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mistyben's avatar
mistyben
Experienced User
10 months ago
Solved

Terminating employees

Has anyone else come across this problem

2 casual employees with exactly the same name.  As no-one bothered to reply to my last post and year end is almost on us, I've changed the name of the employee I need to terminate to all CAPITAL LETTERS in the hope that when I run my last payroll for the year it will update on the portal and allow me differentiate between the two.

I suggest MYOB increases the fields to pick from when terminating an employee - the simplest way would be to include the employees ID field as each one is unique.  

  • Hi CL1234,

     

    Thank you for your post.

     

    If the 2-week leave entitlement is available in full and they don’t have to accrue it, you can enter the opening balance manually (once the entitlement is created). Further down the track, if the leave balance has been exceeded, a warning message will appear during the pay run to notify you of this. 

     

    The first thing you will need to set up is the Wage category - this is the category that is used in the pay run when an employee is taking leave:

     

    1. Go to the Payroll > Payroll Categories.
    2. Click the Wages tab.
    3. Click New and give the category a name.
    4. For the Type of Wages, select Hourly (you can use this for both hourly-based and salaried employees).
    5. Choose the applicable ATO reporting category. If unsure, check with your accounting advisor or the ATO. Learn more about assigning ATO reporting categories for Single Touch Payroll reporting.
    6. For the Pay Rate, select Fixed Hourly Rate of $0.0000 (as this is UNPAID leave)
    7. Place a tick in the Automatically Adjust Base Hourly or Base Salary Details box. This ensures that when your employees take leave, their regular pay hours and amounts are adjusted accordingly—so they're not overpaid.
    8. Click Employee and select all employees who are entitled to this leave
    9. Click OK.

    You will next need to set up the Entitlement Category:

     

    1. Go to the Payroll > Payroll Categories.
    2. Click the Entitlements tab.
    3. click New and give the entitlement a name.
    4. Select User - Entered amount per pay run (as the opening balance will be entered manually and the employee will not accrue this leave)
    5. (Optional) To show accrued leave on payslips, select the option Print on Pay Advice.
    6. For the Linked Wages Category, select the wage category that you set up in the previous steps. This ensures that the leave balance is reduced from the entitlement whenever the employee takes leave.
    7. Click Employee and select all employees who are entitled to this leave
    8. Click OK

    Lastly, you will need to process an adjustment pay run to enter the open balances for each employee entitled to this, see example below:

     

     

    Once you have entered the balances and recorded this pay run, the setup is complete. I will also attach an example of the warning message that appears when the leave has been exhausted:

     

     

    Please let me know if you have queires or you require further assistance, I'd be happy to help.

     

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

3 Replies

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  • Shella_A's avatar
    Shella_A
    MYOB Moderator

    Hi mistyben

     

    I get your struggle with telling two employees with the same name apart. As of now, MYOB doesn't currently let you use the employee's ID during termination. Your trick of using capital letters for differentiation is smart! For a lasting solution, how about sharing this idea on our MYOB AccountRight Product Ideas Exchange board for feature consideration? When it comes to the termination process, make sure to follow all the steps. This involves removing the termination date on the card file and under employee termination on the STP reporting center, then sending an update event. Have a look at this article for more on employee termination. Let me know if you have other queries!

     

     

    Kind regards,

    Shella

    • mistyben's avatar
      mistyben
      Experienced User

      Hi Shella - it worked by removing the termination date, running a 0 payroll, sending the update through, and as the employee's name had been changed to CAPITALS I could then pick them up and terminate.  This is a very long winded way around what would be a very simple task if the development team added the employee ID number to the termination screen

      • Shella_A's avatar
        Shella_A
        MYOB Moderator

        Hi mistyben

         

        Thanks for the update. I'm glad to hear that you were able to resolve the issue by removing the termination date, running a zero payroll, and sending the update through. I understand that this process can be quite tedious. Your suggestion about adding the employee ID number to the termination screen is a great idea and could indeed simplify the task, and I can see that you've already shared this idea on our product ideas page. In the meantime, feel free to reach out if you have other queries!

