This article covers how to set up your MYOB accounting package to be able to import payroll TXT files from ClubsHR
Video Guide
Before you can send your payroll information directly from your ClubsHR account to MYOB via TXT file, you must ensure you have followed these Three steps to set up your MYOB account correctly.
Set up your payroll categories
Login to your MYOB account and go to "Payroll Tab", and select to "Payroll Categories" button to display your current list of "Payroll Categories".
Please ensure all "Payroll Categories" you require are present and add any new ones your business needs.
For a quick video on how this topic view: How to Setup Payroll Categories in MYOB
These Payroll Categories will be the basis of the ClubsHR Pay Templates.
Check staff names match ClubsHR
Navigate to the "Card File" tab, select the "Card List" button
Choose the "Employee" tab to see a complete list of your employees in MYOB.
Ensure that all of your staff names match exactly those in the ClubsHR staff tab, with no added spaces or special characters.
Please note that ClubsHR displays the name First Name then Last Name; however, MYOB by default displays Last Name then the First Name.
Ensure payroll categories are enabled for all staff
Click on each employee record, go to the "Payroll Details" tab
Select the "Wages" option on the left of the screen. You can see all of the wages categories for that employee.
Please ensure the "Payroll Categories" you wish to use are ticked for that employee. Now repeat this process for all employees in your MYOB account.
Further Reading
Creating a Pay Template in ClubsHR with the MYOB Integration
