Employees [Setup menu]

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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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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 the selected client. The application uses this information during payroll processing and when calculating year-end W-2s.

Choose Setup > Employees, or click the Employees icon on the shortcut bar.

  • 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. See Adding a new employee.
  • 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.

Each employee record must include at least the employee's ID, last name, one or more active departments, and a single home department. See Employees > General tab. In addition, you must enter the employees SUTA states in the Other tab of this windows to have the application calculate SUTA amounts and the SUTA Worksheet report. The drop-down list for the state field includes only the states that have already been selected for this client in the Payroll tab of File > Client Properties dialog. The two G/L columns are not accessible if the State column is blank.

Special information

  • The fastest way to set up employees is by using employee templates. A template is a set of default information that can be applied to any department to which an employee may be assigned. Click the Edit dept button to assign an employee to a department or to choose a template for the selected employee. The application will then add the pay, deduction, and withholding items from the selected department and template to the employee's record. You may then edit that information as necessary for the selected employee. For more details, see Setup > Employee Templates

    Note: You can activate employees in multiple departments and apply different templates to each department. Also specify the home department (used for sorting and reporting purposes), which should correspond to the primary department for the employee. If you do not specify a home department, the application automatically selects the first active department as the home department.

  • Before setting up employees, you need to set up at least one payroll department for the selected client. See Setup > Payroll Departments for details.
  • There are several special commands available from the Edit menu or from the F3 or right-click context menu when the Employees window is active. (Note that some of these commands are accessible only from Browse mode, while others are accessible only from Add or Edit mode.)

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Tabbed pages in this window

General tab

Personal tab

Earnings tab

Other tab

Direct Deposit tab

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Fields & buttons

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Related topics

Overview of employee setup

Resolving duplicate Social Security numbers

Procedures for handling third-party sick pay (PDF)

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