QuickBooks Workforce Features

Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information.

Contains functionality for employees to submit expenses reports and track reimbursments

Manages position descriptions and pay grades/structures for each role

Helps protect risk areas by ensuring compliance standards are met through tracking and reporting

Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options

Allows employees to set and manage work or career related goals

Record employee's benefit plans and selections throughout career progression

Track employee schedules, availability, and performance across projects and tasks

Create, design and manage workflows for repetitive tasks

Automates core HR functions such as talent management, employee evaluation and learning management

Tools to find, assess, and hire suitable candidates for a job within an organization

Manage employee salary processes, data, taxes, and records administration efficiently

Track and manage adherence to policies for any service, product, process, or supplier

Store, manage, and track all electronic documents in a centralized location

Track and manage schedules and meetings via an integrated calendar

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track and manage employee time-off, vacation, and sick leave requests

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track employee/learner's progression through training programs

Track the amount of time spent on a job or task

Integrate with Talent Managment software to better track learners progress and training sessions

Tracking, calculating, and paying commissions and earnings to employees

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Grant access to select data, features, objects, etc. based on the users, user role, and groups.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Use a dashboard to view benefits that are selected by employees or offered by employers

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Tools to find, assess, and hire suitable candidates for a job within an organization

Track and manage adherence to policies for any service, product, process, or supplier

Track employee/learner's progression through training programs

Track and manage schedules and meetings via an integrated calendar

Track employee schedules, availability, and performance across projects and tasks

Create orientation programs for new employees or students

Create, manage and track all task activities and progression

Automates core HR functions such as talent management, employee evaluation and learning management

Managing service requests, incidents, IT issues & support with a ticketing system

Access software remotely via mobile devices

Manage employee salary processes, data, taxes, and records administration efficiently

Store, manage, and track all electronic documents in a centralized location

Create, share, and manage the distribution of job descriptions/duties

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Creation, administration, and evaluation of assessments or tests

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access software remotely via mobile devices

Addition of necessary external data, applications, tools, or features

Create and manage internal campaigns to improve company culture or business strategy.

Create, design and manage workflows for repetitive tasks

Enable students, customers or employees to engage with each other in a particular space online or offline

Manage and track employee referrals for open job positions

Build, track, and maintain relationships with candidates

Create, design and manage workflows for repetitive tasks

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage advertising space and its sales within your network or publication

Track, manage and store the applications of potential future members, customers or candidates

Manage, store and organize emails within the system or via third-party apps

Manage and track all job information and associated tasks

Track products that are for sale at a reduced price or part of coupon promotions

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, save, and store files

Manage and track all job information and associated tasks

Manage and store data in a database

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track employee schedules, availability, and performance across projects and tasks

Automates core HR functions such as talent management, employee evaluation and learning management

Catalog, manage, and develop employee skill sets

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track and manage adherence to policies for any service, product, process, or supplier

Create, share, and manage the distribution of job descriptions/duties

Create, share, and manage the distribution of job descriptions/duties

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Set up connections to third-party platforms to improve business processes

View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrator to easily add employees and grow payroll process as their company grows.

View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track the amount of time spent on a job or task

Organize and manage the accomplishments and development of employees or performance of applications or systems

Record employee's benefit plans and selections throughout career progression

Store, manage, and track all electronic documents in a centralized location

Manage employee salary processes, data, taxes, and records administration efficiently

Track and manage adherence to policies for any service, product, process, or supplier

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Organizing a group of people to accomplish a task

Create, manage, and track policies and procedures within an organization

Track and manage schedules and meetings via an integrated calendar

Access software remotely via mobile devices

Manage attendance for classes, shifts, meetings, or events

Determine what amounts employees should contribute towards their benefits from each paycheck

Track employee schedules, availability, and performance across projects and tasks

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Upload, track, and submit receipts in a central database

Track and manage employee time-off, vacation, and sick leave requests

Create, design and manage workflows for repetitive tasks

Plan, pay and track business related expenses.

Allows employees to access current and past pay stubs, W-2 forms, and additional salary information.

Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers.

Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website.

Online portal through which end users can access the system, manage tasks, or obtain information

Allows administrator to enter payroll for all employees based on salary or total hours worked.

Calculation and tracking of sick and vacation days.

Automatically deposits paychecks into employees' bank accounts.

Allows administrator to reimburse employees for business-related purchases.

Automatically deducts wages for health care, 401(k) plans, etc. from paychecks.

Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.

Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.

Allows administrators to print valid paychecks and W-2 forms.

Sends printed checks to administrator to distribute to employees.

Allow employees to allocate a fixed portion or percentage of their paycheck each pay period into designated accounts.

Calculates taxes due and may include resources or tools for federal and state tax compliance.

Files payroll tax forms automatically for federal, state, and local taxes.

Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Enables administrator to import hours from time tracking systems.

Provides standard integration with third party accounting software.

Provides standard integration with third party core HR software.

