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With Employee Self-Service, your accountant can upload check stubs and W-4 information to an employee portal. Your employees can then log in to view, edit, and print their information.

Employee information that is uploaded and downloaded via the employee portal

Employee information that is uploaded to the employee portal

The following employee information is uploaded from Accounting CS to the employee portal.

• New or updated employee W-4 information. This includes login information used for portal creation and for disabling Employee Self-Service for an employee.
• Changes to the status of uploaded employee checks (void or delete).
• New handwritten payroll checks

  Notes

  • Existing handwritten payroll checks and historical checks are not uploaded to the portal.
  • If a handwritten check has been uploaded to the client's portal but was generated as an historical check, the application will remove that check from the portal.

This information is uploaded and immediately available when any of the following occur:

• Payroll checks are printed for at least one client .
• W-2 forms are printed for at least one client .
• 1095-C forms are printed for at least one client .
• An employee's W-4 information is changed and the employee record is saved.
  • This includes the employee name, EIN/SSN, address, and W-4 information on the Payroll Taxes tab of the employee.

Employee information that is downloaded from the employee portal

New or updated W-4 information entered by the employee in the employee portal is downloaded to Accounting CS when either of the following occur:

• The Setup > Employees screen is opened.
• The client's payroll schedule is selected in the Actions > Enter Batch Payroll Checks screen and the Actions > Enter Batch Handwritten Payroll Checks screen.

Activating employee portals

This procedure is to be performed by the client's employees.

After the employee receives the registration email, they can activate their Employee Self-Service account as follows.

1. Open the registration email and then click the Register link in the message. Show me.
   
2. In the NetClient CS page, enter a unique ID and password to use as your Employee Self-Service login. (The password must be between 7 and 50 characters, and at least one character must be a number.) Show screen.
   
3. Click OK. NetClient CS verifies the employee's credentials and completes the activation.
4. The NetClient CS login page opens. The employee can access their Employee Self-Service portal by entering their login and password information and then clicking the Login button. Show screen.
   

Viewing or editing an employee's W-4 information

This procedure will be performed by the client's employees.

Once the employee activates their Employee Self-Service account, they can log in anytime to view or modify their W-4 information.

The employee can view the following information.

• Type (Standard, Agricultural, Household, Independent Contractor)
• Resident address (street address, city, ZIP code, county, country, etc.)
• EIN / SSN

The employee can modify the following information.

• Name (first, last, middle initial, suffix)
• Email address
• Federal W-4 information (filing status, amounts claimed for dependents, other income, and deductions, nonresident alien status, federal tax-exempt status, etc.)
• State W-4 information for each applicable state (filing status, number of allowances, additional or fixed amount or percentage, etc.)

The employee can follow these steps to edit their W-4 information.

1. Log in to the Employee Self-Service account through https://secure.netlinksolution.com/nextgen.
2. Click the My W4 Information portlet to view and edit W-4 information.
3. Make any necessary changes, and then click the Enter button.

   Note: The fields reflect those on the 2020 Form W-4. All employees hired as of January 1, 2020, must fill out the new version of the Form W-4. Any changes to W-4 information for existing employees must be done on the new version of Form W-4.

4. When you open the Enter Batch Payroll Checks screen or the Enter Payroll Checks screen, you will be prompted to accept or reject the changes the employee made in their portal.

Viewing an employee's check stub information

This procedure will be performed by the client's employees.

The application automatically uploads a PDF of the check stub to the employee portal when the employee's paycheck is printed or when a handwritten paycheck is entered and saved. (The PDF image for uploaded checks will not include the actual check region.)

If you void or delete an employee's paycheck that has already been uploaded to the employee's portal, the application automatically queues the check deletion to be uploaded to the employee's portal.

Once the employee activates their Employee Self-Service account, they can log in anytime to view or print their paycheck stub information.

1. Log in to the Employee Self-Service account through https://secure.netlinksolution.com/nextgen.
2. Click the My Check Stubs portlet to view a list of uploaded paychecks.
3. Select the paycheck to view or print.

Viewing an employee's W-2 form

This procedure will be performed by the client's employees.

To view an employee's W-2 form, see Viewing W-2s.

Viewing an employee's (independent contractor's) 1099-NEC form

This procedure will be performed by the client's employees.

To view an independent contractor's 1099-NEC form, see Viewing Forms 1099-NEC.

Viewing an employee's 1095-C form

This procedure will be performed by the client's employees.

To view an employee's 1095-C form, see Viewing 1095-C forms.

Changing an employee's login information

This procedure will be performed by the client's employees.

You can change your login ID, email address, and password at any time.

1. Log in to your Employee Self-Service account through https://secure.netlinksolution.com/nextgen.
2. Click your name in the upper-right corner of the screen, and then choose the appropriate command.
   • To update your login ID, name, or email address, choose Edit Account.
   • To update your password, choose Update Password.

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