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Deadwood Al
Level 6

Explanation on how QB defines fields in Employee Profile

I have been searching for QuickBooks documentation / help documents on some fields in the Employee Profile .... example: in the Employment Info screen, I was looking at how QB treats the fields for Hire Date, Original Hire Date, and Adjusted Service Date. We have rehired someone who last worked in 2021, and the original hire date in 2019 is listed in the Original Hire Date. The field Hire Date is greyed out and I am unable to make an entry in that field. Not sure why it is greyed out. I also don't know what QB is assuming will go into Adjusted Service Date.

 

Something that happens repeatedly and is frustrating for me is when I try to search for something: invariably, the terms I use to search must be wrong, because I rarely find an article on what I am looking for. Sometimes, the result is so far removed from what I was looking for, I have no idea how that even would appear! Is there some special secret to finding articles on specific topics in QuickBooks?

 

Meantime, if someone could share some articles on setting up employees with field definitions, I'd really appreciate it. I would also be interested in knowing how many characters are allowed in the fields, if that is available. Thanks in advance.                                                                                                                                                                                                                                                            

6 Comments 6
FishingForAnswers
Level 8

Explanation on how QB defines fields in Employee Profile

@Deadwood AlDunno what Adjusted Service Date is, but the Hire Date field under the Employment Info tab is hardcoded to the Hire Date field in the Required Info tab.

 

Enter the information in the Hire Date field in the Required Info tab, and it will flow automatically to the Hire Date field in the Employment Info tab.

 

As far as the character limits, I don't know if it lists the specific limits per field anywhere, but simply keyboard smashing until it doesn't allow you to type any more characters and pasting the result to a blank Word document should provide at least a rough way to tell how many characters were allowed in a particular field.

KayePe
QuickBooks Team

Explanation on how QB defines fields in Employee Profile

Thank you for raising your concern here in the Community space, Deadwood. I see that knowing the hire date fields in QuickBooks Desktop is crucial for you right now. I have some information about this. I will share it with you.


The Hire date and the Original hire date are the dates when your employee was first hired, while the Adjusted rehired date is for employees who were previously laid off and then rehired by the company. To edit the Hire date, you can do so in the Required Info tab as FishingForAnswers mentioned.


On the other hand, to find the right article you're looking for, you can filter based on the QuickBooks Product you're using. If you want to read an article, hover over the Articles menu. You can also choose Community if you want to see Community posts related to your concerns.

 

articles.png


Moreover, to have guidance when setting up an employee and to know the character limitations utilizing QBDT, see these attached articles:
 

 

Know that this thread is always open for you, Deadwood. Will be glad to assist you again if you'll drop additional concerns here. Keep safe and have a great day!

FishingForAnswers
Level 8

Explanation on how QB defines fields in Employee Profile

@KayePe  "Know that this thread is always open for you, @DeadWood."

 

Wow, their own thread is always open for them? How kind of you.

 

Also, @DeadWood and @Deadwood Al  are not the same person, you goober.

 

How you didn't notice that is beyond me.

Deadwood Al
Level 6

Explanation on how QB defines fields in Employee Profile

I haven't seen anything called the "Adjusted ReHire Date". You must have a different system. Mine says "Adjusted Service Date", which may or may not have anything to do with ReHire ....?????

 

This is an example of why I really prefer hearing from people who are using QB out in the real world instead of people whose life experiences seem to be only inside QB ... and frequently don't know how the system is used by people in business. It almost seems like QB management requires new employees to serve time in the community after a quick course in how the system is supposed to work from the perspective of the design team, who really also don't know how people in business use much of the system or what they really need the system to do.

Deadwood Al
Level 6

Explanation on how QB defines fields in Employee Profile

I meant to ask also ....

 

"On the other hand, to find the right article you're looking for, you can filter based on the QuickBooks Product you're using. If you want to read an article, hover over the Articles menu."

 

Again, your system and mine don't seem to be the same. Where do I find a link called "Articles"? Do you mean "Topics"? (Topics on my system doesn't list anything for Employees or Payroll...???)

 

And I always list QuickBooks Enterprise twice when communicating with the Community, even though sometimes that doesn't matter and respondents (from QB) seem to give me QBO answers even though I'm not using that. One of the things that amazes me is that it would be so easy for QB to identify a product in the user's profile /  community member's profile so that a post would automatically "know" what product the question relates to. Making users remember to identify two times on the post which product is in use is a waste of time if the design of the system was better. (Hmmmmmm .... a common theme here ..... "if the design was better ...."

FateCandylaneT
QuickBooks Team

Explanation on how QB defines fields in Employee Profile

Allow me to provide further clarification when managing employee profiles in your QuickBooks Desktop account, Deadwood AI.

 

As with the insights shared by my colleague, KayePe above, Adjusted Rehired Date from the employees' profile is meant to be the Adjusted Service Date field under the Employment Info. I've included a screenshot for reference.

 

 

Additionally, you can consider modifying the information in the Require Info tab to edit the Hire Date field in the Employment Info tab as mentioned by FishinForAnswers.

 

Moreover, you may choose the View all help option under the Topics dropdown and enter specific subjects when seeking resources or Community posts related to your concerns. Then, select a topic under the Article tab.

 

 

I'm also sharing this guide to help you invite your employee to access their pay stubs and W2s online: Invite your employees to QuickBooks Workforce to see pay stubs and W-2s if you use QuickBooks Deskto...You'll need to make sure the employee is active before inviting them.

 

I'll keep this thread available so you can always reply for any additional queries when managing employee information in your account. Stay safe.

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