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Below are the steps to set up a new employee for Workforce through your QuickBooks Online (QBO) Payroll account, @wally1961.
You can't set up employees directly in QuickBooks Workforce, as this platform is designed solely for employees to manage their profiles, paychecks, and W-2 forms securely. Instead, employees must be added through your QBO account. Here's how to do it:
1. Go to Payroll and select Employees.
2. Click on Add an employee.
3. Enter your employee’s First name, Last name, Email, and Hire date. They’ll automatically receive an email with instructions to set up their Workforce account.
4. If you want your new employee to add their personal information, select Employee self onboard. Then, click Add employee.
On top of that, the Permissions tab within the employee profile allows you to send invitations and choose the access you want your employees to have. If you want to send an invite through the Permissions tab for Workforce, feel free to read this article: Invite employees to QuickBooks Workforce.
After you've set up your employees, you can refer to this article to learn more about how to run and submit payroll: Run payroll in QuickBooks Online Payroll.
If you have any additional questions, please leave a comment below.
