Import from Xero - Revision history

Ryan: /* Importing New Staff */

2025-08-25T02:34:08Z

Importing New Staff

← Older revision		Revision as of 02:34, 25 August 2025
Line 3:		Line 3:
	* From the menu select Staff >> Import >> Staff		* From the menu select Staff >> Import >> Staff
	* Your Format will always be Xero.		* Your Format will always be Xero.
			* If this is your first time importing, ensure Match Employee By Name is selected.
	* Click Download Staff.		* Click Download Staff.
	* This process links to your Xero company file and downloads any active staff.		* This process links to your Xero company file and downloads any active staff.

Cienna: /* Xero Integration Details */

2023-09-08T06:48:30Z

Xero Integration Details

← Older revision		Revision as of 06:48, 8 September 2023
Line 62:		Line 62:


	[[File:Home-button-new.png\|link=Main Page]]		[[File:Back-button-new.png\|link=System Integrations]] [[File:Home-button-new.png\|link=Main Page]]

Cienna: /* Xero Integration Details */

2023-09-08T06:47:59Z

Xero Integration Details

← Older revision		Revision as of 06:47, 8 September 2023
Line 59:		Line 59:
	=Xero Integration Details=		=Xero Integration Details=
	[[File:Payroll-setup-xero.png\|link=Xero Integration]]		[[File:Payroll-setup-xero.png\|link=Xero Integration]]



			[[File:Home-button-new.png\|link=Main Page]]

Cienna: /* Xero Integration Details */

2023-07-21T03:15:19Z

Xero Integration Details

← Older revision		Revision as of 03:15, 21 July 2023
Line 58:		Line 58:

	=Xero Integration Details=		=Xero Integration Details=
			[[File:Payroll-setup-xero.png\|link=Xero Integration]]

Cienna: /* Updating Existing Staff */

2023-07-21T03:13:25Z

Updating Existing Staff

← Older revision		Revision as of 03:13, 21 July 2023
Line 18:		Line 18:

	=Updating Existing Staff=		=Updating Existing Staff=
			* Click on the Settings cog (top right)
			* From the menu select Staff >> Import >> Staff
			* Your Format will always be Xero.
			* Click Download Staff.
			* This process links to your Xero company file and downloads any active staff.


			* Soon you'll be presented with a list of staff names, their hourly rate, start date, pay group and personal information.
			* If these match an existing staff member in Wageloch, they will appear as green.
			** NOTE: If you see staff members appear in blue, they either do not match someone in Wageloch, are inactive in payroll or are new.
			* Select the staff you want to import using the check boxes on the left.
			* Check their pay group from the drop menu to ensure it's correct.


			* When you've picked the green staff to import, click Import Staff.
			* Check and confirm the prompt of how many staff to update.
			* Your update should now be complete!

	=Importing Accrual Balances=		=Importing Accrual Balances=

Cienna: /* Importing Accrual Balances */

2023-07-21T03:09:47Z

Importing Accrual Balances

← Older revision		Revision as of 03:09, 21 July 2023
Line 39:		Line 39:
	* Check and confirm the prompt of how many staff to update.		* Check and confirm the prompt of how many staff to update.
	* Your update should now be complete!		* Your update should now be complete!


	=Xero Integration Details=		=Xero Integration Details=

Cienna: /* Importing New Staff */

2023-07-21T03:08:32Z

Importing New Staff

← Older revision		Revision as of 03:08, 21 July 2023
Line 1:		Line 1:
	=Importing New Staff=		=Importing New Staff=
			* Click on the Settings cog (top right)
			* From the menu select Staff >> Import >> Staff
			* Your Format will always be Xero.
			* Click Download Staff.
			* This process links to your Xero company file and downloads any active staff.


			* Soon you'll be presented with a list of staff names, their hourly rate, start date, pay group and personal information.
			* If these staff do not exist in Wageloch, they will appear as blue.
			** NOTE: If you see staff members appear in green, they match someone already in Wageloch.
			* Be sure to assign their appropriate pay group from the drop menu.


			* When you've picked the blue staff to import, click Import Staff.
			* Check and confirm the prompt of how many staff to update.
			*Your update should now be complete!

	=Updating Existing Staff=		=Updating Existing Staff=

Cienna: Created page with "=Importing New Staff= =Updating Existing Staff= =Importing Accrual Balances= While you can manually maintain accrual balances by individually entering the balances on everyo..."

2023-07-21T03:03:27Z

Created page with "=Importing New Staff= =Updating Existing Staff= =Importing Accrual Balances= While you can manually maintain accrual balances by individually entering the balances on everyo..."

New page

=Importing New Staff=

=Updating Existing Staff=

=Importing Accrual Balances=
While you can manually maintain accrual balances by individually entering the balances on everyone's staff cards, wouldn't you rather import them all at the same time?
Fantastic news - you can!

* Click on the Settings cog (top right)
* From the menu select Staff >> Import >> Accrual Balances

* Your Format will always be Xero.
* Click Download Accruals.
* This process links to your Xero company file and downloads any available accrual balances.

* For each employee you would typically see two rows: Annual Leave and Personal Leave.
** The Current Balance column is what is currently in Wageloch
** The New Balance column is what is in Xero.
* You can select all staff to import all balances or use tick boxes to pick and choose.
* Click Import Accruals.

* Check and confirm the prompt of how many staff to update.
* Your update should now be complete!

=Xero Integration Details=