Employee Classes

Form ID: (EP202000)

You can use this form to create, view, and edit employee classes. When you create new employees by using the Employees (EP203000) form, you must specify a particular employee class. The system fills in many of the elements on the form with default values provided by the class.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

You use the elements in this area to create a new employee class or to select an existing class so that you can view or modify its settings.

Element Description
Class ID A unique identifier assigned to an employee class.
Description A detailed description of the employee class.

General Tab

Changing a setting for a class will not change that setting for all employees of the class; the class settings are used to provide default values only when you create new accounts for employees of the class.

Element Description
Terms The terms used as a schedule to pay salary or wages for employees of the class. Credit terms for scheduling payments to employees can be configured on the Credit Terms (CS206500) form.
Payment Method The payment method to be used by default for compensation payments.
Cash Account The cash account to be used for compensation payments.
AP Account

The AP account used to record payments owed to employees of the class.

The account selected in this box should be configured as a control account for the accounts payable subledger. That is, for this account, AP should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
AP Subaccount The corresponding subaccount.
Cash Discount Account One of cash discount accounts used in accounts payable.
Cash Discount Sub. The corresponding subaccount.
Prepayment Account

The AP account to be used to record prepayments paid to employees of the class.

The account selected in this box should be configured as a control account for the accounts payable subledger. That is, for this account, AP should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
Prepayment Subaccount The corresponding subaccount.
Expense Account The account to record compensation amounts paid to employees of the class.
Expense Subaccount The corresponding subaccount.
Sales Account The account to record any sales made by employees of the class.
Sales Sub. The corresponding subaccount.
Currency ID The currency of the payments.
Enable Currency Override A check box that indicates (if selected) that the currency may be changed for particular documents associated with the employee.
Curr. Rate Type The rate type to be used for the employees of the class.
Enable Rate Override A check box that indicates (if selected) the currency rate type may be changed for particular documents associated with the employee.
Calendar The calendar that defines work hours for the employees of the class, as well as the time zone they work from. Select the appropriate calendar from the list of calendars, which are defined on the Work Calendar (CS209000) form.
Tax Zone ID The default tax zone for the class.
Regular Hours Validation A setting that defines whether validation of regular work hours must be enabled for the employees that are associated with this employee class. The following options are available:
  • Validate: Regular work hours, which are entered on the Employee Time Card (EP305000) form, are validated. If the total number of entered regular hours does not equal 40, then you will not be able to release the time card.
  • Warning Only: Regular work hours are validated. If the total number of entered regular hours does not equal 40, a warning message will appear on the Employee Time Card form, but you will be able to release the time card.
  • None: Regular work hours will not be validated.
Default Date in Time Cards A setting that defines which date is specified by default for a new record that an employee of the class enters on the Employee Time Activities (EP307000) form or on the Detals tab of the Employee Time Card (EP305000) form. The following options are available:
  • Next Work Day (default): For the first activity in the selected reporting period, the default date is the first work day of the period. For any subsequent activity, the default date is the work day that follows the date of the last activity in the list.

    For example, if the last reported activity occurred on Tuesday, and Wednesday is a public holiday defined by the work calendar on the Work Calendar (CS209000) form, then the default date of the new activity is Thursday, which is the next work day after Tuesday. If the last reported activity occurred on the last work day of the reporting period, then the last work day of the reporting period is specified by default for any subsequent activity too.

  • Last Day Entered: For the first activity in the selected reporting period, the default date is the starting date of the period. For any subsequent activity, the default date is the date of the last activity in the list.
Note: On the Employee Time Card form, the reporting period is always one week, because time cards are weekly time reports. On the Employee Time Activities form, the employee uses the From Week and Until Week boxes to specify a reporting period of one week or multiple weeks, with each week corresponding to a respective time card.
Send Remittances by Email Tick this box to indicate that remittance advice can be sent to employees of this class by email using the Print / Email AP Remittance Advice (MB.AP.50.53) form.
Print Remittances Tick this box to indicate that remittance advice for employees of this class can be printed out using the Print / Email AP Remittance Advice (MB.AP.50.53) form.

Payroll Settings

This tab is present if MYOB Advanced Payroll is in use.

