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For Australian help, click here.

If you've added your employees into MYOB Essentials (where you set up the basic details of your employees, including pay rate), you're almost ready to do your first pay run. But first, complete your payroll settings.

This includes choosing the bank account you’ll be paying wages from, choosing if you'll be paying employees electronically, and some payslip display settings.

Learn about payday filing and how to set it up.

Open the Payroll settings page by clicking your business name.

Business name clicked with payroll settings option highlighted

Starting to use MYOB Essentials part way through the payroll year? Learn how to enter your pay history .

 

The Payroll settings page has different tabs to record your payroll info.

Let's take you through each of the settings on these tabs.

 

Banking

Banking

Set up the following on the Banking tab:

SettingDetails

Bank account for paying wages

Choose the MYOB Essentials bank account you’ll be paying employee wages from. Payroll transactions (like employee wage payments) will be automatically matched to transactions on this account.

If you need to, you can create a new bank account for this purpose.

Pay employees using bank files

If you want to pay any employees electronically and you bank with ASB, ANZ, BNZ, Westpac or Kiwibank, select the option Pay employees using bank files. You can then enter your bank details and any information you want to appear on bank statements.

If you'll be paying all your employees cash or cheque, leave the Pay employees using bank files option deselected.

When you're finished entering details on this tab, click Save settings, or continue your payroll setup by clicking the Payslips tab. See below for details.

Payslips

Payslips

Payslips are emailed to your employees at the end of each pay run, or at any time afterwards. You'll need to have entered an employee's email address on the Employee details tab of their employee record to be able to email their payslip.

On the Payslips tab:

Choose payslip display options

Select the Show personal leave entitlement on payslip option if you want to include accrued personal (sick) leave on employee payslips. If this option is not selected, only the annual leave and alternative holiday balances will show on payslips.

Set up payslip email options

When you email payslips to your employees, the payslip is sent as a PDF document attached to an email message. You can change the text in the email message, and choose to send payslips to additional email addresses. Your employees won't be able to see that you have emailed their payslip to these other addresses, so please keep their privacy in mind.

When you do a pay run, click in the Email  column to select which employees you want to email payslips to.