Application programming interface that allows for integration with other systems/databases

Track 401(k) participant contributions and employer match

Monitor and record expenses such as purchases or charges incurred

Request, track, and manage time off requests and vacation time

Set up connections to third-party platforms to improve business processes

Addition of necessary external data, applications, tools, or features

Track and manage employee benefits information and eligibility information within a centralized database.

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.

Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.

Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.

Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.

Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.

Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).

Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.

Track the amount of time spent on a job or task

Manage employee salary processes, data, taxes, and records administration efficiently

Organize and manage the accomplishments and development of employees or performance of applications or systems

Tools to find, assess, and hire suitable candidates for a job within an organization

Track and manage adherence to policies for any service, product, process, or supplier

Determine what amounts employees should contribute towards their benefits from each paycheck

Track employee/learner's progression through training programs

Track employee schedules, availability, and performance across projects and tasks

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Automates core HR functions such as talent management, employee evaluation and learning management

Create, design and manage workflows for repetitive tasks

Manage attendance for classes, shifts, meetings, or events

Set up and manage retirement benefits for your employees

System that helps businesses manage their relationships with various third-party vendors, suppliers, and service providers

Select benefits and provide information needed to participate in a benefit via an online portal

Online portal where employees can access and track their own information

Track and manage employee benefits information and eligibility information within a centralized database.

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.

Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.

Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.

Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.

Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.

Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance.

Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.

The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record.

Enables users to view and transact business with the same content in multiple languages and currencies.

Is accessible from a mobile device and by users on the go.

Provides users with a pre-built library of templated forms related to the hiring process.

Provides electronic forms for employees to complete.

Enables new hires to sign forms electronically.

Enables the employer to perform background checks.

Provides user with offer letter templates.

Enables all stakeholders to approve offer letters.

Pre-designed layouts that can be customized to match preferences and requirements

Enables employees to login and view their onboarding process.

Introduces new hires to employees based on org chart.

Provides training on relevant compliance issues.

Provides workflows which track new hire progress.

Provides notifications about the onboarding process to both the new hire and manager.

Provides metrics on the time it takes a new hire to reach productivity.

Provides holistic Metrics on the onboarding process.

Contains tools to visalize data sets or workflows.

Connects to external systems and applications as needed to complete workflows.

Is consistently available (uptime) and allows users to complete tasks reliably.

Built in guidelines for termination processing.

Provides exit surveys to collect insights into what is and isn't working for your company.

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Provides analytics tools that reveal important business metrics and track progress.

Access pre-built and custom dashboards and analytics around content performance.

Generates in-depth visual dashboards and reports based on employee performance data.

Retains historical performance review data or integrates with third-party applications where historical data can be maintained.

Alter the layout and content of reports

Receive data and information in real time

Tools to communicate with internal and/or external parties involved in the workflow.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users.

Coordinates interview scheduling via email, phone, or text

Tracks key steps in onboarding process including new employee orientation and employee payroll documents.

Facilitates 360-degree feedback between managers, employees, and peers.

Provides customizable employee review forms and questions.

Follow the progression of a task associated with performance reviews

Provides real-time feedback and assessments on employee performance, skills, and accomplishments

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Establish measurable goals and objectives and track their progress over a specific period of time

Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals.

Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.

Allows employees or managers to request feedback from other employees.

Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.

Provides a forum for employees or managers to deliver public praise for exceptional employee performance.

Gauge satisfaction and receive information for improvement and success

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

Use AI to generate content in the form of text, images, videos, etc.

Manages talent pool to ensure key indivduals are being prepared for key roles.

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

New hires can complete I-9 document examination over the internet without in-person submissions

Automates the submission of employee information to the government database to verify work authorization eligibility.

Identifies potentially fraudulent documents and flags compliance errors to prevent audit violations

Collect data and compile reports to stay in compliance with Affordable Care Act requirements

Active reporting of data and metrics

Request, track, and manage time off requests and vacation time

Compliant with HIPAA, which sets standards for sensitive patient data protection

Timed notification for any upcoming task, deadline, appointment, or activity

Manage and track employee attendance

Manage mandated benefit continuation for employees who no longer work for the company for a limited time period

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Import and export data to and from software applications

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Electronic storage of staff/employee contact information and job status in a centralized repository

Tools that allow employees to request/schedule time off

Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks

Configure existing workflows to meet your organization's needs

Track and manage sick leave time

Set up and manage life insurance benefits for your employees

Set up and manage health insurance benefits for employees

Delegate benefits administration to third party vendors

Set up and manage short and/or long term disability insurance benefits

Track the attendance of specific individuals or groups

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Alter the layout and content of reports

Track employee time off under the family and medical leave act (FMLA)

Store and organize documents in a centralized system

Process of familiarizing new employees with the company, their position, and responsibilities

Set up and manage health savings and flexible spending accounts for your employees

View and track pertinent metrics to find patterns and gain insights from data

Timed notification for any upcoming task, deadline, appointment, or activity

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Track and manage employee's work hours to improve payroll accuracy

Predict future data based on historical data sets

Facilitate training materials that help employees grow and progress in their positions

