Employee importer mapping for Advanced Workforce Management and Advanced Payroll
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Format all dates as YYYY-MM-DD.
Fields common to AU and NZ
WFM Importer Field | Input Options | Mandatory | Payroll Field - Employee Importer | Comments - Employee Importer | Payroll Field - Onboarding/Update Employee |
---|---|---|---|---|---|
firstName | Y | FirstNames | Employee Screen | firstName | |
middleName | MiddleName | Employee Screen | middleName | ||
lastName | Y | Last Name | Employee Screen | lastName | |
preferredName | n/a | Not used in ADVP | |||
anotherName | n/a | Not used in ADVP | |||
employmentType | "FullTime", "PartTime", "Casual" | Y | Employee.EmployeeStatus.StatusType | Employee > EMPLOYMENT HISTORY Screen | employeeStatus (AU Only Enum Full_Time, Part_Time, Casual) |
locationId | Y | n/a | WFM fields only and needs PAM review and update | ||
positionId | Y | n/a | WFM fields only and needs PAM review and update | ||
Y | Employee Screen | ||||
mobile | Y | Cell Phone1 | Employee Screen | mobilePhone | |
alternatePhone | Cell Phone2 | Employee Screen | workPhone | ||
dateOfBirth | Y | Date of birth | Employee Screen | birthDate | |
gender | "Male", "Female", "X" (Not Specified or Gender Diverse) | Y | Gender | Employee Screen | gender (X, M, F) |
reference | Y | EmployeeID | e.g. EP000012 | reference | |
payRuleId | Y | WFM fields only and needs PAM review and update | |||
payLevelId | Y | WFM fields only and needs PAM review and update | |||
payAmount | Y | Standard rate | Employee > PAY DETAILS Screen | employeePayRate.hourlyRate | |
payBasis | "1" (per hour), "3" (per annum) | Y | 1 Per hour | 1: Per hour | |
commencementDate | Y | Employeee.StartDate | Employee Screen | startDate | |
reportingToId | Y | Reports to | Needs to review if ReportingTo name matches to the right manager in WFM | ||
permissionGroupId | Y | Emplooyee Class | Employee Screen | ||
addressLine1 | Y | addressLine1 | Employee Screen | address1 | |
addressLine2 | addressLine2 | Employee Screen | address2 | ||
addressLine3 | n/a | Not used in ADVP | |||
addressCity | Y | City | Employee Screen | Address2 is blank then maps to Address 2 (NZ only) AU maps to City | |
addressState | "ACT", "NSW", "NT", "QLD", "SA", "TAS", "VIC", "WA" | Y | State for AU City for NZ | Employee Screen | NZ is City. AU State to State |
addressPostalCode | Y | Postal Code | Employee Screen | postCode | |
addressCountry | Y | Country | Employee Screen | countryCode (iso-3166 2 digit) | |
hoursPerDay | Y | HoursPerDay | Employee Pay Details screen | employeePayRate.hoursPerDay | |
daysPerWeek | Y | HoursPerYear/52/HoursPerDay | Employee Pay Details screen | employeePayRate.daysPerWeek | |
externalId | Y | Employee ID | e.g. EP000012 | reference | |
residencyStatus | "Citizen", "PermanentResident", "HasVisa" | Y | Only map to HasVisa if employee Residency is Working Holiday Maker | Employee > Taxation screen Advanced does not hold any visa or passport information | Not mapped |
bankAccountName | Y | Name On Account | Employee > Pay Distribution screen When exporting from MYOB Advanced People, the exporter only exports one balance account for a bank account even if there are multiple bank accounts | bankAccount[0].accountName | |
bankAccountNumber | Y | Account Name | Employee > Pay Distribution screen | bankAccount[0].accountNumber | |
bankBranch | Y | BSB Number | Employee > Pay Distribution screen, AU only | bankAccount | |
bankInstitutionName | TBD | PAM to review the institution based on BSB or bank account | Not mapped | ||
bankIsPrimay | Y | Y | Only balance bank account is used | bankAccount[0].primary | |
visaCountry | Y if filled in | AU | Only for WFM | visa.isWorkingHolidayMaker (AU Only) | |
visaDetails | Y if filled in | Unknown | Only for WFM - set to “Unknown” | Not mapped | |
visaIssueDate | Y if filled in | Default to employee start date | PAM to review and update | Not used in ADVP | |
visaExpiryDate | n/a | Only for WFM Visa (AU) | Not used in ADVP | ||
