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A
AMoon
November 13, 2019
Question

How can I add notes/reasons for terminating an employee? Or is there a way I can make other options in the Status drop down?

  • November 13, 2019
  • 1 reply
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1 reply

JoesemM
JoesemM
November 13, 2019

Thank you for posting in the Community, @AMoon.

 

You can add notes for your Employee in QuickBooks Online. I'll be happy to guide you with the steps.

 

  1. Go to Workers from the left menu, then select Employees.
  2. Choose your employee.
  3. Click the pencil icon beside Profile.
  4. Enter the information in the Notes field.
  5. Hit Save.

 Also, you can make other options in the Status dropdown. Just follow these steps: 

 

  1. Go to Workers then select Employees.
  2. Choose your employee from the pencil icon beside Employment.
  3. Click the Status drop-down then make your changes.
  4. Hit Save.

For further guidance, you can check out this article: Add and use notes.

 

Fill me in if you need anything else. I'll be more than happy to help you. Take good care!

A
AMoonAuthor
November 13, 2019

Thank you for reminding me to use the notes section.. I am however most interested in having other options in the status drop down, aside from the ones provided. The steps to do so seem great, but they do not work. There is no "pencil" aside from the one next to the "employment" section after an employee has already been chosen. Once I am in there, the only option is to choose from status options that have been pre-populated. If I am misunderstanding, maybe you can provide me with a visual? I am working in QBO, btw.. maybe that makes a difference? Thank you! 

JessT
JessT
November 13, 2019

There's no other option aside from the default choices, AMoon. 

 

Adding another option sounds like a great idea though. I'll pass this along to our product engineers, so they can consider it in future updates.

 

Requests and suggestions have been helpful to us. It's one way of making us aware about the things that we need to enhance or add to QuckBooks.

 

You can ask more questions about payroll or QuickBooks in general. We're just around to help.

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