The table toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Column Description
ACC Code The ACC code that applies to all employees who belong to this class. ACC codes are set up on the ACC Rates (MP.PP.30.11) form. This setting is available for NZ companies only.
WorkCover Code The WorkCover code that applies to all employees who belong to this class. This setting is available for AU companies only.
Rate The rate that applies to the selected ACC Code or WorkCover Code.
Payroll Posting Class The GL Posting Class that applies to all employees who belong to this class. Posting Classes are set up on the Posting Classes (MP.PP.10.30) form.

Attributes Tab

This tab contains a table with the list of attributes associated with the employee class. Each attribute can be selected from the list of attributes defined in your system. To create a new attribute, use the Attributes (CS205000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Active A check box that indicates (if selected) that the attribute is available for all employees of the class. You can deactivate an obsolete attribute by clearing the check box—in this case, the deactivated attribute will no longer be displayed for employees of the class, but all attribute values that have already been specified for existing records still will be stored in the database, so if you re-activate the attribute, its values will become visible in the system again.
Attribute ID The name of the attribute, which serves as its identifier.
Description A brief description of the attribute.
Sort Order A number that represents the order of the attribute in the list of class attributes.
Required A check box that indicates (if selected) that the attribute value is required for an employee of the class.
Internal A check box that indicates (if selected) that the attribute is not available for portal users.
Control Type The type of the attribute: Text, Combo, Multi Select Combo, Lookup, Checkbox, or Datetime.
Default Value The default value of the attribute.

Mailing Settings Tab

This tab contains the list of the predefined mailings for employees of the class. Mailings are used to send electronic versions of documents (by email) to employees of the class. Mailing settings specified here will be used as default values for mailings configured for particular vendors. The current version of MYOB Advanced provides only the EP REMITTANCE ADVICE predefined mailing for vendors.

The Mailing Settings tab provides default values for mailings to be configured for particular employees. Emails for active mailings will be generated and sent to employees when a user invokes the action specific to the mailing on an appropriate processing form. Such emails can contain purchase orders in any of the available formats or a personalized email text based on a template.

The tab includes the Mailings table, with the list of mailings, and the Recipients table, which has the list of recipients. In the Recipients table, you can specify default types of contacts, not particular contacts.

Table 1. Mailings TableBy using this table, you can view and modify the list of mailings to be used by default for vendors of the class. The settings here are used as follows:
  • To provide default values for mailing settings for vendors of the class
  • To specify the mailings to be used to inform employees of your company, if needed, about changes in the documents of vendors of this vendor class

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column Description
Mailing ID The unique identifier of the mailing.
Branch The branch for which this mailing is used.
Email Account The system email account to be used by default for sending emails for this mailing to the vendors of the class. If no account is specified, the system account specified on the Accounts Payable Preferences form will be used.
Report The remittance report to be used by default as the email's body, if a report is used for this mailing. For the mailing, either a report or a template can be specified.
Notification Template The email template to be used by default to generate personalized emails for this mailing.
Format The format in which the document (formatted according to the selected report if applicable) will be sent by default if a recipient has no preferences. Select one of the following options: HTML, Excel, or PDF.
Active A check box that, if selected, indicates that this mailing is active (switched on). Emails will be sent only for active mailings.
Table 2. Recipients TableUse the Recipients table to view and modify the list of default recipients for mailings. Generally, this list is used to provide default contact types for employe classes.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column Description
Contact Type The type of contact to receive mailings:
  • Primary: The contact specified as the vendor's primary contact
  • Remittance: The contact specified as the vendor's remittance contact
  • Shipping: The contact specified as the vendor's shipping contact
  • Employee: The employee of your organization who handles the documents of employees of the class or is otherwise associated with the employee class
Contact ID The mailing recipient. A particular recipient can be selected only if Employee is specified as the Contact Type. This employee, if one has been selected, will receive emails with documents of all vendors of the class.
Format The format in which the report (if applicable) will be sent for recipients of this type by default. Select one of the following options: HTML, Excel, or PDF.
Active A check box that indicates (if selected) that this recipient is active. Only active recipients can receive emails.
BCC A check box that indicates (if selected) that the recipient will receive a blind carbon copy (BCC) of the emails.