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Search Accounting CS Client Access Support Help and Support.

This article applies to:

  • Product: Accounting CS Client Access
  • Subject: Payroll checks,Setup

Set up an employee template

Employee templates save time during the setup process. Do the following to set up an employee template:
  1. Select
    Setup
     then
    Employee Template
    .
  2. In the
    Employee Templates
     screen, select the client or client template from the
    Client
     field.
  3. In the Identification section, enter a template ID (required) and a template name (not required, but helpful to identify the purpose of a template).
  4. On each tab, enter information that applies to all or most employees using this template.
  5. When you've entered all the necessary information, select
    Enter
     to save the template.
The template is now included in the Employee Templates list and will be included as a selection in the
Select Employee Template
 window when you begin adding a new employee record for this client.

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