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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
Dandie_A
QuickBooks Team

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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.

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