Overview of employee setup

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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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