Setting up department information and default employee templates

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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.

Use the Departments dialog to add or delete a payroll department, or to edit information for a selected department. Using payroll departments enables you to print reports for specific groups of employees and to specify a default template if newly added employees in the department require one of your existing employee templates. If necessary, you can still select a different template when setting up employees. If you do not require departmental reporting, you can use the default department provided with the application.

To open the Departments dialog, choose Setup > Payroll Departments.

To add a department

  1. In the Departments dialog, click the Add button.
  2. In the Description field, enter the name of the new department. (Required field)
  3. Choose a default employee template from the drop-down list for this field. (If necessary, you can choose a different template for a specific employee from the Setup > Employees window.)
  4. Click Enter to save the information.

To change the default employee template associated with a department

  1. In the Departments dialog, highlight the appropriate department and then click the Edit button.
  2. Choose a default employee template from the drop-down list for that field. (If necessary, choose a different template for a specific employee from the Setup > Employees window.)
  3. Click Enter to save the information.

Related topics

Renaming a payroll department in Payroll CS

Deleting a payroll department in Payroll CS

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