Invite employees to QuickBooks Workforce in Payroll

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.

Before you begin

Before sending an invitation, make sure the employee is set up in QuickBooks Payroll. If they are already set up, skip to the instructions for sending the Workforce invitation.

To add a new employee:

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

Send a Workforce invitation

1. Follow this link to complete the steps in product
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.

What happens next:

The employee gets an email to create their QuickBooks Workforce account and set up their login and security. You can track their status on the Permissions tab:

• Active = their account is set up.
• Invite sent = they haven’t accepted yet. If they can’t find the email, check their email is correct and select Resend invite to send a reminder.
• To withdraw an invitation, select Cancel invite.