Employee Templates [Setup menu]

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Payroll CS enables you to set up templates that provide common sets of default information for various groups of employees - for example, Officers, Salaried Employees, Hourly Employees, Tipped Wage Employees, and so forth. Templates can be used to enter a large amount of setup information for one or more new employees quickly and accurately. When you specify the department(s) and template(s) to use for a new employee, all information from the template selected for that department is automatically entered in the employee's record (but may be edited as necessary in the Employees window).

To create or modify a template, choose Employee Templates from the Setup menu (accessed either from the CSA main window or from the Accountant's Assistant workspace).

Note: Templates are client specific, not global. For each template, fill in only the fields that should be automatically included in the setup for each new employee record to be based on that template.

Special information

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Tabbed pages in this dialog

Earnings tab

Tax Withholdings & Deductions tab

Other tab

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Fields & buttons

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Related topics

Overview of employee templates

Entering default pay item setup information for a selected template

Entering additional setup information for an employee template

Entering default tax withholding and deduction setup information for a selected template

Employees [Setup menu]

Procedures for handling third-party sick pay (PDF)

Overview of CBS client setup in Accountant's Assistant

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