         

         

        Cheers,

        Shella

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Has anyone else come across this problem

2 casual employees with exactly the same name.  As no-one bothered to reply to my last post and year end is almost on us, I've changed the name of the employee I need to terminate to all CAPITAL LETTERS in the hope that when I run my last payroll for the year it will update on the portal and allow me differentiate between the two.

I suggest MYOB increases the fields to pick from when terminating an employee - the simplest way would be to include the employees ID field as each one is unique.  

","body@stringLength":"606","rawBody":"

Has anyone else come across this problem

2 casual employees with exactly the same name.  As no-one bothered to reply to my last post and year end is almost on us, I've changed the name of the employee I need to terminate to all CAPITAL LETTERS in the hope that when I run my last payroll for the year it will update on the portal and allow me differentiate between the two.

I suggest MYOB increases the fields to pick from when terminating an employee - the simplest way would be to include the employees ID field as each one is unique.  

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e...","replies":{"__typename":"MessageConnection","edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wxMHwxNDowLDM5OjF8MQ","node":{"__ref":"AcceptedSolutionMessage:message:870812"}}],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"customFields":[]},"Conversation:conversation:870720":{"__typename":"Conversation","id":"conversation:870720","solved":true,"topic":{"__ref":"ForumTopicMessage:message:870720"},"lastPostingActivityTime":"2024-07-02T16:19:46.450+10:00","lastPostTime":"2024-07-02T16:19:46.450+10:00","unreadReplyCount":3,"isSubscribed":false},"ModerationData:moderation_data:870720":{"__typename":"ModerationData","id":"moderation_data:870720","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"Revision:revision:870720_1":{"__typename":"Revision","id":"revision:870720_1","lastEditTime":"2024-06-22T13:35:38.991+10:00"},"CachedAsset:theme:customTheme1-1744734176472":{"__typename":"CachedAsset","id":"theme:customTheme1-1744734176472","value":{"id":"customTheme1","animation":{"fast":"150ms","normal":"250ms","slow":"500ms","slowest":"750ms","function":"cubic-bezier(0.07, 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display: inline-block;\n }\n\n .footer-links-wrapper ul li a {\n margin-right: 20px;\n }\n\n .footer-links-wrapper-2 {\n justify-content: space-between;\n }\n}\n\n.myob-social-links a:hover .myob-icon {\n fill: #969ea7;\n}\n\n.myob-social-links .myob-icon {\n -webkit-transition: fill 0.2s ease-out;\n transition: fill 0.2s ease-out;\n fill: #687480;\n}\n\n.myob-social-links .myob-icon a {\n -webkit-transition: color 0.2s ease-out;\n transition: color 0.2s ease-out;\n color: #969ea7;\n text-decoration: none;\n}\n\n.myob-footer-copyright {\n color: #687480;\n padding-right: 20px;\n}\n\n.myob-footer-copyright a,\n.myob-footer-copyright a:hover {\n color: var(--lia-rte-custom-color-18);\n}\n\n.myob-social-links {\n margin-bottom: 0;\n}\n\n.myob-social-links li {\n float: left;\n margin-bottom: 0;\n line-height: 0;\n}\n\n.myob-social-links li + li {\n margin-left: 1.25em;\n}\n\n.myob-social-links li a:before {\n content: \" \";\n display: inline-block;\n width: 24px;\n height: 24px;\n background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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padding: 2.5rem var(--lia-bs-grid-gutter-width);\n margin: 0 auto;\n font-size: 0.875rem;\n\n @media (min-width: 576px) {\n max-width: 33.75rem;\n }\n\n @media (min-width: 768px) {\n max-width: 45rem;\n padding: 2.5rem calc(var(--lia-bs-grid-gutter-width) * 0.5);\n }\n\n @media (min-width: 992px) {\n max-width: 60rem;\n }\n\n @media (min-width: 1260px) {\n max-width: var(--lia-container-max-width);\n }\n}\n\n.custom_widget_Custom_Footer_footer-links-wrapper_7twck_40 {\n display: flex;\n justify-content: flex-start;\n flex-wrap: wrap;\n width: 100%;\n color: var(--lia-rte-custom-color-18);\n\n ul {\n list-style: none;\n padding: 0;\n flex: 100%;\n margin-bottom: 0;\n\n li {\n a {\n color: var(--lia-rte-custom-color-18);\n padding: 0.3125rem 0;\n display: inline-block;\n }\n }\n }\n\n + .custom_widget_Custom_Footer_footer-links-wrapper_7twck_40 {\n border-top: 1px solid #687480;\n margin-top: 1.25rem;\n padding-top: 1.25rem;\n 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Moderator","color":"333333","icon":null,"rankStyle":"TEXT"},"User:user:284444":{"__typename":"User","id":"user:284444","uid":284444,"login":"Shella_A","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2022-09-20T07:52:23.517+10:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://community.myob.com/t5/s/myob/m_assets/avatars/custom/Rectangle_27-1706588706059.png?time=1712840915000"},"rank":{"__ref":"Rank:rank:62"},"entityType":"USER","eventPath":"community:myob/user:284444"},"ModerationData:moderation_data:870812":{"__typename":"ModerationData","id":"moderation_data:870812","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"AcceptedSolutionMessage:message:870812":{"__typename":"AcceptedSolutionMessage","uid":870812,"id":"message:870812","revisionNum":1,"author":{"__ref":"User:user:284444"},"readOnly":true,"repliesCount":2,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:AD_Notices"},"parent":{"__ref":"ForumTopicMessage:message:870720"},"conversation":{"__ref":"Conversation:conversation:870720"},"subject":"Re: Terminating employees","moderationData":{"__ref":"ModerationData:moderation_data:870812"},"body":"

