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Payroll & expenses

Customer ideas for Xero Payroll, employees, expenses and using Xero Me

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Payroll & expenses

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2 results found

  1. Have Leave Balances available on Employee's XeroMe accounts/app/webpage. Currently they can only see Leave Requests (Dates and status) - but not a balance of original allocation/days used or days remaining. Days remaining would be the most important one, if can only pick one.

    Also - use the default as days instead of hours.

    1 vote

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    0 comments  ·  Employees  ·  Admin →

    Hi Vikki, thanks for reaching out. It's already possible in UK Payroll to display leave balances in both hours and days within Xero Me.

    To enable this for your team, a payroll admin just needs to update the leave settings:

    1. Go to Settings > Payroll settings.
    2. Click into the Pay Items tab, then select Leave.
    3. Click the menu icon (three dots) next to the relevant leave and select Edit.
    4. Tick Show Balance to Employees, and save your changes.

    Once updated, employees will be able to see their leave balances directly on their payslips and within their Xero Me.

    If you run into any trouble getting this set up, please don't hesitate to reach out to our support team.

  2. It would be great if the pay rate entered when setting up a pay item filters through to the pay templates. Then if an employee is paid at a higher rate it can be manually changed from there.

    This will save so much time when updating pay rates each FY

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    0 comments  ·  Payroll  ·  Admin →

    Hi Rachel, thanks for sharing your thoughts on updating pay item rates.

    It is actually possible to update employee rates by editing the pay item, depending on how you process your payroll:

    • In Payroll settings > Pay Items, set your standard rate on the earnings item.
    • Then, in the employee's Pay Template, add the item and choose Use rate.

    Any future updates to that Pay Item will automatically flow through to their template.

    We also recently released a pay rate bulk updater to make handling employee pay increments across your team even faster.

    Reach out to Xero Support if you'd like a hand setting either of these up!

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