cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 4

Some Employee Notes are automatically there, some aren't

Quickbooks Premier 2020 added a note to employees called raises & Promotions history, which I love. But I'm seeing that any employees hired after I upgraded don't have this note. They have had raises, etc, so there should be a history. Anyone know how to make this note show up for everyone?

Solved
Best answer 3 weeks ago

Best Answers
Highlighted
Moderator

Some Employee Notes are automatically there, some aren't

Thanks for getting back to us, @windylou,

 

I can share some more insights about the Notes feature in QuickBooks Desktop. Our program has a then feature called Employee Organizer, which we use to track Human Resource requirements related to employees earning history. All workers added before 2017 and other  higher editions, has this module enabled in their profile.

 

After the discontinuation (v.17), the saved information from the E.O. is moved over to the Notes section. That is why you see the pay rate change history for old names as notes, and all employees added on or after year edition 2017 will have no Raises and Promotions History section.

 

Because of this, our engineers introduced the Employee Pay Adjustments History report. The system uses this to track changes of earnings for new employees and when the update took effect. The data in there includes a history for hourly payroll item rate, annual salary item rate, commissions, or bonus item rates.

 

If you want to have a similar view as the old employees, you can manually copy the information on the report into the Notes section. To do that:

 

  1. Open the new employee's profile and click on the Notes tab.
  2. Right-click anywhere and click Add new.
  3. Copy the same history format as the one you see on the old employee
  4. Click OK once done filling out the information.

To learn more about this report type. check out the following links:

 

Let me know if you have additional questions about this or need anything else in QuickBooks. I'll be right here to help you in any ways possible. Have a lovely week ahead!

View solution in original post

6 Comments
Highlighted
QuickBooks Team

Some Employee Notes are automatically there, some aren't

Thank you for posting here, @windylou.


I'm happy to hear that you love the updates made when you upgrade your QuickBooks Desktop. I can provide some troubleshooting steps to help you with your concern. 

 

First, let's update your payroll tax table. This will provide the most current and accurate rates for state and federal tax tables in QuickBooks Desktop (QBDT) 2020. 

 

Here's how:

 

  1. Go to the Employees menu
  2. Choose Get Payroll Updates.
  3. Select the Download Entire Update checkbox.
  4. Click Download Latest Update. A window appears when the download is complete.

 

Then, check the newly created paycheck for the employees.

 

If you still can't see the Raises & Promotions history notes for the employees, I suggest creating it manually. To do so, please follow these steps:

 

  1. Go to Employee and pick Employee Center.
  2. Choose the employee.
  3. In the Notes tab, click the Manage Notes drop-down arrow and select Add New.
  4. Enter the information.
  5. Hit OK.

 

Also, to know more about payroll processing, you may check out this link: Payroll 101


Let me know how it goes and post a reply below. I'll be around if you need any help. Take care always. 

Highlighted
Level 4

Some Employee Notes are automatically there, some aren't

No. None of that was helpful. If I am entering the info myself, then it's not at all useful to me. This is an automatic note that showed up on each employee profile after upgrading to the 2020 version. Any new employees that have been hired since do not have it. It did not exist on my previous 2017 version. I would like to be able to have that info to easily access for ALL EMPLOYEES.

Highlighted
QuickBooks Team

Some Employee Notes are automatically there, some aren't

Hi @windylou,

 

I'll share insight on your query.

 

You can run the Employee Pay Adjustments History report. All employees you have on record will appear in this report.

 

These are the changes you'll see: 

  • Rate of an hourly payroll item
  • The annual rate of a salary payroll item
  • Rate of a commission payroll item
  • Rate of a bonus payroll item

Follow the steps below to run the report:

 

  1. Go to the Reports menu.
  2. Highlight Employees & Payroll.
  3. Select Employee Pay Adjustments History.
  4. Hit OK when you see the pop-up window.

Additional details of this report are in this article: Employee Pay Adjustments History Report. It's where you'll find a list of fields found on the report, including a short description for each. 

 

You even have the option to customize the report to meet your needs. Take a look at this article for more information: Customize reports in QuickBooks Desktop

 

Have other questions in mind? Leave them in the comments below, and I'll be sure to get back to you. 

Highlighted
Level 4

Some Employee Notes are automatically there, some aren't

That is helpful, but still doesn't fix my issue. That report only shows their previous wages & current. I like the note outline that I can just quickly scroll through to see every raise & promotion someone has received during their employment.

Highlighted
Moderator

Some Employee Notes are automatically there, some aren't

Thanks for getting back to us, @windylou,

 

I can share some more insights about the Notes feature in QuickBooks Desktop. Our program has a then feature called Employee Organizer, which we use to track Human Resource requirements related to employees earning history. All workers added before 2017 and other  higher editions, has this module enabled in their profile.

 

After the discontinuation (v.17), the saved information from the E.O. is moved over to the Notes section. That is why you see the pay rate change history for old names as notes, and all employees added on or after year edition 2017 will have no Raises and Promotions History section.

 

Because of this, our engineers introduced the Employee Pay Adjustments History report. The system uses this to track changes of earnings for new employees and when the update took effect. The data in there includes a history for hourly payroll item rate, annual salary item rate, commissions, or bonus item rates.

 

If you want to have a similar view as the old employees, you can manually copy the information on the report into the Notes section. To do that:

 

  1. Open the new employee's profile and click on the Notes tab.
  2. Right-click anywhere and click Add new.
  3. Copy the same history format as the one you see on the old employee
  4. Click OK once done filling out the information.

To learn more about this report type. check out the following links:

 

Let me know if you have additional questions about this or need anything else in QuickBooks. I'll be right here to help you in any ways possible. Have a lovely week ahead!

View solution in original post

Highlighted
Level 4

Some Employee Notes are automatically there, some aren't

Thanks Jen. That was very insightful. However, you're incorrect on it being for employees entered before 2017. I have employees that started in 2019, but I think the misinterpretation is they were entered with Premier 2017. I wish I had known about this feature before it discontinued. I just thought it was a new feature since I just saw it with the 2020 version and it's extremely helpful. Thanks so much!

Need to get in touch?

Contact us