Forum Discussion

H-TS's avatar
H-TS
Trusted User
2 years ago

Need the option to turn off self-onboarding prompts

Further to my post here: https://community.myob.com/t5/AccountRight-Idea-Exchange/Employee-Self-Onboarding-Permanently-disable-preference/idi-p/776581 (surely I can't be the only person not wanting to use this feature!)

 

With the recent changes, I now have to untick a box to stop someone getting an invitation. We've already got their details before we get to the point where I want to enter it in MYOB. If I forget to untick that box we're going to look unprofessional asking them for all the same details again.

 

I need to be able to turn the feature off completely, or at the very least, to have an option to have it default to NOT ticked rather than ticked. 

 

Why are the developers insisting on making every single tiny aspect of using MYOB harder and more frustrating with each update???? 

15 Replies

  • DV2099's avatar
    DV2099
    Member
    9 months ago

    Hi Liz, I was having the same issue. I have attached a screenshot of what I did and it worked for me, I hope this helps you too. 

  • DJMX5's avatar
    DJMX5
    Experienced Cover User
    2 months ago

    Wow, MYOB really must have meetings and discuss ways to really annoy their customers - with top points for the changes that annoy the most users. When I saw the term self-onboarding, I fought thought the countless complaints on this forum to find out how to enter manually. We followed those instructions and it still sent the email to the new-starter linking to some third party, I assume data collecting company. Seriously MYOB - what are you thinking!!!!

    Stop screwing with stuff that works and if you must insist on these continually backward changes, make them an option - with a disable function that works. 

     

    Side note, anyone know how to properly stop it sending self-onboarding emails in AccountRight Desktop?

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 months ago

    Hi DJMX5,

     

    I can see you’re pretty over it after going through the manual steps and still having that onboarding email go out anyway, especially when all you wanted was to handle new starters without the extra surprises. Wanting the choice to manage this in a way that actually suits your workflow makes complete sense. To make onboarding call optional, I've found this Community Forum post with steps on how to do it.

     

    Cheers,

    Doreen

  • DJMX5's avatar
    DJMX5
    Experienced Cover User
    2 months ago

    I followed the exact steps as listed by your moderator in the link you just included. Did that before entering the new person. After clicking on "enter manually", the only option as the bottom was Send and Close. I assumed Close would lose all the info I just entered. What should I have chosen? You think the word "Save" would be in their somewhere. 

     

    Yes, "over MYOB" is putting it nicely. What's the solution that involves NOTHING AT ALL being emailed or SMS'd to the new employee?

     

    As in, just like it always was where the company enters it all so we can control upper/lower case, spelling issues, errors etc. There are many reasons why we want to do this manually, let alone you sharing our details with this other mob you are in bed with. 

     

    Quick question Doreen. AI or real person? 

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 months ago

    Hi DJMX5

     

    Yeah, manual is still king if you want every name and detail exactly how you type it.

     

    There’s still no global “off” switch for employee self‑onboarding, but you can (a) keep it manual and (b) cancel any invite that’s already gone out.

    To keep it fully manual (no email/SMS):

    1. In the browser, go to Payroll > Employees.
    2. Click Create employee.
    3. Enter their details.
    4. On the save button, choose “Set up your employee manually” / “Enter manually” (wording can vary).

    That path won’t send a self‑onboarding request; you just enter everything yourself like before.

    To cancel an invite that’s already been created:

    1. In the browser, go to Payroll > Employees.
    2. Open the Self‑onboarding invites list at the top right.
    3. Find the employee, click the three dots (…).
    4. Choose Cancel invite and confirm.

    That removes it from the list and kills the link, so they can’t complete anything.

    If you want more detail, this article shows the invite list and the Cancel option:
     https://www.myob.com/au/support/myob-business/payroll/add-an-employee/employee-self-onboarding

     

    Regards,
    Genreve 

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