visaNumber | Y if filled in | Unknown | Only for WFM Visa (AU) - Set to “Unknown” | Not used in ADVP | |
visaTypeId | Y if filled in | Default to 21 - Other/Default in WFM | PAM to review and update | Not used in ADVP | |
visaIsWorkingHoliday | Y if filled in | Y | Only for WFM Visa (AU) - set to Yes | visa.isWorkingHolidayMaker (AU Only) |
NZ-only Fields
Field | Input Options | Mandatory | Payroll Field | Comments | Onboarding/Update Field |
---|---|---|---|---|---|
NZSpecialTaxCode | "M", "M_SL", "ME", "ME_SL", "SB", SB_SL", S", "S_SL", "SH", "SH_SL", "ST", ST_SL", "SA", "SA_SL", "CAE", EDW", NSW", "STC", "STC_SL", "ND WT" | Y | TaxCode | Employee > Taxation Screen | taxationNZ.taxCode |
NZIrdNumber | Y | IRD Number | Employee > Taxation | taxationNZ.irdNumber | |
NZHasStudentLoan | True if has student loan Otherwise false | Employee > Taxation > Standard Student Loan | taxationNZ.studentLoanRate :info: Can override if not default. Only if Tax code is contain SL | ||
NZAccEarnerLevyExemption | True if Rate is 0% Otherwise false | Employee > Employee Defaults> Acc rates | taxationNZ.accEarnerLevyExempt | ||
NZStudentLoanRate | Repayment Rate | Employee > Taxation > Standard Student Loan | taxationNZ.studentLoadRate | ||
NZEsctRate | Esct Rate | Employee > Taxation | Not mapped | ||
NZKsEmployeeContribution | Y when (NZKsEnrolmentStatus IN (AutomaticallyEnroll, OptIn, AlreadyEnrolled)) | Employee contribution percent in StandardPay | Employee > StandardPay | kiwisaverDetails.employeeContributionRate | |
NZKsEnrolmentStatus | "AutomaticallyEnroll", "OptIn", "SavingsSuspension", "OptOut", "NotEnrolled", "Ineligible", "AlreadyEnrolled" | Y when |
| Employee > Kiwisaver | OptOut is not currently supported |
NZKsEmployerContribution | Y when (NZKsEnrolmentStatus IN (AutomaticallyEnroll, OptIn, AlreadyEnrolled)) | Employer contribution percent in StandardPay | Employee > StandardPay | kiwisaverDetails.employerContributionRate | |
NZKsIneligibilityReason | "NotACitizenOrPermanentResident:, "NotNormallyLivingInNewZealand", "18YearsOfAge" | Y when NZKsEnrolmentStatus == Ineligible | Empty | Employee > Kiwisaver PAM to review and update during import | Reason is not currently mapped |
NZKsLateOptOutReason | EmployeeKiwiSaverState.LateOptOutReason | Employee > Kiwisaver PAM to review and update during import | Opt out reason is not currently mapped | ||
NZKsLateOptOutReasonOtherExplanation | EmployeeKiwiSaverState.OtherLateOptOutReason | Employee > Kiwisaver PAM to review and update during import | Opt out reason other is not currently mapped | ||
NZKsOptOutDate | Y when (NZKsEnrolmentStatus == OptOut) | Optout Date | Employee > Kiwisaver | Opt out Date is not currently mapped | |
NZKsSavingsSuspensionFromDate | Expiry Date in Employee Kiwisaver contribution in Standard pay item, and business date is after Expiry day | Employee > StandardPay | kiwisaverDetails.suspendedFrom | ||
NZKsSavingsSuspensionToDate | Effective Date in Employee Kiwisaver contribution in Standard pay item if any, and business date is before expiry day | Employee > StandardPay | kiwisaverDetails.suspendedTo | ||
NZSpecialTaxCodeRate | Tax@% | When tax code is STC, STC SL and WT | taxationNZ.taxCodeOverrideRate |
AU-only Fields
Field | Input Options | Mandatory | Payroll Field | Comments | Onboarding/Update Field |
---|---|---|---|---|---|
AUTaxFileNumber | Y | Tax File Number(TFN) | Pay Details Screen | taxationAU.TaxFileNumber | |
AUTaxDeclaration |
| Y if No TFN provided | TFN declaration
| Pay Details Screen | taxationAU.taxDeclaration |
AUTaxPaidBasis |
| Y | ContractType | Pay Details Screen | taxationAU.payBasis |
AUMedicareApplyLevySurcharge | Default to false if not set for MYOB | Levy Surcharge(MSL), true if declared | Pay Details Screen | medicareDetails.levySurchargeRate (true if supplied) | |
AUMedicareLevySurchargeRate | Required if AUMedicareApplyLevySurcharge == true | Surcharge Rate | Pay Details Screen | medicareDetails.levySurchargeRate | |
AUMedicareLevyExemption | None, Full, Half | Y |
