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Remote payroll

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.
  1. Select
    Setup
    , then
    Clients
    .
  2. Select the
    Payroll Information
     tab.
  3. If your client will use remote payroll for the majority of their payroll schedules, to save setup time:
    1. Select
      Import
       in the Default Time Entry Method section
    2. Select
      Remote payroll entry
       from the
      Source
       field.
  4. Select the ellipsis button in the Payroll Schedules section.
  5. Add or edit the specific payroll schedule.
    note
    All 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.
  6. In the Time Entry Method section, select
    Import
    .
  7. Select
    Remote Payroll Entry
     from the dropdown list.
    note
    This 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.
  8. For remote check printing clients only:
    1. In the Default Check Output section of the
      Payroll Information
       tab, select
      Remote check printing
    2. Mark the
      Payroll checks
       and
      Send to FileCabinet CS
       checkboxes, 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.
  1. Select
    Setup
    , then
    Employees
    .
  2. Select the
    Main
     tab.
  3. 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.

This article applies to:

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