Employees [Setup menu]

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Employees window to add or update employee records for the selected client. The application uses this information during payroll processing and when calculating year-end W-2s.

Choose Setup > Employees, or click the Employees icon on the shortcut bar.

Each employee record must include at least the employee's ID, last name, one or more active departments, and a single home department. See Employees > General tab. In addition, you must enter the employees SUTA states in the Other tab of this windows to have the application calculate SUTA amounts and the SUTA Worksheet report. The drop-down list for the state field includes only the states that have already been selected for this client in the Payroll tab of File > Client Properties dialog. The two G/L columns are not accessible if the State column is blank.

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Tabbed pages in this window

General tab

Personal tab

Earnings tab

Other tab

Direct Deposit tab

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Fields & buttons

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Related topics

Overview of employee setup

Resolving duplicate Social Security numbers

Procedures for handling third-party sick pay (PDF)

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