Overview of the Hire Guided Processes
 

Overview of the Hire Guided Processes

When would I use this?
When you are hiring an employee and want to be sure you are collecting the right data, the Hire Guided Process will take you through the process step-by-step.
 

              Pre-Hire Checklist
  • Reminds you of the forms and information you may need to complete the Hire process.




              Entering Data
  • Not all fields are required to complete the Hire process; however you should enter as much information as possible in order to keep a complete employee record.


  • Further information on the hiring process and the data collected during the process can be found in the Questions box.


  • As with all of the Guided Processes, any data you enter here will be saved to QuickBooks.


              When Hire is Complete
  • You'll see a Post Hire checklist with links to other related processes, reports and information.


  • At this point, the new employee will be added and all of the information will be saved to your QuickBooks file.


  • You can also complete the payroll set up for the new employee at this time if you wish. Click the payroll link to be brought to the employee record in QuickBooks where you can open the Payroll Info tab to set up payroll items.

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