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Intuit

Manage employee groups in QuickBooks Online Advanced Payroll

In order to provide users with permissions for a set of employees, we first need to define that set of employees. To do this, you need to create an Employee Group.

 

One of the interesting properties of employee groups is that they are dynamic. When a new employee is added that matches the criteria, they are automatically added to the group. This reduces the configuration overhead required when setting up new employees.

 

To create an employee group:

 

  1. Go to Payroll SettingsManage UsersManage Employee Groups.
  2. Click on Create.
  3. Enter the group name.
  4. Select whether the employees should match all or any of the criteria.
  5. Select from the criteria below and click Save.
    • Primary location
    • Primary location or parent
    • Employee
    • Pay schedule
    • Tag

 

When you change the criteria, the UI is updated, indicating the number of employees that match this criteria.

 

Edit an Employee Group

 

Click on the pencil icon located on the right hand side of the employee group to bring up the context panel. From here you can change, add or delete any of the criteria used to define the employee group. Then click on Save.

 

Delete an Employee Group

 

Click on the bin icon located on the right hand side of the employee group. A delete confirmation popup box will appear, click OK.

 

View an Employee Group

 

From this screen, you can also view the employees who form part of an employee group. To do this, click on the ‘x matching employees’ text to the right of the employee group name.