Breadcrumbs

Stopping closed/inactive employees appearing in Employee Productivity report

This support note applies to:

  • AE Practice Manager (NZ)

  • AE Practice Manager (AU)

  • AO Practice Manager (NZ)

  • AO Practice Manager (AU)

Article ID: 23226

In MYOB Practice Manager you may find you have past employees appearing in the Employee Productivity reports.

To resolve:

  • add an end date to an employee

  • add a <>0 filter to the Employee Productivity report

  • ensure the employee has the Primary tick and a valid Charge Rate.

To add an End Date to an employee

  1. Open the employee. Refer to Finding and opening employee records

  2. In the Main tab, enter an end date into the End Date field and click OK to save the change.

To add a <>0 filter to the Employee Productivity report

  1. Click the Reports icon. The Reports screen appears.

  2. From TASKS select Employee > Employee Productivity. A list of reports appears for that sub-category.

  3. Highlight the relevant report and click Edit. The Change Report - Employee - Employee Productivity tab appears.

  4. Highlight Std Hrs PTD and type <>0 into the Filter field.

  5. Click OK to save the changes. The Save report layout screen appears.

  6. Either click Save as new report and give the report a Title and Description or click Overwrite existing report and select the report you are modifying.

  7. Click OK to save the changes.

To check the primary Tick and charge rate

  1. In MYOB Practice Manager, open the employee and go to the Main tab.

  2. Check the Stationed section and make sure that Primary is ticked on the far right-hand side.

  3. Go to the Charge Rates tab and ensure the employee has a valid Charge Rate.