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hop_icecream123
Level 1

Can you have employee availability in quickbooks time scheduling?

Just like the title says, can you have employee availability in QuickBooks time scheduling? Is there a way to put in times that they are available to work so that you can see that when you're scheduling?

5 Comments 5
GlinetteC
Moderator

Can you have employee availability in quickbooks time scheduling?

Hello there, Hop.

 

I'll be glad to help. However, I need more details to understand your issue or concerns fully. Are you referring to viewing the hours when the employee is scheduled to work? Any additional information will help me offer an accurate solution.

 

I'm looking forward to your reply.

hop_icecream123
Level 1

Can you have employee availability in quickbooks time scheduling?

Thanks for your help. We are switching back to using QuickBooks Time for scheduling and clocking in/out. Our previous scheduling software allowed us to enter in employee availability so that we would know if there is a conflict with that availability when creating the schedule. 

 

Ex: Employee is available to work all day on Mondays, Tuesdays, & Wednesdays. If you tried to schedule them for a Thursday shift, a notification would pop up saying there was a scheduling conflict. 

 

Is something like this available in QuickBooks Time scheduling?

ShyMae
QuickBooks Team

Can you have employee availability in quickbooks time scheduling?

I understand the advantage of seeing the employee's availability when you set up a schedule, Hop. 

 

Currently, the option to see the availability of employees when you set up a schedule in QuickBooks Time is unavailable. I see this is essential to your business, so I'd recommend sending feedback to our product development team. They'll carefully review your idea and may consider it for future updates. 

 

To submit your suggestion:

 

  1. Select the Gear icon, then choose Feedback.
  2. Type in your product suggestions.
  3. Select Next to submit.

 

We truly appreciate your valuable feedback and acknowledge your contribution towards improving our product.

 

On the other hand, to manage settings for the entire company, including the scheduling, you can visit this article: Change schedule notifications and preferences for QuickBooks Time.

 
You can respond anytime by tapping the reply button in this thread, Hop. If you need further clarification regarding QuickBooks Time scheduling, I'm always here to help. 

hop_icecream123
Level 1

Can you have employee availability in quickbooks time scheduling?

Thank you for your reply to that. I have two other questions about QuickBooks Time.

 

 

Is there a way to create templates on the Time webpage itself instead of creating templates in Quickbooks Online and then importing them? We use QB Enterprise desktop, so the QB online template creation doesn't really help us. 

 

Also, is there a way to add the custom fields that were entered into QB time onto the shifts when you create them. I see the option to add fields, but only imported QB fields are there and not the ones I created in QB time. 

 

Thanks! 

SheandL
QuickBooks Team

Can you have employee availability in quickbooks time scheduling?

Let me walk you through the steps in creating templates and adding custom fields within QuickBooks Time, hop. 

 

Yes, you can create a scheduling template within the QB Time.

I can provide you with some guidance on creating one. 

 

  1. Select Schedule on your left navigation panel. 
  2. Select Full, then select Week in the dropdown. 
  3. Add shifts to a weekly schedule.
  4. On the Action dropdown, choose Save Week as Template...
  5. Name the template, and Save.

 

Also, you can add a custom field and incorporate it with the newly created template. Let me show you how. 

 

  1. Go to Feature Add-ons, then choose Custom Fields. 
  2. Select + Add Field.
  3. Add the necessary details in the Field window. 
  4. Hit Save. 
  5. Go back to Schedule and select your employee. 
  6. In the right corner, add the required details for that customer. 
  7. Scroll down and click the + Add field option, then choose the appropriate field.
  8. Click Publish.

 

You can also check this article if you want to learn how to add your employee's paycheck info: Add payroll info to QuickBooks Desktop Payroll when you already paid employees this year

 

You can comment below if you have other questions regarding creating a template and adding custom fields in QB Time. The Community space is always here to assist you. Take care!

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