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MYOB Team is a time-management tool which enables employees to view their rosters, clock on and off, and submit their timesheets and activities, all with just a quick tap. No more paper timesheets, or manually logging hours in an Excel spreadsheet.

Now, the timesheet hours are captured and, once approved, are sent directly to MYOB. This means less manual work, making the pay run process quicker and more accurate.

Once you’ve set up MYOB Team and invited your employees, there are some administration tasks you can complete in the MYOB Team admin portal, and these are listed below.

Do your employees need some info on how to use the MYOB Team mobile app? Send them to this help topic.

Sign in to the MYOB Team admin portal

Sign in to the MYOB Team admin portal

  1. Head to team.myob.com and sign in to your MYOB account. The My businesses page appears, showing all of your online company files.
  2. Click the name of the business you'd like to work on.

Timesheets

MYOB Team uses online timesheets so that your employees (or you) can add the hours worked during each shift. You can also approve, edit and delete timesheets.

Approve timesheets

Approve timesheets

After a timesheet has been submitted, it will appear in the list of timesheets with the Status as Pending, ready for approval.

  1. If you haven't already, sign in to the MYOB Team admin portal as described above.
  2. Go to the Timesheets menu. The Timesheet approval page appears.
  3. Choose the relevant Location from the list.
  4. Choose a date range for the Week of the timesheet you'd like to approve.
  5. Click the Name of the employee to view the details of the timesheet.
  6. Select the timesheet you'd like to approve. It will have a Status of Pending.
  7. You can then approve the timesheet, by either:
    • Clicking Approve submitted for timesheet hours that employees have entered.
    • Clicking Approve rostered to approve rostered timesheet hours.

The timesheet status changes to Approved and the timesheet is sent to your MYOB software.

Edit timesheets or activities

Edit timesheets or activities 

Once a timesheet has been submitted, you can make any required changes if its status is pending. You just need to:

  1. If you haven't already, sign in to the MYOB Team admin portal as described above.
  2. Go to the Timesheets menu. The Timesheet approval page appears.
  3. Choose the relevant Location from the list.
  4. Choose a date range for the Week of the timesheet you'd like to approve.
  5. Click the Name of the employee to view the details of the timesheet.
  6. Select the timesheet you'd like to edit.

    Only timesheets with a Status of Pending can be edited. Timesheets with a status of Approved can't be edited.

  7. Click the ellipsisand choose Edit Hours.
  8. Edit the details of the shift as required.
  9. Once you're ready, click Save.

The employee's timesheet will remain on the Timesheet approval page.

Delete timesheets or activities

Delete timesheets or activities 

You can delete a timesheet that hasn't yet been approved. Note once a timesheet has been deleted it can't be retrieved.

  1. If you haven't already, sign in to the MYOB Team admin portal as described above.
  2. Go to the Timesheets menu. The Timesheet approval page appears.
  3. Choose the relevant Location from the list.
  4. Choose a date range for the Week of the timesheet you'd like to approve.
  5. Click the Name of the employee to view the details of the timesheet.
  6. Select the timesheet you'd like to delete.

    Only timesheets with a Status of Pending can be edited. Timesheets with a status of Approved can't be deleted.

  7. Click the ellipsisand choose Delete timesheet.
  8. Click Delete when asked if you're sure you'd like to delete the timesheet.

The employee's timesheet has now been deleted.

Add timesheets or activities on behalf of employees

Add timesheets or activities on behalf of employees

  1. If you haven't already, sign in to the MYOB Team admin portal as described above.
  2. Go to the Timesheets menu. The Timesheet approval page appears.
  3. Choose a Location from the list.
  4. Choose a date range for the Week you'd like to add a timesheet.
  5. Click Add timesheet.
  6. Choose an Employee name from the list.
  7. Choose the Date from the list.
  8. Enter the employee's start time in the Shift started at field and their finish time in the Shift ended at field. This will be displayed as a 24-hour format.
  9. Enter the time when the employee's Break started at and the time their Break ended at. This will be displayed as a 24-hour format.
  10. Once you've entered all the details, click Submit.

The employee's timesheet will now appear on the Timesheet approval page.

Rosters

You can add a number of rosters online making them available for your employees to view from any location. Currently only administrators of your MYOB business can create rosters in the MYOB Team admin portal.

Add, edit or publish a roster

Add, edit or publish a roster

  1. If you haven't already, sign in to the MYOB Team admin portal as described above.
  2. Go to the Roster menu. The Roster page appears
  3. Click Add roster and choose Add new roster.
  4. Choose the Location and Week from the list.

    The Week is displayed based on the working week preferences you've set in MYOB.

  5. Click Add. A list of employees will appear.
  6. Click the arrow next to the employee's name to expand their roster details.
  7. Click on the required field to enter an amount:
    1. Enter employee's Start time. This will be displayed as a 24-hour format.
    2. Enter employee's Finish time. This will be displayed as a 24-hour format.
    3. Enter employee's total (unpaid) Break time in minutes.
  8. Repeat step 6 for each employee.
  9. Once you're done, click Publish Roster.

The published roster will now be available for employees to view in the mobile app.

Edit or duplicate rosters

Edit a roster

If you need to edit the details of a roster you've already created, you need to:

  1. If you haven't already, sign in to the MYOB Team admin portal as described above.
  2. Click Roster. The Roster page appears.
  3. Choose the Location and Week for the roster you'd like to edit.
  4. The roster will appear.
  5. Click on any of the fields to make changes.
  6. Once you're done, click Republish Roster.

The published roster will now be available for employees to view in the mobile app.

Duplicate a roster

If you'd like to use the same roster more than once, you'll need to duplicate the roster.

  1. If you haven't already, sign in to the MYOB Team admin portal as described above.
  2. Click Roster. The Roster page appears
  3. Click Add roster and choose Duplicate roster. The Duplicate roster window appears.
  4. Choose the Location and Duplicate from of the roster you'd like to duplicate.
  5. Choose the date of the Week you'd like to use the duplicated roster.
  6. Click Duplicate.

The duplicate roster appears along with the list of employees and their previously scheduled hours.

Locations

Locations are your business's physical workplaces, departments or teams of employees.

Create a location

Create a location

  1. In the MYOB Team admin portal, click the Locations tab.
  2. Click Create location. The Create location page appears.
  3. Enter the location name and address.
  4. Select a Time capture type:
    • Real time clock on, clock off (iPad tablet): for businesses with a fixed location(s) and an emphasis on capturing and proving attendance with high accuracy on a kiosk tablet

    • Real time clock on, clock off (employee’s mobile device): for businesses whose employees will use their mobile device to capture and prove attendance with high accuracy

    • 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

    The time capture type can't be changed after you've saved the location.

  5. Choose your timezone.
  6. Click Save.
View, edit or delete a location

Create a location

Once you've saved a location, you'll see it listed on the Locations tab. Click the name of a location to see its details.

You can't change the time capture mode of a saved location, but you can change its name or address.

To edit a location

  1. In the MYOB Team admin portal, click the Locations tab.
  2. Click the ellipsis for the location and choose Edit location.
  3. Update the Location name or Address as required.
  4. Click Save.


To delete a location

Deleting a location removes access to all employee information associated with it, including historic timesheet and rostering information. Approved timesheet hours will be stored in your MYOB software.

Instead of deleting a location, consider editing it or making it inactive instead.

  1. In the MYOB Team admin portal, click the Locations tab.
  2. Click the ellipsis for the location and choose Delete.
  3. Read the displayed message to ensure to understand the implications of deleting a location.
  4. Click Delete to delete the location.


To make a location inactive

Instead of deleting a location, you can make it inactive. This prevents the location appearing in selection lists, but it retains the location's details in case you want to reactivate it later.

  1. In the MYOB Team admin portal, click the Locations tab.
  2. Click the ellipsis for the location and choose Edit location.
  3. Select the Inactive location option.
  4. Click Save.

To reactivate an inactive location, repeat these steps to deselect the Inactive location option.

Employees

You can edit an employee's name and email address in the MYOB Team admin portal. This won't update the employee's details in your MYOB software so you'll need to update the details there too.

Edit an employee

Edit an employee

  1. In the MYOB Team admin portal, click the Employees tab.
  2. Click the ellipsis for the employee and choose Edit.
  3. Change the employee's name and email address as required.

  4. Click Save.