Hi mistyben

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\n

I get your struggle with telling two employees with the same name apart. As of now, MYOB doesn't currently let you use the employee's ID during termination. Your trick of using capital letters for differentiation is smart! For a lasting solution, how about sharing this idea on our MYOB AccountRight Product Ideas Exchange board for feature consideration? When it comes to the termination process, make sure to follow all the steps. This involves removing the termination date on the card file and under employee termination on the STP reporting center, then sending an update event. Have a look at this article for more on employee termination. Let me know if you have other queries!

\n

 

\n

 

\n

Kind regards,

\n

Shella

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"208","kudosSumWeight":0,"postTime":"2024-06-24T14:28:53.565+10:00","lastPublishTime":"2024-06-24T14:28:53.565+10:00","solution":true,"metrics":{"__typename":"MessageMetrics","views":298},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:beta/community:myobboard:AD_Notices/message:870720/message:870812","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wzfDE0OjAsMzk6MXwx","node":{"__ref":"ForumReplyMessage:message:870831"}}]},"body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":200})@stringLength":"208","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"customFields":[]},"ModerationData:moderation_data:870831":{"__typename":"ModerationData","id":"moderation_data:870831","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"ForumReplyMessage:message:870831":{"__typename":"ForumReplyMessage","uid":870831,"id":"message:870831","revisionNum":1,"author":{"__ref":"User:user:111535"},"readOnly":true,"repliesCount":1,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:AD_Notices"},"parent":{"__ref":"AcceptedSolutionMessage:message:870812"},"conversation":{"__ref":"Conversation:conversation:870720"},"subject":"Re: Terminating employees","moderationData":{"__ref":"ModerationData:moderation_data:870831"},"body":"

Hi Shella - it worked by removing the termination date, running a 0 payroll, sending the update through, and as the employee's name had been changed to CAPITALS I could then pick them up and terminate.  This is a very long winded way around what would be a very simple task if the development team added the employee ID number to the termination screen

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Hi mistyben

\n

 

\n

Thanks for the update. I'm glad to hear that you were able to resolve the issue by removing the termination date, running a zero payroll, and sending the update through. I understand that this process can be quite tedious. Your suggestion about adding the employee ID number to the termination screen is a great idea and could indeed simplify the task, and I can see that you've already shared this idea on our product ideas page. In the meantime, feel free to reach out if you have other queries!

\n

 

\n

 

\n

Cheers,

\n

Shella

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