Setting up workplace agreement templates

MYOB Advanced Workforce Management gives you the power to quickly and consistently set up new employees by grouping together pay conditions, leave entitlements, pay levels and employment types into an Agreement.

Once you've created some agreements, you can select them when sending onboarding invites to new employees or adding them from the Employees screen. Only the options from the agreement will be available (if there's only one, it'll be filled in for you).

Creating or editing an agreement

1. Go to Management > Settings > Agreements.

2. Click Add new to create a new agreement, or Edit, then Edit again, to update an existing one.

3. Enter a Name and Description.

4. Select the Pay conditions, Leave entitlements, Pay levels, and Employment types.

   

5. Set the Retention period.

   • This setting determines how long before rehired employees need to have new employee records the duration during which an employee can be rehired.

   • If you are integrated with MYOB Acumatica — Payroll, enter 100 Months (or another arbitrarily long time period).
     This makes sure that you always have the option to reuse employee profiles when rehiring, as rehiring outside this retention period can cause integration errors.

6. Click Add or Update to save your changes.