Hi. This is Mark from the QuickBooks team.
Before you can run payroll in QuickBooks Online payroll,
you need to add your employees.
Let's go over how to add your employees, including their personal info,
pay rates, pay schedules, work location and deductions.
We'll also show you how to make this easier
by inviting your employees to add some of this info themselves.
To start, go to payroll
Note: your navigation may look like this.
If you're setting up select "start" under
"Tell us about your team."
If you've been running payroll already, select employees
If you're setting up payroll for the first time, you'll be asked
how you've run your payroll before switching to QuickBooks.
You may be able to upload employee reports from your prior payroll service
and have QuickBooks import some of your employee details for you.
Select Add Employee.
Add your employee's name and email address.
QuickBooks will automatically email them an invite to QuickBooks Workforce
where they can view their paystubs, W-2s, and more.
To save you some data entry,
you can have your employees enter their personal tax
withholding and bank account info themselves.
Select Add Employee.
Now you're ready to add your employee info.
You can start with any section since employee self setup is on,
you won't be able to edit some fields in the personal info, tax
withholding or payment method cards.
If you need to pay your employees right away
or want to add the info yourself, turn off employees self setup.
You can turn it on or off at any time.
Once your employee adds their info through QuickBooks
workforce, you'll be able to see it and make changes.
Let's start with employment details.
Select START.
Add your employee's hire date, pay schedule, and work location.
All of the other fields are optional. For pay schedule,
tell us how often you pay this employee, when their next payday will be,
and when the last day of that pay period will be.
The pay day is the day your employees get their checks or direct deposits,
but the pay period is the days you're paying your employee for.
QuickBooks payroll shows you the next four paydays
and pay periods based on the info you entered
so you can check that everything is correct.
You can name this schedule and if you want to use it
for other employees, just check this box. If everything looks good, select Save.
Next, you'll need to add a work location.
The work location is the physical address where your employee works.
You'll see the address you gave us when you added your business details.
If your employee is based out of a different location,
add a new location. When you're finished,
Select Save.
For pay types., tell us how much you pay your employee.
You can choose from hourly salary or commission only.
For this example, we'll set up an hourly rate.
You can also add other pay types like overtime or bonus,
and you can set up time off policies
Select additional pay types
for other items like reimbursement or tips. When you're done, select Save.
If your employee has deductions like 401K, health insurance, or garnishments
like child support, or if your business contributes to employees retirement
or health insurance, add them by selecting
start on deductions and contribution.
Select Add deduction contribution
or add garnishment.
Then fill out the details and select save.
When finished adding all the deductions, select done.
You've added your new team member.
Nice work.