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AHJS's avatar
AHJS
Experienced Cover User
4 years ago

MYOB Team Setting Up Approving Manager who is paid Salary

Hello community

 

We are eager to commence using MYOB Team for our AccountRight Plus subscription.

 

We are having issues however adding approving managers for timesheet signoff.

 

Our warehouse staff are paid via Timesheets however their approving managers are salaried employees paid monthly.  When it comes to the part whereby we need to add the managers to the approving managers section they paid monthly employees are not coming up.

 

How can we add them please?  Do we need to make up an additional employee card for them and if so how?

 

Thanks in advance

AJHS

  • Hello AHJS 

     

    Thank you for your post. For the employees to appear within the Select an approving manager window, the following does need to be set up in the file:

    • All employees must have the same email address in their employee card within the profile tab and the Payroll details (pay slip email) field
    • All employees must be setup with the Pay Basis of 'Hourly' within their employee card files 
    • All employees need to be in the Payroll Category 'Base Hourly', whether or not they use it as this is what all the programming done on.

    In your scenario if the employees you are wanting to add as approving managers will NOT be using MYOB Team to track their time, only to approve timesheets, you may be able to set up a second employee card for them with the Pay Basis of 'Hourly,' Payroll Category of 'Base Hourly,' and Employment Status of 'Other' (to ensure those second cards do not appear on payroll). I would recommend naming the second card something different from their primary card.

     

    For example, John Smith who is paid a salary could be Approving Manager John Smith for the second card for MYOB Team purposes. This should allow them to show up for Approving Manager while also retaining their normal, salary payroll settings on the original card. However, it would be very important that the second card you set up is not used for anything other than making those employees Approving Managers, to avoid any confusing crossover between cards.

     

    Note that this would just be a workaround, as the current setup of MYOB Team isn't quite suited to the specifics of your business. To that end, I have passed on this feedback to the appropriate teams as away to improve functionality in the future.

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  • Emily_B's avatar
    Emily_B
    Former Staff

    Hello AHJS 

     

    Thank you for your post. For the employees to appear within the Select an approving manager window, the following does need to be set up in the file:

    • All employees must have the same email address in their employee card within the profile tab and the Payroll details (pay slip email) field
    • All employees must be setup with the Pay Basis of 'Hourly' within their employee card files 
    • All employees need to be in the Payroll Category 'Base Hourly', whether or not they use it as this is what all the programming done on.

    In your scenario if the employees you are wanting to add as approving managers will NOT be using MYOB Team to track their time, only to approve timesheets, you may be able to set up a second employee card for them with the Pay Basis of 'Hourly,' Payroll Category of 'Base Hourly,' and Employment Status of 'Other' (to ensure those second cards do not appear on payroll). I would recommend naming the second card something different from their primary card.

     

    For example, John Smith who is paid a salary could be Approving Manager John Smith for the second card for MYOB Team purposes. This should allow them to show up for Approving Manager while also retaining their normal, salary payroll settings on the original card. However, it would be very important that the second card you set up is not used for anything other than making those employees Approving Managers, to avoid any confusing crossover between cards.

     

    Note that this would just be a workaround, as the current setup of MYOB Team isn't quite suited to the specifics of your business. To that end, I have passed on this feedback to the appropriate teams as away to improve functionality in the future.

    • AHJS's avatar
      AHJS
      Experienced Cover User

      Thanks Emily

       

      Does an approving manager need to be appointed?  Can the employee submit and approve themselves but we can still check the hours when payroll is run?

       

      Cheers

      AJSH

      • Komal_S's avatar
        Komal_S
        MYOB Moderator

        Hi AHJS 


        As explained by Emily_B , for the purpose of approving timesheets using MYOB Team, you will need an approving manager and employees cannot submit and approve their timesheets themselves. 

    • marmak's avatar
      marmak
      Experienced Cover User

      Hi Emily,

      I had the same issue as AHJS and setup an "employee" named Team Leader working on an hourly basis to be the approving manager... this worked fine until the latest update of the app - now it's wanting Team Leader's TFN and  superannuation details to work - being a fake employee, these details don't exist. What do I do to get access to the app again?

      thanks

      • Tracey_H's avatar
        Tracey_H
        Former Staff

        Hi marmak 

         

        Recent changes have made it mandatory to have that information entered for employees. So we're going to have to try a couple of things to get around it for your fake employee.

         

        The first thing I would recommend is in your software change the real approving manager to hourly, go into the app and add the approving manager. Then go back to their card in your software and change them back to salary. Check if the manager has stuck in the app.

         

        The other option is in the software>>employee card for the fake employee, add a dummy TFN and super fund. Log out of and back into the app, you shouldn't get asked for information again. If you do kill the app and relaunch it. The concern with this is the dummy TFN so I'd recommend checking with your accountant about this.