Forum Discussion

MelK1's avatar
MelK1
Contributing User
2 years ago

Payroll Advice Report - Remove Emergency Contact

Hi all.  How do I remove the Emergency Contact Details from the Payroll Advice Report in AccountRight? 

The Emergency Contact Details are automatically loaded into the Notes on the employees Card File when Onboarding has been completed.

The Payroll Advice Report needs to be sent to 3rd parties such as WorkCover QLD and should not include Emergency Contact details. 

Any assistance/advice with customising reports in general would be appreciated.

Thanks

Mel

10 Replies

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 years ago

    Hi MelK1,

    Thank you so much for your post and my apologies for the late response. 

    Could you please verify the Card Details tab and specifically check Custom Field #3 for the presence of an emergency contact list? You can find this information under List > Custom List Field Names > Employees.


    Looking forward for your response.
    Regards,
    Earl

  • MelK1's avatar
    MelK1
    Contributing User
    2 years ago

    Hi Earl

     

    The Emergency Contact information is automatically loaded via online onboarding in Cards List, Employee Tab, I click the blue arrow to open up an employee, then on the Card Details Tab the Next of Kin information has been loaded into the "Notes:" section.

     

    When I go to Lists, Custom List Field Names, Employees, the Name of Custom List No 3 is "Custom List No. 3".  I haven't set up any custom lists.

     

    On the same Card Details tab, Identifiers has nothing and Custom Lists are blank.

     

    Hope this helps.

     

    Cheers

    Mel

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 years ago

    Hi MelK1,

    Thanks for your detailed response and my apologies for the late reply. Can you please open an employee's card file, and check if you can find the person to contact in case of emergency? And also, could you please reply with a screenshot of Payroll Advice report? 

    Looking forward to hearing from you soon!
    Regards,
    Earl

  • MelK1's avatar
    MelK1
    Contributing User
    2 years ago

    Hi Earl

    I am unsure what you are asking with regard to checking if I can find the person to contact in case of emergency.  As previously advised, their details are in the Card Details Tab in the notes section.  So yes, I can find them if needed.  The issue is that they are on the Payroll Advice Report.

     

    I find it strange that you would request a screen shot of a Payroll Advice Report on a Public Forum.  I have run a report and redacted all confidential information.  You will see on the attached document that the Emergency Contact Details are included (outlined in purple).

     

    Regards

    Mel

  • Lea-Anne's avatar
    Lea-Anne
    Contributing Cover User
    2 years ago

    Has there been a solution to this issue.

    As mentioned by the OP that if the Payroll Advice Report needs to be sent to 3rd parties such as WorkCover QLD it should not include Emergency Contact details. 

    What can be done to  customise this report

  • MelK1's avatar
    MelK1
    Contributing User
    2 years ago

    No solution yet Lea-Anne.  No response received yet to my message from 2 weeks ago.

  • Lea-Anne's avatar
    Lea-Anne
    Contributing Cover User
    2 years ago

    Thank you

    I was hoping by my responding it might prompt a reply.

    This is a serious matter and needs to be reviewed 

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 years ago

    Hi MelK1 and Lea-Anne,

     

    Thank you for reaching out, and I apologize if we're not able to get back to you right away.

     

    I understand that you're looking for ways to customize the report generated by the software. Unfortunately, the software does not currently offer an option to customize the report directly. However, you could export the report to Excel, where you have the flexibility to modify the data as needed, including the removal of the emergency contact.

     

    I hope this helps! If you have any other questions or need further assistance, please don't hesitate to ask.

     

    Cheers,

    Princess

  • MelK1's avatar
    MelK1
    Contributing User
    2 years ago

    Hi Princess

     

    When running a report that spans a long period of time, each pay processed is an individual transaction.  A report covering a full financial year would mean deleting the next of kin information 52 separate times throughout the report.  Then re-saving the report as a pdf to enable sending it.

     

    Quite a cumbersome solution to an issue that shouldn't be there in the first place.

     

    I suggest this issue should be addressed in your next software update as it is a breach of privacy legislation.  Or at least make an effort to customise the report to meet the needs of your customers.

     

    Mel

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 years ago

    Hi MelK1,

     

    Thank you for your feedback. We understand that the current process of running a report that spans a long period of time can be cumbersome. We acknowledge that this is an area that needs improvement. Your suggestion to address this issue in our next software update is valuable. To ensure that your feedback is considered in our development process, we encourage you to share your ideas and specific customization requirements on our AccountRight Ideas Exchange board. This platform allows our team to prioritize features based on user feedback and enhance the overall user experience.

     

    Your feedback will be reviewed by our development team and could potentially be included in future software updates.

     

    If there's anything else we can assist you with, please don't hesitate to reach out.

     

    Cheers,

    Princess