Xero Payroll Mappings - Revision history

Cienna: /* Mapping by Employee */

2023-10-13T07:33:23Z

Mapping by Employee

← Older revision		Revision as of 07:33, 13 October 2023
Line 119:		Line 119:
	<b>NOTE:</b> If you notice that there are "leave hours" showing up through your Timesheets in Xero, it's likely you've mapped your Wageloch timesheet column to an Ordinary Earnings Rate in Xero, rather than a Xero leave entitlement.		<b>NOTE:</b> If you notice that there are "leave hours" showing up through your Timesheets in Xero, it's likely you've mapped your Wageloch timesheet column to an Ordinary Earnings Rate in Xero, rather than a Xero leave entitlement.

	~~==Mapping by Employee==~~

Cienna: /* Mapping Leave Accruals */

2023-10-06T06:54:08Z

Mapping Leave Accruals

← Older revision		Revision as of 06:54, 6 October 2023
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	* When these leave types are used in the Wageloch timesheets, a <b>Not Yet Paid</b> leave request will appear in Xero through Payroll >> Leave.		* When these leave types are used in the Wageloch timesheets, a <b>Not Yet Paid</b> leave request will appear in Xero through Payroll >> Leave.
	* Mappings these accrual types on the far right will help you [[Import_from_Xero#Importing_Accrual_Balances\|import your accrual balances]].		* Mappings these accrual types on the far right will help you [[Import_from_Xero#Importing_Accrual_Balances\|import your accrual balances]].


	<b>NOTE:</b> If you notice that there are "leave hours" showing up through your Timesheets in Xero, it's likely you've mapped your Wageloch timesheet column to an Ordinary Earnings Rate in Xero, rather than a Xero leave entitlement.		<b>NOTE:</b> If you notice that there are "leave hours" showing up through your Timesheets in Xero, it's likely you've mapped your Wageloch timesheet column to an Ordinary Earnings Rate in Xero, rather than a Xero leave entitlement.

Cienna: /* Mapping Leave Accruals */

2023-10-06T06:53:56Z

Mapping Leave Accruals

← Older revision		Revision as of 06:53, 6 October 2023
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	* The <b>Xero Earnings Rate</b> is <i><b>identical</b></i> to the <b>Accrual Type:</b> this accrual mapping has been completed correctly.		* The <b>Xero Earnings Rate</b> is <i><b>identical</b></i> to the <b>Accrual Type:</b> this accrual mapping has been completed correctly.
	* When these leave types are used in the Wageloch timesheets, a <b>Not Yet Paid<b> leave request will appear in Xero through Payroll >> Leave.		* When these leave types are used in the Wageloch timesheets, a <b>Not Yet Paid</b> leave request will appear in Xero through Payroll >> Leave.
	* Mappings these accrual types on the far right will help you [[Import_from_Xero#Importing_Accrual_Balances\|import your accrual balances]].		* Mappings these accrual types on the far right will help you [[Import_from_Xero#Importing_Accrual_Balances\|import your accrual balances]].

	<b>NOTE:</b> If you notice that there are "leave hours" showing up through your Timesheets in Xero, it's likely you've mapped your Wageloch timesheet column to an Ordinary Earnings Rate in Xero, rather than a Xero leave entitlement.		<b>NOTE:</b> If you notice that there are "leave hours" showing up through your Timesheets in Xero, it's likely you've mapped your Wageloch timesheet column to an Ordinary Earnings Rate in Xero, rather than a Xero leave entitlement.



	==Mapping by Employee==		==Mapping by Employee==

Cienna at 06:53, 6 October 2023

2023-10-06T06:53:29Z

← Older revision		Revision as of 06:53, 6 October 2023
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	[[File:Mappings-xero-earnings-final.png]]		[[File:Mappings-xero-earnings-final.png]]

	==~~Completing Payroll~~ Mapping==
			==Mapping Leave Accruals==

			For Wageloch to be able to import existing Xero leave balances and export hours for leave taken, we'll need to do three things:

			* Configure your award to include leave accrual entitlements
			* Link your Xero accruals
			* Ensure Timesheet Column mappings match the naming convention of the Xero accrual type


	~~==Mapping~~ Leave ~~Accruals==~~		Using the image below, we can see the appropriate timesheet columns that are available in the award, our Xero Earnings Rates and on the far right we can see that there is a list of Accruals:
			* Annual Leave
			* Family and Domestic Violence Leave
			* Personal/Carer's Leave
			* RDO
			* TOIL


	[[File:Xero-mappings-accruals.png\|1000px]]		[[File:Xero-mappings-accruals.png\|1000px]]


			* The <b>Xero Earnings Rate</b> is <i><b>identical</b></i> to the <b>Accrual Type:</b> this accrual mapping has been completed correctly.
			* When these leave types are used in the Wageloch timesheets, a <b>Not Yet Paid<b> leave request will appear in Xero through Payroll >> Leave.
			* Mappings these accrual types on the far right will help you [[Import_from_Xero#Importing_Accrual_Balances\|import your accrual balances]].

