Payroll platform: Migrating data from your MYOB Account Right platform

Overview

This getting start guided will run you through the relevant reporting you need to access and download from your MYOB Account Right platform in order to support the migration of your employee details and opening balances over to Employment Hero Payroll.

You will notice with most of these reports that it formats them to reflect MYOB's reporting layouts. When importing data into most systems, you will need to get this data into a table format, where there is one header row with the titles and a series of data rows with no gaps, spaces, or subtotals.

There is a lot of work in getting MYOB into this format and requires a medium-advanced knowledge of spreadsheet formulas. A few useful formulas and tools are:

  • Concatenate: Merge the contents of the text of two or more cells to form one cell
  • Transpose: Swap the layout of a series of cells, e.g. from horizontal to vertical
  • VLookup: Look up a value in a vertical series of data and return a matching value
  • Pivot tables: Useful for aggregating and summarising a lot of data.

Important

To export the below employee data from your MYOB Account Right platform, you will need to have user access to import / export reports enabled. To read further details on how to view your user access permissions, you can refer to the following MYOB article.

Availability

Payroll Plan:   Standard   Premium

What you need to do

There are 5 steps that an administrator needs to complete when downloading the required MYOB reports so they can transfer their payroll over to Employment Hero Payroll. An administrator needs to complete these actions on their MYOB Account Right platform. The two steps are:

Step 1: Running the Employment Details Report
  1. Log in to your MYOB account.
  2. Click the Payroll button.
  3. Click the Reports button
    MYOB_1.jpg
  4. Click the Payroll tab.
  5. Click the Employee Employment Details button.
  6. Click the Display Report button.
    MYOB_2.jpg
  7. Select the All option in the Employees drop-down, 
  8. Click the Arrow button.
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  9. Click the Export button.
  10. Click the CSV button.
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Step 2: Running the Activity Summary Report

This report is used to reconcile to the initial values that you will enter later on into Employment Hero Payroll. You will create a record for each employee who you have paid this financial year so that the system can issue all the required payment summaries. The steps on to run this report are:

  1. Log in to your MYOB account.
  2. Click the Payroll button.
  3. Click the Reports button
    MYOB_1.jpg
  4. Click the Payroll tab.
  5. Click the Activity Summary button.
  6. Change the from date to 01/07/20xx i.e. the beginning of the current financial year.
  7. Leave the To Date field as today's date.
  8. Click the Display Report button.
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  9. Click the Arrow button.
  10. Click the Export button.
  11. Click the CSV button.
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Step 3: Running a payroll category transactions

This report is a detailed view of each pay category you have paid your employees. This report is what will allow you to import your opening balances into Employment Hero's Payroll platform. The steps on to run this report are:

  1. Log in to your MYOB account.
  2. Click the Payroll button.
  3. Click the Reports button
    MYOB_1.jpg
  4. Click the Payroll tab.
  5. Click the Pay Category Transactions button.
  6. Change the from date to 01/07/20xx i.e. the beginning of the current financial year.
  7. Leave the To Date field as today's date.
  8. Select all the Job options in the Jobs drop-down.
  9. Click the Display Report button.
    MYOB_7.jpg
  10. Click the Arrow button.
  11. Click the Export button.
  12. Click the CSV button.
    MYOB_8.jpg
Step 4: Running an entitlement balance summary report

This report summarises the outstanding leave balances and allows you to add these in as part of your initial values import. The steps on to run this report are:

  1. Log in to your MYOB account.
  2. Click the Payroll button.
  3. Click the Reports button
    MYOB_1.jpg
  4. Click the Payroll tab.
  5. Click the Balance Summary button.
  6. Change the from date to 01/07/20xx i.e. the beginning of the current financial year.
  7. Leave the To Date field as today's date.
  8. Select the Current Financial year option in the Payroll Year drop-down.
  9. Click the Display Report button.
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  10. Click the Arrow button.
  11. Click the Export button.
  12. Click the CSV button.
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Step 5: Running a card list details report

While the Employment Details report provides most of the needed information on each employee, it leaves off the BSB and Account Number Details of each employee. The Card List Details report will provide you with this information. The steps on to run this report are:

  1. Log in to your MYOB account.
  2. Click the Payroll button.
  3. Click the Reports button
    MYOB_1.jpg
  4. Click the Card tab.
  5. Click the Card List Details button.
  6. Select all the Cart Type options in the Card Type drop-down.
  7. Select all the Card options in the Cards drop-down.
  8. Click the Display Report button.
    MYOB_11.jpg
  9. Click the Arrow button.
  10. Click the Export button.
  11. Click the CSV button.
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