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Kalliste_Vela
Level 2

Assigning an Employee as a Supervisor

Hi - 

 

I am trying to assign myself as a Supervisor for payroll. When I add a new employee and under "Employment Info" when I click the drop-down for "Supervisor" it does not list me as a Supervisor. How do I add myself to this list and remove old ones?

 

When I research this I get answers for changing user roles. I am already a secondary Admin in QB Desktop, so that is not what I am looking for. 

 

Halp. 

Solved
Best answer June 15, 2021

Best Answers
KlentB
QuickBooks Team

Assigning an Employee as a Supervisor

I can definitely help you with that, Kalliste_Vela.

 

You can set up yourself as an employee or vendor in that QuickBooks company so you'll be added to the list. Then, update the profile of each employee to remove the old one. Feel free to follow these steps to add yourself as an employee or vendor:

 

  1. Go to the Vendors or Employees menu.
  2. Choose Vendors Center or Employee Center.
  3. Click the New Vendor or New Employee icon.
  4. Fill out the necessary fields.
  5. Select OK.

After that, you may now edit the job details of your employees to assign yourself as their supervisor. I'll show you how:

 

  1. Go to the Employees menu.
  2. Choose Employee Center.
  3. Select the appropriate employee, then click the Edit icon.
  4. Head to the Employment Info tab.
  5. Under the Job Details section, select your name from the Supervisor drop-down menu.
  6. Click OK to save the changes.

In addition, if the previous supervisor is no longer working in the company, you can deactivate their profile by ticking the Employee is inactive checkbox.

 

Lastly, here are some articles that you can browse to help better manage your employees in QuickBooks:

 

Visit this thread again if you have any other concerns or follow-up questions. I'll be more than happy to assist you again.

View solution in original post

3 Comments 3
KlentB
QuickBooks Team

Assigning an Employee as a Supervisor

I can definitely help you with that, Kalliste_Vela.

 

You can set up yourself as an employee or vendor in that QuickBooks company so you'll be added to the list. Then, update the profile of each employee to remove the old one. Feel free to follow these steps to add yourself as an employee or vendor:

 

  1. Go to the Vendors or Employees menu.
  2. Choose Vendors Center or Employee Center.
  3. Click the New Vendor or New Employee icon.
  4. Fill out the necessary fields.
  5. Select OK.

After that, you may now edit the job details of your employees to assign yourself as their supervisor. I'll show you how:

 

  1. Go to the Employees menu.
  2. Choose Employee Center.
  3. Select the appropriate employee, then click the Edit icon.
  4. Head to the Employment Info tab.
  5. Under the Job Details section, select your name from the Supervisor drop-down menu.
  6. Click OK to save the changes.

In addition, if the previous supervisor is no longer working in the company, you can deactivate their profile by ticking the Employee is inactive checkbox.

 

Lastly, here are some articles that you can browse to help better manage your employees in QuickBooks:

 

Visit this thread again if you have any other concerns or follow-up questions. I'll be more than happy to assist you again.

View solution in original post

Kalliste_Vela
Level 2

Assigning an Employee as a Supervisor

Thank you! This answered my question. 

Kalliste_Vela
Level 2

Assigning an Employee as a Supervisor

Thank you! This was exactly what I needed! 

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