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bonniew-healingr
Level 1

Can we change the employee name dropdown on timesheets to not include inactive employees?

For our primary admin user, it is showing the inactive employees first and she has to scroll down past them to get to the active employees. It's very annoying and time consuming. Thanks!
8 Comments 8
Charies_M
Moderator

Can we change the employee name dropdown on timesheets to not include inactive employees?

Hello, bonniew-healingr.

 

I understand the feeling when you have to select something within a lot of unnecessary choices from a list just like when choosing an employee on the timesheet. However, this option is unavailable. Previous employees with transactions attached to it will continue to appear from the timesheet list.


Read more about how Timesheets works through this article: Fill in the weekly timesheet.

 

You may want to look for a third-party application that can help you achieve this task. There are plenty of applications or apps developed by third-party businesses that sync or integrate with your QuickBooks account. These apps can extend account functionality and provide additional services for your business.

 

To find a tool for pricing rules, perform the steps below:

 

  1. Login to qbo.intuit.com
  2. From the left menu, select Apps.


That should answer your question for today. Let me know if you need anything else. I’ll be here to help. Wishing you and your business continued success!

bonniew-healingr
Level 1

Can we change the employee name dropdown on timesheets to not include inactive employees?

Hi,

 

The first paragraph of your response makes sense, even though it's not the answer we were hoping for.

 

The second part about 3rd party integrations is confusing. Are you suggesting there is a 3rd party service that can somehow make the former employees not appear in the time sheets "employee" dropdown?

 

I would rather you stick to an actual answer, even if it's not what we were hoping for, than to send me on a wild goose chase for a 3rd party extension. That is confusing, and unfair. Just own the answer, good or bad. Don't try to pass it off onto a 3rd party and/or waste my time.

 

Thanks.

bonniew-healingr
Level 1

Can we change the employee name dropdown on timesheets to not include inactive employees?

Hi Charles_M,

 

The first paragraph of your response makes sense even if it's not what we are hoping for. Thank you for your honest answer.

 

The rest of your response does not make sense and sounds like it was copied and pasted material from some other response. Are you suggesting there is a 3rd party app that can help hide former employees from the "employee" drop down on time sheets? Unless you know for certain there is an app that does this, it sounds like you are groping for an answer and possibly sending me on a wild goose chase instead of just answering honestly, even if it's not what we are hoping for.  Since this is your suggestion, I would appreciate it if you would find out for me.

 

Thank you.

 

Sincerely,

Bonnie

 

ZackE
Moderator

Can we change the employee name dropdown on timesheets to not include inactive employees?

Thanks for getting back with the Community, bonniew-healingr.

 

When Charies_M mentioned checking our QuickBooks App Store, they were recommending you to take a look through it for apps which may be able to help you achieve what you're looking to do. To identify if there's an app which can help you customize your Employee Name drop-down list to not include inactive employees, I'd recommend reviewing our store's available apps.

 

I can certainly understand how an ability to customize the Employee Name drop-down list could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while signed in.

 

Here's how:

  1. Use the Gear (⚙️) icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera (📸) icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

If there's any questions, I'm just a post away. Have an awesome day!

upasini-falconde
Level 2

Can we change the employee name dropdown on timesheets to not include inactive employees?

Hi,

Further to this thread, instead of becoming better, its now worse. 

Upto around June 2023, at least all the inactive employees had a star next to them in the time sheet drop down and you had to scroll to where the starred employees ended to find your active employees. Since June 2023 the inactive employees are showing without a star and mixed in with the active employees. 

This makes it very difficult for a person who does not know all the active employee names to work.

 

I've attached a screenshot where i have highlighted the starred employees till May 2023 in yellow but the ones after May 2023 in green. As you can see they are all mixed up with the active employees. This makes for a very poor user experience especially if you are manually entering time sheets. Clearly this has been made worse in an upgrade, which is the opposite of what an upgrade should do? I have submitted feedback as suggested, but this is not a feature improvement, this is an error in how the software is functioning.

LieraMarie_A
QuickBooks Team

Can we change the employee name dropdown on timesheets to not include inactive employees?

I understand your concern regarding inactive employees showing up in the dropdown list, @upasini-falconde.

 

In QuickBooks, when an employee becomes inactive, they're typically removed from active employee lists and reports to streamline the view for ongoing payroll and other processes. To remove them from the weekly timesheet dropdown, follow these steps:

 

  1. Navigate to the Payroll menu and select Employees.
  2. Set the view to Inactive employees to display only those who are inactive.
  3. Click on the name of an inactive employee to open their profile.
  4. In the Employment Details section, click on Edit.
  5. Choose the Not on payroll status or select the Show in employee lists only option.
  6. Once done, click Save.

 

However, if they continue to display, it can be due to outdated or corrupt cache files in your web browser. These files are stored to help websites load faster when you revisit them. Clearing them should help address the issue.

 

First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:
 

  • Chrome: Ctrl Shift N
  • Firefox: Ctrl Shift + P
  • Safari: Command Shift N

 

If they no longer appear, you may have accumulated too much historical data in your browser. I'd recommend clearing its cache so you can access QuickBooks with a clean slate. You can also use a different supported browser.

 

Additionally, here's a guide for understanding and utilizing the time-tracking feature within QuickBooks Online: Track and Manage Timesheets.

 

I'm just a reply away if you need any further assistance with managing timesheets. Have a good one!

gparch
Level 2

Can we change the employee name dropdown on timesheets to not include inactive employees?

It's really annoying that we cannot eliminate inactive employees from the timesheet dropdown choices.

upasini-falconde
Level 2

Can we change the employee name dropdown on timesheets to not include inactive employees?

Dear LeiraMarie,

 

I'm afraid, this as a solution, did not work at all. First I marked them all 'not on payroll', then I marked some of them 'show in employee lists only', just to see if there was a difference between the two.
They were all still showing up.

 

Then I cleared my cache and browsing history, cookies etc. - still no difference

 

Then I tried it incognito in Chrome and then in Edge - still no difference 

 

I cleared my cache in Edge too - still all the recent  inactive employees are showing up in the drop down mixed in with the active.
 
Then I actually uninstalled chrome and reinstalled it, .effectively starting Chrome from scratch!  - despite all this, the inactive employees since June 2023 are showing in the time sheet drop down, mixed in with the active ones. The ones inactivated prior to June 2023 are showing at the top of the list with an asterisk next to their name.
 
Clearly there was a programming change made by QBO just before June 23 likely in some upgrade, which stopped marking the inactive employees with an asterisk and this programming edit has caused this issue. You will need to treat it as a programming defect and fix the issue, because this feature worked till June 2023 and then stopped. It was not the best solution, because the inactive employees showed on the top with an asterisk next to their name, and you had to scroll through all of them to get to the active employees, but it worked in the past to at least separate the active and inactive employees, but some upgrade has messed it up. The solution you offered to clear my cache and mark them as not on payroll has been offered twice to me and I have diligently followed it, but lets face it, it is not a solution that works at all. The solution lies with whoever made the programming change in QBO in May-Jun 2023
 
Thanks for trying, I hope you'll can offer a better solution to get it at least back to working the way it used to. Ideally there should be the option to hide them unless otherwise requested.
Upasini
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