How do I set up an employee to create schedules for other employees in QB online?

1. Navigate to My Apps and hover over Time.
2. Select Go to Classic QuickBooks Time.
3. Go to My Team.
4. Choose the team member.
5. Click the three-dot menu (⋮), then select Edit.
6. Click the Permissions tab..
7. In the Role dropdown menu, select Admin.
8. Click Save to apply the changes.

1. Navigate to My Apps and select Payroll.
2. Go to the Employees section.
3. In the Personal Info section, click Edit to update the employee's email address.
4. Click Save to confirm the changes.
5. Next, open the Permissions tab, click the dropdown arrow, and select Cancel Invite.
6. Finally, click Send Invite to resend the invitation to the updated email address.

Sorry for the late reply. It's been busy here, so this fell of my radar for a bit. This is why QuickBooks Online has been such a disaster for me. Any time I try to do something new, it is so hard to figure it out and by the time I get help, something else in my life has exploded.

So, I am stuck in the first set of instructions you give. You say to navigate to My Apps. All I can find is "All Apps", and when I hover over "Time" there is no option for "Go to classic QB time"

For your second set of instructions, I had already changed his email a few weeks ago. I think he is getting all his notifications to his new email, but he has to login with his old email. I think I found where to resend the invite, but it says "remove access" not "cancel invite." I'm assuming that's the same thing. Before I follow through with that, though, I wanted to check what will happen. Will the employee lose any of their data when I cancel and resend? Will this be creating a whole second Workforce account for him, or just changing his email address on his current account? I have had QuickBooks Online mess things up on me so many times, that I don't want to take any chances before I know exactly what will happen.

Thanks for your help.

Thanks for letting me know where you're stuck, Sarah. Let me clarify this part for you to ensure everything makes sense.

Creating schedules, assigning jobs, or managing team calendars is only available in QuickBooks Time. Workforce is a self-service portal designed for employees to view their personal information, such as pay stubs, tax documents, and other records. It doesn’t include scheduling features or allow employees to manage team tasks.

To give your employee the ability to handle schedules, you’ll need to set them up with QuickBooks Time (formerly TSheets) access. Assign them the Admin role in QuickBooks Time with scheduling permissions enabled.

Once set up as an Admin in QuickBooks Time, your employee will be able to create and manage schedules seamlessly.

Regarding access management, the "Remove Access" function works similarly to "Cancel Invite." Selecting "Remove Access" will make the employee's current login credentials inactive.

Also, resending the invite will not delete any of the employee's data or create a duplicate Workforce account. Their existing account and all records, such as pay stubs and details, remain fully intact. This step simply updates their login credentials, so they’ll sign in with their new email address moving forward.

Once your employee accepts the invite using their new email, everything will be tied to the updated login credentials.

Please feel free to let us know how this goes, or if you run into any roadblocks. We're happy to continue assisting you.