
Managing employees in QuickBooks Online Advanced Payroll and Bureau Payroll
by Intuit•2• Updated 1 week ago
Learn how to manage employees in Advanced Payroll, including adding new employees, importing bulk data, managing qualifications, terminating employees, and handling payroll-related documentation.
This article is for customers who use QuickBooks Online Advanced Payroll and Bureau Payroll. |
Adding an employee
Watch the quick video below to learn how to add a new employee to Advanced Payroll.
Before adding an employee, ensure you have their personal details (name, address, National Insurance number) and employment details (start date, job title, salary). Once you have this information, follow these steps:
- Go to Payroll and select the Employees tab.
- Select Add employee.
Terminating an employee
When an employee leaves your business, you need to properly terminate them in QuickBooks Online Advanced Payroll. This process ensures they are marked inactive, their final payments are processed correctly, and they are excluded from future pay runs. You can terminate employees via their profile or during a pay run.
Importing employees in Bulk
Importing employees in bulk allows you to quickly set up multiple employees in Advanced Payroll. This is useful when migrating from another payroll system or performing a bulk update of employee details. To quickly add multiple employees, use the import feature.
Managing employee qualifications
Tracking employee qualifications ensures compliance and helps assign the right employees to the right tasks. QuickBooks allows you to store qualifications, set expiration alerts, and generate reports to manage workforce credentials efficiently. You can track employee qualifications and set alerts for expirations.
Employee self setup
The Employee Self Setup feature allows new employees to enter their personal details directly into QuickBooks, reducing admin workload and ensuring accuracy. Once the setup is complete, employers can review and finalise employee records for payroll. New employees can enter their details using Employee Self Setup.
Uploading employee documents
Advanced Payroll provides secure document storage for employee records, such as contracts and HR files.
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