Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Payroll departments are client-specific and are used for reporting purposes and to distribute certain payroll setup information to individual employees. Even if the client does not actually have multiple departments, you can use departments to group employees who work in different physical locations or who represent different job families, or to set up projects to be used for Certified payroll clients.
To add or delete a department, or to change the default employee template associated with a department, choose Payroll Departments from the Setup menu.
Note: Because each employee must be assigned to at least one active department and because each client must have at least one department, a Default Department is automatically created by the application when you add a new client in Payroll CS.
Fields & buttons
Lists each existing department and default template (if any) for the selected client. Each new department that you add is included in this alphabetical list.
Enter the name of the department you wish to add, using up to 30 alphanumeric characters.
If you wish, you may select a default employee template from the drop-down list for this field. Using a default template can make employee setup quicker and easier for employees associated with the selected department.
Note: If necessary, you may select a different template for a department from the Setup > Employees window.
Choose the appropriate location account by selecting it from the drop-down list. This will add the location prefix to the core accounts in the employee template when applied to an employee.
Note: This field is accessible only if the GL module has been selected for the client and if the Chart of Accounts Mask includes an L for locations.
Choose the appropriate department account by selecting it from the drop-down list. This will add the department prefix to the core accounts in the employee template when applied to an employee.
Note: This field is accessible only if the GL module has been selected for the client and if the Chart of Accounts Mask includes a D for departments.
To designate this department as a third-party sick pay department, mark this checkbox.
Notes
- This checkbox is visible only if the Third-party sick pay checkbox on the Payroll tab of the File > Client Properties dialog is currently marked for this client.
- This checkbox cannot be marked or unmarked if employees are already set up in the current department.
- You also need to set up at least one TPSP checkbook (in the Setup > Checkbook dialog).
- To record TPSP checks, choose Tasks > Third-Party Sick Pay Check Entry. These checks are recorded as handwritten items and can only be entered for the TPSP department and in the TPSP checkbook.
See also: Procedures for handling third-party sick pay (PDF)
Use this field to specify a project number for the selected department to be used for Certified payroll.
This field is only available if the client is a live payroll client with a weekly default frequency and is using weekly detailed payroll periods.
Related topics
Setting up department information and default templates
Renaming a payroll department in Payroll CS
Deleting a department in Payroll CS
Procedures for handling third-party sick pay (PDF)