AUB > Payroll A
The Payroll Page displays a calculation of all the pay rates for your staff in pay week from Monday to Sunday. The Payroll Page defaults to the previous pay week and will display all the staff that have worked for certain business in that pay week, the Activities they have done the amount of hours they have worked in each different Activity, with a calculation of the total pay for the week. The Total Hours for the Business are also shown for the week and the amount of commission the Business Manager has earned.
▪To check any pay week including the current one by selecting any date in the calendar and then pressing “Show Payroll Week”, which brings up the pay roll records of the week that the selected day belongs.
▪To check the Payroll records for any individual Crew Member for any week worked in the past or current. Select the crew name and enter a date, then press “Show Pay Records”.
4.2.1 MYOB Export
AUB > Payroll > MYOB Export A
Part A: Crew Member MYOB Card ID
Please ensure that Personnel Manager has the correct MYOB Card ID for each crew member. You can view or edit the MYOB Card ID on the Crew Page.
To view/edit the crew members Card ID in MYOB:
Go to the Cards tab in the Command Centre and click on Cards List.
Select the Employee tab and you will see a list of Employees and their Card IDs
Double-click an Employee (Crew Member) to open their Card.
Enter a new Card ID and press OK to save.
Part B: Payroll Categories
Create the Payroll Categories you wish to use with Personnel Manager.
Please make sure all crew are assigned to these categories in MYOB.
TIP: Consult the MYOB User Manual for instructions on how to do this.
Part C: Export from Personnel Manager
View the payroll week you wish to export.
Click the MYOB Export link located next to the company you wish to export.
You will be presented with a list of rates. Enter the corresponding MYOB Payroll Category for each rate.
Press Export to save changes and export a TXT file.
You will be presented with a file download. Save the TXT file to your desired location.
Part D: MYOB Import
Go to File → Import Data → Timesheets
You will be presented with a dialogue box. Please set the following options: Input File Format Tab-DelimitedFirst Record Is Header RecordIdentify Employee byEmp. Card ID
Select the file you wish to Import.
Match the fields to be imported.
Press Import. You will see a success dialogue. If the dialogue shows that errors have occurred. DO NOT IMPORT THE FILE AGAIN. Importing again will result in duplicate timesheet entries.
Part E: Verify Import
You should now see timesheet entries for the imported dates.
4.2.2 XERO Payroll Integration
PM offers Clients to have Xero Payroll functions intergrated, the Payroll API exposes payroll related functions of the payroll Xero application and can be used for a variety of purposes such as syncing employee details, earnings rate, pay period and importing timesheets etc.
Enable Xero Payroll from Settings page, where we have to check Xero Payroll Integration checkbox and provide XERO Consumer Key, XERO Secret Shared Key.
This key are used to authenticate Personnel Manager with XERO api, Clients need to make sure that the XERO account associated with these Keys should be active and support Payroll functionalities. Once the setup is completed, XERO Payroll Export button is appear on Payroll page.
Click on XERO Payroll Export link to Push the payroll data to XERO. Once clicked on the link then you will be redirected to a page where time sheets are listed based on the Pay period form the Settings Pay Period. The timesheets is listed based on the rates.
Click Export to Xero button to push timesheets, pay period and rates to XERO application.
The status will be shown on the same page whether the export is success of failed. If timesheets are already being pushed then it will provide message as Timesheets Exists. If success it will provide success message.
Once Timesheet is exported, below data need to be verify in XERO Account
▪Pay period (Weekly)
Once login to XERO, Under Settings you will find Payroll Settings:
▪Pay period can be check under Calendars Tab.
▪Earnings can be check under Pay Items.
▪Employees are visible under payroll
▪Time sheets are visible under payroll
On Employment page, while pushing employees details from PM to XERO, PM recommends to make sure that employee have default Earning rates and must have a pay calendar. Pay period calendar must be set to employees, the pay runs from approved timesheets and make sure that one week pay run have been completed before pushing timesheets for next pay period.