			<b>NOTE:</b> If you notice that there are "leave hours" showing up through your Timesheets in Xero, it's likely you've mapped your Wageloch timesheet column to an Ordinary Earnings Rate in Xero, rather than a Xero leave entitlement.



	==Mapping by Employee==		==Mapping by Employee==

Cienna: /* Matching Pay Items and Timesheet Columns */

2023-10-06T06:39:04Z

Matching Pay Items and Timesheet Columns

← Older revision		Revision as of 06:39, 6 October 2023
Line 65:		Line 65:

	As part of setting up your Xero company file, you have made sure that your pay items/earnings rates are configured correctly as per [[Award Setup\|your award]] and [[Xero System Configuration\|our guide]].		As part of setting up your Xero company file, you have made sure that your pay items/earnings rates are configured correctly as per [[Award Setup\|your award]] and [[Xero System Configuration\|our guide]].
			<Br>
	Using the image reference above, we'll be linking the <b>Timesheet Column (3)</b> to the <b>Xero Earnings Rate (5).</b>		Using the image reference above, we'll be linking the <b>Timesheet Column (3)</b> to the <b>Xero Earnings Rate (5).</b>

	This is a crucial part of integration, as we're telling your timesheet where the hours need to go in Xero to pay staff correctly.		This is a crucial part of integration, as we're telling your timesheet where the hours need to go in Xero to pay staff correctly.
	Missing mappings can cause issues when attempting to export your data.		Missing mappings can cause issues when attempting to export your data.


	* Click the Settings cog		* Click the Settings cog

Cienna: /* Matching Pay Items and Timesheet Columns */

2023-10-06T06:38:32Z

Matching Pay Items and Timesheet Columns

← Older revision		Revision as of 06:38, 6 October 2023
Line 65:		Line 65:

	As part of setting up your Xero company file, you have made sure that your pay items/earnings rates are configured correctly as per [[Award Setup\|your award]] and [[Xero System Configuration\|our guide]].		As part of setting up your Xero company file, you have made sure that your pay items/earnings rates are configured correctly as per [[Award Setup\|your award]] and [[Xero System Configuration\|our guide]].

	Using the image reference above, we'll be linking the <b>Timesheet Column (3)</b> to the <b>Xero Earnings Rate (5).</b>		Using the image reference above, we'll be linking the <b>Timesheet Column (3)</b> to the <b>Xero Earnings Rate (5).</b>

Cienna: /* Matching Pay Items and Timesheet Columns */

2023-10-06T06:38:06Z

Matching Pay Items and Timesheet Columns

← Older revision		Revision as of 06:38, 6 October 2023
Line 64:		Line 64:
	==Matching Pay Items and Timesheet Columns==		==Matching Pay Items and Timesheet Columns==

			As part of setting up your Xero company file, you have made sure that your pay items/earnings rates are configured correctly as per [[Award Setup\|your award]] and [[Xero System Configuration\|our guide]].
			Using the image reference above, we'll be linking the <b>Timesheet Column (3)</b> to the <b>Xero Earnings Rate (5).</b>

			This is a crucial part of integration, as we're telling your timesheet where the hours need to go in Xero to pay staff correctly.
			Missing mappings can cause issues when attempting to export your data.

			* Click the Settings cog
			* Select Payroll >> Payroll Mappings


			[[File:Settings-payroll-mapping.png]]


			* Select your <b>pay group</b>: <i>Casual</i>
			* Check your <b>timesheet column</b> (A): this one is <i>Cas M-F</i>.
			* Check the <b>factor</b>: Cas M-F is a multiplying factor of <i>1.25x</i>; 125% of the base hourly rate.
			* Click on the drop menu where it says <b>--Select a Payroll code--</b> to reveal your Xero earnings rates.
			* Find the appropriate pay item and select it: <b>Ordinary Hours - Casual 1.25x</b> (B)
			* Complete this for each timesheet column and Xero earnings rate for this pay group.
			* Click Done to save or select your next pay group and carry on!



			[[File:Mappings-xero-earnings-final.png]]

	==Completing Payroll Mapping==		==Completing Payroll Mapping==

Cienna: /* What are payroll mappings? */

2023-10-06T05:31:49Z

What are payroll mappings?

← Older revision		Revision as of 05:31, 6 October 2023
Line 21:		Line 21:

	Lets discuss some of the definitions you'll see in Payroll Mappings.		Lets discuss some of the definitions you'll see in Payroll Mappings.


