Setting up employees in QuickBooks is a breeze because not only can your employees view and download their payslips in Workforce, they can also enter their personal details too.
All you need to do is send out an email invite to your employee so they can login and input their details in Workforce, before you set them up in QuickBooks.
To invite an employee:
- Go to Payroll, then Employees.
- Select Add an employee, and enter the employee’s name.
- Tick the box ‘Invite employee to enter their personal details and view their payslips online with QuickBooks Workforce’ and enter the employee’s email address.
- Click Invite my employee. Your employee will receive a link to QuickBooks Online Workforce where they can enter personal information such as their name, gender, date of birth, address and employment details (National Insurance number, hire date).
Once your employee has provided all the necessary info, QuickBooks will automatically add them to your Active employees list in Payroll but will be shown as incomplete. To complete employee setup, simply add/edit employment details such as Tax information, Workplace pension, Pay schedule and Pay history for each employee.
Want to save time on employee admin? Check out QuickBooks Workforce, a secure employee self-service portal where employees can access their payslips anywhere, anytime.