Employees window

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Employees window to add or update employee records for a selected client. The application uses this information during payroll processing and when calculating year-end W-2s.

Choose Setup > Employees.

The following tabs in the Employees window are used for the entry of the information:

To add a new employee: Click the Add button and then begin entering data in the fields on each of the tabs in this window.

To update information for an existing employee: Click the employee's ID or name in the Employees List at the top of this window and then click the Edit button. This will allow you to access and edit the fields in this window using the applicable tabs.

Return to Overview of employee setup

Related topic: Employees [Setup menu]

Share This