Xero Payroll Integration

Introduction

Ascora has built-in integration for Xero Payroll by allowing Ascora User timesheets and leave to be uploaded into Xero by getting the Pay Periods related to the Ascora User from Xero.

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The Xero Earnings Rates are based on the Xero Pay Items available. It is possible to find the Pay Items by logging into Xero, going to Payroll -> Overview -> Pay Calendars, and opening the "Pay Items" page.
The Pay Items must either be Ordinary Time Earnings or Overtime earnings and are found under "Earnings"
See: Add a custom pay item – Xero Central for more details.

Setting up Users for Xero Payroll

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1. Open the Employee you intend to manage the payroll for under Payroll -> Employees
   1. For the Employee, go to the "Employment" Tab
   2. Set the employment type to "Employee"
   3. Set the Income type
   4. Set the Employment basis
   5. Set the "Start date"
   6. If it hasn't been set, set the "Payroll calendar" to any payroll calendar. Ascora can pick up all Payroll Calendars associated with matched users.
   7. Set the Ordinary earnings rate

Integrating Employee Leave Applications

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The Xero Leave Types are based on the Xero Pay Items available under the "Leave" section. It is possible to find the Pay Items by logging into Xero, going to Payroll -> Overview -> Pay Calendars, and opening the "Pay Items" page.
See: Add additional leave types and assign them to your employees – Xero Central
Ascora will not upload a User Timesheet Xero when it already exists for the selected Pay Period on Xero.
Ascora will not upload a User Leave Application when it already exists for the selected Pay Period on Xero.

Testing your Xero Payroll Integration

Once Xero has been set up to support Payroll, you should be able to push Ascora Users that are assigned Payroll on Xero, as Ascora will provide the option to Select the Xero Payroll Calendars and their associated Draft Pay run from the Users on Xero.
For example:

To test if these works do the following:

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