79 results found
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AU Payroll - History audit report
Audit Report
As there are several users with full access to payroll, it would be helpful if this could be shown in the history (there is only minimal information here at present) or by report to see who has made changes to employee details within payroll and when. It would also be useful if there could be changes to the options when setting up a user as some users only require access to approve leave and print reports and not full access.3 votesThanks for your interest in this idea everyone!
Off the back of our payroll history update back in August last year, we’ve released a dedicated Payroll History report to all Australian payroll users.
You’ll now see an extra option in the Payroll menu for ‘Payroll History’. This report combines the history tab available across employee details, payslips, payroll settings and pay runs into one report.
For anyone interested in permission and more user role controls in Payroll - you might like to support and stay tuned for updates in the idea we have for this here. 🙂
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Xero Me: Hide personal leave balance when requesting leave
In Xero we have the ability not to show the personal leave balance on payslips. But this is made redundant where the employee can apply for leave on the Xero Me app and see their personal leave balance there instead.
For consistency, there should be an option to not show the available personal leave balances when employees are applying for leave - either on the Xero Me app or if on the web browser.
8 votesHi Cassandra, sorry we've not responded here sooner. You should now find when a leave balance is hidden on payslips, it's also hidden in Xero Me 'Leave Balances'
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AU Payroll: Define default leave types
Currently under employees leave tab you can assign default leave types, but you can't define what the default leave types are.
Perhaps there is a simple checkbox for leave items in the payroll settings that allows you to choose.
Currently I have 4 leave types set as default, when I only really need two.6 votesHi everyone, I'm changing this idea to Delivered! 🥳
Leave types can be defined as default when a value in the 'Normal Entitlement' field in Payroll settings is entered.
To remove this leave type from being added each time a new employee is entered, you can:
- Click into Payroll, then select Payroll settings
- Click Pay Items tab, then Leave
- Click on a Leave Type that you'd like to remove as a Default Leave Type
- Remove the number of units the employee is entitled to each year under 'Normal Entitlement'
- Click Save
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opening balances P32 payroll
Opening balances
Please can the opening balances have the ability to add, Income Tax, National Insurance and all Student loans deduction YTD.
1 voteHey Kirsteen, thanks for submitting this idea 😊 The fields you've suggested are already available in Xero Payroll, as an employee opening balance.
If you head to your Payroll > Employees screen and click through to the employee's profile you'll find these fields in Opening Balances.
I've included a screenshot of the available opening balances, which includes income tax, student loan payments and NIC, as requested.
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AU Payroll - Edit posted pay runs
You should be able to edit any payrun that hasn't been 'filed' regardless if it was the last one or not. I enter several unscheduled payruns and I've noticed an error in one but I can't fix it because it wasn't the last payrun posted. The "work-around" Xero recommends is to File it and then re-post a counter fix. This feels redundant and unnessary extra work. Essentially its saying I can post an inverse of the original to cancel it out which isn't a tidy way of doing work.
1 voteHi Jamie, just coming back across your idea here. In Xero Payroll as of right now if you've a posted pay run that you need to make adjustments to, you can revert this to draft and make the required changes.
The only time we wouldn't recommend doing this is if the pay run's been filed with the ATO.
Once it's been filed we'd recommend using unscheduled pay runs to make any changes. This is because reverting a filed pay run to draft will cause issues in the reporting to the ATO.
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Unpaid leave
Currently there is no option for unpaid sick leave for an employee. It is important to record unpaid leave taken accurately and also display this on the payslip.
When adjusting the hours paid or work to ensure an employee does not go into a negative sick leave balance, it does not show as unpaid leave on the payslip or reporting.
A negative sick leave balance should not be automatic, it should be a prompt and choice as to whether the business wants to risk paying sick leave in advance of entitlement.
Leave without pay and Unpaid sick leave should always…1 voteHey team, thanks for suggesting this one!
Xero comes with some default leave types already created, however if these don't suit your business' needs, you can follow the steps in our 'Add additional leave types and assign them to your employees' article to create some new ones.
You'll have the option to create paid or unpaid leave types, these can then be assigned to employee's with a relevant accrual type.