| Pay Details Screen | medicareDetails.exemptionDetail (None, Full, Half) |
AUMedicareHasLevyReduction | Default to false if not set for MYOB | Levy Reduction, true if declared | Pay Details Screen | medicareDetails.hasLevyReduction | |
AUMedicareHasSpouse | Default to false if not set for MYOB | Has a spouse, true if declared | Pay Details Screen | medicareDetails.hasSpouse | |
AUMedicareIsLowIncomeEarner | Default to false if not set for MYOB | Low Income, true if declared | Pay Details Screen | medicareDetails.lowIncome | |
AUMedicareHasDependentChildren | Default to false if not set for MYOB | Dependent Children, true if declared | Pay Details Screen | medicareDetails.numberOfDependents | |
AUMedicareNumberOfDependentChildren | Required if AUMedicareHasDependentChildren === true | How Many? | Pay Details Screen | medicareDetails.numberOfDependents | |
AUMedicareHasSignedDeclarationForm | not mapped | Not currently mapped | |||
AUMedicareDateFormSigned | Required if AUMedicareHasDependentChildren === true | not mapped | Not currently mapped | ||
AUTitle | not mapped | Not currently mapped | |||
AUPreviousFamilyName | Previous Last Name | Pay Details Screen | taxationAU.previousFamilyName | ||
AUAustraliaHomeAddress | not mapped | Not currently mapped | |||
AUIsAustralianForTaxPurposes | Yes, No | True if Residency is Australian | Pay Details Screen | taxationAU.isAUResidentForTaxPurposes | |
AUClaimSeniorPensionerTax | Yes, No | Claim Seniors tax offset, true if declared | Pay Details Screen | taxationAU.claimSeniorPensionTaxOffsetType (not none) | |
AUSeniorPensionerTaxReason | Single, | Required if AUClaimSeniorPensionerTax == true | Single Couple Illness-separated couple | Pay Details Screen | taxationAU.claimSeniorPensionTaxOffsetType |
AUClaimCarerTax | True if any of the question is declared
| Pay Details Screen | taxationAU.dependentSpouse/parentSpouseOrInvalidRelative/overseasForces | ||
AUCarerTaxReason |
| Required if AUClaimCarerTax == true | Map to the declared AUClaimCarerTax answer above | Pay Details Screen | taxationAU.dependentSpouse/parentSpouseOrInvalidRelative/overseasForces |
AUHasHelpSslTsl | Help or TSL, true if any is declared | Pay Details Screen | taxationAU.hasHELPSSLTSL | ||
AUHasFsDebt | Student Loan(SFSS) , true if declared | Pay Details Screen | taxationAU.hasHELPSSLTSL | ||
AUHasWorkingHolidayVisa | True if Residency is Working Holiday Maker | Pay Details Screen | taxationAU.isWorkingHolidayMaker | ||
AUClaimTaxFree | Claims Tax-free Threshold, true if declared | Pay Details Screen | taxationAU.claimedTaxFreeThreshold | ||
AUEmployingEntityAbn | Australian Business Numbe | Pay Details Screen Only set if employee is contractor or labour hire | taxationAU.employeeEntityABN | ||
AUZoneRebate | None, A, B, S | Claim zone/special tax offset, true if declared | Pay Details Screen PAM to review the zone rebate and map to zone A, B, or S based on the distance from the nearest town. For more information, see the ATO website | taxationAU.zoneRebate | |
AUSuperIsSelfManaged | True if self managed funds Otherwise false | Pay Details Screen If there are multiple super funds in standard pay, they all get returned, PAM to review and select one before import | superFunds[0].selfManaged | ||
AUSuperFundName | FundName | Employee > Standard Pay screen | superFunds[0].fundName | ||
AUSuperMemberRef | Member ID | Employee > Standard Pay screen | superFunds[0].memberRef | ||
AUSuperUSI | USI | Superannuation Funds screen | superFunds[0].usi | ||
AUSuperAccountName | Fund Name | Superannuation Funds screen | superFunds[0].accountName | ||
AUSuperBranch | BSB | Superannuation Funds screen | superFunds[0].branch | ||
AUSuperAccountNumber | AccountNumber | Superannuation Funds screen | superFunds[0].accountNNumber | ||
AUSuperABN | ABN | Superannuation Funds screen | superFunds[0].abn | ||
AUSuperESA | ESA | Superannuation Funds screen | superFunds[0].esa | ||
AUSuperFundEmail | TBD | Super Fund email is not stored in advanced, PAM to review and update | superFunds[0].fundEmail |