Employees window

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Use the Employees window to add or update employee records for a selected client. The application uses this information during payroll processing and when calculating year-end W-2s.

Choose Setup > Employees.

The following tabs in the Employees window are used for the entry of the information:

  • General
  • Personal/W-2
  • Earnings
  • Tax Withholding and Deductions
  • Other
  • Direct Deposit

To add a new employee: Click the Add button and then begin entering data in the fields on each of the tabs in this window.

To update information for an existing employee: Click the employee's ID or name in the Employees List at the top of this window and then click the Edit button. This will allow you to access and edit the fields in this window using the applicable tabs.

Return to Overview of employee setup

Related topic: Employees [Setup menu]

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