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UK Payroll - Suggest the next available employee number
If xero payroll could suggest the next available employee number that would be so helpful, instead of having to scroll through the employee list and work out which number was last used.
18 votesHi everyone, returning a few months on from our last update we're going to move this idea to ‘delivered’. The team have recently automated the generation of the employee number 🎉 Initially this is just for numeric employee numbers but they're also looking into how this can be done for non-numeric ones too.
Thanks for all your support on this idea!
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UK Payroll - Change holiday to hours
When booking more than one days holiday Xero does not allow you to edit the hours taken. Xero assumes everyone works a 5 day week. So if a part time employee who works 5 hours a day 3 days a week totalling 15 hours books two days holiday Xero assumes they will be taking just 6 hours when it should be 10. There is not an option to amend the hours taken like there is if you just book 1 day.
12 votesHi community, with the recent change in UK Payroll to introduce working pattern templates so now you can now create default work schedules for employees, ensuring their pay and leave are calculated correctly. You can have up to 100 templates with up to 13 weeks of entries.
Working patterns provide visibility around earnings rate calculations and will eliminate the need to amend miscalculations manually.
We appreciate your interest in this here. Thanks
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AU Payroll - STP finalisation report in PDF
I've noticed the Payment Summary Details Report no longer captures all the data ie RFBA that is input during the STP finalisation process. Would be great if we could have a tidier and shorter one (selecting what you want) rather then the CSV file.
7 votesHi Community - thanks for all your feedback on this idea!
This morning we enabled PDF exports for the STP finalisation screen, and these exports will include all fields, including RFBA.
There was also some requests for the ability to edit what's included in this pdf export. Conscious that this update doesn't quite deliver that, so I've spun that off in to a seperate idea 👉 'AU Payroll - Edit PDF export of STP Finalisation'.
You can follow the link to add your vote 😊
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AU Payroll - Include terminated employees in pay runs for backpay
When processing backpay for employees where they have a Termination Date currently involves either an Unscheduled Pay run for a period the employee was employed or undo the Termination date, and run a payrun, then Terminate again.
Both of these are very time consuming, particularly when there are some 40 employees over an 18 month period that need to be included who have a Termination date.
It would be useful to have a function in a payrun to "include terminated employees" which keeps all the previous data, but includes them for the backpay without having to manual update each, just…3 votesHi everyone, it's currently possible to have terminated employees included in unscheduled pay runs, that are prior to their termination date.
If you're experiencing any issues with this, reach out to our specialists at Support who can help 1-1.
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AU Timesheets - Allow split shifts
Allowing split shift function when entering times in Xero Me
1 voteHey Damien - we've just rolled out an update for this one 😊
As you might have seen on 'AU Payroll | Timesheets - Add multiple start, end & breaks' you'll now have access to multiple start, end and break times when using Xero Me for timesheets.
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Payroll: View shift times and comments when approving timesheets
I love the fact that our girls can do their timesheets with start and finish times and leave a comment. However, I need to see this when approving the timesheets for payroll.
If their could be a way for the approved payroll person who approves the timesheets to see the start, finish, comments and total hours would be perfect. Otherwise I will have to keep using the old system of excel spreadsheet.
7 votesHi everyone, as you might have seen, earlier this year we added in start and end times as well as notes in time entries to Xero Timesheets.
I’m pleased to let you know that we’ve added a bit of extra functionality to these two updates, for the manager view. If you’re authorised to approve timesheets you now have the ability to view start and finish times, any comments added, as well as total hours in both the web and Mobile app 🎉
Thanks again for all your feedback!
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AU Payroll - Lodge and pay PAYG from Xero
The ability to remit PAYG withholding to ATO using similar mechanism as Superannuation, utilising unique, yet consistent PRN
1 vote -
UK Payroll - Calculate hourly for leave/sick days
UK Payroll: Leave / Sick Days
Xero payroll nearly always miscalculates sick pay and absence deductions if staff are paid an annual salary for two reasons;
1) It works on average number of days in a month when month vary in working days every month and recalculates an inaccurate hourly rate from which it deducts absence (sometimes this is in favour of the employee but more commonly isn't) meaning that it often deducts too much from them and has to be manually recalculated.
