Only available for online company files in AccountRight Plus and Premier 2020.2 onwards, Australia only MYOB Team enables employees to clock on and off, submit timesheets and view their rosters with a quick tap. Because employees enter their hours which are sent directly to AccountRight, the pay run process is quicker. And the best part is MYOB Team is included as part of your MYOB subscription. Depending on your business needs, your employees can use MYOB Team: - on their mobile phones to clock on and off, submit timesheets and view rosters, or
- on an on-premises iPad tablet kiosk to clock on and off.
And you can manage it all in the MYOB Team admin portal, accessible via any web browser. 
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| Hey employees! If you've been invited to use MYOB Team on your phone, your help is here. |
Setting up MYOB TeamIf you've joined the Early Access Program for MYOB Team, here's all you need to know to get started. You'll start the setup process by checking a few things in AccountRight, then complete the setup in the MYOB Team admin portal. You can only set up MYOB Team for online company files and you must have the role of Administrator. Learn about roles. | UI Expand |
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| title | 1. Check your company file setup |
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| 1. Check your company file setupOpen your AccountRight company file and complete these tasks. | UI Text Box |
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| If you're prompted to sign on to your AccountRight company file, select the option Link this User ID to your my.MYOB account. This is required to ensure your file can be accessed by MYOB Team. 
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| title | a. Turn on the timesheet preference |
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| a. Turn on the timesheet preferenceIf you're already using timesheets in AccountRight, you'll have this preference activated. If not, it's easy to set up. Learn more about Timesheets in AccountRight. The timesheet preference you choose in AccountRight will determine which time capture modes you can use in MYOB Team. - Go to the Setup menu and choose Preferences. The Preferences window appears.
- In the System tab, select the I Use Timesheets for [...] and My Week Starts on [...] preference.
- Choose what you use timesheets for from the I Use Timesheets for [...] list. This choice will also determine which time capture types you can choose when setting up your business locations (see task 3 below).
If you choose:- Payroll - this means you'll only record payroll information. This allows you to set up locations for MYOB Team using these time capture types:
- Clock on, Clock off mobile
- Clock on, Clock off - tablet kiosk
- Timesheets
- Time Billing and Payroll - this means you'll record activity slip information as well as payroll information. This also means the only time capture type available for MYOB Team locations will be Timesheets.
- Choose the first day of your timesheet period from the My Week Starts on [...] list.
If your pay date varies, for example you pay monthly, it doesn't matter which day of the week you select.
 - Click OK.
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| title | b. Check that you have a valid email address |
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| b. Check that you have a valid email address- Go to the Setup menu and choose Company Information. The Company Information window appears.
- Ensure that a valid email address has been entered in the Email Address field. This will typically be the email address you use to sign into AccountRight.
 - Click OK.
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| title | c. Check your employees' email addresses and pay details |
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| c. Check your employees' email addresses and pay detailsEmployees who will use MYOB Team need a valid email address recorded in their employee card. If they'll be submitting timesheets, make sure their pay basis is set to hourly and their standard pay contains no hours. Here's what to do: Go to the Card File command centre and click Cards List. The Cards List window appears. Click the Employee tab. - Click the zoom arrow next to the card of an employee that will use MYOB Team. The Card Information window appears.
In the Profile tab, ensure that a valid email address has been entered in the Email field. This will be the same email address the employee must use to sign in to the MYOB Team app.
 If the employee will be submitting timesheets using MYOB Team: - Click the Payroll Details tab.
- On the Wages tab, ensure the Pay Basis is set to Hourly. Salary based employee's can't submit timesheets using MYOB Team.
 - On the Standard Pay tab, ensure there are no hours recorded. Any hours here will be included in their pay on top of submitted timesheet hours.
- Click OK.
- Repeat from step 3 for all employees that will be using MYOB Team.
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| Currently only employees with an Hourly pay basis can use MYOB Team to submit timesheets. See task 1c above for details. |
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| title | 2. Add your employees |
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| 2. Add your employeesYou can now open the MYOB Team admin portal to finish the setup. Let's start by adding your employees. - Go to the Payroll command centre and click MYOB Team.
- If prompted, sign in to your MYOB account. The MYOB Team admin portal opens on the My businesses page, showing all of your online company files.
 Click the company file that you want to set up MYOB Team for. - If a message appears requesting MYOB Team to access your company file, click Allow access. You can now start adding your employees to MYOB Team.
- Click the Employees tab.
