Forum Discussion

MargaretM's avatar
MargaretM
Contributing User
2 years ago

Payroll Categories and linking them to entitlements

Hi, 

 

We are trying to set up a new entitlement category for the following so that we can integrate with Employment Hero; 

 - Annual leave - salary 

 - Personal Leave  - salary 

Currently we have the leave categories set up as "Hourly" ie. Annual leave Hourly and PErsonal Leave Hourly. 

 

We have set up the new wage category (Annual leave -  salary & Personal leave  - salary) however when we go to create the new entitlement category for this it does not let us link it to the the new wage category that has been created. 

 

In the section "Linked wage category" it does not give us the option of adding the new wage category. 

 

Can you please help as the integration is currently not working. 

 

Margaret

 

 

10 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    2 years ago

    Hi MargaretM,

     

    Thank you for the post. I'll be glad to help you with this. You need to create a wage category and you have to link it from the entitlement window. Leave and entitlements (myob.com) has detailed information and instructions to assist you with this. 

     

     

    Should you require additional assistance, don't hesitate to respond. We also encourage you to connect with our online help center, MOCA through this link: MYOB Support - MYOB Support, for prompt support.

     

     

    Kind regards,

    Sai

  • MargaretM's avatar
    MargaretM
    Contributing User
    2 years ago

    Hi Isaiah_C , 

     

    We did follow the instructions in MYOB but for some reason it could not be done. For example, 

     

    1) A new wage category was created called "Annual leave pay salary"  with a type "Salary" . There are close to 26 wage categories now

    2) We then went to create the entitlement category however the number of options within the "linked wages category" was significantly less (14) and there was no option to select the "Annual leave pay salary". 

     

    Can you please let us know what might be causing this issue where the additional wage categories are not showing? 

     

    Margaret

     

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    2 years ago

    Hi MargaretM,

     

    Thank you for the information. May I know if where did you create the category, is it under wages or entitlements? Please send me a screenshot of the screen where you created the annual leave salary.

     

     

    Kind regards,

    Sai

  • MargaretM's avatar
    MargaretM
    Contributing User
    2 years ago

    Hi, 

     

    We created the category in the wages tab. 

     

    Then we went to create the entitlement however the option of a "linked wage category" was not there. 

     

    Screenshots attached. 

     

    Margaret

     

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    2 years ago

    Hi MargaretM,

     

    Thank you for your response. When you create a new wage category, select Hourly for the type of wages instead of Salary. Setting up pay items / categories (myob.com) has detailed information to assist you with this concern.

     

     

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

     

     

    Kind regards,

    Sai

  • MargaretM's avatar
    MargaretM
    Contributing User
    2 years ago

    Hi  Isaiah_C , 

     

    This has not resolved the problem as it will not resolve the problem that we have with our integration with Employment hero. 

     

    When we tried to integrate between EH and MYOB for employees the set up was as follows; 

     - Base Salary (Hourly) 

     - Annual leave (Hourly)

     

    When it was set up as above then the hours did not integrate for any approved leave. 

     

    Then we changed the category assigned to the employee to be as follows; 

     - Base Salary (Salary) 

     - Annual leave (Hourly)

     

    The approved annual leave hours  were imported from Employmenet hero to MYOB however instead of deducting the hours for any annual leave approved it added to the time ie. 

     

     - Base hours are 164.67 per month 

     - Annual leave of 7.6 hours were submitted and then the payrun calcualtion noted the following 

     

    What it calculated

    Base hours - 164.67

    Annua leave hours of 7.6 hours 

    Total Hours - 172 hours 

     

    What it should have done was 

    Base hours  - 157 Hours 

    Annual leave hours - 7.6 hours 

    Total Hours  - 164.67 Hours 

     

    We attributed the error to the fact that the Annual leave wage category was set up as "Hourly" instead of "Salary" and this needed to be changed. We then attempted to set up the new annual leave category (based on salary) however that is where we have not become unstuck. 

     

    Thanks

    margaret

     

     

     

     

     

     

     

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    2 years ago

    Hi MargaretM,

     

    Thank for your response. For the Pay basis, choose Hourly. This is applicable for both salaried and hourly-based employees. Leave and entitlements (myob.com) has detailed information to assist with this.

     

    If you have any additional concerns, please feel free to post.

     

    Kind regards,

    Sai

     

  • MargaretM's avatar
    MargaretM
    Contributing User
    2 years ago

    Hi Isaiah_C 

     

    Are you proposing that for the "Base" classification it is classified as "Hourly"? 

     

    If so then when we did this, the approved Annual leave hours from EH does not integrate at all - that is why we changed it to be "Base  - Salary" - When we did this then it did import the approved annual leave hours however it did not deduct the hours from the standard 164.67 hours. 

     

    Margaret

     

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 years ago

    Hi MargaretM,

    Thanks for your response. This issue arises when leaves aren't configured correctly. I recommend reviewing the calculation basis settings. If it's based on salary, ensure it's set to "Equals dollars per pay period." For more detailed guidance, please refer to this help page. Setting up pay items / categories.

    Feel free to post again, we're happy to help!


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

    Regards,
    Earl