Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
Install MYOB Team and sign

you've been set up as an approving manager, you'll have some additional functions in the MYOB Team mobile app.

Installing and signing in

When your employer invites you to MYOB Team, you'll receive an email with

links

a link to download the MYOB Team mobile app.

Can't find the email? Ask your employer to resend it, or check your spam folder.

Once you've

downloaded

installed the app

to

on your phone,

follow the steps below to

you can sign in.

HTML Wrap
classcol span_3_of_5

MYOB Team enables you to clock on and off, submit timesheets and view your rosters with a quick tap.

Your timesheet hours will be sent directly to MYOB, making the pay
UI Text Box
sizemedium
typenote
Do you have feedback about the MYOB Team mobile app? Let us know what you think.

The MYOB Team mobile app lets you submit your timesheet hours directly to your employer. Once your timesheet is approved, the hours will be included in your next pay. This makes the pay run process quicker for your employer—so you'll get paid faster.

If you’ve been invited to use MYOB Team, let's get started.

 

UI Expand
titleInstall MYOB Team and sign in
MYOB Team
UI Expand
expandedtrue
titleSign in to
the app
  1. Open the MYOB Team app on your phone.
  2. Enter your MYOB account details (email address and password) and tap Sign in.

    UI Text Box
    sizemedium
    typenote

    If you've previously used YourPay, you can sign in with your YourPay details.

  3. If you don't have an MYOB account:

    1. Tap Create an account.

    2. Create a new account using the same email address the invitation was sent to, and specify a password. You'll also be prompted to set up two-factor authentication (2FA) to help secure your account.

    3. When prompted, tap Return to MYOB Team and sign in with your new account details.
  4. On the Set passcode screen, enter a 4-digit passcode. This will make signing in faster.

  5. Tap Next. You're ready to start recording your time. to display a list of actions.
  6. Tap to perform an action, or use the menus across the bottom of the screen. See below for details on each action.
UI Text Box
sizemedium
typenote

Having trouble signing in? Make sure you set up your MYOB account using the same email address your employer has on record for you - this will be the email address where they sent your invitation to MYOB Team. If you still can't sign in, ask your employer if they've assigned you an approving manager for MYOB Team.

Using the app

Choose your country and we'll step you through what you can do in the MYOB Team mobile app.

(Approving managers only)
UI Expand
titleI'm in Australia
UI Expand
titleRecord and submit your time

Record and submit your time

The method you'll use to submit your time depends on how your employer set up MYOB Team.

See below for steps on each method:

time using the mobile app
  • Tap Submit to submit your time for approval. 

  • Tap Done.

  • using the mobile app using the mobile app
    UI Expand
    titleClock on/clock off

    Clock on/clock off

    using the mobile app

    1. Open the MYOB Team mobile app and go to the time screen, Image Modified. Then, when you:

    1. Start work, tap Start shift.

    2. Take an unpaid break, tap Start break.

    3. Return from the break, tap End break.

    4. Clock off for the day, tap End shift. A summary of your shift appears.

    Review the summary and add a note for your manager if required.

    Clock on/clock off using the tablet kiosk

    Choose your name from the list of employees. You'll need to do this each time you use the kiosk. Then, when you:

  • Start work, tap Start shift.

      1. Begin a shift, tap Start shift.

        UI Text Box
        sizemedium
        typenote

    Only approving managers can edit the time you've recorded, so if you want to correct anything, add a comment.

    UI Expand
    titleClock on/clock off using the tablet kiosk
      1. If you work multiple shifts, or split shifts, over a day, tap Start shift each time you begin a shift and End shift each time you finish it.

      2. Take an unpaid break, tap Start break.

      3. Return from

    an unpaid
      1. the break, tap End break.

    Clock
      1. End a shift (or clock off for the day), tap End shift. A summary of your shift appears.
    1. Review the summary and add a note for your manager if there are any alterations or additions required in your pay, like overtime.

      UI Text Box
      sizemedium
      typenote

      Only approving managers can edit the time you've recorded, so if you want to correct anything, add a comment.

    2. Tap Submit to submit your time for approval. 

    3. Tap Done.

    UI Expand
    titleSubmit a timesheet

    Submit a timesheet

    using the mobile app

    1. Open the MYOB Team mobile app and go to the time screen Image Modified.

    2. Tap ‘+’ to add a timesheet.

    3. Choose the Date (if not the current day).

    4. Choose the Location.

    5. Enter Start shift time.

    6. Enter End shift time.

      UI Text Box
      sizemedium
      typenote

      If you work multiple shifts, or split shifts, over a day, enter a Start shift time each time you begin a shift and a End shift time each time you finish it.