- Click Add employee. A list of employees in the company file appears.
Select the employees you want to add to MYOB Team. | UI Text Box |
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| If an employee you'd like to add can't be selected (their name is greyed out), you need to go to the Employee Card in AccountRight and enter a valid email address for the employee. See the setup tasks above for more details. |
- Click Add employees.
You can now set up your business locations - see the next task for details. |
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| title | 3. Setup Set up business locations |
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| 3. Setup Set up business locationsYou now need to add the locations of where your employees work, and select the time capture type for that location. Locations are your business's physical workplaces, departments or teams of employees. You'll choose a time capture type for each location, based on your business needs and how you want your employees to submit their hours. Verifying attendance at a locationIf your employees clock on and off using the MYOB Team mobile app or a tablet kiosk, you can use either geolocation or photo capture to reduce time theft and increase transparency around employee attendance. You can verify submitted geolocations and photos when approving timesheets. | Feature | Use with | Description |
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| Geolocation | Mobile phone app | See whether employees clock on and off within 200 metres of the business location. Employees will need to have mobile phone location services turned on when clocking on and off. | Photo capture | Tablet kiosk | Captures a photo of an employee each time they clock on or off using the tablet kiosk. |
To set up a location: - In the MYOB Team admin portal, click the Locations tab.
- Click Create location. The Create location page appears.
- Enter the location name and address.
- Select a Time capture type. The options you're given are based on the timesheet preference you set in AccountRight (see task 1a above).
Clock on, Clock off mobile: for businesses whose employees will use their mobile device to capture and prove attendance with high accuracy - Clock on, Clock off - tablet kiosk: for businesses with a fixed location(s) and an emphasis on capturing and proving attendance with high accuracy on a kiosk tablet
Timesheets (Payroll only): employees use their mobile device to record their time retrospectively (ie at end of day or week) and the business has lower emphasis on proving attendance Timesheets (Payroll & Time Billing): as above, but for businesses who also wish to capture employees time for time billing purposes
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| The time capture type can't be changed after you've saved the location. |
- Choose your timezone.
(Optional) Enable geolocation or photo capture for this location. Photo capture is available for tablet kiosks, and geolocation is available for mobile phones. - Select the option Enable geolocation or Enable photo capture.
- Click View my legal obligations and read the displayed information.
- Select the option to acknowledge you understand your legal obligations.
Here's our example location:
 Image Added - Click Save.
You can now add approving managers to each location - see the next tasks for details. |
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| title | 4. Add approving managers to locations |
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| 4. Add approving managers to locationsIf you have an employee who is an approving manager, like a team leader, you can give them the ability to approve and edit timesheets for the employees assigned to them in a location. When you add an approving manager, they'll be sent an invitation to use MYOB Team. | UI Text Box |
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| If you'd like to add an approving manager who is not currently an employee, like the business owner or bookkeeper, you'll need to set them up as an employee in AccountRight (just create a new employee card and enter their name and email address on the Profile tab, and set their Employment Basis to Other on the Payroll Details tab). You can then add them as an employee in the MYOB Team admin portal as described in task 2 above then select them as an approving manager as described in this task. |
To add an approving manager to a location: - In the MYOB Team admin portal, click the Locations tab.
- Click a location.
- From the Select an approving manager list, choose an employee.
- Click Add and invite. The employee is listed as an approving manager and will be sent an invitation to download the MYOB Team mobile app.
- If you want to:
- add another approving manager for the current location, repeat from step 2
- add approving managers to other locations, repeat from step 1.
You can now assign employees to each approving manager - see the next task for details. |
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| title | 5. Add employees to a location |
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| 5. Add employees to a locationYou can now assign employees to your approving managers. This also sends an invitation to those employees to use MYOB Team. - In the MYOB Team admin portal, click the Locations tab.
- Click a location.
- Click the approving manager.
- From the Select employee list, choose an employee to assign to the approving manager.
- Click Add.
- Repeat from step 4 for all employees you want to assign.
- Click Add and invite. The selected employees will be sent an email with a link to download the MYOB Team mobile app.
Accepting the invitationOnce employees download the mobile app, they'll need to create an MYOB account prior to signing in (unless they already have one). They'll do this by clicking Create an account on the sign in screen, then follow the prompts. When creating their account, employees must use the same email address as the one saved in their employee card in AccountRight. 
For all the details, see this help topic (you might even want to send it to your employees for their reference). |
What's next?Once you're set up and you've invited your employees, find out about: |
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