Entitlement balances - importing into easyemployer

This article includes the following topic:

  • How to import entitlement balances into easyemployer

What is the entitlement balance

An entitlement balance is often referred to as a leave type. The types of leave available will vary between industries and organisations. Some organisations may have Annual leave and Personal leave however other organisations may have Time in lieu and Rostered days off.

Why is this important

As many organisations use easyemployer for payroll interpretation it is important that the entitlement balances are kept current. As organisations and payroll conditions change the old awards entered into easyemployer need to be updated to reflect these changes.

Related articles

START HERE - initial configuration of easyemployer to display entitlement balances

Places entitlement balances are displayed in easyemployer

How to import entitlement balances into easyemployer

1. Click Organisation

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2. Click Import / export data

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3. Click Import / update entitlement balances

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4. Source Payroll Program would be selected automatically if not Select that.

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5. Select the export file obtained from MYOB (see Exporting entitlement balances out of MYOB) or any other Payroll Program (if you are using MYOB Online or Xero, just click next)

  • Click Choose file
  • Find your file
  • Click Import
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6. Users will be displayed and mapped to employees in the MYOB import file

  • Users that cannot be accurately matched to an employee in easyemployer will be shown as Weak match
  • Double check users are mapped correctly

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7. Entitlements need to be linked to the Payroll entitlement from your payroll application (if we have configured this for you, they will be already matched otherwise match the entitlements)

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8. If the entitlement you'd like to map to doesn't exist in easyemployer then please email support@hrmweb.com.au with details of the entitlement you require

9. Click Import entitlements now and the balances will be updated and the Entitlement Report will be displayed. 

 

Kristian N. -
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