Employee importer mapping for Advanced Workforce Management and Advanced Payroll

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

email

Y

Email

Employee Screen

email

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
2: (not used)
3: Per annum
4: per month (not used for MYOB)

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)

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

• KiwiSaver Status when Kiwisaver Eligibility is New Employee

• OptIn when Kiwisaver Eligibility is Existing Employee Opt In

• AlreadyEnrolled when Kiwisaver Eligibility is Exisitng Employee Auto Enroll

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

AUTaxFileNumber

Y

Tax File Number(TFN)

Pay Details Screen

taxationAU.TaxFileNumber

AUTaxDeclaration

• None

• NotClaimingException

• ClaimException 18

• ClaimExceptionPensionBenefitAllowance

Y if No TFN provided

TFN declaration

• Application Pending

• 18

• Pension/Benifit

• None

Pay Details Screen

taxationAU.taxDeclaration

AUTaxPaidBasis

• Permanent

• Part-time employment

• Labour hire

• Contractor

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

• None - Levy exception is not declared

• Half - Declared Half exemption

• Full - Declared Full exemption

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,
Couple,
IllnessSeparated

Required if AUClaimSeniorPensionerTax == true

Single

Couple

Illness-separated couple

Pay Details Screen

taxationAU.claimSeniorPensionTaxOffsetType

AUClaimCarerTax

True if any of the question is declared

• Overseas Forces

• Parent Spouse Or Invalid Relative

• Dependent Spouse

Pay Details Screen

taxationAU.dependentSpouse/parentSpouseOrInvalidRelative/overseasForces

AUCarerTaxReason

• OverseasForces

• ParentSpouseOrInvalidRelative

• DependentSpouse

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