MYOB Settings

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(Created page with '{{page.name: Core Human Resources: Setting Up MYOB Payroll Codes in Subscribe-HR - Subscribe-HR Wiki}} {{page.head: MYOB Payroll Codes}} __TOC__ ==Setting up MYOB Payroll Codes…')
 
 
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{{page.name: Core Human Resources: Setting Up MYOB Payroll Codes in Subscribe-HR - Subscribe-HR Wiki}}
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{{page.name: Core Human Resources: Setting Up MYOB Payroll in Subscribe-HR - Subscribe-HR Wiki}}
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{{page.head: MYOB Payroll Codes}}
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{{page.head: MYOB Settings}}
  
 
__TOC__
 
__TOC__
  
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==Setting up MYOB Payroll Codes==
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==Setting up MYOB Payroll ==
  
 
This area determines how Subscribe-HR connects to MYOB AccountRight Live to import and export data.
 
This area determines how Subscribe-HR connects to MYOB AccountRight Live to import and export data.
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<td width="458">Whether this record is Active or Inactive.</td>
 
<td width="458">Whether this record is Active or Inactive.</td>
 
</tr>
 
</tr>
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                        <tr>
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                                <td>Auto-Sync</td>
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                                <td>Yes/No field. Determines whether the integration will sync daily.</td>
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                        </tr>
 
<tr>
 
<tr>
 
<td height="23" width="232">Company File Name</td>
 
<td height="23" width="232">Company File Name</td>
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<tr>
 
<tr>
 
<td width="232">API Type</td>
 
<td width="232">API Type</td>
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<td width="458">Select Dekstop if the compnay file is hosted on your own servers. Select Cloud if it is held on the MYOB cloud.</td>
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<td width="458">Select Desktop if the company file is hosted on your own servers. Select Cloud if it is held on the MYOB cloud.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<tr>
 
<tr>
 
<td width="232">Password</td>
 
<td width="232">Password</td>
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<td width="458">Only appears if desktop is selected. Password for server log in</td>
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<td width="458">Only appears if desktop is selected. Password for server log in.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<tr>
 
<tr>
 
<td width="232">Import</td>
 
<td width="232">Import</td>
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<td width="458">The fields that will be imported into Subscribe-HR</td>
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<td width="458">The fields that will be imported into Subscribe-HR.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="232">Export</td>
 
<td width="232">Export</td>
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<td width="458">That fields that will be exported into MYOB</td>
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<td width="458">The fields that will be exported into MYOB.</td>
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</tr>
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−
<tr>
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<td width="232">Known As</td>
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<td width="458">Nickname, Alias or other name (example: Jimbo)</td>
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</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="232">Send Base Leave as Negative</td>
 
<td width="232">Send Base Leave as Negative</td>
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<td width="458">Yes will substract from base hourly. No relies on MYOB doing this subtraction.</td>
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<td width="458">"Yes" will subtract from base hourly. "No" relies on MYOB doing this subtraction. Set this to "Yes" if all employees use base hourly.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="232">Company File</td>
 
<td width="232">Company File</td>
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<td width="458">Only appears after saving. It is linked to company files in MYOB</td>
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<td width="458">Only appears after saving. It is linked to company files in MYOB.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="232">Request Access</td>
 
