Employee setup: Adding a new employee record

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

  1. Choose Setup > Employees to open the Employees window.

    Note: The fastest way to set up employees is by using employee templates. A template is a set of default information that can be applied to any department to which an employee may be assigned. Click the Edit dept button in the General tab to assign an employee to a department or apply a template to the employee. In the template field, you can open a drop-down list of all the employee templates you have set up for this client. By marking a department as active and selecting the desired template from the list, all the pay, deduction, and withholding items in that template are added to the employee. You can then edit them for any changes that are needed by this specific employee.

    You can activate employees in multiple departments and apply different templates to each department. You can also select a home department which should correspond to the primary department for the employee. The home department is used for sorting and reporting purposes. If you do not select a home department, the application will select the first active department as the home department.

  2. Click the Add button.
  3. Click the General tab and enter the appropriate information. The following fields are required:
    • Employee ID
    • Last name
  4. Enter the new employee's name, address, and Social Security or employee identification number.
  5. The Department(s) field displays the active department for this employee, or displays <Multiple> if more than one department has been marked as active for this employee. If none is shown, click the Edit depts button to open the Edit Employee Departments dialog, from which you must select at least one department. (Select an active department as the home department.)
  6. In the Comments field, enter up to 255 characters of comments or notes relevant to payroll for this employee. These comments will be visible in certain reports.

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