2) It does not have the capability to deal with part-timers so if you have someone who…11 votesHi everyone, I wanted to confirm with the release of working patterns this is now possible 😊
Working pattern templates create default work schedules for employees to ensure they are paid and accrue leave correctly, as part of their salary and wages settings.
You can now;
- Create or select from working pattern templates
- Add working patterns manually or using the template
- Setup multiple weeks of a working pattern
Thank you for your support and contribution through the idea here.
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Timesheets: Make tracking categories optional
Xero Me tracking feature in app.
Please make it optional to complete the tracking function to submit a timesheet. Not all business have employees that use tracking categories. This means many employees are unable to submit a timesheet . Making timesheet tracking optional allows all to use the app1 voteHey Tim, Totally understand that not all business will use tracking categories for their employees. You can turn off timesheet tracking for an organisation by setting timesheet categories to 'None' in your Payroll Settings. Employees will then no longer be asked to select a category when submitting timesheets.
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XeroMe
I have had to re-run a payroll before when an employee's pay has been incorrectly calculated. When you re-run the payroll, XeroMe did not update with the new payslip information. Surely this should happen automatically.
1 voteHey Elre, thanks for sharing this idea!
Xero Me should actually already behave as you've described - any changes to a posted pay run will generate a new payslip for each employee.
I'd recommend raising this one with our support team, as they'll be able to assist with troubleshooting. We'll close this idea off as delivered in the meantime.
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AU Payroll: Differentiate leave loading on payroll reports
Could you please change the name on the Payroll Activity Details for Leave Loading Please. Not sure why you call it Annual Leave. It seems to be in the background and I can't change it. See picture attached.
4 votesHey community, 👋 thanks for your support on this idea, I'm popping in to switch it across to delivered!
The Payroll Activity Details report now shows a breakdown of Annual Leave - Leave Loading separate from Annual Leave.
Thanks again for your feedback.
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AU Payroll - Do not update historical payslips when new leave balances are added
We recently had an employee which had a leave type reinstated after a period of over 12 months of it not being used. There was a balance sitting in there for the duration of time that it wasn’t active, and therefore not showing on any payslips that were provided to the employee or filed. We are now in a position that we had to reactive this leave type to be in line with STP requirements and showing leave loading on a separate line. When we reactivated this leave type, ALL payslips for the period of over 12 months were updated…
2 votesHey Amy, I know it's been a little while since you started your idea here. Taking another read through the situation you described, there are a couple of options which depend on whether you need a record of the adjustment.
- If you do need a record of the adjustment you'd want to post an unscheduled pay run to reverse out the leave balance for the pay period in which it should have been paid out.
- In the case you don't need a record, you could simply adjust the opening balance for the leave type within the employee's record.
We have help for both of these processes detailed in this article on Xero Central.
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Xero Me - Show employees total hours of upcoming leave
On the employees interface it would be helpful to have the number of hours booked showing against the holiday. Currently it only has the dates that have been booked. The hours are shown on the employer interface
1 voteCrossing back over your idea here, Katie it looks like this is actually possible - When an employee taps on the leave request in their Xero Me app, it'll bring up all the details of their leave including the total hours. 😊
If they're unable to see this, we'd suggest asking them to raise a case with our team of specialists through Xero central who can get a closer inspection to help.
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AU Payroll: Entering a branch number when filing Single Touch Payroll
Include a section to enter a branch number when filing STP, we have come into an issue where a few of our clients have changed branch numbers throughout a financial year and the process of changing the branch numbers is quite time consuming. I believe if we had the option to include a branch number when filing STP data it would save a lot fo time and confusion.
1 voteHey Telena, thanks for sharing your idea!
As part of our STP 2 updates, we've just released our 'Reset and finalise YTD amounts' tool. This allows you to zero out the amounts reported against the wrong ABN or Branch number and resubmit them against the correct ABN or branch number.
This replaces the previous process of filing negative pay runs to zero out the incorrect amounts with the ATO, and speeds up the time taken to correct your filings.
You can read more about this tool in our 'Correct your STP data after a change in ABN or branch number' article.
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