<td width="232">Request Access</td>
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<td width="458"></td>
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<td width="458">Only appears after Saving, and if API Type is set to cloud. Directs user to log in to MYOB. Logging in allows Subscribe-HR to access company files in MYOB.</td>
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</tr>
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−
<tr>
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<td width="232">Age</td>
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<td width="458">Employee's age</td>
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</tr>
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<tr>
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<td width="232">Maiden Name</td>
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<td width="458">employee's maiden name (if appropriate)</td>
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</tr>
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−
<tr>
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<td width="232">Marital Status</td>
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<td width="458">employees marital status</td>
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−
</tr>
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−
<tr>
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<td width="232">Appointed </td>
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<td width="458">date the employee was appointed a position
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within the organisation</td>
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−
</tr>
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−
<tr>
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<td width="232">Start Date</td>
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<td width="458">date the employee starts work</td>
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−
</tr>
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−
<tr>
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<td width="232">Employment Type</td>
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<td width="458">type of employment offered, Full Time, Part Time</td>
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−
</tr>
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−
<tr>
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<td width="232">Probation Months</td>
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<td width="458">employee probation period in months</td>
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−
</tr>
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<tr>
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<td width="232">Probation End</td>
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<td width="458">date the probation period ends</td>
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−
</tr>
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<tr>
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<td width="232">Probation Documents Sent</td>
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<td width="458">date the probation documents were sent</td>
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−
</tr>
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−
<tr>
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<td width="232">Tax File Number</td>
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<td width="458">employee tax file number</td>
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−
</tr>
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−
<tr>
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<td width="232">Phone Extension</td>
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<td width="458">employee's work phone extension</td>
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−
</tr>
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<tr>
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<td width="232">Mobile</td>
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<td width="458">employee mobile number</td>
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−
</tr>
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<tr>
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<td width="232">Email Address Home</td>
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<td width="458">employee's home email address</td>
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−
</tr>
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−
<tr>
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<td width="232">Email Address Work</td>
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<td width="458">employee's work email address</td>
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</tr>
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<tr>
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<td width="232">Employee Agreed Data</td>
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<td width="458">employee agreed to the data being correct</td>
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</tr>
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<tr>
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<td width="232">Employee Agreed Data Date</td>
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<td width="458">date the employee agreed data is correct</td>
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−
</tr>
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−
<tr>
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<td width="232">Manager Reference</td>
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<td width="458">who the employee's manager is</td>
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−
</tr>
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−
<tr>
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<td width="232">Manager</td>
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<td width="458">is this employee a manager</td>
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−
</tr>
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−
<tr>
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<td width="232">Nationality</td>
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<td width="458">employee's nationality</td>
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</tr>
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<tr>
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<td width="232">Payroll Number</td>
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<td width="458">employee's payroll number</td>
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−
</tr>
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<tr>
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<td width="232">Retirement Age</td>
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<td width="458">employee's retirement age</td>
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−
</tr>
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<tr>
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<td width="232">Attachments</td>
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<td width="458">attachments</td>
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</tr>
 
</tr>
 
</table>
 
</table>
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 +
 +
<b>Note:</b>When selecting which fields are imported and which are exported, do not select the same field in both multi-selects. This can cause issues when updating. Imports are run before exports

Latest revision as of 21:58, 14 February 2018

Setting up MYOB Payroll

This area determines how Subscribe-HR connects to MYOB AccountRight Live to import and export data.

Each record is a company file record.

MYOB Code fields explained

Field Name Description
Status Whether this record is Active or Inactive.
Auto-Sync Yes/No field. Determines whether the integration will sync daily.
Company File Name A name for the record.
API Type Select Desktop if the company file is hosted on your own servers. Select Cloud if it is held on the MYOB cloud.
Username Only appears if desktop is selected. Username for server log in.
Password Only appears if desktop is selected. Password for server log in.
Base URL Only appears if desktop is selected. Address for the server and where it is located.
Import The fields that will be imported into Subscribe-HR.
Export The fields that will be exported into MYOB.
Send Base Leave as Negative "Yes" will subtract from base hourly. "No" relies on MYOB doing this subtraction. Set this to "Yes" if all employees use base hourly.
Company File Only appears after saving. It is linked to company files in MYOB.
Request Access Only appears after Saving, and if API Type is set to cloud. Directs user to log in to MYOB. Logging in allows Subscribe-HR to access company files in MYOB.


Note:When selecting which fields are imported and which are exported, do not select the same field in both multi-selects. This can cause issues when updating. Imports are run before exports

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