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The new Workforce does not reflect current PTO balances. Is there a way to turn this setting on?
Solved! Go to Solution.
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:
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.
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:
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.
Thank you for the insight. I will inform my employees.
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!
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.
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!
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.
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.
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.
The update to QuickBooks Workforce is abysmal. The PTO workaround is unacceptable.
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:
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!
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.
@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.
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.
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.
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:
Please follow the steps below for inviting existing employees:
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.
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.
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.
We started using Workforce in January 2024. We noticed that PTO accrual and use per pay period do not show. I've tried reaching Workforce for an answer for over 2 months. We are required to show accrual and use in Washington. Just wondering if anyone found a way to get this to show on Workforce? Looks like its been an issue for years unfortunately. The Chat Bot from Workforce told me it was a known issue and they were working on it. I was hopeful until I saw posts from 2019 about the same issue. Any insight will be appreciated.
Hello there. Thank you for sharing your concern here.. I've got you! I have here some information relating to this issue.
We currently have an open investigation (INV-100083) into this concern. For now, it is best to contact our QuickBooks Workforce Support Team so they can include you in the list of affected users. This way, they will be able to notify you as soon as any solution is available.
To speak with one of our experts from QuickBooks Workforce Support. Please follow the steps below to contact support:
Fill out the form and chat with us.
Workforce chat is available Monday to Friday, 6 AM to 6 PM PT.
I'm including these articles you may find helpful in the future while working on a task in QuickBooks Workforce:
Your patience on the matter is well appreciated. Our engineers are working hard to find the best solution. If you have further questions, drop a comment below, and I will answer them in any possible way. That's it for now. Stay safe!
Thank you for the information. I first contacted Workforce Chat on 1.8.24 and was given a case number regarding this issue. Their suggestion was to download the pay stub. However, the information is not on the downloaded paystub in Workforce either. I have regularly checked back with Workforce Chat for an update to the case number and am told to download the pay stub. I've asked to talk directly with someone and Workforce tells me to call QB and when I do, QB tells me I need to deal with Workforce and Workforce does not have anyone to talk with only the Chat Bot. I'm guessing I'm not the only one experiencing this issue nor the only one in Washington State with this requirement to show the Accrual and Use of PTO for the pay period, not Balance YTD.
Thank you for the information. I first contacted Workforce Chat 1.8.24 and was given a case number. I was told to download the paystub. However, the downloaded paystub in Workforce does not contain the information either. I'm guessing there are other's in Washington State with this same issue. PTO needs to show Accrual and Use from last pay period on the paystub, not the Balance YTD that currently is on Workforce. Each time I reach out to Workforce, I'm told to download the paystub and they will contact me when this is fixed.
Any update to PTO Accrual not showing on Workforce paystub. We've been waiting 6 months for a fix. Those of us with Washington and Oregon employees have this as a requirement.
I recognize the urgency of sorting this out, @HR at CLC. Let me route you in the right direction to help you address this situation.
At this time, we currently don't have an estimated time for this issue's resolution. It'd be best to reach out to our contact support team again. This way, you can get real-time updates about the PTO accrual not showing on Workforce paystub.
In addition, you can check out this article to learn how to turn on settings and permissions: Change QuickBooks Workforce settings and permissions.
If you have further questions about QuickBooks Workforce, feel free to leave a reply below. I'm always here to lend a hand.
The information on time settings and permissions provided in your link are completely outdated or completely wrong. If I go to Company Settings and select Time, the only options available are Time Tracking, Timesheet Fields and Manage Kiosk. Someone needs to update something here.
Accurate information sharing is of utmost importance, jk28, and I commend you for highlighting this important aspect. As always, we're here to provide reliable and helpful information to users. However, I recognize that there may be instances where resource guides or information provided may need clarification. To ensure the accuracy and usefulness of the resource guides, I'm here to work collaboratively with you.
You can submit feedback for the article in question. This step can help us determine areas for improvement and work towards enhancing the quality and accuracy of the information given. This collective practice will not only benefit you as a user but also contribute to the overall improvement of the resource guides for the benefit of the entire Community space.
I'll show you how:
Please feel free to point out any discrepancies or areas needing clarification, jk28. I'm here to listen, learn, and work towards providing the most accurate and helpful information possible. Your participation in this matter is greatly appreciated and will ultimately lead to a more reliable resource guide for everyone.
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