Team App Onboarding

How to Get Started with HCM Features in QuickBooks Payroll: Team App Onboarding Your client wants to roll out HR features but does not know where to start. QuickBooks Payroll now has a single Team section that houses Documents, Recruiting, Benefits, HR Workflow, Performance, and Time Off, with a Team Overview page that acts as a command center for everything employee-related. If you've ever asked how clients discover and get started with the new Human Capital Management features in QuickBooks Payroll, this clip walks through the redesigned Team section, the Team Overview command center, feature-by-feature getting-started flows, bulk manager assignment, employee invites to the QuickBooks Workforce app, custom document templates for new hire onboarding, and Team Insights that surface the next HR task before your client misses it. In this clip, you'll learn how to: Centralized Team section: Find all new HCM features in one place inside QuickBooks Payroll, including Documents, Recruiting, Benefits, HR Workflow, Performance, and Time Off, instead of navigating across separate product areas. Feature-by-feature getting-started flow: Let your clients pick which HR features they want to set up first from the Team Overview intro page, with curated setup paths for each selection so they do not have to configure everything at once. Team Overview command center: Land on a redesigned Team Overview page that acts as a single command center for HR work, with quick links to each feature, contextual recommendations based on the team's current state, and the option to take a guided tour. Bulk manager assignment: Select multiple employees at once and assign a manager to all of them in a single workflow, with the option to assign a single manager to each selected employee or assign each employee to a different manager individually. Bulk QuickBooks Workforce invites: Invite multiple employees to the QuickBooks Workforce app in one step, so they can access HR features like benefits enrollment, time-off requests, and document signing from their phones after a single bulk invite. Custom document templates for onboarding: Build reusable employee handbook templates and policy documents from inside QuickBooks Payroll, with e-signature acknowledgment, then send them to new hires or existing employees as part of the onboarding flow. Team Insights for proactive HR tasks: Get in-product nudges that flag the next HR task before it slips, like assigning time off policies to employees who do not have one, inviting recent hires to QuickBooks Workforce for I-9 compliance, and getting ahead of seasonal hiring based on past trends. Want to learn more? Explore everything QuickBooks builds for accounting firms at https://quickbooks.intuit.com/accountants/intuit-accountant-suite/. #QuickBooksPayroll #HCM #QuickBooksWorkforce #QuickBooks #IntuitAccountants