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Turn on Employee Self-Service

Set up a client for Employee Self-Service

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.

note

When this checkbox is marked, the client has access to all Employee Self-Service functionality, and Employee Self-Service is automatically turned on for all of the client's employees. If necessary, however, you can turn off Employee Self-Service for individual employees.

Your firm must be licensed for Accounting CS (including payroll and payroll compliance for clients who will be doing time entry) and NetFirm to use Employee Self-Service. If this checkbox is grayed out and not available, verify that you've downloaded and applied your Accounting CS license after you paid the Employee Self-Service fees.

Select Enter
to save the updated client setting.

After you select Enter
, an email is sent to all employees for the client asking them to register their Employee Self-Service portal. The email is sent from no-reply@thomsonreuters.com
and may end up in the spam folder. If you haven't added any employees yet, the email won't be sent. Refer to the following section if you need to add new employees.

Add employees for Employee Self-Service

Do the following if you need to add employees:

Select Setup
then Employees
to add information for the client's employees.

note

In the Main
tab of the

Employees

screen, be sure to enter a valid email address for each applicable employee.

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.

note

The email provides a link that directs the employee to the NetClient CS account registration page, where the employee can create sign in credentials to access their account.

You can edit notification templates and delivery methods in NetClient CS if you want to change the format and content of the registration email. Select User Activation
then Employee Self-Service template
to make the changes.

Resend a registration email message to an employee

Do the following if you need to resend a registration email message to a specific 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.

note

After an employee has been registered for Employee Self-Service, Send Registration Email
is grayed out and not available for that employee.

This article applies to:

Product: Accounting CS

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Learn

Turn on Employee Self-Service

Set up a client for Employee Self-Service

Add employees for Employee Self-Service

Resend a registration email message to an employee

This article applies to: