1. Check your company file setup

Open your AccountRight company file and complete these tasks.

2. Add and invite your employees

You can now open the MYOB Team admin portal to finish the setup.

Let's start by adding your employees.

1. Go to the Payroll command centre and click MYOB Team.
2. 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.
   

3. Click the company file that you want to set up MYOB Team for.

4. 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.
5. Click the People tab.
6. Click Add employee. A list of employees in the company file appears.

7. Select the employees you want to invite to MYOB Team.

   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.

8. Click Add and send email invite. The selected employees will be sent an email with a link to download the MYOB Team mobile app.

Accepting the invitation

Once 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).

3. Setup business locations

You now need to add the locations of where your employees work.

1. In the MYOB Team admin portal, click the Locations tab.
2. Click Add location. The Add 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

   • 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

     MYOB Team only supports one Time Capture type per business, so you'll need to choose one that best suits your business and employees.

5. Choose your timezone.
6. Click Add location.

4. Select approving managers

If you have an employee who is an approving manager, like a team leader, you can give them the ability to approve and edit timesheets by making them an approving manager.

1. In the MYOB Team admin portal, click the Locations tab.
2. Click a location.
3. From the Add approving manager list, choose an employee.
4. Click Add. The employee is listed as an approving manager.
5. 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.

5. Assign employees to managers

Once you've set up your approving manager, you can assign employees to them.

1. In the MYOB Team admin portal, click the Locations tab.
2. Click a location.
3. Click the approving manager.
4. From the Assign employee list, choose an employee to assign to the approving manager.
5. Click Add.
6. Repeat from step 4 for all employees you want to assign.
7. Click Save.