

  1. Choose Employee Templates from the Setup menu to open the Employee Templates dialog.

    Note: An employee template is a set of default information that can be applied to an employee being added to the database. To reduce your setup time when adding new employees, create templates for employees with similar pay and deduction items. Press F3 and select Copy Employee Template from the menu to copy an existing template within the open client.

  2. Click the Add button.
  3. Click the Earnings tab and enter the appropriate information. An entry is required in the Description field.
  4. Choose the pay items from the Description drop-down list that are relevant to this template.
  5. Click the Pay Item Properties button button to open the Pay Item Properties dialog where you may edit details for the highlighted item as it specifically pertains to the selected employee template. After entering information on the Other tab, as applicable, click OK to return to the Employee Templates dialog.
  6. Choose the applicable GL account from the drop-down list.
  7. (Calculating payroll only) Select the applicable wage type from the drop-down list in the Wage Type field.
  8. In the Rate fields, enter the dollar amount associated with each specific pay item.
    • If employees are paid different rates, you can leave this field blank and fill it in for each employee.
    • If the pay item type is Hourly, enter the hourly rate. If the pay item type is Salaried (either hours sensitive or hours insensitive), enter the annual salary.
  9. (Calculating payroll only) Select the applicable pay frequency from the Frequency drop-down list.

Return to: Setting up a CBS client - steps in CSA, Accountant's Assistant, and CBS

Return to: Overview of CBS client setup and processing

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