Employees or Employee Information > General tab

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Note: This tab is available through both the Employees window and the Employee Information dialog (from the Payroll Check Entry window). Some options are not available through the Employee Information dialog.

Use the General tab of the Employees window or Employee Information dialog to enter or modify the employee's ID, name, address, SSN/EIN, telephone number, and department(s). You may optionally enter up to 255 characters of comments or notes relevant to payroll for this employee, which will be visible in reports.

Each employee record must include at least the employees ID, last name, at least one active department, and a single home department.

Employees window. Choose Setup > Employees or click the Employees icon on the shortcut bar. In the Employees window, choose the General tab.

Employee Information dialog. Choose Tasks > Payroll Check Entry or click the Payroll Check Entry icon on the shortcut bar. In the Payroll Check Entry window, select an employee, choose Edit > Edit Employee or choose Edit Employee from the F3 or right-click context menu. In the Employee Information dialog, choose the General tab.

See also: Overview of employee setup

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