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julie160
October 18, 2021
Question

All employees were setup

  • October 18, 2021
  • 1 reply
  • 6 views
When employees login they are told they are inactive employees (I terminated them in the old file when we moved them to the new file).

1 reply

I
IntuitAikaQuickBooks Team
QuickBooks Team
October 18, 2021

Hi julie160,

 

If the employee is trying to access the employee self-service portal, we'll need to check on your Payroll Settings to confirm if you've grant an access to them. 

 

Here's how: 

  1. Select Employees from the left hand menu
  2. Select the Payroll Settings tab, then select Employee Portal Settings.
  3. Select the Access tab.
  4. By default, a list of all your active employees will be displayed. Using the tick boxes next to the employee’s name, you can individually grant the employee access to the employee portal. To bulk grant access, click on the checkbox to the left of Name at the top of the table.
  5. Select Grant Access.

To activate the account, the employee needs to check their email to set up their password to be able to access the employee portal settings. For more detailed information, you can check on this article: How to Access the Employee Self Service Portal as an Employee. 

 

Let me know if you need any help. Have a nice day!

J
julie160Author
October 18, 2021

Yes I have checked all that - I even set myself up as an employee and it works for me. But these employees were setup in another file - then the client decided instead of having locations for her businesses, she would prefer seperate files - so I setup a new file for one business and moved the employees over - terminating them in the old file and granting access in the new file - however everytime they try to login it says they are not active employees - hence it is still trying to log them into the old file.

I
IntuitSheila
Level 4
October 18, 2021

Hi julie160,

 

It's good to know that the employees are showing that they have access to the Employee Portal Settings.

 

We recommend you resend the email activation link to the employees by going to the employee details.

 

Here's how:

 

  1. Click on Employees tab.
  2. Click on one of the employees name.
  3. Click on Employee Portal Access.
  4. Click on the hyperlink resend activation email.

Once done, have your employee's check their email and accept the invitation link.

 

You may want to check this article for more information about How to access and use the Employee Self Service Portal [VIDEO].

 

Drop a comment below if you need more help with QuickBooks Online Payroll. I'll be sure to get back to you as soon as possible.

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