AU Payroll - Full data export/import for Employees
Enable full data import from external data source (say CSV) for all emplolyee data not just basic data. That would allow organisations with more staff to easily migrate to XERO without having to manually re-enter significant volumes of data.
Mark Sefein
shared this idea
Hey team, we appreciate wanting to upload more employee details when setting them up. While we have recently released an updated process to bulk uploading employees, we want to be upfront that this only allows the bulk upload of basic fields such as names, dates of birth and addresses.
This may be something we consider longer term and we would like to continue to track interest through the idea here.
If there are any plans made we'll share an update with you all on this idea. Thanks
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Maggie Kavanagh
commented
Payroll Employee details export - allow the user to select the required fields (as you can on any database system) and export all selected employees' data. The current set up of downloading one employee at a time is useless. (Accounting Employee details report is not an alternative, only a basic list of addresses with very few fields/columns to choose from - not even DOB)
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Sonia Gavirko
commented
Allow more options with new employee bulk imports. Right now, you can only create a new employee with their personal details, which is fine, however if you have multiple employees to create, you still need to manually go into each profile to update employment and salary details. Having to still manually go through each profile defeats the purpose of the current bulk import because it takes just about as much time.
To have the functionality to also include employment and salary details in a bulk import would save a lot of time and clicks. For us where our HR platform system is not fully connected with Xero, this option would allow us to create a new employee in that system as well as on Xero from one spreadsheet. Streamlining manual processes like these are critical for growing companies.
The fields I would include for example would be: Employment Type, Income Type, Payroll Calendar, Employee Group, Holiday Group, Ordinary Earnings Rate, Pay Template etc... -
Charleen Anthony
commented
BULK IMPORT PAYROLL : Ability to import all bfwd information from another Payroll system into Xero, must include Personal details, BACS details, tax codes, Gross Annual Salaries, Pension contribution %tages, it is archaic to enter all these details manually!!! . At present the Xero Import Template is too basic, it must be adapted to simply add the fields you want to be imported by using the Xero name label. This is basic & can be fixed easily by Xero
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Clinton Peake
commented
This is so logical as to be a no brainer for mine.
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Nawpreet Kaur
commented
Great suggestion.
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Catherine Jackson
commented
This would be a massive time saver!
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Tori Hose
commented
Very important - will be very handy!
A small change to save a lot of time! -
Marilyn Williams
commented
Please re-work the Employee Contact Details report to include ALL of the information available in the employee bulk upload template and in the same format. Also add email address to the bulk upload format as it is already in the Employee Contact Details report.
When a client undergoes a restructure, the employees must be copied into the new file. It is EXTREMELY time consuming to type it all.
You have the start of a great export/import ability, it just needs a little bit of attention and it would be perfect.
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Darnie Southgate
commented
Ability to export all of payroll information (Employees, pay history, leave entitlements) and import into another Xero payroll file without having to download the information and manually populate a template to import into the new Xero file.