Organizations in this fast-moving industrial world are supposed to manage payroll and employee information management efficiently. QuickBooks Workforce intuit satisfies all such necessities of Intuit’s with immense efficiency. QuickBooks Workforce intuit had been built up to accelerate payroll management and enable easy access for the employer as well as the employee. The motive of this article is to guide you through the set-up process for QuickBooks Workforce intuit , through which you can avail all the functionalities for your business .
Getting to Know QuickBooks Workforce intuit –
QuickBooks Workforce intuit : this web portal was designed to function in cooperation with QuickBooks Online Payroll. It offers one channel through which employees can access all their paystubs, W2’s, and other important payroll documents. To the employer, QuickBooks Workforce intuit makes employee payroll information so much easier to handle. It will make life so much easier as it moves you away from the older, more traditional paper-based systems.
One thing to remember before moving ahead is as follows:
Subscription to QuickBooks Online Account: You have to subscribe to one of the online payroll services provided by QuickBooks.
Employee Information: Extract your employee’s email along with other information that can help you in this regard.
Administrative Access: You must possess administrator access to your QuickBooks account as the QuickBooks Workforce intuit setup requires permission for administrator access.
How to Turn On QuickBooks Workforce intuit –
To begin using QuickBooks Workforce intuit , you first need to turn it on in your QuickBooks online account. How? Log in to QuickBooks Online(QBO). Log in as Admin into your QuickBooks Online account. Left-hand navigation panel Payroll Tab Click Payroll Settings from this tab for more interaction with it; this opens the configuration options of payroll.
QuickBooks Workforce intuit Setup: On the Payroll Settings page, click on QuickBooks Workforce intuit and hit the ‘Get Started’ button. From here you will go through actually enabling the service. You might even be prompted to review and accept terms of service.
Adding Employees to QuickBooks Workforce intuit
Once QuickBooks Workforce intuit is activated, adding employees to the file will be the next thing. You invite them onto it to ensure their information is duly recorded.
Locate Employee List: Click on the Payroll tab, click Employees on the menu bar.
Send invites: In order to invite all the employees, just click on the employee’s name in order to open the profile. As soon as you see an option to ‘Invite to Workforce’, provide the email address of the employee inside the box provided. QuickBooks will send an invitation email to the employee by asking him or her to create their own QuickBooks Workforce intuit account.
Confirm Invitations: The invitation to the employees comes through an e-mail, which will have a link to their sign-up in QuickBooks Workforce intuit . All they need to do is click on this link to complete the sign-up. Once they accept your invitation automatically, their account becomes hooked with your company portal at QuickBooks Workforce intuit .
Setting Up Employee Preferences-
Once they have accepted the invitation, other preferences can be set up that will enhance the benefit derived from QuickBooks Workforce intuit . Employee Profile: You need to go through the list of every employee profile in your company to have updated information on their personal information, particulars of payment contact, and payroll information.
Notifications: QuickBooks Workforce intuit settings, by default, provide you with options for how and when you want your employees to be notified. You choose how many times or how often your employee is contacted to notify when a pay stub, tax form, and other required information are available.
Set Permissions: You will have options for the access an employee may have in QuickBooks Workforce intuit . You get to decide how much they might want and need to see, and in what way they could use that information.
How to Train Your Employees to Use QuickBooks Workforce intuit –
You will have to train the employees in basic ways of using QuickBooks Workforce intuit to make the transition in the working style easy. Here is all that you can teach them:
Account Access: Let your staff know how to access the QuickBooks Workforce intuit account either via a browser or a mobile device.
How the Dashboard will be accessed: Let them know how they will access their paystubs, download W2’s, and other payroll documents within the QuickBooks Workforce intuit dashboard.
Secondly, setting up managing notifications is done by taking the employees through the process. It adds alert notifications when a pay stub or tax document becomes available.
Access to QuickBooks Workforce intuit –
Setting up QuickBooks Workforce intuit does not begin but is rather endless to keep everything smooth.
Activity Employee Permit frequent or occasional verification in the QuickBooks Workforce intuit dashboard for problems or errors reported through it by employees. Resolve the problems directly for keeping payroll records updated and correct.
Update Information of Employee Update all the information of employees when they have a change in their personal and banking detail on QuickBooks Online and QuickBooks Workforce intuit .
Periodic Review of Security Settings: These security settings need to be periodically reviewed so that no unwanted personnel may gain access to sensitive payroll information. You can prevent data breach and any unauthorized access by doing it this way.
Troubleshooting Some Common Issues-
Although QuickBooks Workforce intuit was designed in such a way that would make lives easier, there is a list of minor issues you are going to encounter once in a while and have to troubleshoot. Some of the common issues with their troubleshooting actions are listed below:
Login Issues: If, at the employee’s end, some problem is there in logging in, ask him to check whether the email address is correct and the password is correctly fed. Also, have his account activated and linked with your QuickBooks Workforce intuit .
Pay Stubs/W-2s not appearing in employee account: Check if payroll was run and documents are in the system. Run payroll again in that case.
Notification not coming through: Employees are not getting notified. Notification setting, in this regard within their profile, needs a check; make sure the email address filed is correct.
Conclusion.
QuickBooks Workforce intuit is one such strategic setup that may help you raise the bar as far as efficiency in handling payroll is concerned. Any implementation, easy access to payroll information by your employees, and continued high levels of administrative efficiency-in-following these steps herein-shall go a long way. Assuredly, you would have the ability to spend less effort on minute details of managing payroll and more time growing the business with QuickBooks Workforce intuit .
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