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Switching an employee from one MYOB Payroll to another

sue2

Hi,

I have just set up a second MYOB Payroll for an associated company

I need to change an employee from the old to this new one.

Is there an easy way to do this or do I need to Finish him (without paying out leave) and restart in the new Pfile?

Thanks

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Accepted answers

Steven_M

Hi @sue2

Employees are unique to company files. As such, there is no direct transfer employee option between payroll files. It will be a manual process.

Typically, you would take note of their outstanding leave amounts, zero the employee's leave out, do the final pay for that employee/enter a finish date in, set up the new employee in that new file and enter the leave amounts.

The biggest hurdle for you would be what are you playing on doing with the leave rate. When paying out the leave its based on the average weekly earnings or the ordinary weekly pay whichever one is higher. The Average weekly earnings calculation is based on the previous 12 months thus the history would need to be entered for that employee for that period to accurately represent that information -- Tools>>Enter History allows you to enter historical values.

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sue2

Thanks for the extra information.

The goal here is to have a seamless switch from the employee's perspective.

The employee works a fair amount of OT therefore his AL rate is substantially higher than ORD rate.

So to summarise - does the plan below work?:

Save all existing leave records for security
Finish employee in old payroll - without paying final pay, as at 16/5/21
Add employee to new payroll
Start Date to be 17/5/21
Manually add Gross earnings, HP and Annual Leave in the Leave Details tab as per existing entitlements
Manually add Current Sick Leave entitlement. He has accrued the maximum entitlement now so do I need to be concerned about the new Anniversay date not lining up with his previous one? His anniversary date was August - will now be May.....

Is there anything I have missed ?

Thanks

jenniek

@sue2 @Steven_M

Technically this employee should be finished off in one company (and paid out) and started fresh in the new company. However as @Steven_M mentions, you could transfer the leave over as an opening balance of Annual leave with the new start date of the transfer date. You shouldn't need to bring the 12 month history in - as your start date needs to be the transfer date. Annual leave will have to be paid at the new average earnings as it calculates in the new company - this may or may not cost a bit different than the original value transferred.

Steven_M

Hi @sue2