Simple employee onboarding and flexible payroll setup are key requirements when considering a payroll service. QuickBooks Online Payroll now gives you increased flexibility with employee self-onboarding by allowing you to enter some of their information, and then invite them to add the rest. Here's how:
- In your left navigation bar, go to Payroll.
- Access the Employees tab.
- Click Add an employee
- Enter their First name, Last name, and Email address in your Personal Info section.
- Confirm the "Ask this employee to enter their personal, tax (2020 W-4), and banking info with QuickBooks Workforce." option is ticked.
- Specify their Hire date in your Just a few more details... area.
- Select Done.
The employee will will receive an email inviting them to enter their Address, Social Security Number, W-4, and other information along with their banking details (for direct deposit) by setting up an Intuit/QuickBooks Workforce account. This also gives them the option to view their pay stubs and W-2s online in the future.