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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
You may use the Payroll Items tab of the Transfer Changes to Employees dialog to add, modify, remove, or find and replace pay items, deduction items, or withholding items in employee records. Select the action you want to take, the item type, and the specific item to transfer using the drop-down list fields. Use the Payroll Items grid to enter or select the changes you wish to make and then select the employees to whom you wish to transfer the changes.
When the Employees window is active, choose Transfer Changes to Employees from the Edit menu or from the F3 or right-click context menu, and then choose the Payroll Items tab. Note that this command is enabled only in Browse mode (not in Add or Edit mode).
Fields & buttons
In the Transfer what groupbox, select the appropriate options from the drop-down lists in each of the following fields.
- Action. Choose to Add, Modify, Remove, or Find and Replace payroll items.
- Item type. Select the item type. When you select the type, the program populates the Payroll Items grid with the items that are available to change.
- Item. Choose the specific global payroll item for which you wish to transfer changes.
- Replace with. If you are using the Find and Replace action, select the payroll item that is to replace the original one.
- Payroll items grid. Select or enter information in Options column 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.
Note: This grid is not applicable when removing a payroll item from employee records or when performing a Find and Replace action.
Related topics
Overview of employee setup
Transferring changes to employees