    7. Enter Start break time.

    8. Enter End break time.

    9. Add a Note for your manager if there are any alterations or additions required in your pay, like overtime.

    10. Tap Submit to submit the timesheet for approval.

    11. Tap Done.

    UI Expand
    titleSubmit an activity

    Submit an activity

    using the mobile app

    If your business uses activities to track the costs of its services and bill customers, you can submit those activities using MYOB Team mobile app. Then, each shift will include time-billing activity details that your employer can then use to bill customers. 

    1. On the time screen Image Modifiedtap ‘+’ to add an activity.

    2. Choose the Customer for whom you performed the activity.

    3. Choose the Activity.

    4. Choose the Date (if not the current day).

    5. Choose the Start time andthe End time. The Total Hours are calculated.

    6. (Optional) Choose a Job.

    7. Tap Submit to submit the activity for approval.

    8. Tap Done.

    (Employees)
    UI Expand
    titleEdit or delete timesheets and activities

    Edit or delete timesheets and activities

    If your timesheet (or activity) is pending approval, you can still make changes or delete it. Approving managers can also edit employee timesheets prior to approving.

    You can make these changes in the mobile app.

    UI Text Box
    sizemedium
    typenote

    Only an approving manager can change clock on/clock off time that's been recorded in the mobile app or tablet kiosk.

    UI Expand
    titleTo edit timesheets prior to approval

    To edit or delete timesheets or activities prior to approval

    (Employees)

    1. On the time screenImage Modified, tap the timesheet or activity you want to edit.

    2. Tap into the timesheet or activity to make your change, or tap Delete to delete it.
    3. Once you've made your edits, tap Submit for your timesheet to be approved.

    To edit timesheets (Approving managers only)

    UI Expand
    titleTo edit timesheets (Approving managers only)
    Submit or delete a leave request

    You can submit a request for leave from the home screen. You can also delete leave requests that haven't been approved.

    UI Expand
    titleSubmit a leave request
    1. From the home screen, tap Apply for leave. You'll see all existing leave requests on the Leave screen.
    2. Tap ‘+’ to create a new leave request.
    3. Tap Leave reason and choose the type of leave you're requesting. If the type of leave you're requesting isn't available, speak to your employer to make sure they've assigned that type of leave to you in their MYOB software.
    4. Tap Length of leave and enter the leave details.
      • If you're taking 1 or more full days, choose the Start date and End date.

      • If you're taking Less than 1 full day, choose the leave Date, Start time and End time.

    5. (Optional) Enter a Note to accompany your leave request.
    6. Tap Submit to send the request to your manager. The leave request will be listed on the Leave screen as Pending.

    Once your manager approves it, you'll receive a notification in the app and the leave request will show as Approved.

    Image Added

    UI Text Box
    sizemedium
    typetip

    To see all your leave requests, tap MoreImage Added then tap Leave.

    UI Expand
    titleDelete a pending leave request

    You can delete pending leave requests like this:

    1. From the home screen, tap Apply for leave. You'll see all existing leave requests on the Leave screen.
    2. Tap the pending leave request you want to delete.

    3. Tap Delete this request.
    4. At the confirmation, tap Delete. The leave request will be deleted and no longer show on the Leave screen.
    UI Text Box
    sizemedium
    typenote

    If your manager deletes your pending leave request, you'll receive a notification about it in the app. Speak to your manager if you have any questions.

    Image Added

    UI Expand
    titleView rosters

    View rosters

    When a roster is published, or changed and re-published, you'll receive a notification in the app.

    Image Added

    You can view your roster details in the mobile app by tapping Roster Image Added.

    Approving managers can also view staff rosters. Tap MoreImage Added and then tap Staff roster.

    Rosters can only be created in the MYOB Team admin portal (you can't create rosters in the MYOB Team mobile app).

    UI Text Box
    sizemedium
    typenote
    Have an issue with a roster? Speak to your manager.
    UI Expand
    titleView payslips

    You can view PDFs of your payslips from the last 3 months. Your payslips can be downloaded or saved in the same way as any other PDF document viewed on your phone.

    If you need an older payslip or you have any pay issues or questions, check with your manager.

    1. Tap Payslips Image Added to display a list payslips you've received in the last 3 months.
    2. Tap a payslip to view it in your phone's default PDF viewer.
      Image Added
    3. Based on your phone's PDF viewer you can save or download a copy of the pay slip.
    UI Expand
    titleManage your profile

    When you sign in to the MYOB Team app, you'll be prompted to complete any missing details in your employee profile. Once submitted, this information will be added to your employee record in your business's MYOB software.

