1. Open the Create Employee Wizard. There are a number of ways to do this:

2. Select File > New > Employee on the main menu.

3. Select Contacts > New > Employee on the toolbar.

4. Click Create employee on the TASKS bar.

5. Enter the employee’s personal information into the wizard windows. As a minimum you must enter the mandatory fields in steps 1 and 2. For more details on entering this information refer to Step 1—Employee personal details and Step 2—Employee extra details.

6. Click Finish. The employee is added to your database and the Employee page opens.

You must complete all the mandatory fields, which are flagged with . You cannot move to the next step until all mandatory information has been entered.

After you have entered the mandatory fields, you can move to the next step. Other data can be added and changed later using the Personal tab (see Personal tab). You can also use the Back button to modify any details in previous steps, once the mandatory fields have been entered.

1. Open the Create Employee Wizard. See Opening the Create Employee Wizard. The Create EmployeeWizard opens at Step 1—Employee Personal Details.

2. Enter a Code for the employee. This is a mandatory field. The code must be a unique identifier or the employee’s payroll number, etc. This field is limited to a maximum of 8 alphanumeric characters.

   The following characters cannot to be used for the employee Code:
   ~ ? * | - + + , . : ; \ / [ ] “ % # ‘ { } ^ < > _
   You cannot use a code that is already being used by another employee, client, or (AE) supplier.

3. Enter the employee’s name details:

   • Title—Mr, Ms, Mrs, Miss, Dr, etc.

   • First Name and Last Name—The Last Name field is mandatory.

   • Salutation—The name that the person is normally known by or prefers. For example, Chris or Mrs Lee (which will be displayed in correspondence as Dear Chris or Dear Mrs Lee).

   • Mailing Name—The name used for mailing addresses, alternative to the full name or salutation. If you do not enter a mailing name, the employee’s full name is used.

   • Initials—Enter the employee’s initials, if required.

4. Enter the employee’s user name in the U/Name field. This is a mandatory field. Without a U/Name the employee will not be able to access the database. If your practice has activated MYOB Logins, then the employee’s user name is automatically generated using the details of their name details. The U/Name field is therefore not a mandatory field nor is it available.

5. Specify the employee’s Gender, D.O.B. and Birth Place. The D.O.B. is entered in the format dd/mm/yyyy or selected from the drop-down calendar. The employee’s Age is automatically calculated based on the date of birth.

6. Enter the employment starting date in the Start Date field. Enter the date in the format dd/mm/yyyy or select it from the drop-down calendar.

7. Use the drop-downs to allocate the employee to their:

   • Department

   • Office

   • Company

   • (AE) Centre

   • (AE) Category.

8. To continue using the wizard, click Next. You proceed to Step 2—Employee extra details. This is where you enter additional details for the employee.

Step 2—Employee Extra Details enables you to enter additional information that the practice wants to collect. The fields represent extra lists and extra fields which have been set up by the system administrator.

The information entered in Step 2—Employee Extra Details is transferred to the Employee page > Extras tab from where it can be edited at a later stage.

You must complete all the mandatory fields which are displayed in red. You cannot move to the next step until all mandatory information has been entered.

To enter the extra details:

1. Complete the mandatory steps in Step 1—Employee personal details.

2. Click Next or click the Extra Fields tab. Step 2—Employee Extra Details is displayed by the Create Employee Wizard.

3. Where relevant, enter or select a value for the Extra Fields and Extra Lists.

4.  indicates an extra field. Type or select the value in the Value field.

5. indicates an extra list. Select a value from the drop-down that is displayed when you click the Value field.

   Mandatory fields, which are flagged by a red triangle , displayed in red or flagged as Required, must be completed before you can click Next or Finish.

6. Click Finish to complete the process. The wizard closes and the employee is created with the information that has been entered so far. The Employee page is displayed for the new employee.

7. Click through the tabs to check, add or edit information.

   Entering information in the remaining windows (Steps 3 to 8) of the Create Employee Wizard is optional. Once the employee is created, further details can be entered and modified using the Employee page.

8. To continue entering details for the employee using the Create Employee Wizard, click Next.

9. Proceed to Step 3—Employee address details to enter the employee’s address details.

Details entered in Step 3—Employee Address Details of the Create Employee Wizard are transferred to the Employee page > Personal tab of the new employee.

1. Complete the mandatory steps in Step 1—Employee personal details and Step 2—Employee extra details.

2. Click Next or click the Address tab. Step 3—Employee Address Details is displayed by the Create Employee Wizard.

3. Enter the address and contact information for the employee in the appropriate fields.

4. Right-click the Enter Email Address Here hyperlink and overtype the existing text with the employee’s email address.

   If you left-click the hyperlink, a new email message opens.

5. To complete creating the employee, click Finish. The wizard closes and the Employee page is displayed for the new employee.

6. Click through the tabs to check, add or edit information.

7. To continue entering details for the employee using the Create Employee Wizard, click Next.

8. Proceed to Step 4—Employee security group details to enter security group information regarding the employee.

The information entered in Step 4—Employee Security Group Details of the Create Employee Wizard is transferred to the Employee page > Security Groups tab where it can be edited at a later stage.

1. Complete the mandatory steps in Step 1—Employee personal details and Step 2—Employee extra details.

2. Click the Security Groups tab of the Create Employee Wizard if it is not already selected. Step 4 — Employee Security Group Details is displayed by the Create Employee Wizard.

