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JackieBell's avatar
JackieBell
Experienced Cover User
3 years ago

Self Onboarded Employee not automatically coming up in banking

Hi, All my previous employees have been entered manually onto the payroll. To avoid entering all their bank details, I've always chosen "cheque" as their preferred payroll payment method, and I set their notification as "to be emailed and printed" but then just send emails.

When doing the payroll each Sunday, the 'to be paid' amounts per employee automatically appear in my banking information (as if already paid), which helps with my data entry.

My newest employee has been asked to Self Onboard, and chose "electronic payment" as her preferred payroll method. After 2 payment cycles, I've just realised she didn't automatically appear in the banking list as having been paid, so my MYOB data entry was out. I had to manually insert her payment into the account used, in the bank register but now the format is different (I have to choose an account, "wages expenses" rather than the automatic insertion of the employee name in "payee" and then have to manually type in her name in the memo). I've just changed the preferred payroll method back to "cheque" as I have her bank details. I don't use MYOB to pay my staff. Will changing the preferred payroll method "cheque" rather than "electronic" help? If not, I'd rather go back to manually entering and collecting paperwork from my future employees as more steps weekly is more work than me chasing up paperwork before hiring the employees.

Thank you very much,

Jackie

  • Hi Jackie

    I would recommend to use electronic payments for your payroll payruns, as you can create a bulk bank ABA files and import this file via your bank.
    As for the details of the new employee, check the standard pay option and change the memo to the employees name
    Thanks Chris