Forum Discussion

Experienced Cover User

4 months ago

Archive payroll categories

I have one client who uses lots of different payroll categories. As the staff increase up a level, their old level/category remains in their file. Can you please allow us to archive the payroll category for the staff member when no longer required. It can be time consuming for the manager to search through and remember what category each staff member is on every week., especially with a staff of 15 plus employees each week.

Payroll

7 Replies

WendyFSBK
Experienced Cover User
4 months ago
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If you put a 'z' in front of them, does that mean that they can't be used by any other employee though? All staff are different ages and on different categories and they change from time to time, so other staff may need the category that one staff member no longer needs.
- Isaiah_C
  MYOB Moderator
  4 months ago
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  Hi WendyFSBK,
  
  The other employees can still use the payroll category if needed. The reason we recommend adding a 'Z' to its name is simply to move it to the bottom of the list for better organisation since the system doesn't allow archiving payroll categories.
  
  Regards,
  Sai
  - WendyFSBK
    Experienced Cover User
    4 months ago
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    Thank you Sai,
    
    I am not sure how useful that would be. We have 6 different levels for Public Holidays, Saturdays & Sundays. Also the same for Base Hourly. Plus we have Juniors from 15 yrs to 19 yrs in the same categories as above.
    
    We have a lot of iterant workers. The business is a large cafe. We use 72 different categories. I would have to put 'z' in front of a lot of categories. This would then put them out of alphabetical order, when I have a new employee and I am trying to enter their categories.
    
    Regards
    
    Wendy
Shella_A
MYOB Moderator
4 months ago
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Hi WendyFSBK,

Archiving payroll categories isn't currently possible if they have been used in a pay run before. However, you can untick the old categories in the employee's card file to prevent them from being used in future pay runs. This way, they won't clutter the selection list when processing payroll. You may also check this post in the community forum for other tips.

Kind regards,
Shella
- WendyFSBK
  Experienced Cover User
  4 months ago
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  Hi Sheila,
  
  That doesn't work. If they have previously been used in a staff member payrun, they cannot be deleted.
  - Isaiah_C
    MYOB Moderator
    4 months ago
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    Hi WendyFSBK,
    
    Sorry for the confusion regarding old payroll categories. The ability to archive old payroll categories isn't available. What you can do to those categories would be to rename them or put "Z" in front of the payroll category name, so they'll show up at the bottom of the list.
    
    Regards,
    
    Sai

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categories","moderationData":{"__ref":"ModerationData:moderation_data:885053"},"body":"

If you put a 'z' in front of them, does that mean that they can't be used by any other employee though? All staff are different ages and on different categories and they change from time to time, so other staff may need the category that one staff member no longer needs.

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Hi WendyFSBK,

The other employees can still use the payroll category if needed. The reason we recommend adding a 'Z' to its name is simply to move it to the bottom of the list for better organisation since the system doesn't allow archiving payroll categories.

Regards,

Sai

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Hi ,

Regards,

Sai

Thank you Sai,

I am not sure how useful that would be. We have 6 different levels for Public Holidays, Saturdays & Sundays. Also the same for Base Hourly. Plus we have Juniors from 15 yrs to 19 yrs in the same categories as above.

We have a lot of iterant workers. The business is a large cafe. We use 72 different categories. I would have to put 'z' in front of a lot of categories. This would then put them out of alphabetical order, when I have a new employee and I am trying to enter their categories.

Regards

Wendy

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Thank you Sai,

Regards

Wendy

Hi WendyFSBK,

Archiving payroll categories isn't currently possible if they have been used in a pay run before. However, you can untick the old categories in the employee's card file to prevent them from being used in future pay runs. This way, they won't clutter the selection list when processing payroll. You may also check this post in the community forum for other tips.

Kind regards,

Shella

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Hi ,

Kind regards,

Shella

Hi Sheila,

That doesn't work. If they have previously been used in a staff member payrun, they cannot be deleted.

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Hi Sheila,

That doesn't work. If they have previously been used in a staff member payrun, they cannot be deleted.

Hi WendyFSBK,

Sorry for the confusion regarding old payroll categories. The ability to archive old payroll categories isn't available. What you can do to those categories would be to rename them or put \"Z\" in front of the payroll category name, so they'll show up at the bottom of the list.

Regards,

Sai

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Hi ,

Regards,

Sai

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