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  1. UK Payroll - need a summary report showing leave taken / remaining by employee for a given leave year - This is already available in AU payroll

    77 votes

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    14 comments  ·  Payroll  ·  Admin →

    Hi team, as an update to my last post, we have now rolled out the Leave Requests report in UK Payroll. This report lists the details for leave requested, approved and taken, for all employees or can be run for a singular employee, and will help when planning rosters or work schedules. Payroll Admins will be able to find and access it through the Reports Centre found in the Accounting menu. We're aware that the Leave Requests report does not meet all of the requirements as outlined in the comments of this idea, and we have created a new idea for a Leave Transactions Report. We will track interest of this idea and keep an eye on this separately, so please do join and support if this is of interest to you.

  2. Payroll functionality around multi day leave requests.

    A number of employees work 4 days , and xero divides the days into 5.
    The problem is when a leave request for lets say a day and half sick leave - they cannot manually enter 12 hours (8 +4) or 10.5 (7 + 3.5) unless they do Seperate Leave requests per day.
    I have a collegue doing 2 weeks of working 6 hours and taking 2 hours each day on annual leave. I ended up having to make his leave request because I am admin.

    I had to obtain…

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. The leave process is not flexible enough. Once a request is approved, it can't be changed - only declined which is incorrect. Need to be able to amend/delete after approved. There should be the option to book as days not hours as our employees have day entitlement, this should also be able to be shown on payslip as days remaining. Why also is the leave balance report not being opened to UK

    3 votes

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    0 comments  ·  Payroll  ·  Admin →

    Hi team, currently a user with payroll admin permission has the ability to edit approved employee leave requests, by going to the employees record, clicking into the leave tab, selecting the three dots where they'll see the option to edit.

    In regards to setting leave to be based on days this isn't possible as the earnings are based on hours, and cannot be set to days.

  4. UK Payroll- Access to a communal time off calendar for all employees.
    As a smaller business we try to have one employee off at a time where possible- it would be hugely useful if they could access a shared leave calendar in the same place as they request leave & submit timesheets from. This would pull data from my admin overview calendar and stop me having to create external calendar in iOS and another in android which leads to missing data etc and wasted holiday requests. They could see if the leave they want is available prior…

    30 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  5. UK. We employ temporary staff who do not accrue leave while taking paid leave they have previously accrued. The only way to reflect this in Xero is to manually adjust the leave balance. I would like to be able to add a pay item of paid leave that does not accrue further leave.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. Xero Me App Leave Requests to show the total hours being requested by the employee. When Part Time Employees post leave requests there is no way for xero to know that they are only taking part time hours or days

    19 votes

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     ·  11 comments  ·  Payroll  ·  Admin →
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  7. Unallocated leave. The only leave an employee should be allowed to create is leave that has been allocated to them. Unpaid leave if it has been created is automatically an option for all employees despite them not having it allocated to them. And thus the employees choose that leave which also requires no approval, which should also be a thing, why can employees automatically give themself unpaid leave without manager approval? So 2 changes above that I'd like implemented

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  8. UK - Have the option to set the default leave allowance in the payroll settings for the whole organisation

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  9. A report that provides details of employees leave to be able to see the leave accruals and leave taken for the pay period.
    This would help as an audit trail and when preparing a salary budget or during a salary review.

    54 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  10. We have 2 employees that will be taking 1 day LSL every week in the new financial year and it would be very helpful if there was a way to add in this type of leave request as a recurring request for the same day each week. Rather than having to add in 1 day leave for each occasion.

    20 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  11. REQUESTING LEAVE
    Firstly, when an employee is submitting a leave application, they are unable to adjust the number of hours they are taking when submitting this leave when the leave period is for more than one day. This is problematic for part-time employees that may work different hours on different days of their working week.
    RECORD/HISTORY OF LEAVE REQUESTS
    Also, employees used to be able to see the number of hours taken but this is no longer the case - why is this?
    LEAVE APPROVER ACCESS
    And finally, my client has multiple entities that use Xero for payroll

    39 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Hi everyone, appreciate we haven't engaged directly in this idea sooner and reading through the detail of the original post here we do want to break this down a little to provide more clarity.

    It's correct that currently it's not possible to enter a number of hours leave if the request spans more than a day. We have another idea that's gathering support around this and we'd urge those interested in this to join.

    Similarly, we have another idea based around the permission to approve or decline leave request and provide read-only access to Payroll reports that you can support, here.

    Understanding the importance around being able to see history of events in payroll, you may have noticed we've rolled out payroll history to the employee record-level and most recently you can now see a history of user activity in the Organisation, Calendars, Pay Items, Superannuation & STP Settings…

  12. Flag duplicate leave entries on the same day
    We are extracting leave data through API to manage resourcing including leave booked. We have a few cases of employees with duplicate leave on the same day entered and approved in error. It would be great to see a flag or warning pop up to approvers and payroll admins where more than a standard number of hours leave is applied to a given day. The number of hours comprising a working day could ideally be set for each employee.

    7 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  13. 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…

    160 votes

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     ·  13 comments  ·  Payroll  ·  Admin →
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  14. 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.

    338 votes

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    83 comments  ·  Payroll  ·  Admin →
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  15. I have had a few scenarios where an employee requests leave and then I have gone into Xero and there are no requests. The employee has cancelled the request, but I have no visibility on this and so I have to reach out to the employee and check so could a notification be sent if an employee cancels a leave request before it is approved? Or if the leave request was left in Xero, but with a 'cancelled by employee' status or something? It is important to have visibility in some form.

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. We should be able to adjust the holiday year to the UK tax year as that seems to be very common. ( There is already a discussion topic for this but I cannot see it on this list.
    We should also be able to show holidays in days not hours.
    We should be able to calculate holiday hours for employees that do not do a 5 day week. The hours taken on holiday need to be overwritten every time a PT employee books time off.

    76 votes

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    16 comments  ·  Payroll  ·  Admin →

    Hi community, happy to share that these changes have now been released in UK Payroll! 🎉 You now have the ability to set employee's leave to accrue based on a custom date of your choosing. We appreciate your inputs and based on the feedback we've made a change so that leave will now accrue on the first day of your annual accrual method.

  17. Create the report "Leave Balances". This report is available in the AUS version of Xero and is useful when calculating annual leave expense

    120 votes

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    58 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.

  18. I would like if xero could include and show statutory days in employees overall leave balance.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. It would be beneficial for an employee to record all hours worked in the timesheet including hours to be allocated as TOIL Accrual
    i.e. employee works 35 hours, 30 hours ordinary and 5 hours to TOIL accrual?
    Then when the employees wishes to take the TOIL, they submit a Leave Request as per existing functionality.

    Currently the employee needs to separately notify payroll regarding hours worked to be allocated to TOIL Accrual. And this doesn't go through the Supervisor Timesheet Approval process.

    28 votes

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    3 comments  ·  Payroll  ·  Admin →
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  20. 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…

    11 votes

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    1 comment  ·  Payroll  ·  Admin →

    Hi 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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