Add employee information from the NetClient CS portal
The client's appointed processor can add employees or edit existing employee information from the NetClient CS portal.
The processor can add new employees in the Employees pane. However, only the following information can be added or changed via NetClient CS. All other employee information will need to be added or changed in Accounting CS.
On the
Main
tab:
- EIN/SSN.
- Employee name: First, Middle, Last, Suffix.
- Employee street address, City, State, ZIP, County, Country.
- School District, Municipality (if necessary for the city, state, ZIP, and county).
- Email.
- Phone.
- Work Location (locations can be added for new employees but can't be changed for existing employees via NetClient CS).
On the
Personal
tab:
- Date of birth.
- Marital status.
- Date of hire — you can add Hire date for new employees but you can't update it for existing employees via NetClient CS.
- Last raise date.
- Gender.
- Race.
- Inactive date.
On the
Payroll Taxes
tab:
- Filing status.
- Total allowances.
- Additional or Fixed amount or percentage.
- Nonresident alien.
- Federal tax exempt.
- New hire FICA credit.
- State Additional or Fixed amount or percentage.
- Nonresident exemption certificate.
- State tax exempt.
The new and updated employee information appears in the
Remote Payroll Entry Import
window when a payroll batch is processed in the Enter Batch Payroll Checks
screen in Accounting CS. Update existing employees information on the NetClient CS portal
You can update the following information on the Enter Time and Employees panes
- Employee pay rate.
- Employee address.
- Phone number.
- Work locations (If they exist in Accounting CS).noteYou can add locations and select a related department, unless the employee is limited to the options specified in the payroll schedule.
When the client updates employee information in NetClient CS, you will be prompted to update that information in the Employees screen when you download payroll information to Accounting CS.
note
If you change the address information, the application verifies that the address information is valid. (For example, the application will verify that the city exists in the selected state, that the ZIP Code is valid for the city, and so forth.) It is important to fill in all address fields with correct information because Accounting CS uses this information to determine the taxes. If the application finds that any of the information is not valid, it will revert the address to the previous valid address, and you will be prompted to correct the address information in the employee record.
