Myob Advanced Leave Integration

How our Myob Advanced integrations helps streamline leave management

4 min read

Getting Started

Streamline Leave Management with Worknice + MYOB Advanced

Managing leave shouldn’t be a headache—but for many businesses using MYOB Advanced, it often is. From a clunky user experience to a lack of visibility into past and future leave, plus the frustration of manual admin work, traditional leave management can slow your team down.

That’s why Worknice has built a seamless integration with MYOB Advanced, designed to enhance leave management and solve these common challenges. With this powerful connection, employees can easily request leave, managers get full visibility, and HR teams save valuable time.

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Selected employees can make leave requests with leave calculations
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Managers can approve leave
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Admins can manage org wide leave requests
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Admins can export leave in Myob’s preferred import format

Integration Features

Employee self service leave requests

Allow selected employees to request leave. Leave requests have the following elements and configurations;

Elements

  • Leave types available
  • Additional notes available
  • Start and end dates
  • Attachment uploads (sick notes etc)
  • Leave approvals - Enforce leave approvals for all leave requests

Configurations

  • Optional start and end time
  • Optional leave hour total

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You don’t need to activate Myob Advanced Leave for all employees. Use connection control to configure who does and does not get access.
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Employees connected to Myob Advanced leave integration will automatically have a Request Leave button appear on their profile. They can now request leave.

Configuring reference date

In order to configure the reference date;

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Set the reference date for when work pattern periods commence.
  1. Access the integration using the left hand menu. Select Apps and Integrations
  1. Access your Myob Advanced integration
  1. Click Reconfigure and under Reference date select Configure
  1. Select the correct reference date.

Configuring work patterns

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Work patterns drive the leave hour calculation of each employees leave requests. They are unique to the employee.
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Be sure to first set the reference date: Set the reference date for when work patterns commence.

In order to configure each employees work pattern;

  1. Access the integration using the left hand menu. Select Apps and Integrations
  1. Access your Myob Advanced integration
  1. Click Reconfigure and under Work Patterns select Configure
  1. Any employees connected to the integration will appear. Edit their Work patterns.

Configuring leave types

You must manage the leave types in this integration to match your payroll system. In order to configure leave types;

  1. Access the integration using the left hand menu. Select Apps and Integrations
  1. Access your Myob Advanced integration
  1. Click Reconfigure and under Leave types select Configure
  1. Add, edit or remove your leave types

Leave Export

Export your leave requests in a format readable and ready for import by MYOB Advanced.

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The export is a CSV file. You can make adjustments in this CSV before final import to MYOB

In order to generate an export;

  1. Access the integration using the left hand menu. Select Apps and Integrations
  1. Access your Myob Advanced integration
  1. Click Reconfigure and under Export select Configure
  1. Select New Export and set the export period. Your records will appear for reference
  1. Export
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All historical exports will remain available for future downloads

Connecting to the MYOB Advanced for the first time

Connecting a new integration in Worknice is a simple task that will only take a couple of minutes.

  1. On the left hand admin menu, select Apps and then App directory.
  1. Browse our marketplace of Direct integration.
  1. Select an app for integration by clicking View Details and then Create Integration.
  1. Click the Connect button
  1. You are now being directed to the app being integrated. Follow the prompts and select the account you wish to integrate to
  1. Once authenticated, click the Sync button
  1. Repeat this series of steps if you have multiple accounts in that app, or if you wish to integrate other apps.
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You must have appropriate level of permissions in the integrated app in order to Authenticate the integration

Matching existing employees in Worknice to MYOB Advanced

In the integration view, you will now have a list of Remote records. This is a list of all people found in your integrated platform. At this point, you can map employees from the integrated platform to employees in Worknice. Follow the steps below;

  1. Next to an employee you want to match in Worknice, click Connect and choose the option Connect to an existing person
  1. Find the associated person in the list of Worknice employees. The name in Worknice does not need to match the name in integrated platform. Yay!
  1. The person connection between the integrated platform and Worknice will update to status = Matched (pending)
  1. Connect other people as desired
  1. Click the Sync button to begin the free flow of data between the systems for all matched people. Their status will change to Matched

You're all done!

If you have any questions please reach out to our support team at help@worknice.com or through the help section within Worknice.

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