3. To accept the default, Basic1, security:

   1. Click Next.

4. To select a different security group for the employee:

   1. Click the blank row under the Group heading.

   2. Click the ellipse button. The Find SecurityGroup window opens.

   3. Click Search. All Security Groups and their descriptions are listed.

   4. Select the Security Group you want for the employee.

   5. Click OK. The Security Group is displayed in Step 4—Employee Security Group Details and the Find Security Group window closes.

5. To complete the process, click Finish. The wizard closes and the Employee page is displayed for the new employee.

6. Click through the tabs to check, add or edit information.

7. To continue entering details for the employee using the Create Employee Wizard, click Next.

8. For MYOB AE, proceed to Step 5—Employee salary/cost to enter the employee’s salary and benefits.

9. For MYOB AO, proceed to Step 5—Time table to enter the employee’s hours of work.

tep 5—Employee Salary/Cost of the Create Employee Wizard is used to record salary, benefits and leave details for an employee. This information is a basis for managing resources for the practice.

The salary ranges, benefits and leave are created in the system by your system administrator using Maintenance > Employee > Employee Benefit Type.

The information entered in Step 5—Employee Salary/Cost of the Create Employee Wizard is transferred to the Employee page > Salary/Cost tab where it can be edited at a later stage.

Unavailable fields

A number of fields are unavailable (greyed out) in this step of the wizard:

• Salary/Benefit section:

  • Employee Total (Current)—the total cost of the employee calculated from the figures entered in the Salary/Benefit area.

  • Hrs/Week—the employee’s weekly work hours as defined by their employee category.

  • Hrs/Year—the employee’s yearly work hours as defined by their employee category.

• Leave section:

  • Productive—the number of leave days that were productive.

  • Unproductive (Current)—the number of leave days that were unproductive.

 You enter the employee’s hours of work in Step 5—Time Table. You can specify the individual hours of work for each day the employee works including their lunch breaks.

1. Complete the procedure in Step 1—Employee personal details and Step 2—Employee extra details.

2. Click the Time Table tab of the Create Employee Wizard if it is not already selected. Step 5—Time Table is displayed by the Create Employee Wizard.

3. Enter the total time the employee must work each day of the week. The Total weekly work hours is automatically calculated based on the daily entries made. Enter the daily total time in the format 00.00, e.g., for an eight hour work day enter 08.00.

4. To complete creating the employee, click Finish. The wizard closes and the Employee page is displayed for the new employee.

5. Click through the tabs to check, add or edit information.

6. Click Next to continue entering details for the employee using the Create Employee Wizard.

7. Proceed to Step 6—Employee charge rates to enter the employee’s charge rates.

The employee Charge Rate is the amount charged for the employee’s work.

The information entered in Step 6—Employee Charge Rates of the Create Employee Wizard is transferred to the Employee page > Charge Rates tab where it can be edited at a later stage.

1. Complete the mandatory steps in Step 1—Employee personal details and Step 2—Employee extra details.

2. Click the Charge Rates tab of the Create Employee Wizard if it is not already selected. Step 6—Employee Charge Rates is displayed by the Create Employee Wizard.

3. Enter the Start Date of the employee charge rate. Enter the date in the format dd/mm/yyyy or select it from the drop-down calendar.

4. Enter the End Date (if applicable) of the employee charge rate. Enter the date in the format dd/mm/yyyy or select it from the drop-down calendar.

5. Select the Charge Rate Type from the drop-down list. The Hourly Rate displays automatically for the type you select. You can alter the amount, if required.

6. To complete creating the employee, click Finish. The wizard closes and the Employee page is displayed for the new employee.

7. Click through the tabs to check, add or edit information.

8. (AE) To continue entering details for the employee using the Create Employee Wizard, click Next. Step 7—Time table shows how to enter the employee’s weekly work hours.

You enter the employee’s hours of work in Step 7—Time Table. You enter their timetable details in one of two ways:

• Apply the Standard Hours of work that apply to the category you assigned the employee to in Step 1. This action also makes it mandatory for the employee to enter the Standard Hours on their timesheet.

  or

• You can specify individual hours of work for each day the employee works including their lunch breaks.

1. Complete the mandatory steps in Step 1—Employee personal details and Step 2—Employee extra details.

2. Click the Time Table tab of the Create Employee Wizard if it is not already selected. Step 7 — Time Table is displayed by the Create Employee Wizard.

3. Enter the number of hours the employee will be working for each day of the week. Enter the hours in the format 00.00, including the duration of the employee’s break, if applicable.

4. You can select to Enforce Time Table by selecting either None, Weekly or Daily.

   1. Click Category.

5. To complete creating the employee, click Finish. The wizard closes and the Employee page is displayed for the new employee.

6. Click through the tabs to check, add or edit information. Alternatively, to continue entering details for the employee using the Create Employee Wizard, click Next.

7. Proceed to Step 8—Employee authorisation details to enter the employee’s permissions.

Accountants Enterprise with Practice Manager only

Step 8—Authorisation of the wizard sets up the permissions for:

• the employee to authorise bills and timesheets of others.

• who can authorise the employee’s bills and timesheets.

• who the employee can authorise on behalf of.

• who can authorise on the employee’s behalf.

• who can give secondary authorisation to an employee’s timesheets and bills.

The fields in this window are identical to those on the Employee page > Authorisation tab. If you know which permissions you want to give to the employee you can complete this step now in the wizard. Alternatively, you can click Finish and create the permissions later using the Employee page > Authorisation tab.

Before clicking Finish, you can also edit any previous steps in the wizard by clicking Back.

The Employee page for the new employee opens.