Forum Discussion

robertpascale's avatar
robertpascale
Contributing User
3 years ago

FAKE Approving Manager (super and personal details required)

As per other posts here, we need to create Approving Managers who are not currently Base Hourly employees.

Several of these users are contractors or salaried staff.

 

We only want to create these new fake employees in order to approve timesheets, but do not want them to have fake TFNs, fake super details etc. 

 

How do we avoid putting all of these details in to the system, specifically beecause we do not want to mistakenly add anything to any ATO reporting accidentally.

 

5 Replies

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  • SamaraM's avatar
    SamaraM
    Former Staff
    3 years ago

    Hi robertpascale 

     

    Welcome to the Community Forum.

     

    If you'd like to add an approving manager who is not an employee, when you create a Contact or Card, set their Employment Basis to Other on the Payroll Details. This will ensure the software will not require specific details like TFN and Super fund details. 

     

    For more details on adding approving managers, see our Help Article: Getting started with MYOB Team.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

  • robertpascale's avatar
    robertpascale
    Contributing User
    3 years ago

    Thanks for the reply Samara.

     

    However, I have set the employment basis to other, and when I logon to the iOS app, it is still requesting those details.

    See attached screenshots of both the employee card and the phone app screen when I login.

     

    Thanks.

    Rob

     

  • SamaraM's avatar
    SamaraM
    Former Staff
    3 years ago

    Hi Rob (robertpascale)

     

    Thanks for clarifying, that looks like the employee self-onboarding form. To cancel the self-onboarding invites Go to; Employees > Self-onboarding invites > . . . > Cancel invite.

     

    Then when it asks you to send the self-onboarding invite, you can select the option "Skip this, I'll add the details myself", so it won't prompt you again.

     

    For more information about self-onboarding, see our Help Articles:


    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

  • robertpascale's avatar
    robertpascale
    Contributing User
    3 years ago

    Thank you. I've logged on to the web version (we normally use the desktop version),  but there are no pending invites. How do we proceed?

     

    NOTE: we never actually turned on self-onboarding.

  • SamaraM's avatar
    SamaraM
    Former Staff
    3 years ago

    Hi Rob (robertpascale)

     

    1. Go to Payroll > Create employee
    2. When you see the following window, click on the words that say "Skip this, I'll add the employee's details myself":

     

    This will bring you to the Create Employee screen, which you can fill in yourself and won't have to worry about sending the self-onboarding form to your employee. 

     

    Hope that clarifies it for you. 


    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.