Form Reference - Employees List screen
UI Description for the Employees screen:
You will also see the resend invite button (11) only when using the "Show Only: Invited" filter option.
1. Add Employee
Used to add an employee immediately without going through the Onboarding/Invite process.
2. Invite Employee
Used to send an onboarding invitation to an employee.
3. Filters
Please note: Filters on the employee screen are still constrained by the Location you are logged into (top left of screen), this restriction applies before any filters you set in the Filters panel.
Brings up the Filters panel on the left side of the screen, with options
Please note, this is the full filter list available to an Administrator, some options are restricted.
| Access to Filter Option | Hiring Manager | Manager | Manager + Finance | Manager + Payroll | Administrator |
|---|---|---|---|---|---|
| Show Only | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Location | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Position | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Pay Group | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Employment Type | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Pay Rule | ✔️ | ✔️ | |||
| Pay Level | ✔️ | ✔️ | |||
| Pay Run Template | ✔️ | ✔️ | |||
| Pay Type | ✔️ | ✔️ | |||
| Pay Hours per Week | ✔️ | ✔️ | |||
| Anniversary Date | ✔️ | ✔️ |
3.A. Filter - Show Only
FIlter options for Show Only are:
| Filter Name | Filter Criteria |
|---|---|
| Rosterable | Shows Payrolled employees who are Rosterable. |
| Non-Rosterable | Shows Payrolled employees who are Not Rosterable. (New hires will normally be here once they finish onboarding.) |
| NonPayrolled | Shows Non-Payrolled employees. (Employees who are not synchronized to Payroll software & who are not Rosterable.) |
| Terminated | Shows Terminated employees |
| Invited | Shows employees at the first stage of the onboarding process, who have been sent an invite link but have not yet created an account. |
| Onboarding | Shows employees who are part way through the onboarding process, who have used the invite link they were sent to create an account but have not completed the onboarding form. |
| Administrative | Shows all users with the "Administrator" permission group. |
3.B. Filter - Location
Filter based on their assigned Primary Location. Set in the Location Access tab of an employee.
3.C. Filter - Position
Filter based on their assigned Position.Set in the Personal Information tab of an employee.
3.D. Filter - Pay Group
Not currently a concept we use, the Pay Group filter option should be ignored.
3.E. Filter - Employment Type
Filter between Casual, Part Time & Full-Time options. Set in the Finance & Payroll tab of an employee.
3.F. Filter - Pay Rule
Filter based on Pay Rule. Set in the Finance & Payroll tab of an employee.
3.G. Filter - Pay Level
Filter based on Pay Levels. Set in the Finance & Payroll tab of an employee.
3.H. Filter - Pay Run Template
Filter based on which Pay Run Template is assigned to an employee. Set in the Finance & Payroll tab of an employee.
3.I. Filter - Pay Type
Not currently in use, the Primary Pay Type option should be ignored.
3.J. Filter - Pay Hours Per Week From/To
Filter based on the Pay Hours per Week from the Finance & Payroll tab of an employee.
3.K. Filter - Anniversary From/To
Filter based on the employee's next Anniversary date. Set in the Finance & Payroll tab of an employee.
3.L. Button - Clear Filters
Clears all filters currently set.
3.M. Button - Apply Filters
Applies settings currently selected. (Closing without pressing this discards changes/keeps your existing filter)
3. Extra Filter - Termination From/To
When viewing only Terminated employees, administrators also have access to the Termination From/To filter.
This filter may occasionally appear incorrectly if viewing other Show Only types, if it does just ignore it/leave it blank.
4. Bulk Actions
Gives the ability to Bulk Update selected employees. To use tick the box to the left of the Employee's record:
For a full list of which fields can be bulk edited, see the table below in Show/Hide Columns.
5. Show/Hide Columns
Allows you to choose what columns are displayed on screen.
