Time Tracking: General Information

In MYOB Advanced, you can configure time tracking so that employees can report the time spent on various tasks and activities. Also, employee time may be imported from an external time tracking system through an import scenario. All that time tracking information can be brought to payroll and used for the calculation of employee paychecks.

Learning Objectives

In this chapter, you will learn how to configure time tracking in the system. In particular, you will do the following:

Prepare the system for the configuration of time tracking
Enable the needed system features
Specify the minimum required configuration so that time activities and time cards can be used to track employee time

Applicable Scenarios

You configure time tracking if your organization is going to track the time that employees spend on work activities.

Ways of Entering Employee Time

If the Time Management feature is enabled on the Enable/Disable Features (CS100000) form, employee time can be reported in MYOB Advanced through the following entities, depending on the configuration of your system:

Employee time cards on the Employee Time Card (EP305000) form, which is available only if the Advanced Financials feature is enabled on the Enable/Disable Features form
Employee time activities on the Employee Time Activities (EP307000) form
Weekly crew time entries on the Weekly Crew Time Entry (EP307100) form
Daily field reports on the Daily Field Report (PJ304000) form, which is available only if the Construction feature is enabled on the Enable/Disable Features form

Also, employee time can be entered through field services or in the mobile app. If needed, employee time can be imported from an external time tracking service through the use of an import scenario.

Important: If time cards are mandatory in your organization and are made required on a per-employee basis—that is, if the Time Card is Required check box is selected for employees on the Employees (EP203000) form—users will not be able to process time activities that are not included in time cards. This may affect the work with time activities in payroll.

Regardless of the state of the Time Management feature, you can enter employee time directly in payroll in any of the following ways:

By using the Payroll Batches (PR301000) form, on which you can enter data manually or import a file with time reporting information collected through an external service
By entering data manually on the Paychecks and Adjustments (PR302000) form

Workflow of the Time Tracking Implementation

To prepare the system for time reporting for payroll, you perform the following general steps:

You specify the minimum required configuration for time reporting and configure time tracking with time activities, as demonstrated in Time Tracking: Implementation Activity.
On the Non-Stock Items (IN202000) form, you define labor non-stock items that correspond to the services provided by employees; then on the Employees (EP203000) form, you assign the labor items to the employees who will perform those types of labor.

After you have performed the basic time tracking configuration, employees will be able to report their work time by using time activities and time cards.