IMPORTANT
The MYOB AccountRight Live integration does not require entitlement type mapping/importing, and the payroll application will not be an option as the source application for this integration.
MYOB is the source of truth for leave entitlement balances. This article explains why entitlement balances should be imported into Easy Employer and how to complete the import process.
Contents
Related Articles
- START HERE – initial configuration of Easy Employer to display entitlement balances
- Entitlements | View Balances
- MYOB AccountRight live (API) | Import users from MYOB Online into Easy Employer
Overview
MYOB is the master database for all leave entitlement balances, as accruals and deductions for entitlements are processed as part of the MYOB pay run.
Even if Easy Employer is configured to record accruals and deductions of entitlements on payroll report finalisation, it is strongly recommended to import entitlement balances into Easy Employer after each pay run and any adjustment runs completed in MYOB.
MYOB leave entitlement import guide: View guide
To review entitlement balance adjustments, refer to the Entitlements report: Reports | Entitlements
Import entitlement balances into Easy Employer
- Click Organisation.
- Click Import / export data.
- Click Import / update entitlement balances.
- The Source Payroll Program will be selected automatically. If not, select MYOB AccountRight.
- Click Next.
- Users with errors will be displayed and mapped to employees automatically.
- Entitlements must be linked to the Payroll entitlement from your payroll application. If these have already been configured, they will be pre-matched.
- If the required entitlement does not exist in Easy Employer, email support@easyemployer.com with the entitlement details and we can provide assistance.
- Click Import entitlements now. Balances will be updated and the Entitlement Report will be displayed.