MyStaffInfo First Steps

When MyStaffInfo is selected from the main menu of MYOB Exo Payroll, the Management Console will open with the First Steps screen.

Here you will see the tasks required to get the MyStaffInfo website up and running.

The process of circulating data between Exo Payroll and the MyStaffInfo website involves:

• selecting employees for inclusion onto the website

• configuring login accounts and access rights

• importing timesheet data into the Current Pay

• synchronising payroll information with website information.

The data circulation process is, by nature, task driven. Tasks should be performed in the order specified, reading from top to bottom, out of the list of Common Tasks, e.g. select employees, then select managers, and so on.

You can step through the various options by task:

Set up MyStaffInfo users

• Add/Remove employees as MyStaffInfo users

• Add/Remove payroll users as MyStaffInfo users

Set up managers and employee groups

• Select managers for MyStaffInfo

• Add/Remove MyStaffInfo employee groups

• Assign employees to employee groups

• Assign employee groups to managers

Set up security for MyStaffInfo users

• Assign security settings to MyStaffInfo users

Synchronise your payroll information with the website

• Synchronise your payroll information with MyStaffInfo

Alternatively, you can step through the various options by layout:

• Common Tasks

• Leave Requests

• Add/Remove payroll users as MyStaffInfo users0

Click the Exit task to return to the Exo Payroll main menu. Alternatively, click the Close [X] button at the top right.