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This article applies to:

  • Product: Accounting CS

Employee Self-Service FAQs

Refer to the FAQs to troubleshoot issues with setting up employee portals and turning on
Remote Time Entry
,
Employee Self-Service
, or
Employee Time Entry
.

Set up employee portals

How do I turn on Remote Time Entry for an employee with an existing Employee Self-Service portal (or Employee Self-Service for an employee with Remote Payroll)? Does the employee need 2 separate portals?
No, the employee doesn’t need 2 portals. To combine the functionality of both services, use the same first name, last name, and email address for both the employee record (which is used for the Employee Self-Service portal) and the NetClient CS account. The employee must use different sign in IDs for Employee Self-Service and Remote Payroll, but they can use the same password.
note
  • For an existing Employee Self-Service user, the next time a timesheet is uploaded to a new NetClient CS portal, the Employee Self-Service and Remote Time Entry functionality will be combined for the new portal, and the original Employee Self-Service portal won’t be needed.
  • For an existing Remote Payroll user, when a new Employee Self-Service portal is turned on, the application sends a registration email to the existing NetClient CS user. The employee doesn't need to re-register, so they can disregard the registration email.
For more information, read our help topic: Manually linking Employee Self-Service portals to NetClient CS or NetStaff CS portals.
If an employee works for 2 different companies, do they need separate portals for each company, or will they be combined?
Yes, the employee will need a separate portal for each company. Even if the employee's name and email address are the same for both companies, we can't combine the 2 Employee Self-Service portals. The employee won't be able to use the same email as a sign in for each portal. Login portals must be unique.
How do I resend a registration email to an employee who has forgotten their password —the Resend Registration Email option isn't available.
The
Resend Registration Email
 option is available only if the email address on the
Main
 tab of the employee record hasn’t been used to register an Employee Self-Service portal. If the employee has already used the email address to register a portal, you won’t be able to resend the email to that address.
To change the password for an employee:
  1. Sign in to your NetStaff CS portal.
  2. Select the
    Admin
     tab.
  3. Select
    Users
     in the Employee Self-Service (ESS) section.
  4. Edit the password for the employee.
The
Resend Registration Email
 option could be unavailable if the Employee Self-Service has been turned off for the client. To verify this:
  1. Select
    Setup
    , then
    Clients
    .
  2. Select the
    Payroll Information
     tab.
  3. Make sure the
    Employee Self-Service
     checkbox is marked.

View employee check stubs and tax forms (W-2, W-4, 1095-C, 1099-MISC and 1099-NEC)

How do I send payroll checks to an employee's portal?
Accounting CS will send check stubs to an employee's portal when the employee's payroll checks are printed for the client or when a new handwritten check is added for the employee. Changes to existing checks, including voiding or deleting the checks, or modifying an existing handwritten check, will also be sent to the employee's portal.
If I turn on Employee Self-Service in the middle of the year, will all previous payroll checks be available on my employees' portals?
No, only paychecks entered after Employee Self-Service was enabled will appear on the portals. If the paycheck stub includes a year-to-date section, it will include the payroll history, even if the check is not on the portal. If any checks were deleted and then re-entered, those checks will also appear on the employee's portal after Employee Self-Service is active.
Why don't my payroll checks and tax forms show up on my Employee Self-Service portal?
There are a number of settings that could cause this. For more information, read our help topic: Payroll checks or tax forms not appearing on Employee Self-Service portals.
Can my employees view their paycheck stubs, W-2 forms even though another person enters time for all employees?
Yes, if a Remote Payroll user enters time for any employees, the employee can view their paycheck stubs and tax forms through Employee Self-Service. For more information, read our help topics: Remote Payroll setup and overview, and Employee Self-Service overview.

Updating employee information

How do I update the email address associated with an Employee Self-Service portal?
In the Employee Self-Service portal, select your name then
Manage your Thomson Reuters Account
. Go to
Change email
 and update the email address. The next time you open the
Employees
 screen from the Setup menu in Accounting CS, you'll receive the
Employee Updates
 window to download or cancel the changes made on the portal.

Enter time

Can my employees enter their own time?
Yes, you can turn on Employee Time Entry for any employee who uses Employee Self-Service. The employee can then enter their own time in Employee Self-Service.
Can my employees view paycheck stubs and tax forms even though they don't use Remote Payroll or enter their own time?
Yes, if you turn on Employee Self-Service for the employee, they can view their paycheck stubs and tax forms even if they don't enter their own time or no one enters it for them.
I enabled Employee Self-Service for my employees, and the employees turned on their portals via the registration email. Why can't the employees enter their own time?
When you turn on Employee Self-Service for an employee, the employee can view their paycheck stubs and tax forms. To give employees the ability to enter their own time, you must turn on Employee Time Entry for the employee.

Delete employee portals

Can I delete my employees portal?
No, employee portals can't be deleted but you can turn off the service. When you turn off Employee Self-Service portal for an employee, the application doesn't delete the employee's portal. The portal remains, but the employee can't access it. Refer to the Turn off Employee Self-Service article for more information.

Send Registration Email
 isn't available and the portal is unregistered

If an employee's Employee Self-Service portal is marked as unregistered and the
Send Registration Email
 option is grayed out, the NetClient CS administrator can't modify the portal because it hasn’t yet been registered. Follow these steps to resolve this:
  1. Select
    Setup
    , then
    Employees
    .
  2. Select the affected employee, then
    Edit
    .
  3. Delete the email address on the
    Main
     tab.
  4. Save the employee record.
  5. Select
    Setup
    , then
    Clients
    .
  6. Select the client you are resending the email to, then
    Edit
    .
  7. Select
    Enter
    .
  8. After about 30 seconds, go back to
    Setup
    , then
    Employees
    .
  9. Open the employee's record, and select
    Edit
    .
  10. Re-enter their email address on the
    Main
     tab.
  11. Save the employee record.
  12. Open the employee's record again, and select
    Edit
    .
note
The
Send Registration Email
 option should now be available. Use the Employee Self-Service Users Report to verify if the email was sent.

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