    You can view or update this information at any time.

    1. Tap MoreImage Added and then tap Profile.
    2. Tap the applicable tab to add or update your details. A green tick means all required information has been recorded for that tab.
      • Personal Details—name, phone, address and bank details
      • Tax—tax file number and tax status
      • Superannuation—choose or update your superannuation fund
        Image Added
    3. Enter or update the required information.
    4. When you're done, tap Save.

    Once all tabs have green ticks, you're done! But you can tap a tab to update your details at any time.

    Image Added

    UI Expand
    titleMore tasks

    More tasks

    Tap MoreImage Added for access to these functions:

    Timesheet recordsView a list of your submitted timesheets.
    LeaveView a list of submitted leave requests under a heading of either Pending or Approved.
    Timesheet approval(Approving managers only) View and approve submitted timesheets.
    Staff roster(Approving managers only) View staff rosters.
    Leave approval(Approving managers only) View and approve submitted leave requests.
    Set passcodeSet or change the 4-digit passcode you use to sign in (instead of an email address and password).
    Switch locationIf your business has more than one location, this lets you switch between locations.
    Switch businessIf you've been invited to use MYOB Team from more than one business, this lets you switch between businesses.
    Sign outSign out of the app and return to the sign in screen. 
    HelpNeed a helping hand? Here's where you can check the online help or report an issue.
    Give feedbackHelp us improve MYOB Team by telling us what you think.

    Approving managers only

    In addition to the above, approving managers can also do the following in the MYOB Team mobile app:

    UI Expand
    titleEdit a timesheet

    Edit a timesheet

    1. Tap More

    2. Tap Timesheet approval.

    3. Select the Date range.

    4. Tap the Name of the employee to view their daily view of timesheets or activities.

    5. Tap Edit.

    6. Once you've made your changes, tap Save.

    UI Expand
    titleApprove a timesheet
    UI Expand
    title

    Approve a timesheet

    (Approving managers only)

    Approving managers can use the mobile app to approve timesheets or rosters for each of the time capture methods. 

    1. Tap MoreImage Modified

    2. Tap Timesheet approval.

    3. Choose the Date range.

    4. Tap the employee's name to see their daily view of timesheets or activities.

    5. Tap either:

      • Approve

    submitted or Approve rostered.
      • rostered hours to approve only those timesheet hours that the employee was rostered for

      • Approve submitted hours to approve the timesheet hours that employees have entered.

    Once approved, the timesheet hours are sent directly to MYOB.

    UI Expand
    title
    View rosters

    View rosters

    You can view your roster in the mobile app. Just tap Roster Image Removed to see the details.

    Approving managers can also view staff rosters. Tap MoreImage Removed and then tap Staff roster.

    Have an issue with a roster? Contact your employer.

    UI Expand
    titleCreate rosters (Approving managers only)

    Create rosters (Approving managers only)

    Approving managers can create rosters in the MYOB Team admin portal (you can't create rosters in the MYOB Team mobile app).

    Approve a leave request

    Approving managers will receive a notification in their MYOB Team mobile app when an employee has submitted a leave request.

    Image Added

    The manager can then approve or delete the pending leave request—like this:

    1. From the home screen, tap Approve leave requests. You'll see a list of Pending requests on the Leave management screen.

    2. Tap a leave request to view its details.

    3. Action any pending leave requests.

      To...Do this...
      approve a leave request
      1. Tap Approve.
      2. At the confirmation, tap Approve. The request now appears as Approved on the Leave management screen.

      The employee will see the leave request as Approved in their MYOB Team mobile app.

      decline a leave requestYou can't decline a leave request in the MYOB Team app. Instead, you'll need to advise the employee that their request has been declined then you (or the employee) can delete the pending request.
      delete a pending request
      1. Tap Delete this request.
      2. At the confirmation, tap Delete. The request no longer appears on the Leave management screen.

      The employee will no longer see this leave request in their MYOB Team mobile app.

    UI Expand
    titleView leave requests

    You can view your employees' pending, approved and upcoming leave requests.

    1. Tap MoreImage Added then tap Leave.

    2. Tap the dropdown and choose the type type of leave requests you want to view (AllApprovedPending or Upcoming)..

    3. If you want to filter the list to only show requests that fall within a date range, choose a Start date and End date (not available for Pending requests).

