Using the MYOB Team admin portal

Sign in to the MYOB Team admin portal

1. Head to team.myob.com and sign in using your MYOB account details. The My businesses page appears, showing all of your MYOB businesses.
   
2. Click the name of the business you'd like to work on.
3. If anything in your MYOB software needs attention:
   1. You'll be notified about what needs fixing.
   2. Click the issue for more details. Here's an example:
      

Approve timesheets

After an employee submits their timesheet, it will appear in the MYOB Team admin portal ready for approval. Approving managers can also approve timesheets using the MYOB Team mobile app.

1. If you haven't already, sign in to the MYOB Team admin portal as described above.
2. Go to the Timesheets menu. The Timesheets page appears listing all employees with submitted timesheets.

3. Filter the list as required by choosing a Location, Payroll week, Approving manager or Employee. The Pending approval column helps identify timesheets awaiting approval.
   

   Click a column heading to sort the list by that column.

   You'll see how many timesheets are waiting to be approved in the Pending approval column.

4. To approve all pending timesheets for an employee:
   1. Select the employee.
   2. Click either:
   • • Approve submitted hours to approve the timesheet hours that employees have entered

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

       If an employee worked multiple or split shifts over a day, the Rostered hrs for that day only appears next to the first submitted shift:
       

       To clear the pending shifts showing zero Rostered hrs, select these shifts and click Approve rostered hours.

5. To view or approve individual timesheets for an employee:
   1. Click the dropdown arrow for the employee.
   2. (Optional) Verify the employee's photos or geolocation status. See 'Verify an employee's photos or geolocation status' below for more details .
      • If photo capture is enabled—click View photo verification in the Evidence captured column.
      • If geolocation is enabled—click View geolocation in the Evidence captured column.
   3. Select the timesheet you'd like to approve. It will have an Approval status of Pending.
   4. Click either:
      • Approve submitted hours to approve the timesheet hours that employees have entered
      • Approve rostered hours to approve only those timesheet hours that the employee was rostered for

Approved timesheets are sent to your MYOB software, ready for processing in your payroll. Learn more about processing timesheets in AccountRight or Essentials.

Edit timesheets 

You can edit a timesheet that hasn't yet been approved.

1. If you haven't already, sign in to the MYOB Team admin portal as described above.
2. Go to the Timesheets menu. The Timesheets page appears listing all employees with timesheets for the current payroll week.

3. Filter the list as required by choosing a Location, Payroll week, Approving manager or Employee.
   

   Click a column heading to sort the list by that column.

4. Click the dropdown arrow to the right to view an employee's timesheets.
5. Click the ellipsisbutton for the timesheet to be edited and choose Edit Hours.
6. Edit the details of the shift as required.
7. Once you're ready, click Save.

Delete timesheets 

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 Timesheets page appears listing all employees with timesheets for the current payroll week.

3. Filter the list as required by choosing a Location, Payroll week, Approving manager or Employee.
   

   Click a column heading to sort the list by that column.

4. Click the dropdown arrow to the right to view an employee's timesheets.
5. Click the ellipsisbutton for the timesheet to be deleted and choose Delete timesheet.
6. At the confirmation message, click Delete.

Add timesheets 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 Timesheets page appears.
3. Click Create timesheet. The Create timesheet screen appears.
   
4. Choose an Employee from the list.
5. Choose their Location.
6. Choose the Date.
7. Enter the employee's Start time and End time. This will be displayed as a 24-hour format.
8. Enter the employee's Break start and Break end times. Click Add a break to record additional breaks.
9. When you're done, click Save.

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

Verify an employee's photos or geolocation status

If your business has a location set up with photo capture or geolocation enabled, you can:

• check the photos captured each time the employee clocked on or clocked off using the tablet kiosk, or
• check the geolocation status.

1. If you haven't already, sign in to the MYOB Team admin portal at team.myob.com and choose your MYOB business.
2. Go to the Timesheets menu. The Timesheets page appears listing all employees with timesheets for the current payroll week.

3. Filter the list as required by choosing a Location, Payroll week, Approving manager or Employee.
   

   Click a column heading to sort the list by that column.

4. Click the dropdown arrow to the right to view an employee's timesheets.
5. Verify their submitted photos or geolocation statuses.
   • If photo capture is enabled—click View photo verification in the Evidence captured column.
     
     
     
   • If geolocation is enabled—click View geolocation in the Evidence captured column to see the status for each interaction.
     
     Here's what each status means:

   Geo status	Description
   In perimeter	The employee's mobile phone was within the business location's 200 metre geo fence (perimeter) when clocking on and off.
   Out of perimeter	The employee's mobile phone was outside the business location's 200 metre geo fence (perimeter) when clocking on or off.
   Off	The employee's mobile phone location service was turned off for this interaction.
   Not captured	The timesheet was created with the MYOB Team admin portal so location capture was not applicable.

