CREATIVE SOLUTIONS ACCOUNTING
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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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
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
- Payroll CS provides three basic employee templates, called Hourly, Salaried, and Tipped, that you can use when setting up a new client or as a basis for building your own customized set of employee templates for each client.
- Employee setup information inherited from a template may be modified in the employee's record without affecting what is saved in the template.
- For an Accountant's Assistant user setting up a CBS client: CBS PayCheck version 2001.5.17 or higher supports multiple departments for each employee. However, both the noncalculating payroll features in CBS CheckWriter and CBS PayCheck version 2001.5.16 or earlier support only one department per employee.
Tabbed pages in this dialog
Tax Withholdings & Deductions tab
Fields & buttons
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
Procedures for handling third-party sick pay (PDF)
Overview of CBS client setup in Accountant's Assistant
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