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astanleyCTG
Level 2

QuickBooks Workforce Not displaying PTO

The new Workforce does not reflect current PTO balances.  Is there a way to turn this setting on?  

Solved
Best answer April 15, 2019

Best Answers
PreciousB
Moderator

QuickBooks Workforce Not displaying PTO

Thanks for visiting the Community, astanleyCTG.

 

I can help you display the PTO balances in QuickBooks Workforce.

 

Right now, PTO balances won't show on the Paycheck Detail screen of QuickBooks Workforce. The employees should download the paychecks to view the available sick and vacation hours.

 

I'm happy to show you how:

  1. Sign in to QuickBooks Workforce.
  2. Click the Download button (refer to the screenshot below).

image.pngimage.png

These steps should let your employees see their PTO balances.

 

I'm including an article that provides further details about QuickBooks Workforce: Set up online pay stub access for employees.

 

That information should get you back in order. It's my priority that this is resolved for you, so please let me know how it goes. I'll be keeping an eye out for your response. Have a good one.

View solution in original post

16 Comments 16
PreciousB
Moderator

QuickBooks Workforce Not displaying PTO

Thanks for visiting the Community, astanleyCTG.

 

I can help you display the PTO balances in QuickBooks Workforce.

 

Right now, PTO balances won't show on the Paycheck Detail screen of QuickBooks Workforce. The employees should download the paychecks to view the available sick and vacation hours.

 

I'm happy to show you how:

  1. Sign in to QuickBooks Workforce.
  2. Click the Download button (refer to the screenshot below).

image.pngimage.png

These steps should let your employees see their PTO balances.

 

I'm including an article that provides further details about QuickBooks Workforce: Set up online pay stub access for employees.

 

That information should get you back in order. It's my priority that this is resolved for you, so please let me know how it goes. I'll be keeping an eye out for your response. Have a good one.

astanleyCTG
Level 2

QuickBooks Workforce Not displaying PTO

Thank you for the insight.   I will inform my employees.

 

 

 

 

 

PreciousB
Moderator

QuickBooks Workforce Not displaying PTO

It's my pleasure to help, astanleyCTG.

 

I'd like to share these article too for further details about QuickBooks Workforce:

Thanks again for being part of the QuickBooks family. Should you have more questions, please let me know. I'll be here if you need me. Have a lovely day!

mo daum
Level 1

QuickBooks Workforce Not displaying PTO

Thank you for this work around.  It is unfortunate that we were not notified of this change so I could be proactive & give my employees a heads up.

KhimG
QuickBooks Team

QuickBooks Workforce Not displaying PTO

You’re welcome, @mo daum.


Please know that I’m taking note of your feedback and passing it along here on my end. Rest assured, I’ll personally update the thread for any information or changes related to QuickBooks Workforce PTO balance displays.


Check out the following links to know more about this:

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Self-help.

 

That should do it. Reach out to me if you have any other concerns, I’m always here to help. Wishing you and your business continued success!

ShaneD
Level 1

QuickBooks Workforce Not displaying PTO

Seriously....the response is to make each employee now download the report?  The new display is terrible, what you had was better.  Way to make something worse and then when you do basically call it a "feature."  I think there is another company that perfected this tactic, you may have heard of them....Microsoft. 

HoneyLynn_G
QuickBooks Team

QuickBooks Workforce Not displaying PTO

I appreciate you joining this thread and providing some feedback, @ShaneD.

 

I'm here all ears to listen and take note of your feedback. I'll help you pass along your insights and suggestions about Workforce here on my end and hopefully get some improvements rolled out in the near future.

 

Our customer's ideas help us improve the service we provide, and this is one.

 

Please remember I'm here anytime you have additional questions or concerns with QuickBooks. You can reach out by posting again here in the Community space. 

Anonymous
Not applicable

QuickBooks Workforce Not displaying PTO

This update is absolutely abysmal. Why in the world would you take a simple interface (that wasn't particularly great to begin with) and make it far far inferior is beyond me.

 

The PTO issue is just one feature blatantly missing.

 

The worst is that I no longer have access to my history of paystubs (now I've only got the past 5 months)!

 

The UI is also extremely unintuitive and looks like it was made in 1998.

Anonymous
Not applicable

QuickBooks Workforce Not displaying PTO

The update to QuickBooks Workforce is abysmal. The PTO workaround is unacceptable.

KhimG
QuickBooks Team

QuickBooks Workforce Not displaying PTO

Hello, @Anonymous.


Allow me to step in for a moment and share some information regarding QuickBooks Workforce.


I understand that change can be challenging, so rest assured, your thoughts about Workforce is heard and appreciated. Our product team is working for a permanent resolution to get the PTO and some of the feature added to the new site.

