How to Edit an Employee

Using the Company Information Screens:

 

1)    Select Companies & Employees from the menu bar then select Manage Companies & Employees from the drop-down.

1 ACA Company Employee tool bar.gif

2)    Select the company (the employee you need to edit is listed under) from Company drop-down.

3)    Select the employee you need to edit from employee window.

4)    Click View/Edit.

2_ACA_Edit_Employee_.gif

5)    Make necessary changes and click Save.

3_ACA_Edit_Employee_Save_.gif

 

Editing a employee directly in the form:

1)     Select Forms from the menu bar then select the specific form from the drop-down.

1 ACA Tax Forms Edit Company too bar.gif

 

2)    Select the company from Company drop-down.

3)    Select the employee you need to edit from the employee list in the bottom window.

Note: Employee list can be sorted in the following ways (TIN, First Name, Last Name).  Click the Sort by drop-down list to select the way you want to sort your employee and choose if you want to sort the top or bottom window.

4)    Click in the employee fields where you want to make a change and hit Enter.

5)    The Edit Employee screen will pop-up, make your changes and click Save.

6)    The form will be refreshed and your changes will be displayed on the form.

4_ACA_Form_Edit_Employee_Save.gif 

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk