Forum Discussion

AnitaB's avatar
AnitaB
Experienced Cover User
3 years ago

Updating Standard pays for employees

I have several employees who's pay grades within an award have been changed and other catagories that no longer apply.

After several attempts to unlink or delete these catagories i keep getting an error message saying these catagories cannot be removed as they were previously used on timesheets.

We no longer use timesheets for our payroll as it was too time consuming and didn't fit into the awards we have within our company.

These employees cards are now becoming overpopulated with catagories that no longer apply to them which make payroll a bit clunky at times.

someone please help!

9 Replies

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  • Hi AnitaB 

     

    To remove a payroll category from an employee you would use the following process:

    1. Navigate to the employee's card -- Card File>>Cards List>>Employee>>Select the employee's card
    2. Select the Payroll Details tab
    3. Select the Wages section 
    4. Untick the required payroll category
    5. Select OK

    If you have used the payroll timesheets you would not be able to remove the payroll category from the timesheet. This is due to the fact that the timesheet has been used to generate the pays. 

    If the timesheets have NOT been used to generate the pays you can go to Payroll>>Timesheets>>Select the employee and go back through the weeks. You would need to delete the timesheets using that payroll category. Please note: if the timesheet is greyed out it would indicate that the timesheet has been paid upon and you would not be able to delete that timesheet and thus not remove that payroll category from the employee.

  • AnitaB's avatar
    AnitaB
    Experienced Cover User
    3 years ago

    Hi Steven,

    Thanks but I've tried all that you've said and I still can't remove those unwanted catagories from the employee cards.

    See the example attached as to how it can be confusing when doing the pays.

    Within the meat industry award there are several grades and an employee can move through these grades.

    why is it so difficult to just unlink these catagories?

    The attached image shows several catagories marked as MI5 and these are the ones i wish to unlink

  • Steven_M's avatar
    Steven_M
    Former Staff
    3 years ago

    Hi AnitaB 

     

    If that particular message about the payroll category was being used on timesheets it would have been used on a previous existing timesheet in the system. If you have gone through the timesheets week by week it should have been found. Note: You potentially would need to go back pretty far to find that timesheet.

     

    Personally, the way I would find it would be to export the timesheet information via the File>>Import/Export Assistant. This would give you a record of all the timesheets in the file that you can then sort or filter to identify when that payroll category has been used. It would then be a matter of navigating to that timesheet record week and deleting that entry.

    If you are still not able to identify the timesheet record that is causing that situation, we would need a copy of that export along with the payroll category you are trying to remove.

  • AnitaB's avatar
    AnitaB
    Experienced Cover User
    3 years ago

    Hi Steven

     

    Finding the timesheet will make no difference as you previously stated that timesheets paid the timesheet can't be deleted and all timesheets were paid prior to us stopping the use of timesheets.

    There has to be a way around this.

  • AnitaB's avatar
    AnitaB
    Experienced Cover User
    3 years ago

    I've located the timesheets but do i delete the person or the catagory from the sheet.

    If i delete the catagory i'm concerned that it completely removes the catagory which other employees may be using.

  • Steven_M's avatar
    Steven_M
    Former Staff
    3 years ago

    Hi AnitaB 

     

    As you have indicated, if those timesheets are greyed out they have been used on a pay and are not able to be deleted. This is similar behavior to other parts of the product i.e. you can delete an invoice if a payment has been made on it.

     

    In terms of removing the payroll categories from the employees, they would be locked in there if they have been used on a recorded timesheet and wouldn't able to be removed from them. If the full payroll category is being removed from all employees then renaming the category to have zzz at the start of the name so it appears at the bottom of the wages section is the recommendation.

  • AnitaB's avatar
    AnitaB
    Experienced Cover User
    3 years ago

    Morning Steven

    My question still isn't being dealt with.

    I'm happy to zzz the catagory on the employee card but doesn't that affect that same catagory on

    all cards that use it.

    being in the meat industry award, employees can move up in catagory which means their cards can look quite

    messy over time.  I only wish to unlink certain employees from different catagories that don't apply to them anymore, thereby making is simpler to do payroll

    I find this a major issue with MYOB and there has to be a way around this.

  • Steven_M's avatar
    Steven_M
    Former Staff
    3 years ago

    Hi AnitaB 

     

    Adding "zzz' to the name of the payroll category, i.e. Payroll>>Payroll Categories>>Wages>>Selecting the category and name, would update that for all employees linked to that category, not a single employee. This does mean that this is only useable if you are wishing to change the payroll category for all employees.

  • AnitaB's avatar
    AnitaB
    Experienced Cover User
    3 years ago

    Hi Steven,

     

    Well it looks like i'm stuck with messy employee standard pays until MYOB can sort this issue.

    Thank you for your time and patience.

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