Exporting Payroll from RosterElf to MYOB

This article explains how to export approved pay hours from RosterElf to MYOB using the MYOB-formatted TXT file. By aligning wage rules between RosterElf and MYOB, you can ensure smooth payroll processing without import errors. Following these steps will help you accurately configure pay templates and export data seamlessly.

1. Introduction

Exporting payroll from RosterElf to MYOB involves creating a pay template that matches the wage rules set up in your MYOB account. This ensures that the TXT file exported from RosterElf is compatible with MYOB's timesheet import function. Correct spacing, capitalisation, and rule alignment between the two systems are essential to avoid errors during the import process.

This guide will help you:

1.1. Understand the importance of aligning wage rules.

1.2.Create a compatible pay template in RosterElf.

1.3. Export pay hours and import them into MYOB effectively.

For an overview of pay templates and their purpose, see our guide on Introduction to Pay Templates.

1. Preparing Pay Templates for MYOB

This section covers how to align wage rules between RosterElf and MYOB. Aligning these rules ensures your payroll data imports correctly without errors.

1.1 Setting up Wage Rules in RosterElf

1.1.1. Ensure wage rules in RosterElf exactly match the rules in MYOB, including spacing and capitalisation.

1.1.1. Common wage rules include:

1.1.1.1. Base Hourly: Monday–Friday standard hours.

1.1.1.2. Saturday and Sunday rules: Weekend-specific rates.

1.1.1.3. Public Holiday rule: Holiday-specific pay rates.

1.1.1.4. Optional rules: Early morning (e.g., Midnight–7 am) and evening (e.g., 7 pm–Midnight).

1.1.3. Use the same naming conventions for rules in both systems to avoid errors during the import process.

2. Creating a Pay Template in RosterElf

Follow these steps to set up a MYOB-compatible pay template in RosterElf.

2.1 Configuring Payroll Format

2.1.1. Open the Settings tab in RosterElf and select Payroll.

2.1.2. In the Select Payroll Format box, choose Export Payroll as a TXT file for MYOB.

2.2 Adding a Payroll Entity

2.2.1. Click the Plus (+) button in the Payroll Entity box.

2.2.2. Enter a name for the entity and click Create.

2.2.3. Close the popup by clicking the X.

2.3 Customising Pay Templates

2.3.1. Click on the Standard template in the Pay Templates box.

2.3.2. Rename the template if needed for easier identification.

2.3.3. Copy a wage rule name from MYOB and paste it into the Rule Name field in RosterElf.

2.3.4. Define when the rule applies. For example, apply the Base Hourly rule for Monday–Friday, 7 am–7 pm.

2.3.5. If you only use one rule per day, ensure it covers the full 24 hours to prevent errors.

2.4 Finalising the Template

2.4.1. Remove unnecessary rules by hovering over them and clicking the red X.

2.4.2. Ensure all seven days of the week are fully covered in the template.

2.4.3. Click Save Rules to finalise the template. A confirmation message will appear if the template is saved successfully.

3. Ensuring Accuracy for MYOB Imports

To ensure smooth payroll imports into MYOB, follow these tips:

3.1. Assign all wage rules created in RosterElf to the relevant staff members in MYOB.

3.2. Verify that all names match exactly between RosterElf and MYOB, excluding middle names and using correct capitalisation.

FAQs for Exporting Payroll to MYOB

1. How do I create a pay template in RosterElf for MYOB?
To create a pay template, go to the Settings tab in RosterElf and select Payroll. Choose Export Payroll as a TXT file for MYOB as the format. Add a payroll entity, customise the pay template by matching wage rules with MYOB, and save the template.

2. Why do wage rules need to match between RosterElf and MYOB?
Matching wage rules ensures the TXT file exported from RosterElf imports correctly into MYOB. Misaligned rules, including differences in naming or capitalisation, can result in errors during the import process.

3. What are the common wage rules to set up in RosterElf for MYOB?
Common rules include:

3.1. Base Hourly: Standard hours (Monday–Friday).

3.2. Saturday and Sunday rates: Weekend-specific rates.

3.3. Public Holiday rule: Holiday-specific pay rates.

3.4. Optional rules for early morning and evening hours.

4. How do I ensure a smooth payroll import into MYOB?
Ensure all wage rules in RosterElf match exactly with MYOB, excluding middle names and using proper capitalisation. Assign relevant rules to staff members in both systems and verify names for consistency.

5. What should I do if a payroll import error occurs in MYOB?
Check that all wage rules, including spacing and capitalisation, match between RosterElf and MYOB. Ensure that the pay template covers all seven days and that the exported TXT file format is compatible.