WIXLIB

MYOB EXO Payroll Long Service Leave Groups - Allows you to set up grouprules for handling Long Service Leave conditions basedon the awards and state legislation applicable to yourbusiness.Superannuation ProvidersAllows you to add and edit contact details for all of thesuperannuation providers (see page 64) and funds that are usedby your employees. For any given fund you can specify thebank to account to which all related superannuationcontributions will be direct credited.Single Touch PayrollSub-menu containing the following items relating to SingleTouch Payroll (see page 276): Allowance Categories - Allows you to create and editthe categories (see page 243) that must be assigned toAllowances for STP.Utilities Menu7Menu ItemDescriptionPAYG CalculatorThis is a powerful utility that allows you to calculate PAYG (seepage 245) on any amount at any time. While the Payrollcalculates PAYG as part of the pay process, there are timeswhen you may need to do a one-off calculation.Leave PlannerThis is for forward planning of annual leave, shifts and rosters(see page 246) and is contained within a calendar interface.Awards and Pay ClassesThis utility lets you set up awards and pay classes (see page251), and then apply them to employees, updating theirStandard Pays.Leave EntitlementAdjustmentThis utility allows you to enter adjustments to employeesyear-to-date leave entitlements (see page 255).Edit Tax Scale for WorkingHoliday MakersThis utility lets you update historic pays for users on theWorking Holiday Makers tax scale (see page 256).BackupAllows you to backup your data at any time to either floppydisks or your hard drive.RestoreThis is used when you need to restore a backup due tohardware failure or corruption.File ReindexThis is a file repair utility.Recalculate Standard PaysRecalculates all employees Standard Pays, which may beuseful when the new financial year s tax tables come intoeffect on 1 July. Run this utility if incorrect PAYG amounts areappearing when reporting on Standard Pays.

IntroductionSetup Exo PayrollThis contains the company s details and several controlsettings, such as your hourly rate structure etc. This option isalso available from the Payroll Setup Cycle (see page 21).User SecurityThis is where you would set up the various users who willhave access to the Payroll and allocates what rights they have.MYOB Exo Payroll is a multi-user system.Delete Old InformationThis is where you can clear out old pay and costing data (seepage 257) to conserve disk space and memory. This also hasthe added benefit of speeding up access times on oldercomputers.Backup OptionsThis allows you to configure settings that affect backups ofyour data.Help MenuMenu ItemDescriptionHelpOpens the online Help. Help can also be accessed anywhere inthe program by pressing F1.MYOB Education CentreOpens a web browser to the MYOB Exo Employer ServicesEducation Centre, which contains Release Notes, User Guides,Help videos and other product information.What s New in thisReleaseOpens a window showing the major features in the latestrelease, with a short overview video and links to PDF ReleaseNotes.Online KnowledgebaseOpens a web browser to the MYOB Enterprise Knowledgebaseweb site.ATO Employer EssentialsOpens a web browser to the Employer essentials section of theATO website. This portal provides useful links to assistemployers in meeting their Commonwealth tax andsuperannuation obligations.ATO ETP GuidelinesOpens a web browser to the ATO website, showing guidelineson calculating Employment Termination Payments.Fair Work WebsiteOpens a web browser to the Fair Work Ombudsman website,which provides information and advice about your workplacerights and obligations.Setup CycleThis is used to access the Setup Cycle (see page 19) wheninitially setting up a company.Pay CycleThis is used to access the Pay Cycle (see page 119) whenrunning a pay.8

