Integrating with MYOB Acumatica — Payroll

Integrating MYOB Acumatica — Workforce Management with MYOB Acumatica — Payroll means you can synchronise and import timesheets.

• Synchronising employees with MYOB Acumatica — Payroll

• Importing timesheets into MYOB Advanced Payroll

This page explains the setup in MYOB Acumatica — Workforce Management, but there is also some setup needed in MYOB Acumatica — Payroll, for those steps see Advanced Employee Onboarding Implementation Guide .

The steps for full Workforce Management and Advanced Employee Onboarding are the same, except Workforce Management requires an integration route be configured by the implementer.

Synchronising employee records

After you synchronise employee records, in MYOB Acumatica — Payroll the Contacts tab disappears when Workforce Management is enabled. Don't worry about it – contacts will be handled in Workforce Management.

If you are integrating MYOB Acumatica — Workforce Management with an existing MYOB Acumatica — Payroll site, you can export employees from the MYOB Acumatica — Payroll system via an export scenario and import them into MYOB Acumatica — Workforce Management Management from the Settings > Importers > Import Employees screen. See Importing employees via Excel/CSV for information on the import file specification.

For Australian companies, the export file contains visible TFN numbers for the exported employees. It is important that you are aware of your obligations for handling sensitive employee information in Australia and that you have a process for the data transfer that ensures you meet these obligations. See “Privacy (Tax File Number) Rule 2015” on the Federal Register of Legislation website for more information.

For New Zealand companies, the Default KiwiSaver employer contribution must be set in MYOB Acumatica — Workforce Management at Management > Settings > Company Settings before new employees can be synchronised with MYOB Acumatica — Payroll.

Integrating Timesheet Data

To import timesheet data from MYOB Acumatica — Workforce Management into MYOB Acumatica — Payroll, records in workforce management must be set up with data that maps them to records in payroll. For more information on data mapping, see the Importing Timesheets white paper.

For implementers:
Timesheet integration requires an integration route be established between Advanced Employee Onboarding and Workforce Management. Instructions to get these set up are in the Partner area of the community forum.