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.

Your employees will receive a notification in their MYOB Team mobile app that the roster has been published and they'll be able to view the roster in the app.

1. If you haven't already, sign in to the MYOB Team admin portal as described above.

2. Go to the Leave management menu.

3. To see only pending leave requests, choose Pending from the Leave requests list.
   

4. Action a leave request.

   To...	Do this...
   approve a leave request	Select a pending leave request. The Approve button appears. Click Approve. At the confirmation, tap Approve. The leave will now appear in a timesheet in your MYOB software, ready for processing in your pays. Also, the employee will receive a notification in their MYOB Team mobile app that their leave request has been approved.
   decline a leave request	You can't decline a leave request in the MYOB Team admin portal. 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 leave request	Click the ellipsis for the pending leave request and choose Delete leave request. At the confirmation, click Delete. The employee will receive a notification in their MYOB Team mobile app that their leave request has been deleted.

1. If you haven't already, sign in to the MYOB Team admin portal as described above.

2. Go to the Leave management menu.

3. Use the Leave requests filter to display the type of leave requests you want to view (All, Approved, Pending or Upcoming).

4. Use the Start date and End date fields to enter a date range to narrow down the list (not available for Pending requests).
   

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.
   

   • Clock on, Clock off mobile: for businesses whose employees will use their mobile device to capture and prove attendance with high accuracy

   • Clock on, Clock off - tablet kiosk: for businesses with a fixed location(s) and an emphasis on capturing and proving attendance with high accuracy on a kiosk tablet

   • 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. (Optional) Enable geolocation or photo capture for this location. These options are based on the Time capture type selected at step 4.

   For this Time capture type	Do this
   Clock on, Clock off mobile	Select the option Enable geolocation to record an employee's location each time they clock on or off via their mobile phone. Click View my legal obligations and read the displayed information. Select the option to acknowledge you understand your legal obligations.
   Clock on, Clock off - tablet kiosk	Select the option Enable photo capture to take a photo of the employee each time they clock on or off via the tablet kiosk. Click View my legal obligations and read the displayed information. Select the option to acknowledge you understand your legal obligations.

   Here's our example location:
   

7. When you're done, click Save.

View, edit or delete a location

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

Once saved, you can change a location's name and address or, if applicable for the chosen time capture type, turn on or off photo capture or geolocation.

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 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 button 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 if want to reactivate it later.

1. In the MYOB Team admin portal, click the Locations tab.
2. Click the ellipsis button 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.

Add an employee

1. In the MYOB Team admin portal, click the Employees tab.
2. Click Add employee. A list of employees from your MYOB software appears.

3. Select the employees you want to add to MYOB Team.

   If an employee you'd like to add can't be selected (their name is greyed out), you need to ensure the employee has a valid email address entered in your MYOB sofrware.

4. Click Add employees.

You can now add approving managers and assign them employees as described below.

Add an approving manager

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 for the employees assigned to them in a location. When you add an approving manager, they'll be sent an invitation to use MYOB Team.

1. Click the Locations tab.
2. Click a location.
3. From the Select an approving manager list, choose an employee.
4. Click Add and invite. The employee is listed as an approving manager and will be sent an invitation to download the MYOB Team mobile app.
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.

Once you've added a new employee (see above), you'll need to assign them to an approving manager. This also sends an invitation to the employee to use MYOB Team.

1. In the MYOB Team admin portal, click the Locations tab.
2. Click a location.
3. Click the approving manager.
4. From the Select employee list, choose an employee to assign to the approving manager.
5. Click Add.
6. Click Add and invite. The selected employees will be sent an email with information about downloading the MYOB Team mobile app and getting started.

Edit an employee

1. In the MYOB Team admin portal, click the Employees tab.
2. Click the ellipsis button for the employee and choose Edit.

3. Change the employee's name and email address as required.

4. Click Save. If you've changed the employee's email address, they'll be sent an invitation to set up MYOB Team access with this new email address.

Remove an employee or approving manager from a location

If you remove an approving manager from a location, the employees assigned to them will also be removed.

1. In the MYOB Team admin portal, click the Locations tab.
2. Click a location.
3. Select an employee or approving manager.
4. Click Remove. The employee or manager (and their assigned employees) will be removed. from the location. If needed, you can now add the approving manger to a different location or assign the employees to a different manager.

Reassign an employee to a different approving manager

1. In the MYOB Team admin portal, click the Locations tab.
2. Click a location.
3. If you haven't already done so, add the new approving manager to the location as described above.
4. Click to select the employee to be reassigned.
5. Click Reassign employee to and choose the new approving manager.