Integration Configuration integration overview

The Employee Import Utility from MYOB will only read information from data files provided in a CSV ( comma-separated-values) format. The format may be either in a quotation-delimited format or required quotes may be inserted during the import. PICMI generates the report files programmatically using the "Titled Columns" without double quotes including the "Required" fields and other user fields. All data is validated prior to export to any known rules as listed below.

Special considerations: managing occupation and costing codes in PICMI exports

PICMI allows you to export data as a CSV file, which you can edit after downloading. Each export is set of applications which can have multiple types of jobs.

note

While each job can have a specific integration configuration, it is not possible to download all jobs at once with different integration configurations. Therefore, when managing multiple occupation and costing codes we still recommend only having one integration configuration and make changes immediately prior to import.

To make the process as smooth as possible, follow these steps:

Understanding How Integration Configurations Work

1. Default values

   • PICMI sets default values in the integration configuration (e.g., occupation and costing code).
   • These values are automatically included in the CSV when exported.
   • You can change these values after exporting the CSV.

2. One occupation & costing code per integration

   • Each integration configuration can only have one occupation and one costing code.
   • If you have jobs with different occupations or costing codes, **you may need multiple integration configurations **.

3. How to export the right data

   • You download the CSV per integration configuration.
   • To get the correct data, filter applications to only include those linked to the job(s) with that integration configuration.

4. Managing multiple configurations

   • If you have many different occupations and costing codes, you will need:
     • More setup in PICMI to create the required integration configurations.
     • Careful selection of the correct integration configuration before each CSV download.

PICMI’s recommendation to use single integration configuration where possible

To avoid extra setup and make downloads simpler:

• Use a single integration configuration where possible.
• After downloading the CSV, manually update occupation and costing codes as needed.
• This reduces complexity while still allowing you to customise the data.

Following this approach will make managing occupations and costing codes in PICMI easier and more efficient.

Integration configuration

Configuration	Description	Values
Costing Code	Cost allocation code	Free text should correspond to MYOB IMS
Pay Point	Pay point assigned to employee	Free text should correspond to MYOB IMS
Occupation	Employee's occupation	Free text should correspond to MYOB IMS
Occupation Override	Overrides the occupation based on the job title	On/Off
Pay Freequency	The payment frequency	Weekly, Fortnightly, Hourly, Quarterly, Monthly
Bank Reference	Reference for bank transactions	Free text
Bank Particulars	Additional bank transaction details	Free text
Print Payslip	Whether to print payslip	True / False
Email Payslip	Whether to email payslip	True / False
Employer Subsidy Contribution Tax Rate	ESCT tax rate on employer subsidy contribution	10.5%, 17.5%, 30%, 33%, 39%
Employer Subsidy Rate	Rate of employer subsidy contribution	Percentage number (e.g., 3)
KiwiSaver GL Account	General Ledger account for KiwiSaver contributions	Free text
Hours Worked Per Day	Standard hours worked per day	Numeric up to one decimal place (e.g., 8, 2.5)
Hours Worked Per Period	Total hours worked in a pay period	Numeric up to one decimal place (e.g., 7.5, 40)

PICMI-Integration Configuration integration fields

Field Name	Description	Validation/Constraint/Default Value	Source
Employee number	Unique identifier for the employee		Integration Configuration
First names	Employee's given names		Personal Information
Surname	Employee's family name		Personal Information
Birth date	Employee's birthdate	Format: dd/MM/yyyy	Personal Information
Gender	Employee's gender	M, F, A. Default: A. Mandatory	Personal Information
Address line 1	Employee's postal address (Street)	1. No address → Empty 2. Not supplied → No address supplied 3. Full address without commas	Personal Information
Address line 2	Employee's postal address (Region)		Personal Information
Address line 3	Employee's postal address (Locality)		Personal Information
Address line 4	Employee's postal address (Postal Code)		Personal Information
Home phone	Employee's home phone number	13 characters only	Personal Information
Occupation	Employee's occupation	Mandatory (either Occupation or Job Title see override)	Integration Configuration
Pay point	Designated pay point for the employee	Mandatory	Integration Configuration
Costing code	Employee's costing code	Mandatory	Integration Configuration
Apprentice	Apprentice status	Y, N, T, F. Default: N. Mandatory
Start date	Employee's start date	Format: dd/MM/yyyy. Mandatory	Job
Employee type	Type of employment	S, W. Default: W. Mandatory
Pay frequency	Frequency of pay	W, F, H, Q, M. Default: W. Mandatory	Integration Configuration
Salary	Employee's salary	[Blank], Money. Default: [Blank]. Mandatory
Hourly pay rate 1	Employee's primary hourly pay rate		Job
Tax code	Employee's tax code		Questions
IRD number	Employee's tax identification number	Format: 000-000-000 (digits only). Mandatory	Questions
Payment method	Method of payment	B, Q, C. Default: B. Mandatory	Integration Configuration
Bank account	Employee's bank account number	Format: 00-0000-0000000-00 (digits only)	Questions
Bank reference	Reference used for bank transactions		Integration Configuration
Bank particulars	Particulars for bank transactions		Integration Configuration
Hours worked per day	Hours worked by the employee per day	Default: 8. Mandatory
Hours worked per period	Hours worked by the employee per pay period	Default: 5. Mandatory
Annual leave type	Type of annual leave	F, P, C. Default: C. Mandatory
Annual leave units	Units for annual leave	D, H. Default: H. Mandatory
Email address	Employee's email address
Email payslip	Whether the employee receives payslip via email	Y, N, T, F. Default: Y. Mandatory	Integration Configuration
Print payslip	Whether the payslip is printed	Y, N, T, F	Integration Configuration
GSCM	GSCM flag	Y, N, T, F. Default: N. Mandatory
Use average daily pay	Use of average daily pay method	Y, N, T, F. Default: Y. Mandatory
Time in lieu units	Units for time in lieu	D, H. Default: D. Mandatory
KiwiSaver entry status	Employee's KiwiSaver entry status	N, A, O, E. Mandatory (Default to N if Working Holiday Visa is detected	Questions
KiwiSaver opt in date	Date the employee opted into KiwiSaver		Questions
KiwiSaver employee active	Whether the employee is actively contributing		Questions
KiwiSaver employee percentage	Employee's KiwiSaver contribution percentage		Integration Configuration
KiwiSaver ESCT tax rate code	KiwiSaver employee's ESCT tax rate code		Integration Configuration
KiwiSaver contrib GL account	General ledger account for KiwiSaver contributions		Integration Configuration
KiwiSaver opt out	Whether the employee opted out of KiwiSaver		Questions
KiwiSaver opt out date	Date the employee opted out of KiwiSaver		Questions
Sick leave units	Units for sick leave	D, H. Recommended: D	Integration Configuration
SL full entitlement	Full sick leave entitlement	Recommended: 10	Integration Configuration
SL next entitlement	Next sick leave entitlement	Recommended: 10	Integration Configuration
SL maximum	Maximum sick leave entitlement	Recommended: 20	Integration Configuration
FVL recording method	Method for recording FVL	D, H. Recommended: D	Integration Configuration
FVL full entitlement	Full FVL entitlement	Recommended: 10	Integration Configuration
FVL next entitlement	Next FVL entitlement	Recommended: 10	Integration Configuration
End	End flag or status	E. Mandatory

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