Advanced Payroll and Workforce Management integration - Field mappings
This page lists the MYOB Advanced Payroll and Workforce Management fields that are used when importing timesheets and synchronising employee information.
Employee (EP203000)
| Advanced Payroll field | WFM screen | WFM field | Notes |
|---|---|---|---|
| Title | Employees > Finance and Payroll | Title | |
| First Name | Employees > Personal Information | First name | |
| Middle Name | Employees > Personal Information | Middle name | |
| Last Name | Employees > Personal Information | Last name | |
| Employees > Personal Information | |||
| Phone 1 (Cell) | Employees > Personal Information | Mobile number | |
| Phone 2 (Business 1) | Employees > Personal Information | Alternate phone number | |
| Date Of Birth | Employees > Personal Information | Date of birth | |
| Gender | Employees > Personal Information | Gender |
|
| Employee ID | Employees > Personal Information | Reference | Used to identify the employee in Advanced Payroll. |
| Employeee start date | Employees > Personal Information | Start date | |
| Address Line 1 | Employees > Address information | Address line 1 | |
| Address Line 2 | Employees > Address information | Address line 2 Suburb | Suburb is used if |
| City | Employees > Address information | Town / City (NZ) Suburb (Australia) | |
| State | Employees > Address information | State | Australia only |
| Postal Code | Employees > Address information | Post code | |
| Country | Employees > Address information | Country |
Pay Details (MPPP2310)
| Payroll field | WFM screen | WFM field | Notes |
|---|---|---|---|
| Tax Code | Employees > Finance and Payroll | Tax code | |
| IRD Number | Employees > Finance and Payroll | IRD number | |
| ACC Code (Employee Defaults) | Employees > Finance and Payroll | Does the employee qualify for an ACC Earner Levy Exemption? | Selects the Exempt ACC code, set in Workforce Management preferences. If there is no exempt ACC code you will get an error. |
| Repayment Rate % | Employees > Finance and Payroll | Student Loan Rate (%) | Only updates the value in MYOB Advanced Payroll if it is greater than the legal minimum. |
| Tax @ % | Employees > Finance and Payroll | Tax Rate (%) |
|
| Payroll field | WFM screen | WFM field | Notes |
|---|---|---|---|
| Tax File Number (TFN) | Employees > Finance and Payroll | Tax file number | |
| TFN declaration | Employees > Finance and Payroll | ||
| Employment basis | Employees > Finance and Payroll | On what basis are you paid? | |
| Levy Surcharge(MSL) | Employees > Finance and Payroll | Apply the levy surcharge? | |
| Surcharge Rate | Employees > Finance and Payroll | ||
Levy exemption? Full exemption? Half exemption? | Employees > Finance and Payroll |
| |
| Levy reduction? | Employees > Finance and Payroll | Has a Medicare Levy reduction? | |
| Has a spouse? | Employees > Finance and Payroll | Has a spouse? | |
| Low income? | Employees > Finance and Payroll | Low income earner? | |
| Dependent children? | Employees > Finance and Payroll | Has dependent children? | |
| How many? | Employees > Finance and Payroll | ||
| Previous Last Name | Employees > Finance and Payroll | Previous family name | |
| Residency? | Employees > Finance and Payroll | Is an Australian resident for tax purposes? Is in Australia on a working holiday visa? | |
| Claim seniors tax offset? | Employees > Finance and Payroll | Claim seniors and pensioners tax offset? | |
Single Illness-separated couple Couple | Employees > Finance and Payroll | Reason | Relates to the "Claim seniors and pensioners tax offset?" field. |
| Help or TSL | Employees > Finance and Payroll | Has a student loan (HELP, VSL, SSL, TSL) debt? | |
| AUHasFsDebt | Employees > Finance and Payroll | Has a Financial Supplement (FS) debt? | |
| Claims Tax-free Threshold | Employees > Finance and Payroll | Claim the tax-free threshold? | |
| Australian Business Number | Employees > Finance and Payroll | Employing entity ABN | |
| Claim zone / special tax offset? | Employees > Finance and Payroll | Zone Rebate Claim overseas forces or dependent (invalid and carer) tax offset? | |
Dependant spouse? Overseas forces? Parent spouse or invalid relative? | Employees > Finance and Payroll | Reason | Relates to the "Claim zone / special tax offset?" field. |
Pay item and field | WFM screen | WFM field | Notes |
|---|---|---|---|
| Employee start date | Employees > Personal Information | Start date |
Payroll field | WFM screen | WFM field | Notes |
|---|---|---|---|
Hourly Rate Hours Per Year | Employees > Finance and Payroll | Annual Salary Hours per day Days per week | The Hourly Rate (HRp) and Hours Per Year (HPYp) fields in Payroll are calculated from the Annual Salary (ASw), Hours per day (HPDw), and Days per week (DPWw) fields in Advanced Workforce Management. Hours Per Year = 52(Hours Per Year × Days per week) Hourly Rate = Annual Salary ÷ Hours Per Year |
Payroll field | WFM screen | WFM field | Notes |
|---|---|---|---|
KiwiSaver Details | Employees > Finance and Payroll | Kiwisaver enrolment status | Kiwisaver details will be added for Opt-in, Auto Enrol, Already enrolled and Savings Suspension choices. Opt-out is not currently supported. An Validating the MYOB Advanced Payroll synchronisation will be created for opted-out employees. |
Payroll field | WFM screen | WFM field | Notes |
|---|---|---|---|
Fund Name | Employees > Bank Accounts > Superannuation information | Fund name | Fund are matched to those on the Superannuations Funds form (MPPP2152). If there is no matching fund, an Validating the MYOB Advanced Payroll synchronisation will be created. |
Member ID | Employees - Bank Accounts - Superannuation information | Member reference |
Payroll field | WFM screen | WFM field | Notes |
|---|---|---|---|
Amount | Employees > Finance and Payroll | Employee contribution (%) | Will either update the Kiwisaver pay item value, or find another item of the same requested value. If there is no Kiwisaver item, an Validating the MYOB Advanced Payroll synchronisation will be created. |
Payroll field | WFM screen | WFM field | Notes |
|---|---|---|---|
Amount | Employees > Finance and Payroll | Employer contribution (%) | Will either update the Kiwisaver pay item value, or find another item of the same requested value. If there is Kiwisaver item an Validating the MYOB Advanced Payroll synchronisation will be created. |
Payroll field | WFM screen | WFM field | Notes |
|---|---|---|---|
Name On Account | Employees > Bank Accounts | Name on account |
|
Account Number | Employees > Bank Accounts |
| |
BSB Number (AU) | Employees > Bank Accounts | Branch |
|
Type (Balance) | Employees > Bank Accounts | Primary account? |
Superannuation Funds (MPPP2152) (AU only)
Payroll field | WFM screen | WFM field | Notes |
|---|---|---|---|
Fund Name | Employees > Bank Accounts > Superannuation information | ||
USI (APRA) | Employees > Bank Accounts > Superannuation information | USI | |
Account name (SMSF) | Employees > Bank Accounts > Superannuation information | ||
BSB (SMSF) | Employees > Bank Accounts > Superannuation information | Branch | |
Account Number (SMSF) | Employees > Bank Accounts > Superannuation information | ||
ABN (SMSF) | Employees > Bank Accounts > Superannuation information | ABN | |
ESA (SMSF) | Employees > Bank Accounts > Superannuation information |
Outstanding Actions (MPAT4002)
Payroll field | WFM screen | WFM field | Notes |
|---|---|---|---|
| Employees > Finance and Payroll | Has approved withholding variation | n/a | Creates an Validating the MYOB Advanced Payroll synchronisation. |