Enter staff information
You can enter basic identification and contact information on the main tab.
- SelectSetupthenFirm Information, and thenStaff.
- SelectAdd.
- UnderIdentification, enter the staff ID (required), Employee Identification Number (EIN) or Social Security Number (SSN), name (family name required), and title.
- Enter additional contact information including an address, email, and phone number.
- Select
to add extra contacts. - If the staff member is a payroll form preparer, mark the checkbox and enter the PTIN and third-party designee PIN for this staff member when they are preparing payroll forms.
- Under NetStaff CS Access, select
and mark the checkbox next to the NetStaff account for the staff member. - Select theSecuritytab.
- Mark a checkbox for any security groups the staff member should be part of.
Each staff member can set up user preferences.
- SelectSetupthenUser Preferences.
- Mark the checkboxes for the options you want to turn on.
- Select a screen from theFavoritesdropdown to set as the screen that the application opens to.
- SelectResetto turn on alerts your staff member dismissed.
Related Content
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Account creation for Licensees and Firm Delegates
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