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purdaneta-herohe
June 9, 2021
Solved

Is there an onboarding HR resource/tool within QuickBooks? This will allow an employee to onboard online prior to start date.

  • June 9, 2021
  • 2 replies
  • 0 views
The employees will receive a notification to complete all required forms
Best answer by rvrfrf

Thanks for reaching out to the Community, purdaneta-herohe.
 

With QuickBooks Online Payroll, you can set up some of your new employee's information, then invite them to add the rest.
 

Here's how:

  1. In your left navigation bar, go to Payroll.
  2. Access the Employees tab.
  3. Click Add an employee.
  4. Enter their First name, Last name, and Email address in your Personal Info section.
  5. Confirm the "Ask this employee to enter their personal, tax (2020 W-4), and banking info with QuickBooks Workforce." option is ticked.
  6. Specify their Hire date in your Just a few more details... area.
  7. Select Done.


The worker will receive an email inviting them to enter their Address, Social Security Number, W-4, and banking details through QuickBooks Workforce. This also gives them an option to view pay stubs and W-2s online.
 

I've additionally included a few detailed resources about using QuickBooks Online Payroll that may come in handy moving forward:


I'll be here to help if there's any questions. Have an awesome day!

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
June 9, 2021

You need an additional app to do so.

P
purdaneta-heroheAuthor
June 9, 2021

Any app recommendations? 

Fiat Lux - ASIA
Fiat Lux - ASIA
June 9, 2021

@purdaneta-herohe

If you picked QuickBooks Payroll, you can follow the details as mentioned by ZackE. Otherwise, we my recommend other app to integrate with QBO. 

R
rvrfrfAnswer
June 9, 2021

Thanks for reaching out to the Community, purdaneta-herohe.
 

With QuickBooks Online Payroll, you can set up some of your new employee's information, then invite them to add the rest.
 

Here's how:

  1. In your left navigation bar, go to Payroll.
  2. Access the Employees tab.
  3. Click Add an employee.
  4. Enter their First name, Last name, and Email address in your Personal Info section.
  5. Confirm the "Ask this employee to enter their personal, tax (2020 W-4), and banking info with QuickBooks Workforce." option is ticked.
  6. Specify their Hire date in your Just a few more details... area.
  7. Select Done.


The worker will receive an email inviting them to enter their Address, Social Security Number, W-4, and banking details through QuickBooks Workforce. This also gives them an option to view pay stubs and W-2s online.
 

I've additionally included a few detailed resources about using QuickBooks Online Payroll that may come in handy moving forward:


I'll be here to help if there's any questions. Have an awesome day!

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