How to export time attendance records
Export Time Attendance Records to MYOB
Before you get started you’ll need to make sure:
- Employee External-ID matches the Employee Card ID in MYOB.
- You
will also need to check that Employee Names are identical in both
systems, and optionally also that the Site & Locations External ID
(ClickTime) and Job (MYOB) Codes are the same.
- You must also ensure that the Leave names in ClickTime and MYOB match up.
- Timesheet must be approved. To export timesheets from ClickTime, they must be approved. ClickTime will only export timesheet records that have been approved. On the list of employees to be exported, only those with approved timesheets will appear. If an employee's name does not appear on the list, please ensure that their timesheet records have been approved.
Configuring MYOB
- Make sure that the system is set to accept time sheets as an import.
- Some
businesses use Standard Pay hours to make processing pay quicker. As
we’re sending timesheet hours from ClickTime, if you have Standard
Pay hours as well, you’ll be doubling up. You’ll want to remove this
for all Full Time, Part Time and Casual Staff
- Check and
make sure that “Payroll Categories” is set to Base Hourly. You may also
choose to have custom Saturday, Sunday and Public Holiday rates.
- Standard Pay Hours must be set to $0.00 on each relevant employee’s card.
- You
may set the value of "Base Hourly" = 0 for your employees.This is
needed, so MYOB AccountsRights, will only read and consider the
ClickTime hours as the only timesheet hours, otherwise,
AccountsRights will double up and will add the (Base Hourly value of
the employees) to the ClickTIme imported time sheet hours
- Ensure that salary employees are listed as salary and have their standard hours set to the accurate auto-pay amount in MYOB.
Exporting Time Attendance or Timesheet Data
- Select Time Attendance Screen from main menu if you want to export time attendance record
- Select Export Tab
- Click and Select the time period to be exported
- Click On the filter icon to display the filter area. You can filter and select to export particular site, departments or pay groups.
- On the left employee panel, select and De-select the employee records to be exported
- On
the displayed time records, you may also select to export particular
records only. Tick and UN-tick the desired records to be exported
- Click on the Export button to display the export window
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