Set up and manage the employee directory in QuickBooks Payroll

The employee Directory feature allows you to view your company's reporting structure, assign managers, and see team contact information like job titles, emails, and phone numbers. You can also make this directory available to your employees in QuickBooks Workforce.

Create your directory

To begin, assign a manager to your employees.

1. Follow this link to complete the steps in product
2. Select the Directory tab, then 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.
5. Select Done.

Manage your directory

Add a job title, email address, or phone number

1. Follow this link to complete the steps in product
2. Select the Directory tab.
3. For the employee whose details need to be updated, select View.
4. 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.
5. Select Save.
6. Select Directory to see your changes.

Update an employee's manager

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

Show or hide the directory in QuickBooks Workforce

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

Show your directory in QuickBooks Workforce

1. Follow this link to complete the steps in product
2. Select the Directory tab, then 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.

Hide your directory in QuickBooks Workforce

1. Follow this link to complete the steps in product
2. Select the Directory tab, then select Show directory in Workforce.
3. Uncheck the Show directory in Workforce checkbox.
4. Select Apply.