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Create an employee directory in QuickBooks Online Payroll

by Intuit Updated 4 weeks ago

Learn how to create a Directory in QuickBooks Online and share it with your employees who use QuickBooks Workforce.

The Directory in QuickBooks Online Payroll lets you view your reporting structure, assign managers, and see job titles, email addresses, and phone numbers. You can also share this info with your team by enabling the org chart in QuickBooks Workforce.

To get started:

Create your directory

To get started, assign a manager to your employees.

  1. Go to Payroll, select Employees (Take me there), then select Directory.
  2. Select Assign managers.
  3. Find an employee to whom a manager needs to be assigned.
  4. From the Manager column, select your employee's manager from the Dropdown arrow icon. dropdown.
  5. Select Done.

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Manage your directory

Add a job title, email address, or phone number

  1. Go to Payroll, select Employees (Take me there), then select Directory.
  2. For the employee whose details need to be updated, select View.
  3. Select Start or Edit on the section you want to update.
    • Phone and email: Go to Personal info and update the details.
    • Job title: Go to Employment details and update the details.
  4. Select Save.
  5. Select Directory to see your changes.

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Update your employee's manager

To update your employee’s manager, you can re-assign a manager.

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Show or hide directory in QuickBooks Workforce

If your employees have access to QuickBooks Workforce, they can view other employees' info including names, profile pictures, job titles, email addresses, and phone numbers.

Show your directory in QuickBooks Workforce

  1. Go to Payroll, select Employees (Take me there), then select Directory.
  2. Select Show directory in Workforce.
  3. Select the Show directory in Workforce checkbox.
  4. Select Include email addresses or Include phone numbers checkboxes, if you want to show this info to your employees.
  5. Select Apply.

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Hide your directory in QuickBooks Workforce

  1. Go to Payroll, select Employees (Take me there), then select Directory.
  2. Select Show directory in Workforce.
  3. Uncheck the Show directory in Workforce checkbox.
  4. Select Apply.

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