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sheonalli
Level 1

Qualifications - Employee Portal Self Service Access

When we onboard a new Staff at that time the employee gets the access to upload their qualifications. However How do I get my existing Staff to update their qualifications and upload their qualification certificates?

3 REPLIES 3
MaryJoyD
QuickBooks Team

Qualifications - Employee Portal Self Service Access

I can help you with setting up your staff an access to QuickBooks Workforce, @sheonalli.

 

You can send your staff an email invitation to access the employee portal or the QuickBooks Workforce. From here, they can add and manage their personal settings and security information. 

 

Follow the steps below:

 

  1. Go to the Payroll menu and then select Employees.
  2. Choose the employee you wish to invite and edit their Personal details.
  3. Enter the employee's email address and then check the box to invite your employee.
  4. Click on Invite my employee.

 

Refer to the following article for more information about setting up employees in QuickBooks: Employee Self Setup in QuickBooks Online.

 

For more information about QuickBooks Workforce to add their personal information, view and download their payslips, check this article: View and download employee payslips in QuickBooks Workforce

 

Please let me know in the Reply section below if you still have questions about setting up your employee's access and or anything else. Take care and have a wonderful day!

sheonalli
Level 1

Qualifications - Employee Portal Self Service Access

Hi, Thank you for the details. i have sent the invitations for self service access and including myself as an employee. However, as an employee when i access myself the portal i do not see my Qualifications. This is true for my accessing it on Workzone app and on a browser at the link: https://quickbooks.yourpayroll.co.uk/Employee/Login 

 

At the time of employee completing a self setup for new starters they are provided the access to complete Qualification details. However if they complete the setup without entering the qualifications they are advised that you would be able to complete your qualifications later. However when they login after the section on "Qualifications" does not show up for updating.

 

Divina_N
QuickBooks Team

Qualifications - Employee Portal Self Service Access

Let's sort this out, @sheonalli.

 

In QuickBooks Online (QBO), qualifications may be subject to renewal, becomes invalid, or expires. To further help you ensure that your employee can add their qualifications, you can delete and then recreate them. Here's how to do it:

 

  1. Navigate to the Payroll Settings and click Qualifications.
  2. Locate and hover to the qualification assigned to the employee and select the red cross to delete it.
  3. Once done, go back to the Qualification page and click the Add button.
  4. Input the Qualification name and Save.

 

For more details, see this article: Create and delete qualifications in QuickBooks Online Advanced Payroll.

 

Once everything is fine, advise them to access the WorkZone app to check if they can now see the qualifications. 

 

You may also want to reach out to our Payroll support team to further assist you in adding qualifications for your employees. They can securely check your account using specific tools and walk you through the entire process.

 

QBO makes it simple to keep track of your employees' information as well as your company's finances. You can do this by pulling up any payroll reports you want. Check out this link for a list of the reports you may access: View reports in QuickBooks Online Advanced Payroll.

 

Please let me know if you need any additional help with adding your employee's qualifications by leaving a comment below. I'd be delighted to help you. Stay safe.

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