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Invite employees to QuickBooks Workforce in Payroll

by Intuit•105• Updated 1 week ago

QuickBooks Workforce provides your employees with secure online access to their payslips, P60s, and other payroll documents. After you run payroll, payslips are automatically published to Workforce. To give an employee access, you first need to send them an email invitation.

This article is for customers who use QuickBooks Online Core, Premium or Elite Payroll.


How to invite an employee

Before sending an invitation, ensure the employee is set up in your payroll system.

Step 1: Add a new employee (if required)

If the employee is already in QuickBooks, proceed to Step 2.

  1. Follow this link to complete the steps in product Open this link in a new window
  2. Select Add an Employee.
  3. Enter the employee's details and select Add Employee.

Step 2: Send the Workforce invitation

  1. Follow this link to complete the steps in product Open this link in a new window
  2. Select the employee you wish to invite. You must invite each employee individually. It is not possible to send invitations in bulk.
  3. In the employee's profile, ensure their email address is entered and correct.
  4. Select the Permissions tab.
  5. Under Access, select Send invite.

The employee will receive an email with a link to create their QuickBooks Workforce account, where they can manage their own login details and security settings.

You can track their status under the Permissions. If they have set up their account, the status will show as Active. If an employee has not accepted their invitation or cannot find the original email, you can send a reminder here.


What happens if I edit a pay run or delete a payslip?

QuickBooks automatically updates or removes the corresponding payslip from the employee's Workforce portal. New payslips are generated and published each time you complete a pay run.


Can employees access their documents if I cancel my payroll subscription?

Yes. Employees will have access to their documents in QuickBooks Workforce for 12 months from your payroll cancellation date. We recommend advising them to download and save all their documents for their personal records before this period ends.


What if an employee can no longer access their new payslips?

An employee must have an active Workforce account linked to your QuickBooks file to see new documents. If an employee is having access issues, try deleting their email address from their employee profile in QuickBooks. Save the change, then re-enter their email address and send a new invitation to Workforce.


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QuickBooks Online Payroll Standard