Set remote payroll options
Set remote payroll options for the client (Firm)
To set up remote payroll entry clients, you'll need to make or change some settings on the
Payroll Information
tab.- SelectSetup, thenClients.
- Select thePayroll Informationtab.
- If your client will use remote payroll for the majority of their payroll schedules, to save setup time:
- SelectImportin the Default Time Entry Method section
- SelectRemote payroll entryfrom theSourcefield.
- Select the ellipsis button in the Payroll Schedules section.
- Add or edit the specific payroll schedule.noteAll clients should have at least 1 payroll schedule set up, but for remote payroll entry clients, this is particularly important. Only clients with a valid payroll schedule will display in the Manage NetClient CS screen, which is used to upload payroll information to the portal.
- In the Time Entry Method section, selectImport.
- SelectRemote Payroll Entryfrom the dropdown list.noteThis step is essential to let the application know that this is a remote payroll entry client. If you select this method and the client has a valid pay schedule selected, this client will display in the Manage NetClient CS screen when it is time to process remote payroll.
- For remote check printing clients only:
- In the Default Check Output section of thePayroll Informationtab, selectRemote check printing
- Mark thePayroll checksandSend to FileCabinet CScheckboxes, if necessary.
Set up remote payroll for the employee (Firm)
Each employee should have at least 1 payroll schedule selected. Only employees with valid payroll schedules are included when the remote payroll information is uploaded to the client's portal.
- SelectSetup, thenEmployees.
- Select theMaintab.
- In the Payroll Schedules section, select the payroll schedule.
tip
If you do any of the following, it will prevent you from including an employee in a remote payroll timesheet:
- Set up the employee after the time sheet was uploaded in Manage NetClient CS.
- Enter an employee's hire date to be after the payroll check date.
- Enter an inactive date (if applicable) that is dated before the next payroll check date.
- Choose a different payroll schedule in employee setup than was uploaded in Manage NetClient CS.
Only 1 timesheet can be on the client's portal at a time. If your client has multiple payroll schedules that use remote time entry, only the most recently uploaded timesheet will be available.
The remote Payroll schedule won't appear in the
Manage NetClient
screen until it it's assigned to the employees.
