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Set up MYOB for Payroll Imports from RosterElf
This guide explains how to set up your MYOB account to import payroll TXT files from RosterElf. By following these steps, you can ensure your MYOB system is configured correctly to streamline payroll processing. Setting up payroll categories, ensuring staff names match, and enabling payroll categories for all employees will allow you to send payroll data seamlessly.
1. Set up payroll categories in MYOB
Payroll categories in MYOB define how wages are processed. Before importing payroll files from RosterElf, ensure all necessary categories are present. This section explains how to check and add payroll categories.
1.1 Check payroll categories in MYOB
1.1.1 Log in to your MYOB account.
1.1.2 Navigate to the Payroll tab.
1.1.3 Click Payroll Categories to view the list of existing categories.
1.1.4 Ensure all required payroll categories are listed.
1.1.5 Add any missing categories needed for your business operations.
For more details, watch the How to Set Up Payroll Categories in MYOB video.
Note: These payroll categories will form the basis of RosterElf Pay Templates.
2. Match staff names between RosterElf and MYOB
Accurate staff names ensure seamless integration between RosterElf and MYOB. This section explains how to verify and match staff names in both systems.
2.1 Verify staff names in MYOB
2.1.1 Navigate to the Card File tab.
2.1.2 Click the Card List button.
2.1.3 Select the Employee tab to view a list of employees in MYOB.
2.2 Match staff names in RosterElf
2.2.1 Ensure each staff name in MYOB matches exactly with the corresponding name in RosterElf.
2.2.2 Avoid extra spaces or special characters.
2.2.3 Note that RosterElf displays names as First Name Last Name, while MYOB displays them as Last Name, First Name by default.
3. Enable payroll categories for all employees
Enabling payroll categories for each employee ensures accurate data transfer. This section explains how to assign wage categories in MYOB.
3.1 Enable payroll categories
3.1.1 Click on an employee record in MYOB.
3.1.2 Open the Payroll Details tab.
3.1.3 Select the Wages tab on the left-hand menu.
3.1.4 Tick the relevant wage categories for that employee.
3.1.5 Repeat this process for all employees.
FAQs for Setting Up MYOB for Payroll Imports
1. What payroll categories are needed for RosterElf in MYOB?
You need payroll categories that match your employees' wages, allowances, and other pay items. Ensure these categories are set up in MYOB under the Payroll tab before importing data from RosterElf.
2. How do I match staff names between RosterElf and MYOB?
Ensure each staff name in MYOB matches exactly with the corresponding name in RosterElf. Watch for differences in formatting, such as Last Name, First Name in MYOB versus First Name Last Name in RosterElf.
3. Why aren’t my payroll categories appearing for an employee in MYOB?
Payroll categories might not be enabled for the employee. Go to the employee’s record in MYOB, open the Payroll Details tab, and tick the relevant wage categories under the Wages section.
4. Can I add new payroll categories to MYOB after importing data from RosterElf?
Yes, you can add new categories anytime in MYOB. However, ensure you assign these categories to employees and update your RosterElf pay templates accordingly.
5. What happens if there’s a mismatch between MYOB and RosterElf data?
A mismatch in staff names or payroll categories can cause errors in data import. Double-check that all names and categories align between MYOB and RosterElf to ensure seamless integration.