What Needs to Be Setup in MYOB Before I Start?

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Step 1. Setup Your Payroll Categories.

Before you can send your payroll information directly from your RosterElf account to MYOB via CSV, it is essential you ensure you have followed these 4 steps to setup your MYOB account correctly.

Login to your MYOB account and go to "Payroll Tab" and select to "Payroll Catergories" button to display your current list of "Payroll Categories".



Please ensure all "Payroll Categories" you require are entered and add any new ones your business requires.

For a quick video on how this topic view: How to Setup Payroll Categories in MYOB


Step 2. Check Staff Names Match RosterElf


Next, navigate to the "Card File" tab, select "Card List" button and choose the "Employee" tab to see a full list of your employees in MYOB.



Please carefully review full list and compare to your staff list in RosterElf to ensure last name matches perfectly as this will be required to import.



Step 3. Ensure Payroll Categories Are Enabled For All Staff


Please click on each employee record, go to "Payroll Details" tab and select "Wages" option of left of screen.

You can see all of the wages categories for that employee.

Please ensure the "Payroll Categories" you wish to use are ticked for that employee.

Now repeat this process for all employees in your MYOB account.

Need Further Help?

Email us at help@rosterelf.com.au or call on 1300 353 000

Benefits.

The Best Investment You Will Make.

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Save 8 Hours A Week.

Take the pain out of chasing staff for availability, building and communicating rosters, keeping timesheets and entering payroll data.
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Save 4% on Labour.

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Employee Accountability.

Make employees responsible for keeping their availability and leave requests up to date and ensure they are always aware of rostered shifts.
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