Employee Self-Service overview

Employee information that is uploaded and downloaded via the employee portal

Employee information that is uploaded to the employee portal

New or updated employee W-4 information.
This includes sign in 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.

Client payroll schedules (timesheets) are uploaded to NetClient CS for remote payroll entry. (Payroll schedules for multiple clients can be uploaded at the same time.)
Payroll checks are printed
for at least 1 client
.
W-2 forms are printed
for at least 1 client
.
1095-C forms are printed
for at least 1 client
.
An employee's W-4 information is changed and the employee record is saved.

Employee information that is downloaded from the employee portal

The
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.

Enable Employee Self-Service for a client

Select
Setup
, then
Clients
.
Select the
Payroll Information
tab.
Select the client then select
Edit
.
In the Employee Data Integration section, mark the
$ Employee Self-Service
checkbox.
Select
Enter
to save the updated client setting.

Select
Setup
, then
Employees
to add information for the client's employees.
If this is the 1st time Employee Self-Service has been enabled for this client, a registration email will automatically be sent to all employees with a valid email address specified in the
Main
tab of the
Employees
screen.

Enable Employee Time Entry for a client

In the
Payroll Information
tab of the client record, the
Employee Self-Service
checkbox should be marked.
Select the ellipsis next to the field in the Payroll Schedules section.
In the Payroll Schedules window, select the schedule that applies to the employees who will enter their time, and select
Edit
.
In the Time Entry Method section, select the
Import
option and select
Remote payroll entry
in the Source field.
Mark the
Enable Employee Time Entry
checkbox, and change any other payroll schedule settings, as needed.
Select
Enter
to close the window, and then save the client record. The client's employee portals will now include a
My Time
application.

Send Form W-2 to the employee portal

Send Form 1099-MISC or 1099-NEC to the employee portal (for independent contractors)

Select
Actions
, then
Edit Payroll Tax Forms
.
Select
1099
as the form type,
1099-NEC
or
1099-MISC
as the 1099 type, and the applicable year.
Select
Refresh
.
By default for the selected client: Mark the
Send 1099-NEC to Employee Self-Service
checkbox in the Independent Contractors section of the
1099 Additional Information
window. The application sends an electronic copy of the 1099-NEC form to the Employee Self-Service portal for all independent contractor employees every time you print 1099 forms, unless you have only Copy A selected during processing.
At print time: Select
File
then
Process Client Forms
and then mark the
Send to Employee Self-Service (Independent contractors only)
checkbox in the
Print Options
window for Form 1099. The application sends an electronic copy of the 1099-NEC form to the Employee Self-Service portal for all independent contractor employees. This checkbox affects only the forms currently being printed, regardless of what is selected in the
1099 Additional Information
window of the
Clients
screen.

Send Form 1095-C to the employee portal

Activate employee portals

Open the registration email and then select the
Register
link in the message.
In the NetClient CS page, enter a unique ID and password to use as your Employee Self-Service sign in. (The password must be between 7 and 50 characters, and at least 1 character must be a number.)
Select
OK
. NetClient CS verifies the employee's credentials and completes the activation.
The NetClient CS sign in page opens. The employee can access their Employee Self-Service portal by entering their sign in and password information and then selecting
Login
.

Viewing or editing an employee's W-4 information

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

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.)

Sign in to the Employee Self-Service account through https://secure.netlinksolution.com/nextgen.
Select the
My W4 Information
portlet to view and edit W-4 information.
Make any necessary changes, and then select
Enter
When you open the
Enter Batch Payroll Checks
screen or the
Enter Payroll Checks
screen, you'll be prompted to accept or reject the changes the employee made in their portal.

View an employee's check stub information

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

View an employee's W-2 form

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

View an employee's 1095-C form

Change an employee's sign in information

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

Resend a registration email message to an employee

Select
Setup
, then
Employees
.
Select the employee you want to send the email message to, then select
Edit
.
On the
Main
tab of the
Employees
screen, verify that a valid email address is specified in the
Email
field.
Select the
Personal
tab.
In the Web Access section, select
Send Registration Email.
The email will be sent when Employee Self-Service information is uploaded.

Disable Employee Self-Service for a client

Select
Setup
, then
Clients
.
Select the client, then
Edit
.
In the Employee Data Integration section of the
Payroll Information
tab, clear the
$ Employee Self-Service
checkbox.
Select
Enter
to save the change for the selected client.
The application displays a message prompt warning you that all existing employee portals for the client will be disabled. To continue, select
Yes
.

Disabling the Employee Self-Service features for an individual employee

Select
Setup
,
Employees
, then the
Personal
tab.
Select the employee for whom you want to disable Employee Self-Service, then select
Edit
.
In the Web Access section, mark the
Employee Self-Service disabled
checkbox.
Select
Enter
to save the change for that employee.
The application displays a message prompt warning you that the employee portal will not be available. To continue, select
Yes
.