Overview of employee setup

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

This diagram provides an overview of the type of employee information you would set up in CSA. Note that some features apply only to Payroll CS and not to the Payroll Compliance module. Click any portion of the diagram to see more details. Note that all required fields are shown in bold font. For an after-the-fact payroll client in the Payroll Compliance module, the only required fields are the ID, name, and the state for a State W/H item.

Setup / Employees General tab Personal/W-2 tab Earnings tab Tax WH & Deductions tab Other tab Direct Deposit tab Edit Employee Departments Pay Item Pay Item Properties Details Pay Info Exclusions Other Tax WH Item Details Federal WH Item Properties State WH Item Properties General Other SDI WH Properties SUI WH Item Properties Local WH Item Properties Deduction Item Properties Details Deduction Item Properties Deduction Info Deduction Limits Company Match Match Limits General Other


See also: Employees [Setup menu]; Adding a new employee

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