Difference between revisions of "Import from MYOB"
From Wageloch Wiki
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=Importing New Staff= | =Importing New Staff= | ||
* Click on the Settings cog (top right) | |||
* From the menu select Staff >> Import >> Staff | |||
* Your Format will always be MYOB. | |||
* Click Download Staff. | |||
* This process links to your MYOB company file and downloads any active staff. | |||
* Soon you'll be presented with a list of staff names, their hourly rate, start date, pay group and personal information. | |||
* If these staff do not exist in Wageloch, they will appear as blue. | |||
** NOTE: If you see staff members appear in green, they match someone already in Wageloch. | |||
* Be sure to assign their appropriate pay group from the drop menu. | |||
* When you've picked the blue staff to import, click Import Staff. | |||
* Check and confirm the prompt of how many staff to update. | |||
*Your update should now be complete! | |||
=Updating Existing Staff= | =Updating Existing Staff= | ||
Revision as of 03:08, 21 July 2023
If your payroll system is any of the following versions of MYOB, we have a direct integration with their systems to allow seamless importing of staff information.
- MYOB AccountRight
- MYOB Advanced API
- MYOB Online
Should you use any of the below versions, please refer to the Import from File guide.
- MYOB Ace
- MYOB Advanced CSV
- MYOB Exo
- MYOB IMS
- MYOB text file
Importing New Staff
- Click on the Settings cog (top right)
- From the menu select Staff >> Import >> Staff
- Your Format will always be MYOB.
- Click Download Staff.
- This process links to your MYOB company file and downloads any active staff.
- Soon you'll be presented with a list of staff names, their hourly rate, start date, pay group and personal information.
- If these staff do not exist in Wageloch, they will appear as blue.
- NOTE: If you see staff members appear in green, they match someone already in Wageloch.
- Be sure to assign their appropriate pay group from the drop menu.
- When you've picked the blue staff to import, click Import Staff.
- Check and confirm the prompt of how many staff to update.
- Your update should now be complete!
Updating Existing Staff
Importing Accrual Balances
While you can manually maintain accrual balances by individually entering the balances on everyone's staff cards, wouldn't you rather import them all at the same time? Fantastic news - you can!
- Click on the Settings cog (top right)
- From the menu select Staff >> Import >> Accrual Balances
- Your Format will always be MYOB.
- Click Download Accruals.
- This process links to your MYOB company file and downloads any available accrual balances.
- For each employee you would typically see two rows: Annual Leave and Personal Leave.
- The Current Balance column is what is currently in Wageloch
- The New Balance column is what is in MYOB.
- You can select all staff to import all balances or use tick boxes to pick and choose.
- Click Import Accruals.
- Check and confirm the prompt of how many staff to update.
- Your update should now be complete!
MYOB Integration Details