MYOB EXO PayrollShow RemindersDisplays all employee notes (see page 97) with Reminder datesup to today s date that have not yet been marked as completed.Upgrade SoftwareThis is a tool with which you can upgrade your current versionof MYOB software (see page 181), providing you have the mostrecently available MYOB CD.Upgrade Software OnlineThis function accesses the Internet to upgrade your currentversion of MYOB software online (see page 183).Migration ToolStarts a wizard that lets you migrate data into Exo Payroll (seepage 12) from MYOB PowerPay or MYOB AccountRightPremier.AboutThis window contains support information such as the currentversion, install location and licence holder. Press F11 at any timeto view the About window independently of the menu.Special MenuIf any additional modules have been added to the Exo Payroll system, a Special menu becomesavailable. This menu has one option: Special Applications. Selecting this option opens a windowthat lets you open any available special modules.The ToolbarThe following icons are available in the toolbar of the main Exo Payroll interface:Icon9FunctionDescriptionEmployee ListOpens a filterable list of all employee records (see page 213).You can add, view and edit employees, and access otheremployee-related functions.Pay ListOpens a filterable list of all pays recorded in the system (seepage 213). You can view individual pays, and access reportsand functions relating to pays.Single Touch PayrollOpens a list of Single Touch Payroll submissions (see page161), where you can submit data to the ATO, check thestatus of submissions or view their details.New EmployeeThis is used to add a new employee (see page 81) to thepayroll.Edit EmployeeThis is used to access an existing employee (see page 81) toperform any masterfile changes.NotesWill take you to the selected employee s personnel noteswindow (see page 97). This window can also be accessedvia the F12 key.

IntroductionCurrent PayThis is where the pay is processed (see page 120) each payperiod, as part of the Pay Cycle.Print ReportsTakes you to the list of available reports (see page 187).Direct CreditTransferAllows you to create Direct Credit files (see page 158) forelectronic banking.Update PayThis is where the pay is updated (see page 160) each payperiod, as part of the Pay Cycle.BackupThis is a facility to archive a copy of your data files, in thecase of needing to Restore/Rollback to them at some point.MaintenanceThis is the menu where you set up your Allowances,Deductions, Non Cash Benefits, Superannuations,Departments, Cost Centres, General Ledger Codes, AnnualLeave Groups and Note Types. This menu can be accessedthree ways: via the drop down menu, toolbar icon or bypressing F2 at any time.The PAYG CalculatorThis is a small utility (see page 245) that allows you tocalculate PAYG and/or Student Loan on any amount at anytime. While the Payroll calculates PAYG as part of the payprocess, there are times when you may need to do a oneoff calculation.The Pay CycleThis is used to access the Pay Cycle (see page 119) whenrunning a pay. The Pay Cycle can be selected from theToolbar or the Help Menu.HelpOpens the Online Help.DiaryOpens the Diary, which is a form of a daily planner, givingyou a place to enter comments on any given day, for Payrollcompany-related tasks, appointments and reminders.Show ItemsOpens a window showing all available toolbar icons, whereyou can choose which icons to display and which to hide.ExitTakes you out of Exo Payroll and returns you to theWindows desktop. You will be asked if you want to back upthe database before exiting.10

Adding a Payroll CompanyMYOB Exo Payroll can have unlimited live payrolls in the same program, in addition to theDemonstration Company.After opening Exo Payroll, the first thing you see is the MYOB Login Screen.To add a company, click the Add button or press F4. The following window appears:11

Setting up MYOB Exo PayrollCompany Name Enter the name for the new company. This is the name that will appear in the listof payrolls. You may want to add Wages or Salaries or the name, to show who the new payrollis for.Directory The default directory name is automatically generated, based on the first few charactersof the company name you enter.Copy information from an existing company This option allows you to copy the basic setup datafrom another company. This is useful where you have split the Wages and Salaries payrolls intotwo payrolls, both of which follow similar payroll practices. Tick the box and select the closestmatching company from the Copy Information From list. If in doubt, choose the DemonstrationCompany. You will then be able to specify which areas of the other payroll you want to copy byticking the appropriate boxes below.Once the procedure is complete, click Save or press F10 and you will be taken to your newcompany.Once in the new company you will be presented with the Payroll Setup Cycle window (see page19). This window steps you through the process of configuring the various essential settings.Deleting Payroll CompaniesIf you want to delete a company for any reason, select the company on the Login Screen and clickDelete or press F6. You are then asked to confirm that you want to delete this company. Click Noto cancel, or click Yes to proceed. You must enter the administrator password for the company,then take a backup of the company before it is deleted.12

