Page Comparison - Setting up users for employee self-service (v.5 vs v.6) - MYOB Advanced

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After setting up Employee Self Service (ESS), you need to create user records (including login and password details) for employees and managers who'll be using ESS features.

Setting up employees

For each employee, you need to create a user record and set their default pay group. This is the pay group that will be associated with any leave requests they make.

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title	To set up employeesCreate an employee user record

Go to the Users screen (SM201010):
Enter a Login for the employee.
Set a password for the employee. You can either:
- Select the Generate Password to automatically set their password.
- Deselect the checkbox and manually enter a password.
In the Linked Entity field, select the employee who'll be using this login.
The People ESS role must be selected on On the Roles tab, select the People ESS checkbox.
The People User licence must be selected on the Licence Types tab.
The employee should be linked to the user record via the Linked Entity field on this screen.

You must also set the default pay group for each employee. This is the pay group that will be associated with any leave requests they make. On the Employee Pay Groups screen (MPPP2250), make sure that Default Pay Group is selected for the group that should be the employee's default.

Setting up employees

To give an employee access to the features of the Employee Self Service module, a user record must be created for the employee on the Users screen (SM201010) as follows:

The user record must include login and password details.
The “People ESS” role must be ticked on the Roles tab.
The “People User” licence type must be ticked on the Licence Types tab.
The employee should be linked to the user record via the Linked Entity field on this screen.

You must also set the default Pay Group for each employee—this is the pay group that will be associated with any leave requests they make. On

On the License Types tab, select the People User checkbox.
On the form toolbar, click the Save icon (Image Added).

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title	Set an employee's default pay group

Go to the Employee Pay Groups screen (MPPP2250)

, make

.
Make sure that

the

Default Pay Group

box

is

ticked

selected for the group that should be the

employee’s

employee's default.

Setting up managers

To give a user access to the management features of the Self Service module, a user record, including login and password details, must be created for the manager on the Users screen (SM201010) as follows:

The user record must include login and password details.
The “People MSS” role must be ticked on the Roles tab.
When using MYOB Advanced People in standalone mode, the “People User” licence type must be ticked on the Licence Types tab.
When using MYOB Advanced People in integrated mode, the “Employee User” licence type must be ticked on the Licence Types tab.

The user should also be given For each manager, you need to create a user record.

You also need to give each manager access to the Approvals screen (EP503010), which where they will use to can approve leave requests. How do you give them access?

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title	To set up managers

To give a user access to the management features of the Self Service module, create a user record, including login and password details, for the manager on the Users screen (SM201010) as follows:

The user record must include login and password details.
The People MSS role must be selected on the Roles tab.
When using MYOB Advanced Payroll in standalone mode, the People User licence type must be selected on the Licence Types tab.
When using MYOB Advanced People in integrated mode, the Employee User licence type must be selected on the Licence Types tab.

Create a manager user record

Go to the Users screen (SM201010):
Enter a Login for the manager.
Set a password for the manager. You can either:
- Select the Generate Password to automatically set their password.
- Deselect the checkbox and manually enter a password.
On the Roles tab, select the People MSS checkbox.
On the License Types tab, if you're using MYOB Advanced Payroll in:
- Standalone mode, select the People User checkbox.
- Integrated mode, select the Employee User checkbox.
On the form toolbar, click the Save icon (Image Added).

What's next?

Your employees can now request leave through ESS, and managers can approve or reject those leave requests.

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Versions Compared

Old Version 5

New Version 6

Key

Setting up employees

Setting up employees

Setting up managers

What's next?