Employee Profile

Form ID: (MP.PP.24.10)

Use this form to create employee profiles to streamline employee onboarding with MYOB Acumatica — Workforce Management. For a list of profiles, see Employee Profiles (MPPP2420).

Form Toolbar

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

Summary Area

In this area, you can view the basic details for a new employee profile. These details are editable from the Employee Profiles (MPPP2420) form.

Element Description
Employee Profile ID Displays the ID generated based on your numbering sequence settings.
Description Displays the description of the standard pay template.
Active If this is ticked, the profile is available to select in MYOB Acumatica — Workforce Management when sending onboarding invites.
Default If this is ticked, the profile is used when no profile is selected in MYOB Acumatica — Workforce Management.

General Tab

Element Description
Employee Class Select the employee class for employees onboarded using this profile.
Branch Select the branch for employees onboarded using this profile.
Department Select the employee department for employees onboarded using this profile.
Calendar Select the calendar for employees onboarded using this profile.
Numbering Sequence Select the numbering sequence for employees onboarded using this profile.

Pay Groups Tab

Table 1. Main TableAdd the pay groups employees with this profile belong to.
Element Description
Default Pay Group Tick the pay group which is used as the default for employees onboarded using this profile.
Pay Group ID Displays the pay group ID.
Pay Group Description Displays the pay group decription.
Standard Pay Template ID Click this link to open the Standard Pay Template (MPPP2510) linked to this pay group.
Standard Pay Template Description Displays the description of the standard pay template linked to this pay group.
Calendar ID Displays the calendar linked to this pay group.

Employment Tab

Table 2. Pay Run Settings
Element Description
Entitled to Leave Loading Australian companies only. Tick this box if this group of employees is eligible for leave loading pay items.
Note: The pay items must be added to Standard or Current pays manually.
Exclude employee when creating a new Pay run If you select this checkbox, the employee group won't be automatically added to any new pay run you create. You can still add them to a pay run after it's been created.

For example, if your company has lots of casual employees, you might want to select this checkbox for them. That way, you could add only the employees with timesheets to a pay run.

Leave does not reduce income If you select this checkbox, this group of employees' income won't be reduced when you process leave payments.

This can be useful if your company has both waged and salaried employees. For example, if you select this checkbox for your waged employees, you might want to use the same leave pay items for both waged and salaried employees.
Table 3. Payslip
Element Description
Print Tick this option if documents for this employee will be printed so that they can be sent to the employee physically.
Email Attachment Tick this option if documents for this employee will be emailed to them.
Email (Portal link) Tick this option if this employee will be emailed a link to the MYOB Acumatica Customer Portal, where they can download a copy of their document.
Exclude from Showing Annual Salary

Only available if the Show Annual Salary in Payslip checkbox is selected on the Payroll Preferences (MPPP1100) form.

Excludes the employee from having an annual salary displayed on their payslip (e.g. a casual employee).
Display Annual leave balances in Hours on the Payslip (Based on'DOW' Employee's weekly hours) Only for New Zealand companies. Only available if the Show Annual Salary in Payslip checkbox is selected on the Payroll Preferences (MPPP1100) form.
If selected, the employee's payslip shows their annual leave balances in hours as well as in weeks, as well as notes explaining how the hours were calculated.
Note: If the employee's DOW changes, the hours printed on the payslip might not be the same as the hours balance when they request leave. If the employee’s DOW changes frequently, you shouldn't select this checkbox for them.
Table 4. Definition of Week
Element Description
Method The method used to determine the employee group's Definition of a Week. The following options are available:
  • Work Calendar: This method is intended to be used by those employees with fixed work patterns that fit within a seven-day cycle.
  • Fixed Hours/Days: This method is intended to be used by employees whose total hours or days worked each week are the same but specific days worked or hours worked on a given day are variable from week to week.
  • Average over N Weeks: This method is only intended to be used for employees whose Work Pattern Source is set to "Employee Schedule". This option is ideally suited to employees whose work pattern is highly variable and difficult to predict.
  • Employee Schedule: This method is only intended to be used for employees whose Work Pattern Source is set to "Employee Schedule". This option is ideally suited to employees with regular cyclic work patterns.
  • Employee Schedule - Standard Hours: This method is only intended to be used when MYOB Acumatica is integrated with MYOB Acumatica Workforce Management, for employees whose Work Pattern Source is set to "Employee Schedule". When this option is selected, the employee's Definition of a Week is determined by their standard hours, which are imported from MYOB Acumatica Workforce Management.
Table 5. Holiday Act Settings (NZ only)
Element Description
Work Pattern Source Specify the default work pattern source for the employee group. Choose from:
  • Work Calendar: The employee's scheduled hours will automatically be maintained with each pay run that is opened.
  • Employee Schedule: Schedule entries are captured using the Employee Work Schedule (MPPP2260) screen.
FBAPS Rate The default rate method used to value FBAPS (Family Violence, Bereavement, Alternative, Public Holiday, Sick) leave. The method and rate applied to leave taken in a pay can be evaluated and changed, if required, using the Employee Leave Summary (NZ) (MPPP4045) screen.
RDP Source If the FBAPS Rate is set to "Relevant Daily Pay", choose whether the RDP should be based on the employee's Standard Rate or Standard Pay:
  • Standard Rate: Leave is valued using the standard hourly rate as defined on the pay group related to the payment being processed.
  • Standard Pay: Leave is valued using the RDP definitions captured on the Standard Pay screen.
Ordinary Weekly Pay Rate The default Ordinary Weekly Pay (OWP) rate method used when valuing Annual Leave. This rate is compared to the employee's Average Weekly Earnings (AWE), and the greater of the two is paid out. The following options are available:
  • OWP (Standard - s.8(1)): calculated using the sum of pay items flagged “liable for OWP” listed in the employee's standard pay converted to a weekly value.
  • OWP (4 Week Average - s.8(2)): calculated using the sum of pay items flagged “liable for OWP” that were included in all pays the employee received in the 4-week period dividing by 4.
  • OWP (Special Agreement - s.8(3)): a fixed value rate
  • Standard Pay or OWP (4 Week Average - s.8(2)): compares the two OWP rates - "OWP - Standard s.8(1)" and "OWP - 4week average s.8(2)" and sends the greater valued one to be compare with the AWE.
  • None: No OWP rate will be calculated.
Untick working day if no timesheets in import
Note: This checkbox is only available if your company has enabled MYOB Acumatica — Workforce Management or timesheet improvements.

If selected, when you import timesheets to a pay run, any days without timesheets won't be set as working days for the employee.

This is useful for employees whose leave and worked time comes from timesheets.
Table 6. Workforce Management Settings
Element Description
Put shift hours across midnight towards Choose whether shifts that straddle working days are counted as occurring on the shift start or finish day.
Consider midnight timesheets as continuous when the time between is less than or equal to For shifts that straddle working days, enter the shift duration which will count as a single shift. Shifts longer than this will count as separate shifts.
Convert FBAPS leave quantity using Select Timesheet Hours for employees using timesheets, so that the amount of leave taken for part-days compares their timesheet to their shift length. Choose Standard Hours for non-timesheet employees.