Managing Employees

Employees are managed in MYOB Acumatica — Payroll on three forms: Employees (EP.20.30.00), Employee Pay Groups (MP.PP.22.50) and Pay Details (MP.PP.23.10).
Note: You can navigate quickly between these forms when editing an employee's details, using toolbar buttons that appear in the header section of each form. The Employees and Employee Pay Groups forms have a Pay Details button and the Pay Details form has an Employees button - clicking these buttons moves from one form to the other while keeping the same employee selected.

Employees

The Employees form is the standard form that is shared with all other areas of MYOB Acumatica, and contains all of an employee's basic details.

MYOB Acumatica — Payroll also makes use of employee classes to set employee defaults. The Payroll Settings tab on the Employee Classes (EP.20.20.00) form contains default settings that are applied when adding an employee to the payroll system on the Pay Details form.

Pay Details

The Pay Details (MP.PP.23.10) form contains all of the details relating to an employee's pay. An employee is not part of the Payroll system until their details have been set up on the Pay Details form - employees that have not been added to the Payroll system will not appear in selection controls on other Payroll forms.

The details entered on the Pay Details form are spread over the following tabs:
  • Standard Pay: This tab is where an employee's pay is defined and is used when generating a pay run. An employee can belong to multiple pay groups, and as such can have multiple Standard Pays defined. The Standard Pay is defined by adding pay items and/or entitlement accruals for each pay item that needs to be included in an employee's pay.
  • Taxation: This tab contains the relevant taxation settings for an employee that are used when calculating withholding. In Australia, it includes the employee's Tax File Number Declaration; in New Zealand, it includes the employee's IRD number and tax code.
  • Employment: This tab lets you enter the employee's start date and (for former employees) their end date, and is used for entitlement calculations. For Australia, the Payment Summary type used for the employee is also set here.
  • Settings: This tab contains settings that determine how the employee should receive their payslips and, in Australia, their Payment Summary.
  • Employee Defaults: This tab contains default payroll settings for the employee, including default settings for levy rates and General Ledger posting.
  • Entitlement Balances: This tab provides a list of entitlements applicable to the employee and their balances. A user can also quickly access the history of each entitlement by clicking the View History button.
  • Payroll Tax (Australia only): This tab contains default payroll tax settings for the employee, including exemption status and state jurisdiction to report employee totals.

Employee Pay Groups

An Employee Pay Group is how pay runs are selected for processing. A pay group is designed to have similar employees grouped together, so that they can be included in pays. An employee must belong to at least one pay group, but can belong to multiple pay groups, providing flexibility. The Employee Pay Groups (MP.PP.22.50) form is where employees are added to pay groups, and is linked to the Pay Details (MP.PP.23.10) form, where pay items can be defined for each pay group's Standard Pay.