Payroll Files Consolidation

Hi jessieTS 

You must have a huge monthly MYOB bill!

Not sure what exactly you mean by 'update the job card' for each employee.

There will be an issue you need to deal with when it comes to STP reporting. Generally you would export employees cards from one file and import into the other. You would then need to update each employee with links to payroll categories etc as this info is not brought across.

The problem you will encounter doing this mid-year is that the Employee ID for each employee that you move from one file to another will change. There is no way to avoid this. This means you cannot easily transition the STP reporting.

You would need to either:

• finalise payroll for FY 2024 in the original file and NOT carry YTD balances across to the new file (employees will end up with 2 income statements, one for first period and one for second), or
• reset all YTD amounts in the original file to zero and send an Update Event, then update the Pay History on each card in the new file. Employees will get just one income statement with full YTD details from the new file.

If your aim is to cut costs and all files have the same serial number and you have a perpetual licence, you might want to consider using STP Creator instead for STP Reporting. This way you could keep using the same files offline and report payroll via STP Creator, could be considerably cheaper.

Regards

Gavin

Thank you Gavin. 

Option 1 , i.e. "continue processing for FY2024" is not our preferred option, we aim not only to reduce costs but to (dramatically) streamline the process as you could imagine. 

With option 2, "

• reset all YTD amounts in the original file to zero and send an Update Event, then update the Pay History on each card in the new file. Employees will get just one income statement with full YTD details from the new file.

* What do you mean by sening an "Update Event" ? 

* If we were going to do trial run, what is the best way to approach this? 
* "Update Pay History" on each card, could you please send a screen shot or direct us where to go? 

* What is maximum capacity in terms of employee records of 1 payroll file ? 200? 

Sorry for all the "basic" questions,  I am not involved in day to day operations like the payroll team does.

If there is an operating process for us to follow up, it would be great. 

With your question on "Job Card" , it is for costing purpose, payroll costs for each staff should be allocated to a particular centre. At the moment, since all the employees are created under a specific cost centre, we don't need to assign costs but we will have to do so if they are in one. 

Thank you. 

Hi jessieTS 

You may have misunderstood my option 1. I suggest you have someone who does STP reporting take a look at the issues and suggestions raised in my earlier post.  They will know what 'Finalising FY 2024 in the original software' and what an Update Event means. 

See also this support article which covers how to set Employee History. There are also many other Payroll articles in the support section.

I am not a MYOB employee, however I do not think there is any Payroll employee limit in AccountRight. That said, if your file in online, users with large numbers keep reporting issues (timeout, freezing etc) and moderators often advise to break the pay run into smaller chunks, processing 10-15 employees at a time.

Regards

Gavin

Hi, jessieTS 

Thanks for your post, and welcome to the MYOB Community Forum.

We truly appreciate gavin12345 for the unending support in the MYOB Community Forum.

Regarding your concern, sending an update event ensures that the ATO will receive the most up-to-date figures for your employees. When you mention a trial run, are you going to process a pay run for the employee? Also, when updating the pay history of each employee, kindly go to the Card file > Cards List and then select the employee name > Click Payroll Details tab > Pay History. This window will allow you to zero out the pay history, but kindly make sure that you have a copy of the pay history. Lastly, there is no maximum number of employees that you can record in payroll. You may also check The Help Article: End of year finalisation with Single Touch Payroll reporting for further information when sending an update event.

Please let us know if you require any further assistance with your concern. 

Best regards,

Doreen

Hi, jessieTS 

Please let us know if you still need further assistance with this. Don't hesitate to reach out to us. We are happy to assist you. 

Best regards,

Doreen

Hi, jessieTS 

We will be closing the thread now. Please don't hesitate to reach out to us if you encounter any further issues. We are delighted to assist you.

Best regards,

Doreen