Get started with payroll after upgrading

Check your employees are set up properly

There's some new fields in employee details, and because they didn't exist in old MYOB Essentials, we've had to give them default settings during the upgrade. While they don't affect what an employee is paid, they do affect what information appears on the employee's pay slip, so it's worth checking them and changing them if you need to.

For all the details, see Post-upgrade payroll tasks.

If an employee's pay is split between multiple bank accounts, their Payment method will be set to Electronic (go the Payroll menu > Employees > employee Payment details tab):

This is the case even if you don't pay your employees electronically. We had to do this to preserve the pay splits during the upgrade.

If you want to continue splitting the employee's pay, you'll need to set up electronic payments. For more information, see Post-upgrade payroll tasks.

Now that you've upgraded, you can make the move to STP Phase 2. Just go to the Payroll menu > Single Touch Payroll reporting > Get started.

For all the details see Getting ready for STP Phase 2.

If you previously used MYOB's super portal to pay employee super, you'll need to sign up for Pay Super before your next super payment is due to stay super compliant.

Go to the Payroll menu > Super payments, click Sign up to Pay Super and follow the onscreen prompts. For more information, see Set up Pay Super.

Did your employees use YourPay to submit hours? There's a couple of things you need to do:

• YourPay doesn't work with the new MYOB Essentials. You'll need to switch to MYOB Team if you want your employees to continue to submit timesheet hours.
• Unpaid timesheet hours entered in YourPay from the start of 2022 have been assigned to a temporary pay item. Before paying an employee you should allocate those hours to the correct pay item – see Allocate YourPay timesheet hours.

Choose the Pay cycle for the employees you want to pay and confirm the pay dates. Only employees with the chosen pay cycle will be included in the pay run.

The pay cycle will be remembered for the next pay run so you won't have to choose it every time.

(Australia only) You'll see any timesheets that have been entered for the pay period – you can deselect them to remove them from the pay run if you want.

When you're ready, click Next.

You'll see a list of all the employees in the pay run. It's a good idea to check if anyone is missing or shouldn't be there – if so, you'll need to change the employee's pay cycle. By default all employees are included, but you can deselect any you don't want to pay this time.

For each employee, click to expand their pay details. You can:

• view and edit amounts and hours
• enter leave
• add or edit a pay slip message

When you're happy with everyone's pay, click Next.

This step in the pay run lets you check that everything is correct before you record the pay.

You can compare each employee's current pay to their previous one to check for any unexpected differences or discrepancies.

When you're ready, click Record. If you're set up for STP (Australia) or payday filing (New Zealand), follow the prompts to report your payroll information to the ATO or Inland Revenue.

In this step, you'll send pay slips to your employees. You can choose to either email or print them.

In Australia, you'll see two tabs, Email pay slips and Print pay slips. What tab an employee appears in is determined by their default pay slip delivery method, set in their Employment details tab:

You can save or print a pay slip by clicking View PDF or email pay slips to multiple employees. You can also do this later by going to the Payroll menu > Pay runs.

You've completed your pay run. Now, you need to pay your employees.

To pay electronically with a bank file, click the electronic payments link (or if you want to do it later, go to the Payroll menu > Prepare electronic payments). Select the employees you want to pay and click Download bank file, then upload the bank file to your bank's internet banking portal. Learn more about electronic payments.