	<center>		<center>
	{\| class="wikitable" style="width: 100%; padding: 15px"		{\| class="wikitable" style="width: 100%; padding: 15px"

Cienna: /* What are payroll mappings? */

2023-10-06T05:20:58Z

What are payroll mappings?

Cienna: /* What are payroll mappings? */

2023-10-06T05:13:59Z

What are payroll mappings?

← Older revision		Revision as of 05:13, 6 October 2023
Line 21:		Line 21:

	Lets discuss some of the definitions you'll see in Payroll Mappings.		Lets discuss some of the definitions you'll see in Payroll Mappings.
	[[File:Xero-mappings.png\|~~right~~\|~~1000px~~]]		<center>
			{\| class="wikitable" style="width: 100%;"
	===1. Pay Group~~===~~		\| colspan="6" \| [[File:Xero-mappings.png\|900px\|center]]
			\|-
			\|- style="vertical-align:top;"\|
			\| style="width: 16%"\|
			<b>1. Pay Group</b>
	* Pay Group is the name given to the employment type, such as Full Time, Part Time, Casual.		* Pay Group is the name given to the employment type, such as Full Time, Part Time, Casual.
	* Depending on your award, payroll configuration and business needs, different pay groups can have different timesheet columns and earnings rates.		* Depending on your award, payroll configuration and business needs, different pay groups can have different timesheet columns and earnings rates.
			\| style="width: 16%"\|
			<b>2. Default Tracking Category</b>
	~~===~~2. Default Tracking Category~~===~~
	* A default tracking category is required as an additional link to Xero for costings and journals.		* A default tracking category is required as an additional link to Xero for costings and journals.
	* This drop menu must have a default value or follow one of the alternative setups for advanced tracking by departments or roles.		* This drop menu must have a default value or follow one of the alternative setups for advanced tracking by departments or roles.
	* You can find more information reading about the setup of [[Xero_System_Configuration#Tracking_Categories\|tracking categories]].		* You can find more information reading about the setup of [[Xero_System_Configuration#Tracking_Categories\|tracking categories]].
			\| style="width: 16%"\|
			<b>3. Timesheet Columns</b>
	~~===~~3. Timesheet Columns~~===~~
	* Timesheet columns are the breakdown of your [[Award Setup\|award setup]]; these can be labelled things like Ord 1.0x, Ord 1.25x, Cas Ord 1.25x, Sat 1.5x, OT 1.5x etc.		* Timesheet columns are the breakdown of your [[Award Setup\|award setup]]; these can be labelled things like Ord 1.0x, Ord 1.25x, Cas Ord 1.25x, Sat 1.5x, OT 1.5x etc.
	* This information is created and developed as part of your implementation process when having Wageloch setup initially, or if any other reviews to the award are added in.		* This information is created and developed as part of your implementation process when having Wageloch setup initially, or if any other reviews to the award are added in.
	* Timesheet columns are an indicator of where these hours will transfer to in payroll.		* Timesheet columns are an indicator of where these hours will transfer to in payroll.
			\| style="width: 16%"\|
			<b>4. Factor</b>
	~~===~~4. Factor~~===~~
	* Factor indicates if a timesheet column is calculating as a multiplying factor or fixed dollar value.		* Factor indicates if a timesheet column is calculating as a multiplying factor or fixed dollar value.
			\| style="width: 16%"\|
			<b>5. Pay Item/Earnings Rate</b>
	~~===~~5. Pay Item/Earnings Rate~~===~~
	* Pay items or earnings rates are created in the payroll system.		* Pay items or earnings rates are created in the payroll system.
	* These pay items usually reflect the rates of pay staff are entitled to; such as Casual M-F 100%, Base Hourly, Overtime (1.5x)		* These pay items usually reflect the rates of pay staff are entitled to; such as Casual M-F 100%, Base Hourly, Overtime (1.5x)
	* Pay items are usually created as a multiplying factor (2x or 200%) or a fixed dollar rate ($30.00 ph)		* Pay items are usually created as a multiplying factor (2x or 200%) or a fixed dollar rate ($30.00 ph)
			\| style="width: 16%"\|
			<b>6. Accrual/Leave Entitlement</b>
	~~===~~6. Accrual/Leave Entitlement~~===~~
	* Leave entitlements are typically assigned through staff cards in the payroll system.		* Leave entitlements are typically assigned through staff cards in the payroll system.
	* If you wish to import leave balances from payroll, we can link into leave entitlements (import/input)		* If you wish to import leave balances from payroll, we can link into leave entitlements (import/input)
	* Leave entitlements also require a payroll mapping for Wageloch to export to payroll to ensure deductions to leave balances are made (export/output)		* Leave entitlements also require a payroll mapping for Wageloch to export to payroll to ensure deductions to leave balances are made (export/output)
			\|}
			</center>


	<i><b>Please note:</b> Leave accrual imports and leave hours deductions require a trigger process (importing balances, exporting timesheets). This is not an automatic process, and Wageloch will never overwrite leave entitlement values in your payroll system.</i>

			<b>Please note:</b> Leave accrual imports and leave hours deductions require a trigger process (importing balances, exporting timesheets). This is not an automatic process, and Wageloch will never overwrite leave entitlement values in your payroll system.

