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Employee Self-Service
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This article applies to:

  • Product: NetClient CS

Turn on Employee Self-Service

Turn on Employee Self-Service in the
Clients
 screen, then add employees with valid emails to trigger automatic registration invites.

Set up a client for Employee Self-Service

  1. Select
    Setup
     then
    Clients
    .
  2. Select the
    Payroll Information
     tab.
  3. Select the client then select
    Edit
    .
  4. 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 the client's employees. If necessary, however, you can turn off Employee Self-Service for individual employees.
    • Your firm needs to be licensed for Accounting CS (including payroll and payroll compliance for clients who will do 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.
  5. Select
    Enter
     to save the updated client setting.
note
  • 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:
  1. 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 employee.
  2. If this is the 1st time Employee Self-Service has been turned on 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:
  1. Select
    Setup
     then
    Employees
    .
  2. Select the employee you want to send the email message to, then select
    Edit
    .
  3. On the
    Main
     tab of the
    Employees
     screen, verify that a valid email address is specified in the
    Email
     field.
  4. Select the
    Personal
     tab.
  5. 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.