Adding and updating employee information via NetClient CS

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

For live payroll processing only

If your client is set up for remote payroll entry, you can add or update employee information via NetClient CS.

Adding an employee via NetClient CS

When you add employee records in NetClient CS, you will be prompted to add the employee record to the Employees screen when you download payroll information to Accounting CS. At this point, you will enter an employee ID. New employees will not be available for payroll check entry until the next payroll cycle.

Before you can enter payroll checks for new employees added in NetClient CS, you must first finish setting up the employee record in the Setup > Employees screen in Accounting CS, making sure to complete the following important tasks.

Updating employee information in NetClient CS

When you update employee information in NetClient CS, you will be prompted to update that information in the Employees screen when you download payroll information to Accounting CS. Note that if you change the address information, the application verifies that the address information is valid. (For example, the application will verify that the city exists in the selected state, that the ZIP code is valid for the city, and so forth.) It is important to fill in all address fields with accurate information because Accounting CS uses this information to determine the applicable taxes. If the application finds that any of the information is not valid, it will revert the address to the previous valid address, and you will be prompted to correct the address information in the employee record.

Employee information that can be added and updated via NetClient CS

Not all employee information can be added or modified via the Employees screen in NetClient CS. Only the information in the fields and checkboxes listed below can be added or modified via NetClient CS. All other employee information must be added or modified within Accounting CS.

  • EIN/SSN
  • Employee name - First, Middle, Last, Suffix
  • Employee street address, City, State, ZIP, County, Country
  • School District, Municipality (if applicable for the city, state, ZIP, and county)
  • Email
  • Phone
  • Work Location - locations can be added for new employees but cannot be modified for existing employees via NetClient CS.
  • Date of birth
  • Marital status
  • Date of hire - Hire date can be added for new employees but cannot be modified for existing employees via NetClient CS.
  • Last raise date
  • Gender
  • Race
  • Inactive date
  • Filing status
  • Total allowances
  • Additional or Fixed amount or percentage
  • Nonresident alien
  • Federal tax exempt
  • New hire FICA credit
  • State Additional or Fixed amount or percentage
  • Nonresident exemption certificate
  • State tax exempt

Printing new and updated employee information in NetClient CS

You can view or print remote payroll information from the Remote Payroll Entry Import screen (select the applicable payroll schedule in the Actions > Enter Batch Payroll Checks screen). When you add and/or update employee information in NetClient CS, the Remote Payroll Entry Import screen will include additional tabbed pages - Employee Updates and/or New Employees.

You can print the information by clicking the Print button.

Related topics

Remote payroll, overview

NetClient CS mobile app (in the NetFirm CS administration help)

Share This