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.

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

2. Fill in the relevant fields below:

   Field	Description
   Code	TA mandatory field. The code must be unique; you can't use a code that's used by employee, client, or (AE) supplier. Allows a maximum of 8 alphanumeric characters. The following characters aren't allowable in the employee Code: ~ ? * | - + + ,
   Title	Mr, Ms, Mrs, Miss, Dr, etc
   First Name	Given Name
   Last Name	A mandatory field. Enter the surname / family name.
   U/Name	With MYOB Logins activated, the U/Name field isn't a mandatory field. The employee’s user name generates using the details of their name i.e. first name last name When MYOB logins aren't activated, this a mandatory field and used to access the database. AE only - Access Save With Contacts and MAS Integration using your U/name.
   Gender	Select Male or Female.
   DOB	Enter the D.O.B. in the format dd/mm/yyyy or select from the drop-down calendar. The employee’s Age is automatically calculated based on the date of birth.
   Birth Place	Enter place of birth if required.
   Start Date	The employment start date. Enter the date in the format dd/mm/yyyy or select from the drop-down calendar.
   Department	Select the department the employee works for.
   Office	Select the office the employee works in.
   Company	Select the company the employee works for (AE). The company defaults for AO.
   Centre (AE)	Select the cost centre the employee belongs to, if applicable.
   Category (AE)	Select the category the employee belongs to, for example, Partner, Manager, Accountant.
   Salutation	The name that the person prefers to be called. For example, Chris or Mrs Lee (which displays in correspondence as Dear Chris or Dear Mrs Lee).
   Mailing Name	The name used for mail; an alternative to the full name or salutation. The employee’s full name defaults when you tab through the field.
   Initials	Enter the employee’s initials, if required.The employee’s initial of their first name defaults when you tab through the field.
   Cost/Hr (AO)	Enter the cost per hour for the employee if required. Employee costs display on Client WIP reports by default. You can turn this off by changing task permissions. See Changing or updating employee cost rates.

3. Click Next.

In this area you can enter extra information the practice wants to collect per employee. These are either extra lists or extra fields which have been set up by your system administrator.

Some examples are:

• qualifications
• specialist field
• employee group.

The information transfers to the Employee page > Extras tab from where you can amend it later on.

To enter the extra details:

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

    indicates an extra field. Type the value in the Value field.

   indicates an extra list. Select a value from the drop-down that displays 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.

2. Click Next.

    

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.