Electronic storage of staff/employee contact information and job status in a centralized repository

Tools to improve and measure employee satisfaction and involvement

Online portal through which end users can access the system, manage tasks, or obtain information

Track and manage sick leave time

Add customized logos and colors to align with company branding

Access the system via a mobile application

Define levels of authorization for access to specific files or systems

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Alter the layout and content of reports

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

View and track pertinent metrics to find patterns and gain insights from data

Planning, tracking and developing internal talent for future key position filling

Import and export data to and from software applications

Manage the process of evaluating documents or requests submitted for approval

Gauge satisfaction and receive information for improvement and success

Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved

Timed notification for any upcoming task, deadline, appointment, or activity

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Track and manage employee's work hours to improve payroll accuracy

Predict future data based on historical data sets

Facilitate training materials that help employees grow and progress in their positions

Electronic storage of staff/employee contact information and job status in a centralized repository

Tools to improve and measure employee satisfaction and involvement

Online portal through which end users can access the system, manage tasks, or obtain information

Track and manage sick leave time

Add customized logos and colors to align with company branding

Access the system via a mobile application

Define levels of authorization for access to specific files or systems

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Alter the layout and content of reports

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

View and track pertinent metrics to find patterns and gain insights from data

Planning, tracking and developing internal talent for future key position filling

Import and export data to and from software applications

Manage the process of evaluating documents or requests submitted for approval

Gauge satisfaction and receive information for improvement and success

Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved

Centralized storage for employee data, records, and performance metrics

Software that is accessible through the cloud with an active internet connection

Tools that allow employees to request/schedule time off

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alter the layout and content of reports

Manage the process of evaluating documents or requests submitted for approval

Provides a channel for team members to share media files, communicate, and work together

Add customized logos and colors to align with company branding

Electronic storage of staff/employee contact information and job status in a centralized repository

Track and document all activities across devices, networks, and other systems

Protect sensitive data for digital privacy

Create and share a new employee handbook with helpful information

Import and export data to and from software applications

Use AI to generate content in the form of text, images, videos, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Customize data fields to support various needs and use cases

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Timed notification for any upcoming task, deadline, appointment, or activity

Centralized storage for employee data, records, and performance metrics

Use AI to generate content in the form of text, images, videos, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Automatically create and distribute W-2/1099 tax forms to employees.

Pay employees in multiple countries using correct currencies and correct tax deduction amounts

Electronic storage of staff/employee contact information and job status in a centralized repository

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Gateway through which employees can access the system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Import and export data to and from software applications

Pay employees in multiple states with correct tax deduction amounts in each

Manage the process of evaluating documents or requests submitted for approval

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Define levels of authorization for access to specific files or systems

Measure and track time including hours worked and paid time off (PTO)

Alter the layout and content of reports

SaaS, web-based, online deployment

Delegate payroll processing to third party vendors

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Manage and handle various international currencies

Software specialized for corporate use

AI-based platform which conducts a conversation via auditory or textual methods

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Automatic update of information / software

Track and manage employee's work hours to improve payroll accuracy

Software program that continuously adjusts its behavior based on observed data

Process of familiarizing new employees with the company, their position, and responsibilities

Software's ability to perform similar action on multiple similar files simultaneously

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Software specialized for accountants and accounting firms

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Manage and support multiple locations

View and track pertinent metrics to find patterns and gain insights from data

Designed for small businesses

Streamlining repetitive tasks and activities through automated and predefined workflows

Online portal where employees can access and track their own information

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Online portal through which end users can access the system, manage tasks, or obtain information

Pre-designed layouts that can be customized to match preferences and requirements

Use AI to generate content in the form of text, images, videos, etc.

Track employee schedules, availability, and performance across projects and tasks

Centralized storage for employee data, records, and performance metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Assess skills, outcomes and results using preset metrics and averages

Set up connections to third-party platforms to improve business processes

Peer/teammate feedback and review on individual's performance

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Evaluation process that provides feedback on an employee's job performance

Document completed by employee to assist with career and personal development to reach short term and long term goals

An individual's evaluation of his or her own strengths, weaknesses, and skills

Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks

Create, fill out, and send performance reviews to individual employees

Store, manage, and track all electronic documents in a centralized location

Create, design and manage workflows for repetitive tasks

Track employee/learner's progression through training programs

Electronic storage of staff/employee contact information and job status in a centralized repository

Manage the process of evaluating documents or requests submitted for approval

Uses AI to condense large amounts of text, audio, or video data into a coherent form

Catalog, manage, and develop employee skill sets

Application programming interface that allows for integration with other systems/databases

Acknowledge and reward employees for reaching specific goals and/or for exemplary performance

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Process of enhancing skills & experiences for continuous professional growth & advancement

Add customized logos and colors to align with company branding

Timed notification for any upcoming task, deadline, appointment, or activity

Tools to improve and measure employee satisfaction and involvement

Facilitate training materials that help employees grow and progress in their positions

Streamlining repetitive tasks and activities through automated and predefined workflows