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Create an employee directory in QuickBooks Online Payroll

by Intuit6 Updated 2 weeks ago

Learn how to create a Directory in QuickBooks Online and share it with your employees who use QuickBooks Workforce.

The Directory in QuickBooks Online Payroll lets you view your reporting structure, assign managers, and see job titles, email addresses, and phone numbers. You can also share this info with your team by enabling the org chart in QuickBooks Workforce.

Create your directory

To get started, assign a manager to your employees.

  1. Go to Payroll, then Employees (Take me there).
  2. Select the Directory tab, then select Assign managers.
  3. From the Manager ▼ dropdown, choose your employee’s manager.
  4. Select Done.

Manage your directory

Add a job title, email address, or phone number

  1. Go to Payroll, then Employees (Take me there).
  2. Select the Directory tab, then select View.
  3. Select Start or Edit on the section you want to update.
    • Phone and email: Go to Personal info.
    • Job title: Go to Employment details.
  4. Select Save.
  5. Select Directory to see your changes.

Update your employee's manager

To update your employee’s manager, you can re-assign a manager.

Show or hide directory in QuickBooks Workforce

If your employees have access to QuickBooks Workforce, they can view other employees' info including names, profile pictures, job titles, email addresses, and phone numbers.

Show your directory in QuickBooks Workforce

  1. Go to Payroll, then Employees (Take me there).
  2. Select the Directory tab, then select Show directory in Workforce.
  3. Select Show directory in Workforce.
  4. Select Include email addresses or Include phone numbers if you want to show this info to your employees.
  5. Select Apply.

Hide your directory in QuickBooks Workforce

  1. Go to Payroll, then Employees (Take me there).
  2. Select the Directory tab, then select Show directory in Workforce.
  3. Remove the checkmark from the Show directory in Workforce checkbox.
  4. Select Apply.

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QuickBooks Online Payroll CoreQuickBooks Online Payroll EliteQuickBooks Online Payroll PremiumQuickBooks Workforce

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