We told you last December in one of our articles regarding "QuickBooks Connect" that Intuit was in the process of doing some work to allow QuickBooks users to track all of their employee documents right inside of QuickBooks Payroll.
Providing storage and access to critical employee and human resource documents for your employees can be both difficult and complex. That's because you must have them in a secure place, with controlled access so that those who need access can have it, while those who shouldn't be sticking their noses into these records are prohibited from doing so.
One QuickBooks team set out to help users manage their employee data within the confines of QuickBooks Payroll, and provide the security and control needed to provide appropriate access. The new feature allows users to securely store and manage employee and HR records from within the employee's profile.
You can access this new feature by:
- Logging into QuickBooks Online Payroll
- Selecting the Employee for whom you wish to upload documentation
- Choosing Documents
Source: Intuit QuickBooks Media Source materials (QBO Payroll)
- Selecting Add documents
- Then uploading the employee documentation from either the device you are using or from a mobile device
Source: Intuit QuickBooks Media Source materials (QBO Payroll)
It's that simple.
Now you will know exactly where critical employee documentation is stored and how to get to it. And your documents are just as secure as the controlled access permissions you establish for payroll and employee profiles.
Plus, you can even categorize these documents using folders to keep them organized.
Thanks QBO Payroll team for making employee document management a reality within Online Payroll.
Disclosures:
As used herein, QuickBooks®, QuickBooks Online, and QuickBooks Online Payroll refer to one or more registered trademarks of Intuit Inc., a publicly-traded corporation headquartered in Mountain View, California.
Feature content, including graphic materials, have been adapted from Intuit media source content. Source content or materials adapted by Insightful Accountant are furnished for educational purposes only.
Any other trade names used herein, if any, refer to products which may be registered, trademarked or otherwise held by their respective owners; they are referenced for informational and educational purposes only.
This is an editorial feature, not sponsored content. No vendor within this article has paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.
Neither the publication of this article, nor inclusion of any product herein, represents any endorsement by either the author or Insightful Accountant.
Note: Registered Trademark ® symbols have been eliminated from the articles within this publication for brevity due to the frequency or abundance with which they would otherwise appear or be repeated. Every attempt is made to credit such trademarked products within our respective article footnotes and disclosures.
Like what you're reading?
Subscribe to our FREE newsletter and we'll deliver content like this directly to your inbox.