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.

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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