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What is a QuickBooks Workforce?

QuickBooks Workforce is a feature of the QuickBooks Online payroll service that allows you to manage and track employee time and attendance. It includes the following features:

• Shift schedule: You can create and schedule employee shifts, and assign them to specific employees. You can also create repeating schedules for recurring shifts.
• Time tracking: Employees can use QuickBooks Workforce to clock in and out of their shifts, and track their hours worked. The platform also includes tools for tracking time off and sick leave, so you can keep track of employee absences.
• Payroll processing: You can use QuickBooks Workforce to process payroll for your employees, including calculating pay based on hours worked and any additional pay such as bonuses or commissions. You can also use the platform to pay your employees directly, through methods such as direct deposit or physical checks.
• Reports: QuickBooks Workforce includes a range of reports that can help you track employee time and attendance, as well as payroll costs. You can use these reports to get a better understanding of your business’s labor costs and to identify any areas where you might be able to improve efficiency.

Overall, QuickBooks Workforce is designed to be a comprehensive tool for managing employee time and attendance and processing payroll. It can help you streamline these processes, and make it easier to manage your workforce.

How does QuickBooks Workforce Work?

QuickBooks Workforce is a feature of the QuickBooks Online payroll service, which means you’ll need to have a QuickBooks Online account and a subscription to the payroll service in order to use it.

Once you’ve set up your QuickBooks Online account and activated the payroll service, you can begin using QuickBooks Workforce to manage your employees. Here’s an overview of how the process works:

1. Set up employee profiles: You’ll need to create profiles for each of your employees in QuickBooks Workforce. This includes entering their personal and contact information, as well as any relevant details such as their pay rate and job title.
2. Create and schedule shifts: You can use QuickBooks Workforce to create and schedule shifts for your employees. You can assign specific employees to specific shifts, and create repeating schedules for recurring shifts.
3. Clock in and out: Employees can use QuickBooks Workforce to clock in and out of their shifts and track their hours worked. The platform will automatically calculate their pay based on their pay rate and the hours they’ve worked.
4. Request and track time off: Employees can use QuickBooks Workforce to request time off, such as vacation days or sick leave. You can use the platform to track and approve these requests and to keep track of your employees’ time off balances.
5. Process payroll: When it’s time to process payroll, you can use QuickBooks Workforce to calculate pay for your employees based on their hours worked and any additional pay such as bonuses or commissions. You can then pay your employees directly through the platform, using methods such as direct deposit or physical checks.
6. Generate reports: QuickBooks Workforce includes a range of reports that can help you track employee time and attendance, as well as payroll costs. You can use these reports to get a better understanding of your business’s labor costs and to identify any areas where you might be able to improve efficiency.

Overall, QuickBooks Workforce is designed to be an easy-to-use platform that makes it simple to manage employee time and attendance, and process payroll. It can help you streamline these processes, and make it easier to manage your workforce.

How to set up your Quickbooks Workforce Account?

To set up your QuickBooks Workforce account, you’ll need to do the following:

1. Sign up for QuickBooks Online: If you don’t already have a QuickBooks Online account, you’ll need to sign up for one. You can do this by visiting the QuickBooks website and selecting the plan that best fits your needs.
2. Activate the payroll service: QuickBooks Workforce is a feature of the QuickBooks Online payroll service, so you’ll need to activate this service in order to use it. You can do this by going to the “Payroll” tab in your QuickBooks Online account, and following the prompts to set up and activate the service.
3. Set up your company and employee information: Once you’ve activated the payroll service, you’ll need to set up your company and employee information in QuickBooks Workforce. This includes entering details such as your company’s name, address, and contact information, as well as information for each of your employees such as their name, job title, and pay rate.
4. Set up your payroll preferences: You can use QuickBooks Workforce to customize your payroll preferences, such as the pay frequency, pay period, and pay method (e.g., direct deposit or physical checks). You’ll need to set these preferences in order to process payroll through the platform.
5. Create and schedule shifts: You can use QuickBooks Workforce to create and schedule shifts for your employees. You can assign specific employees to specific shifts, and create repeating schedules for recurring shifts.
6. Train your employees: It’s important to make sure your employees are familiar with QuickBooks Workforce, so they know how to clock in and out of their shifts, request time off, and view their pay stubs. You may want to consider providing training or instructions to help your employees get up to speed.

Overall, setting up your QuickBooks Workforce account involves a few simple steps, but it’s important to take the time to set it up properly in order to ensure that you’re using the platform effectively. Learn More