UK Payroll - Employee Details export in bulk with correct date format
Purpose: to be able to move payroll from one Xero company to another quickly and without errors.
When exporting employee details from payroll in order to bulk upload them onto another company's payroll, it is not possible to do a bulk export. You have to instead individually download each employee. This is fine if there are only 10-20 employees, but any bigger and you are opening yourself up to missing employees and making mistakes. Any other exports currently available do not give all the information needed to then import directly into a new payroll.
Perhaps the main frustration, however, is that the date format for DOBs, start dates, pension enrolment dates, etc on these exports are in mm/dd format, despite ALL other exports (bank reconciliation reports, Gross to net reports, etc) being in dd/mm format. This again means that a large amount of errors are likely to be made, as I only noticed after uploading a few employees. To manually open each employee file, change the dates, and save and then upload is an extremely time consuming task and human error is likely to occur. It also does not make sense to me that Xero would export information that is not in the same format that its own system needs in order to re-import it.
Helena Paver
shared this idea
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Fiona Lake
commented
I would like to be able to pull one report off showing all Employee details rather than one at a time.
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Shona Rankine
commented
Currently, you can only download employee details one employee at a time. I would like a list or download of all employees current and/or history. It should also have the End of Employment date. This field is not available at the moment on the download of a previous employee.
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Shona Rankine
commented
Currently you can only download payroll details one employee at a time. I would like a list of all employees, current and/or history. Where applicable the end of employment date should also be included. It is not a field that is available today if you download a previous employee.