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Delete clients from employee self-service

If a client no longer wants to use Employee Self-Service, you can delete them from the portal.
If you turn off the Employee Self-Service for an individual employee, we'll continue to store the check history, 1099-MISC/1099-NEC history (for independent contractors), and the W-2 history for the employee. As a result, you'll continue to incur charges for the total number of employees that your firm has set up for the client as specified in the NetClient CS section of the Pricing information topic.
To view this topic, go to the
NetClient CS Users
 screen, select the
Help
 menu, then select
Pricing information
.
  1. In the
    Admin
     tab of the navigation pane, go to the Employee Self-Service (ESS) section and select
    Clients
    .
  2. In the Clients list, find and select the client that no longer wants to use Employee Self-Service.
    1. Go to
      Find
       and enter part of the client ID or name to find the client.
  3. Select
    Delete
     in the Clients pane.
  4. Select
    OK
     to confirm the deletion.
After deleting the client, NetFirm CS does the following:
  • Removes the Employee Self-Service client from the portal.
  • Disables all Employee Self-Service sign-ins.
  • Communicates the deletion to Accounting CS. Accounting CS will then turn off the Employee Self-Service for the client. For more information, refer to the Employee Self-Service overview.
note
If your firm pushed time entry worksheets for this client, the time entry worksheet is still available to the payroll administrator at the client site.

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