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sue2's avatar
sue2
Experienced User
4 years ago
Solved

Switching an employee from one MYOB Payroll to another

Hi,   I have just set up a second MYOB Payroll for an associated company I need to change an employee from the old to this new one.   Is there an easy way to do this or do I need to Finish him (...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi sue2 

     

    Employees are unique to company files. As such, there is no direct transfer employee option between payroll files. It will be a manual process.

    Typically, you would take note of their outstanding leave amounts, zero the employee's leave out, do the final pay for that employee/enter a finish date in, set up the new employee in that new file and enter the leave amounts.

     

    The biggest hurdle for you would be what are you playing on doing with the leave rate. When paying out the leave its based on the average weekly earnings or the ordinary weekly pay whichever one is higher. The Average weekly earnings calculation is based on the previous 12 months thus the history would need to be entered for that employee for that period to accurately represent that information -- Tools>>Enter History allows you to enter historical values.

jenniek's avatar
jenniek
Ultimate Partner
4 years ago

sue2 Steven_M 

Technically this employee should be finished off in one company (and paid out) and started fresh in the new company. However as Steven_M  mentions, you could transfer the leave over as an opening balance of Annual leave with the new start date of the transfer date. You shouldn't need to bring the 12 month history in - as your start date needs to be the transfer date. Annual leave will have to be paid at the new average earnings as it calculates in the new company - this may or may not cost a bit different than the original value transferred.

sue2's avatar
sue2
Experienced User
4 years ago

Thanks for the extra information.

The goal here is to have a seamless switch from the employee's perspective.

The employee works a fair amount of OT therefore his AL rate is substantially higher than ORD rate.

So to summarise - does the plan below work?:

  • Save all existing leave records for security
  • Finish employee in old payroll - without paying final pay, as at 16/5/21
  • Add employee to new payroll
  • Start Date to be 17/5/21
  • Manually add Gross earnings, HP and Annual Leave in the Leave Details tab as per existing entitlements
  • Manually add Current Sick Leave entitlement. He has accrued the maximum entitlement now so do I need to be concerned about the new Anniversay date not lining up with his previous one? His anniversary date was August - will now be May.....

 

Is there anything I have missed ? 

Thanks

 

  • jenniek's avatar
    jenniek
    Ultimate Partner
    4 years ago

    Hi sue2 

    Nearly but not quite.

    Manually add Annual Leave (Hrs) and Hol Pay (convert this to hrs) and add this to the opening balance of Annual leave.(Annual Leave owing as at xxxx)  Gross earnings will be NIL, Hol Pay will be NIL. His new anniversary date for annual leave will be 17/5/22, and his sick leave anniversary could stay at the same date or move to the new date of 17/11/21. As he earns in the new company - this will be a new amount of Hol Pay accruing. His annual leave rate will actually drop for the time being - because its a new company, but in theory he might get a bit more leave balance carried over because of this. Annual leave is paid at an average of the previous 12 months earnings - you can't carry that over from another company.

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