Employee Self-Service administration

When your firm processes payroll through Accounting CS Payroll, you can enable Employee Self-Service for your clients. Through Employee Self-Service, your clients' employees can enter time; view check stubs, Forms W-2s, and Forms 1099-MISC/1099-NEC (for independent contractors); and update W-4 information through their own personal, private portals.
note
  • The 1st time that employees access the W-2 screen on their portals, they’ll be prompted to give their consent to get their W-2 forms electronically.
  • Employee Self-Service is a billable module (some exceptions may apply).

Access employee self-service through NetClient CS or NetStaff CS

If clients or staff register for Employee Self-Service with the same 1st name, family name, and email address as a NetClient CS or NetStaff CS portal, NetFirm CS will automatically link the Employee Self-Service portal with the NetClient CS or NetStaff CS portal.
  • When the portals are linked, the user can view Employee Self-Service screens from within NetClient CS or NetStaff CS.
If a client or staff member registers for Employee Self-Service with a 1st name, family name, or email address that doesn’t match his NetClient CS or NetStaff CS portal, NetFirm CS can't link the portals automatically.
  • However, you can manually link the portals.
To determine which portals are linked, do 1 of the following:
  1. In the
    Admin
    tab of the navigation pane, select
    Users
    in the NetClient CS section or in the NetStaff CS section, then select the user in the Users pane.
    • Employee Self-Service Linked User
      shows the Employee Self-Service user name and the client to the NetClient CS or NetStaff CS portal is linked to.
    • If you have access to both the client and Employee Self-Service administration, the entry in
      Web Employee Linked User
      is a link that will take you to the screen for the Employee Self-Service user.
  2. View the Employee Self-Service Users report.
    • The Employee Self-Service Users report also lists all Employee Self-Service users, the email address for each Employee Self-Service user, and the date when Employee Self-Service was activated for each user.

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