 

Please give our Customer Care Team a call to add your account to the list for email notification about this. The Community will also keep you posted for any new information once received.


Here’s how to contact phone support:

  1. Click the Help (?) icon in the top-right.
  2. Select Contact Us.
  3. Enter what you need in the How can we help? field, and click Continue.
  4. Choose Get Callback, enter your contact information and hit Call Me.   

Our next scheduled update is on the first week of May, but we may have a resolution by then.

 

Please let me know how the call goes and if you need anything else. Have a good one!

LBT-PF
Level 1

QuickBooks Workforce Not displaying PTO

We definitely need to have PTO accrual rate and amounts accrued visible from dashboard AND download. Accrual rate is currently not available and there are no details beyond "used" and "available" PTO time.

YvetteVelarde
Moderator

QuickBooks Workforce Not displaying PTO

@LBT-PF Thank you for joining this thread.  Your feedback is important to us and will be passed on to our product team.


Check out the following links to know more about Workforce:

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Self-help.

Anonymous
Not applicable

QuickBooks Workforce Not displaying PTO

It is great that you can now view how much PTO Time you have available; however the old view my paycheck allowed employees to see the actual accrual amount for PTO on each paycheck.  When a company has a Per years worked to earn additional PTO each pay, it would be helpful for them to see the added accrued PTO on each pay stub.  That way, the employee knows their current PTO accrual rate and they can inform HR / Payroll if they feel their PTO accrual rate is incorrect.  

 

jk28
Level 3

QuickBooks Workforce Not displaying PTO

The link to the QuickBooks Workforce: Company View does not work.

 

As an accountant, it would be EXTREMELY helpful if you would publish something that educates us about what an employee sees, how to navigate, etc. their Workforce account. Since I'm the third party handling payroll for my client, I spend so much time stabbing in the dark trying to help my clients' employees figure out how to find information or if it's even there in Workforce. Please publish something other than more marketing material about how great Online Payroll is and how to invite an employee to join Workforce. Give us real tools, with screenshots, to help with the tech support for our clients.

ChristieAnn
QuickBooks Team

QuickBooks Workforce Not displaying PTO

Thank you for coming back to the QuickBooks Community, jk28. It seems you're using the QuickBooks Online payroll version. With this, I'll be sharing details to ensure your employees can work on the Workforce account well and be able to invite them to start with.

 

QuickBooks Workforce in QuickBooks Online is a free and easiest way for your employees to have access to their pay stubs and W-2s any time they need. Every time you run payroll, they’ll receive an email letting them know their pay stubs are available to view and print. They can also view and print their own W-2s at tax time. 

 

To ensure that your employees can perform the details shared above and to navigate the Workforce account, you'll have to set up and invite them to add some of their personal info through QuickBooks Workforce.

 

Here's how to invite the newly added employee:

 

  1. Select the Payroll menu at the left panel.
  2. Choose the  Employees section.
  3. Click the Add an employee.
  4. Add your employee's info, including their email address. This will automatically invite your employee to see their pay stubs and W-2s. They'll get an email with instructions to set up their Workforce account.
  5. If you want your new employee to add their personal info, click the Ask this employee to enter their personal, tax, and banking info with QuickBooks Workforce checkbox.
  6. Press Done.

 

Please follow the steps below for inviting existing employees:

 

  1. Go to the Payroll menu and select the Employees tab.
  2. Choose Invite to Workforce.
  3. Check the boxes next to the names of the employees you want to invite and enter their email addresses.
  4. When done, click Send invitations.

 

Once done, your employee will receive an email with a link to set up and use QuickBooks Workforce to add their personal details. Then, once an employee accepts the invitation, they’ll be able to create their own Intuit account. This authorizes them to handle their own user login credentials and other personal information.

 

On the other hand, the link you've mentioned is no longer available. This is because we modified some details to ensure everything is accurate. That said, you can click this link instead to see the updated one: Invite your employees to QuickBooks Workforce to see pay stubs, W-2s and more.

 

Then, you can share this article with your employees so they'll be able to see different details on how o see your paychecks, W-2s, and personal info in Workforce: View your paychecks and W-2s in QuickBooks Workforce.

 

Lastly, you may refer to this article to view several payroll reports you can use to view useful information about your business and employees: Run payroll reports.

 

Feel free to get back here if you have other concerns in managing Workforce in QuickBooks. I'm always here if you need more help. Take care always.

mrsd333
Level 2

QuickBooks Workforce Not displaying PTO

We are having the same issue presently. Some employees can view vacation and sick leave, some cannot. They are using same kind of phones and same browsers. Chat for Workforce can not help. They keep leaving the conversation and don’t sound like they have any idea what they are doing. 

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