Transferring changes to employees

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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 this procedure to transfer changes to the properties for a payroll item or other items, either to all or to selected employees for the open client.

  1. When the Setup > Employees window is active, choose Edit > Transfer Changes to Employees. (This command is enabled only in Browse mode, and not in the Add or Edit modes.)
  2. In the Transfer Changes to Employees dialog, click the Payroll Items tab.
    1. Choose one of the following options: Add, Modify, Remove, or Find and Replace.

      Note: The Replace With field is enabled only when the selected action is Find and Replace.

    2. Enter the type of (global) payroll item for which you want to transfer changes, or select it from the drop-down list: Pay Items, Deduction Items, or Withholding Items.

      Note: The Deduction Items and Withholding Items lists contain both deduction and withholding items. Withholding items are displayed in bold text.

    3. Choose the specific item for which you wish to transfer changes by selecting it from the drop-down list in the Item field.
    4. If you are using the Find and Replace option, the Replace With drop-down list is enabled. Select the specific item to put in place of the item selected in the previous step.
    5. The information available in the Payroll Items grid is dependent on the payroll item type and the specific item currently selected in this dialog. Mark the options or enter information only in the fields that you wish to transfer to one or more employee records.
      • When adding a payroll item, enter or select the appropriate information in the Options column.
      • When modifying a payroll item, mark the checkbox for each item that you wish to modify and then enter or select the appropriate information in the Options column.
      • When removing a payroll item from other selected employee records, only the payroll item type and Item fields are applicable (and so this grid is not applicable).
      • When performing a find and replace action, this grid is not applicable.
  3. In the Transfer Changes to Employees dialog, click the Other Items tab.
    1. Choose one of the following options: Add, Modify, Remove, or Find and Replace.
    2. If applicable, choose the SUTA state from the drop-down list.
    3. In the Other Items grid, mark the options or enter information only in the fields that you wish to transfer to one or more employee records.
      • When adding an item, enter or select the appropriate GL account in the Options column.
      • When modifying an item, mark the checkbox for each item that you wish to modify and then enter or select the appropriate information in the Options column.
      • When removing information, note that the Other Items tab in this dialog can be used to remove only a selected SUTA state plus any related GL accounts from other employee records (and so this grid is not applicable).

        Note: To delete GL accounts, choose the Modify option and mark the boxes for the items but leave the Options column blank.

      • When performing a find and replace action, you can select from the Replace With drop-down list any of the states currently set up in Client Properties.
  4. Click the Select Employees button.
  5. In the Employee Selection dialog, choose all departments or a specific department from the drop-down list.
  6. Choose the All Employees option or choose the Selected Employees option, and then double-click each employee in the left pane to whom you wish to transfer the information.
  7. Click OK to close the Employee Selection dialog.
  8. Click OK to initiate the transfer and close the Transfer Changes to Employees dialog.

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