    4. Tap a leave request to view its details.

    UI Expand
    titleI'm in New Zealand

    If you're new to the MYOB Team app, here's a quick overview. Or jump below for all the details.

    HTML
    <iframe width="560" height="315" src="https://fast.wistia.com/embed/medias/x8rnbm4j4q" frameborder="0" allowfullscreen></iframe>
    UI Expand
    titleSubmit a timesheet

    Submit a timesheet

    1. Open the MYOB Team mobile app and go to the time screen Image Added.

    2. Tap ‘+’ to add a timesheet.

    3. Choose the Date (if not the current day).

    4. Choose the Location.

    5. Enter Start shift time.

    6. Enter End shift time.

      UI Text Box
      sizemedium
      typenote

      If you work multiple shifts, or split shifts, over a day, enter a Start shift time each time you begin a shift and a End shift time each time you finish it.

    7. Enter Start break time.

    8. Enter End break time.

    9. Add a Note for your manager if there are any alterations or additions required in your pay, like overtime.

    10. Tap Submit to submit the timesheet for approval.

    11. Tap Done.
    UI Expand
    titleEdit or delete a timesheet

    Edit or delete timesheets

    If your timesheet is pending approval, you can still make changes or delete it. Approving managers can also edit employee timesheets prior to approving.

    1. On the time screenImage Added, tap the timesheet you want to edit.

    2. Tap into the timesheet to make your change, or tap Delete to delete it.
    3. Once you've made your edits, tap Submit for your timesheet to be approved.
    UI Expand
    titleMore tasks

    More tasks

    Tap MoreImage Modified for access to these functions:

    Timesheet recordsView a list of your submitted timesheets.
    Timesheet approval(Approving managers only) View and approve submitted timesheets.
    Set passcode
    This lets you set
    Set or change the 4-digit passcode you use to sign in (instead of an email address and password).
    Switch locationIf your business has more than one location, this lets you switch between locations.
    Switch businessIf you've been invited to use MYOB Team from more than one business, this lets you switch between businesses.
    Sign outSign out of the app and return to the sign in screen. 

     

     

    HTML
    HelpNeed a helping hand? Here's where you can check the online help or report an issue.
    Give feedbackHelp us improve MYOB Team by telling us what you think.

    Approving managers only

    In addition to the above, approving managers can also edit and approve timesheets in the MYOB Team mobile app.

    Here's a quick overview:

    HTML
    <iframe width="560" height="315" src="https://fast.wistia.com/embed/medias/pjqw7gazbc" frameborder="0" allowfullscreen></iframe>
    UI Expand
    titleEdit a timesheet

    Edit a timesheet

    1. Tap MoreImage Added

    2. Tap Timesheet approval.

    3. Select the Date range.

    4. Tap the Name of the employee to view their daily view of timesheets or activities.

    5. Tap Edit.

    6. Once you've made your changes, tap Save.

    UI Expand
    titleApprove a timesheet

    Approve a timesheet

    1. Tap MoreImage Added

    2. Tap Timesheet approval.

    3. Choose the Date range.

    4. Tap the employee's name to see their daily view of timesheets or activities.

    5. Tap Approve submitted hours to approve the timesheet hours that employees have entered.

    Once approved, the timesheet hours are sent directly to MYOB.

    HTML
    <h2><i class="fa fa-comments"></i>&nbsp;&nbsp;FAQs</h2><br>
    UI Expand
    titleWhat if I change my email address?

    What if I change my email address?

    If you change your email address, let your employer know. They'll need to update your details in their MYOB software.

    Once they've done this, you'll receive an email (via your new email address) advising you to create a new MYOB account. This will allow you to sign in to the MYOB Team app using your new email address.

    To create a new MYOB account

    1. Open the MYOB Team app.
    2. At the sign in screen, tab Create an account.
    3. Enter your new email address and a password.
    4. Tap Sign up.

    Once your new MYOB account is created, you can sign in to the MYOB Team app using your new email address.

    UI Expand
    titleWhat if the MYOB Team app isn't working?

    What if the MYOB Team app isn't working?

    From time to time mobile apps can play up. The first thing to try is uninstalling and reinstalling the app.

    If this doesn't fix the issue, contact us and we'll help troubleshoot the problem.

    HTML
    </span>
    HTML Wrap
    width15%
    classcol span_1_of_5
     
    HTML Wrap
    floatleft
    classcol span_1_of_5
    Panelbox
    namegreen
    titleRelated topics
    HTML Wrap
    classsidebarlinks

    Using the MYOB Team admin portal