	==Matching Pay Items and Timesheet Columns==		==Matching Pay Items and Timesheet Columns==

← Older revision		Revision as of 05:20, 6 October 2023
Line 22:		Line 22:
	Lets discuss some of the definitions you'll see in Payroll Mappings.		Lets discuss some of the definitions you'll see in Payroll Mappings.
	<center>		<center>
	{\| class="wikitable" style="width: 100%;"		{\| class="wikitable" style="width: 100%; padding: 15px"
	\| colspan="6" \| [[File:Xero-mappings.png\|900px\|center]]		\| colspan="6" \| [[File:Xero-mappings.png\|900px\|center]]
	\|-		\|-
	\|- style="vertical-align:top;"\|		\|- style="vertical-align:top;"\|
	\| style="width: 16%"\|		\| style="width: 16%; padding: 15px"\|
	<b>1. Pay Group</b>		<b>1. Pay Group</b>
	* Pay Group is the name given to the employment type, such as Full Time, Part Time, Casual.		* Pay Group is the name given to the employment type, such as Full Time, Part Time, Casual.
	* Depending on your award, payroll configuration and business needs, different pay groups can have different timesheet columns and earnings rates.		* Depending on your award, payroll configuration and business needs, different pay groups can have different timesheet columns and earnings rates.
	\| style="width: 16%"\|		\| style="width: 16%; padding: 15px"\|
	<b>2. Default Tracking Category</b>		<b>2. Default Tracking Category</b>
	* A default tracking category is required as an additional link to Xero for costings and journals.		* A default tracking category is required as an additional link to Xero for costings and journals.
	* This drop menu must have a default value or follow one of the alternative setups for advanced tracking by departments or roles.		* This drop menu must have a default value or follow one of the alternative setups for advanced tracking by departments or roles.
	* You can find more information reading about the setup of [[Xero_System_Configuration#Tracking_Categories\|tracking categories]].		* You can find more information reading about the setup of [[Xero_System_Configuration#Tracking_Categories\|tracking categories]].
	\| style="width: 16%"\|		\| style="width: 16%; padding: 15px"\|
	<b>3. Timesheet Columns</b>		<b>3. Timesheet Columns</b>
	* Timesheet columns are the breakdown of your [[Award Setup\|award setup]]; these can be labelled things like Ord 1.0x, Ord 1.25x, Cas Ord 1.25x, Sat 1.5x, OT 1.5x etc.		* Timesheet columns are the breakdown of your [[Award Setup\|award setup]]; these can be labelled things like Ord 1.0x, Ord 1.25x, Cas Ord 1.25x, Sat 1.5x, OT 1.5x etc.
	* This information is created and developed as part of your implementation process when having Wageloch setup initially, or if any other reviews to the award are added in.		* This information is created and developed as part of your implementation process when having Wageloch setup initially, or if any other reviews to the award are added in.
	* Timesheet columns are an indicator of where these hours will transfer to in payroll.		* Timesheet columns are an indicator of where these hours will transfer to in payroll.
	\| style="width: 16%"\|		\| style="width: 16%; padding: 15px"\|
	<b>4. Factor</b>		<b>4. Factor</b>
	* Factor indicates if a timesheet column is calculating as a multiplying factor or fixed dollar value.		* Factor indicates if a timesheet column is calculating as a multiplying factor or fixed dollar value.
	\| style="width: 16%"\|		\| style="width: 16%; padding: 15px"\|
	<b>5. Pay Item/Earnings Rate</b>		<b>5. Pay Item/Earnings Rate</b>
	* Pay items or earnings rates are created in the payroll system.		* Pay items or earnings rates are created in the payroll system.
	* These pay items usually reflect the rates of pay staff are entitled to; such as Casual M-F 100%, Base Hourly, Overtime (1.5x)		* These pay items usually reflect the rates of pay staff are entitled to; such as Casual M-F 100%, Base Hourly, Overtime (1.5x)
	* Pay items are usually created as a multiplying factor (2x or 200%) or a fixed dollar rate ($30.00 ph)		* Pay items are usually created as a multiplying factor (2x or 200%) or a fixed dollar rate ($30.00 ph)
	\| style="width: 16%"\|		\| style="width: 16%; padding: 15px"\|
	<b>6. Accrual/Leave Entitlement</b>		<b>6. Accrual/Leave Entitlement</b>
	* Leave entitlements are typically assigned through staff cards in the payroll system.		* Leave entitlements are typically assigned through staff cards in the payroll system.