QuickBooks’ “Centers” help you keep related information in one place and save time hunting around. The Employee Center gives you access to staff data.
If your business is large enough to have multiple employees, you (or your HR person) know how many details you have to keep straight about every individual. There are records, compensation and benefits data, payroll transactions, etc.
When companies had to do this manually, it was a nightmare. Even the most organized, dedicated individuals probably loathed the logistics required to keep everything straight. QuickBooks simplifies this task tremendously.
If you’re just starting to use QuickBooks to track employee information, you might want to invest some time in a QuickBooks training course to supplement your knowledge about what you need to know. And you’ll want to explore the QuickBooks Employee Center.
To get there, open the Employees menu and click on Employee Center.
You should learn how to use QuickBooks’ Employee Center if staff management is an element of your job. This is the main part of the screen.
The QuickBooks Employee Center is composed primarily of three parts:
The Toolbar. At the top of the screen, you’ll see icons representing some of the tasks related to employee management. You can:
- Enter information about a new employee
- Change default setting and add/edit sales reps
- Print paychecks and paystubs, in addition to other information
- Enter a single time-based activity, or several (using the timesheet), and
- Export employee data to Excel or Word (for more complex reporting and mailings).
Lists. Use the three tabs in the upper left to see a list of employees or a list of transactions, and to access the actual payroll-processing screen.
When you click on Employees and highlight one, his or her Employee Information opens in the main part of the window.
QuickBooks’ contact management tools in the Employee Center help you track your interaction with the staff. A QuickBooks tutorial could walk you through the best practices related to these tasks.
Contact management tools. When you highlight an employee, you’ll see a series of tabs in the lower left corner of the Employee Information screen. Click on Transactions, and you can view all of them related to that employee or a subset (Paychecks, Liability Adjustments, Year-to-Date Adjustments or Non-Payroll Transactions). These will appear in the lower part of the screen, and you can change the date range.
Click on To Do’s, and again, you can see all or part of them (Call, Fax, Email, Meeting, Appointment or Task). You can also view just those of a certain status (All, Active, Done, Inactive) for a specified date range. And Notes can be viewed by a variety of date ranges.
You can access all of this information from other areas in QuickBooks, but the Employee Center ties it together nicely and makes it easily accessible.