Employee Self-Service administration

Alerts and notices

When your firm processes payroll through Accounting CS Payroll, you can enable Employee Self-Service for your clients. Through Employee Self-Service, your clients’ employees can enter time; view check stubs, Forms W-2s, and Forms 1099-MISC (for independent contractors); and update W-4 information through their own personal, private portals.

Notes

  • The first time that employees access the W-2 screen on their portals, they will be prompted to give their consent to receive their W-2 forms electronically.
  • Employee Self-Service is a billable module (some exceptions may apply).

Accessing Employee Self-Service through NetClient CS or NetStaff CS

If clients or staff register for Employee Self-Service with the same first name, last name, and email address as a NetClient CS or NetStaff CS portal, NetFirm CS will automatically link the Employee Self-Service portal with the NetClient CS or NetStaff CS portal. When the portals are linked, the user can view Employee Self-Service screens from within NetClient CS or NetStaff CS.

If a client or staff member registers for Employee Self-Service with a first name, last name, or email address that does not match his NetClient CS or NetStaff CS portal, NetFirm CS cannot link the portals automatically. However, you can manually link the portals.

To determine which portals are linked, do one of the following.

  • In the Admin tab of the navigation pane, click the Users link the NetClient CS section or in the NetStaff CS section and select the user in the Users pane. The Employee Self-Service Linked User field displays the Employee Self-Service user name and the client to which the NetClient CS or NetStaff CS portal is linked. If you have access to both the client and Employee Self-Service administration, the entry in the Web Employee Linked User field is a link that will take you to the screen for the Employee Self-Service user.
  • View the Employee Self-Service Users report.

    Note: The Employee Self-Service Users report also lists all Employee Self-Service users, the email address for each Employee Self-Service user, and the date on which Employee Self-Service was activated for each user.

Related topics

Changing an Employee Self-Service user’s login, email address, password, or name

Manually linking Employee Self-Service users to NetClient CS or NetStaff CS portals

Viewing information about Employee Self-Service clients

Viewing or deleting check stubs for a Employee Self-Service user

Viewing or deleting W-2s for a Employee Self-Service user

Deleting clients from Employee Self-Service

Unlinking Employee Self-Service users from NetClient CS or NetStaff CS portals

Modifying a NetClient CS user’s access to Employee Self-Service administration