MYOB EXO PayrollMigrating Data from Other Payroll SystemsPayroll data can be migrated to MYOB Exo Payroll from the MYOB PowerPay and MYOBAccountRight Premier systems. Migration is a two-step process:1.The data is exported from the source system2. The data is imported into Exo Payroll using the Migration Wizard.Exporting Data for MigrationMYOB PowerPayExo Payroll supports migration from MYOB PowerPay version 8.5 and later. To export data fromPowerPay:1.Select Export Data. from the File menu. This opens the Export Parameters window.2. Select Employees for the Type of Export.3. Select Comma-separated for the Export File Format.4. Select Header Record for the First Record.13

Setting up MYOB Exo Payroll5. Use the fields on the bottom half of the window to specify which employees you want toexport, then click Continue.6. On the Export Employees window, click Match All. Click Continue.7. Enter a name for the export file then click Save.The export file is saved to the location you selected.MYOB AccountRight PremierExo Payroll supports migration from MYOB AccountRight Premier versions 10 and later. To exportdata from AccountRight:1.Select Export Data Cards Employee Cards from the File menu. This opens the ExportFile window.14

MYOB EXO Payroll2. Select Comma-separated for the Export File Format.3. Select Header Record for the First Record.4. Use the fields on the bottom half of the window to specify which employees you want toexport (or leave them blank), then click Continue.5. On the Export Data window, click Match All. Click Export.6. Enter a name for the export file then click Save.The export file is saved to the location you selected.Importing Data into Exo PayrollOpen the Migration Wizard by selecting Migration Tool from the Help menu.1.15Click Next on the Welcome window.

Setting up MYOB Exo Payroll2. Click Browse to specify the location of the file you exported, then click Next.3. If you are migrating data from MYOB PowerPay, you must map the PowerPay PayFrequencies in the export file to Exo Payroll Pay Frequencies. For each frequency Codelisted, select a Pay Frequency (Weekly, Fortnightly, Bi-monthly, 4 weekly or Monthly). ClickNext once all Pay Frequencies have been mapped.4. At this point you must back up your company file before proceeding.16

MYOB EXO Payroll5. The Migration Tool checks that it can read the file successfully. If the checks all succeed,click Next to continue.6. Tick the I accept full responsibility. box, then click Migrate to begin the migrationoperation.17

Setting up MYOB Exo Payroll7. The progress of the migration is displayed.8. The results of the migration are displayed. Click Print to print a copy of the migration log. Ifany fatal errors were encountered, exit the Migration Tool and correct the problems thatcaused them. If the migration succeeded, click Next to continue.18

MYOB EXO Payroll9. The migration is now complete. Click Finish to exit the Migration Wizard and return to ExoPayroll.19

Setting up MYOB Exo PayrollSetting up MYOB Exo PayrollBefore you can enter any employee information and commence the preparation of your payroll, itis necessary to set up the payroll to handle your company s unique requirements. This requires notonly setting the structure for your payroll(s), but also entering historical information, such as GrossYear to Date totals, annual leave entitlements etc.Although some of this preparation may be handled by MYOB in the course of the installation andtraining, it is necessary for you, the user, to have an overview so that you may be better equippedto successfully understand your payroll system.The Exo Payroll Setup CycleThe Setup Cycle steps you through the process of setting up the various masterfiles that will becalled on when pays are run. These masterfiles define the types of payments your staff may beeligible for during a pay.The Setup Cycle opens automatically the first time you open a newly created company. From thenon, the cycle can be accessed by selecting Setup Cycle from the Help menu.Click on each of the steps in turn to perform all of the necessary operations for setting up yourcompany. Step One: Payroll Setup (see page 21)Step Two: Add Allowances (see page 57)Step Three: Add Non Cash Benefits (see page 64)Step Four: Add Deductions (see page 71)Step Five: Add Departments (see page 77)Step Six: Add Cost Centres (see page 78)Step Seven: Add/Edit Employees (see page 81)TIP: The steps covered in this Cycle can also be performed by selecting the appropriateoption from the Maintenance menu.20

MYOB EXO PayrollStep One: Payroll SetupThe Payroll Setup window contains the main compa

Keyboard shortcuts are available for common operations. Once you are familiar with the interface, you can begin to perform the main functions of the Exo Payroll system: Setting up the details of your company (see page 19) Running a pay (see page 119) Printing reports (see page 184) Maintenance functions