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  1. A CSV/Excel file with headers Employee, Gross, Net, NI, giving essentially the same data as the Payroll Activity Details report, for a payrun, but in column format with one line per employee for ease of reference.

    We have more than 30 employees and the Payroll Activity Details report is very long and cumbersome to reference.

    8 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  2. Edited Leave request date sends a notification to the employee for the wrong date. We recently had an employee request an RDO for 19/07/2024. After discussion with the employee this date was not suitable because the employee was due to provide training to a customer this date so we agreed to change the date to the following week (26/07/2024).

    I then edited the leave request to be for the 26/07/2024 and approved the request.

    The employee received an email notification that their request for leave on the 19/07/2024 was approved!

    The employee then contacted me because they were confused and…

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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  3. Changing an employee's surname due to marriage, for example, changes their details for historical payslips and all other payroll historical reports. Could a field be added perhaps that allows for 'maiden name' or 'previously known as' without disrupting historical info?

    2 votes

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  4. Can we please get a upgraded bulk upload new employee feature that the template is not only for the basic personal info but also optional to include TFN, bank account detail, super account, emergency contact, leave type, pay template etc. basically uploading one file and the employee is read for payroll

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  5. A report to show the company's redundancy liability. This would show employees who have been in service for 2 years which are eligible for redundancy. It would need to state the employees name, payroll number, how many full years in service they have given, their average weekly pay over the last 12 weeks, their age. It would be great if the report could then show the actual liability amount where anyone under 41 years old would be paid 1 week per years in service and anyone over 41 would be paid 1.5 weeks per years in service. It should also…

    1 vote

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  6. Payroll:

    Allow changes to employees' regular earnings details even when a draft pay run is in progress. If an employee's rate needs to be changed, they should be unticked or deselected in the draft pay run.

    Currently, the entire pay run needs to be deleted, even if only one out of fifty employees needs a rate change, doubling the time spent on preparing the pay run. All calculations for overtime, leave, reimbursements, and deductions will need to be redone.

    Hopefully, this can be considered.

    Thanks!

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. When a leave request comes in for approval and the employee can take leave in advance (the box is ticked), it should show you how many hours the employee has available. This amount should be the number available minus the leave balance that has already been approved in the system. The leave balance report is only useful when employees can't take leave in advance in their first year. It's a challenge each time (especially leading up to Christmas) to calculate leave that is available before approving the request because you have to review how much leave has been approved in…

    148 votes

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     ·  10 comments  ·  Payroll  ·  Admin →
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  8. Xero recommends creating a new, duplicate employee record when a terminated employee returns to the organisation. This can also happen when an employee switches from permanent to casual, as they need to be terminated to pay out annual leave.

    Due to HR add-ons that make the issue of setting up a new, duplicate employee in Xero extremely complicated and almost unworkable, I would really like to see an additional workflow in Xero to handle this. When unterminating an employee, I'd like to see Xero asking whether we're doing this to fix something or because we're rehiring the same employee, at…

    16 votes

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    1 comment  ·  Payroll  ·  Admin →
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  9. Create the report "Leave Balances". This report is available in the AUS version of Xero and is useful when calculating annual leave expense

    101 votes

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    54 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we have an exciting opportunity for a few customers to meet some of our Xero team who are working hard to improve payroll for you.

    You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!

    If this sounds like something you'd be interested in and are available on Monday Sept 30, 1:45 - 3:15pm and could come into our Xero London office, add your details through our form.

    Spaces are limited so sign up as soon as you can.🙂 If you don't get the chance this round our team may reach out when another opportunity arises.

  10. Whether or not you agree that emailing payslips should be considered by employers as a mandatory procedure once the payrun is logged, there are some basic improvements that should be adopted regardless of your opinion. If payslips have already been sent the the first improvement is to prompt the user that payslips have already been emailed if a user revisits the pay-run options window and clicks on email payslips. If the pay run has already been posted, the second improvement is to still provide access to an individual's payslip to record a message before emailing.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  11. UK - Have the option to set the default leave allowance in the payroll settings for the whole organisation

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  12. Payroll Employee Summary Report

    Is there a way to have this report show the actual period the wages are for? Currently the report shows "for the period 17 April 2024 to 17 April 2024, which is the date the payroll is paid. BUT the period is actually for 10 April 2024 to 16 April 2024.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  13. A report that shows current annual leave hours, plus leave available to take in advance hours for each employee. It's very time consuming to have to calculate leave if you want to give an employee leave in advance. Using the "show leave available to take in advance" option in the employee set up tends to give the wrong balances on the employee payslip which leads to confusion.

    4 votes

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  14. Amend status of timesheet - I accidentally ran a Pay Run without having approved the timesheet. The status of the timesheet then was Approved, and didn't become 'Processed'. An 'Approved' staus meant I couldn't change the calendar setting s etc for the employee. It becasme a challenge to do what was necessary to get the status to 'Processed'.

    2 votes

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  15. If I want to change the Payment Frequency for Superannuation from quarterly to monthly, I currently have to do it for each and every employee individually, A fair waste of time because there are many employees on the list to change, but I've done it. When it becomes mandatory in 2024 to pay all employees fortnightly, I'm hoping to be able to 'Select All' employees, and select to change the Payment Frequency' from Monthly to Fortnightly. Do you know if this has been discussed or is likely to become an option for us?

    8 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  16. NZ Payroll. Contractors invoicing us on piece of work basis, we need to deduct WT and to do Payday filing with IRD. In Xero Payroll, can Xero split "Contractors" from "Employees" clearly in all reports (I see many others have asked for that already) and add a "bill feature" to Contractors in Xero Payroll similar to that we use in Xero Payables so we can copy/edit them in future? This will enable saving contractor's bills in each pay run and use bill layout document vs timesheet. Otherwise, if contractors bills that include WT are processed in Xero Payables, can Xero…

    3 votes

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  17. We have a 2 year old issue where we changed an employee end date then reverted a payrun. HMRC has not recognised the revertion or that the resubmission is the same data so we have a duplicate that we haven't been able to sort out.
    To avoid this pain for others, could there be a pop-up warning if someone tries to revert (or otherwise change) a payrun where an included employee has an end date set? Or if the end date has been changed? The details of how it works can be as is easiest to implement.
    See case CX0012556638…

    4 votes

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  18. Ability to specify a set approver for a specific employee for when they submit leave requests.

    Employees who are nominated as a leave approver should only be able to approve leave for the specific employees who have them nominated as their approver.

    Alternatively, employees who have the "Authorised to Approve Leave" checkbox ticked should only be able to approve leave by employees in the same Employee Group.

    Only payroll admins should be able to approve leave for all employees.

    294 votes

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    70 comments  ·  Payroll  ·  Admin →
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  19. AUSTRALIA PAYROLL - Can we PLEASE have a separate Lock Date for Payroll. I have had many incidents where I have prepared an Activity Statement ( PAYG), and the client reverts a pay run to draft, makes a change AFTER THE ENDOF MONTH AND IAS CREATION, and then we have to re-calculate and re-submit IAS for signature.

    The lock date is unable to be added as the ACCOUNTS are still being reconciled, but the payroll is complete.

    This will also be extremely helpful at EOFY.

    3 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  20. Why can't the payroll be separate to Xero? I can't allocate Employee Groups because I've already got two tracking categories in use!

    2 votes

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