Table below shows the exact column definitions and where you can set them normally.
| Column Name | Description | Set At | Source | Bulk Edit? |
|---|---|---|---|---|
| First Name | Employee First Name | Employee - Personal Information. | Person/User | |
| Last Name | Employee Last Name | Employee - Personal Information. | Person/User | |
| Full Name | Combination of Last Name & either Preferred Name or First Name. | Employee - Personal Information. | Person/User | |
| Primary Location | Primary Location of Employee in WFM | Employee - Location Access | Employee | |
| Position | Position set for the employee. | Employee - Personal Information. | Employee | ✔️ |
| Start Date | Start Date with Company. | Employee - Personal Information. | Employee | |
| Anniversary Date | Anniversary Date with Company. | Employee - Finance & Payroll | Employee | |
| Employment Type | What employment type is the employee working under? Full Time/Part Time/Casual/Contractor | Employee - Finance & Payroll | Employee | ✔️ |
| Pay Group | Field not currently used. | NA | NA | |
| Rosterable | Is the employee rosterable? | Employee - Settings | Employee | ✔️ |
| Permission Group | Permission Group from Employee's Primary Location | Employee - Location Access | Employee | |
| Display Costing | Will Costings be displayed on Rosters/Timesheets for this employee? | Employee - Settings | Employee | ✔️ |
| Leave Rule | Field not currently used. | Employee - Finance & Payroll | Employee | |
| Pay Classification | Field not currently used. | NA | NA | |
| Pay Level | Pay Level employee is on. | Employee - Finance & Payroll | Employee | ✔️ |
| Pay Rule | Pay Rule employee is on. | Employee - Finance & Payroll | Employee | ✔️ |
| Pay Run Template | Which Pay Run Template should the employee be attached to? | Employee - Finance & Payroll | Employee | ✔️ |
| Pay Rate | Rate per year/hour as set on the Employee screen. | Employee - Finance & Payroll | Employee | ✔️ |
| External Reference | Payroll system EmployeeID | Employee - Personal Information. | Employee | |
| Max Hours | Maximum hours per week for Rostering alerts. | Employee - Settings | Employee | |
| Primary Pay Type | Field not currently used. | NA | NA | |
| Termination Date | Date employee's termination happened/will happen. | Employee - Employment Status | Employee | |
| Last Successful Sync | When was the linked payroll software employee last updated? | System Generated | Employee | |
| Sync Error | If the employee has an error here, it indicates changes to their profile are failing to update their payroll software employee record. | System Generated | Employee | |
| TFN (AU Only) | Tax File Number - Australian Taxation Identifier | Employee - Finance & Payroll | Employee | |
| IRD (NZ Only) | Inland Revenue Department - New Zealand Taxation Identifier | Employee - Finance & Payroll | Employee | |
| Tax Code (NZ Only) | Declared tax code for the employee from their IR330. | Employee - Finance & Payroll | Employee | |
| KiwiSaver Status (NZ Only) | Kiwisaver contribution status. | Employee - Finance & Payroll | Employee | |
| Fields below are only available to Bulk Edit (Not visible in the Employees screen as columns, but can be updated) | ||||
| Pay basis | How is the employee paid: Per Hour or Per Annum. | Employee - Finance & Payroll | Employee | ✔️ |
| Pay hours / week | Total number of hours employee is paid each week | Employee - Finance & Payroll | Employee | ✔️ |
| Pay hours / day | Total number of paid hours an employee works each day. | Employee - Finance & Payroll | Employee | ✔️ |
| Pay days / week | Total number of paid days an employee works each week. | Employee - Finance & Payroll | Employee | ✔️ |
| Payroll Tags | Payroll Tags for the employee that help govern Pay Rules. | Employee - Finance & Payroll | Employee | ✔️ |
| ESCT Rate (NZ Only) | ESCT Rate for kiwisaver contributions. | Employee - Finance & Payroll | Employee | ✔️ |
| STP Categories (AU Only) | Field not currently used. | NA | NA |
6. Search Table
The search box allows you to find specific employees easily.
7: Export CSV
Allows an export of all currently visible columns
8. Employee list column headers
The headers for each column Of note:
Clicking the empty check box at the left hand side of the screen will select all currently visible employees
Clicking a column header will sort your employee list by that Column. Clicking again will change the direction of the sort. (Descending vs Ascending)
9. Employee records
Each line represents 1 employee/user that meets your filter criteria.
10. Edit Employee
Clicking the Edit/pencil icon will take you to the employee's profile so you can look up exact information/make changes.
11. Re-send Invite Email
This option is only available when an employee is still on the invited status.
As soon as the employee has created & associated an account by using their invite link, the employee moves to the Onboarding status and the Resend Invite option is no longer available.
If you have an employee struggling to use their invite, if they have moved to the Onboarding status this indicates they need to go directly to Workforce Management and Login using the account they created by going to https://advancedteam.myob.com/
If you need more help with this topic, contact your MYOB Advanced Workforce Management partner. If MYOB support you directly, email businesssupport@myob.com.