This article covers how an Admin, Owner or Payroll Manager can process a payroll into the accounting package Xero




RosterElf is an approved add-on to Xero, which means you can connect your RosterElf and Xero account seamlessly and send all the payroll data directly across each pay run.

Both software has an API integration which means there is no need to upload a payroll file into Xero. Instead, once you approve your payroll data in RosterElf, it is sent directly into your Xero account as a draft timesheet.





1. Go to the payroll tab

                               

Firstly, select the "Payroll" tab on the top menu of your RosterElf account. You will then need to choose a week and site that you wish to process.





2. Manually match

                               

If some staff in the roster you are trying to process cannot be found based on their name in your Xero account, this window will show you a list of "Unmatched Staff" for you to match manually. These will be indicated in red. To manually match staff that are not linked, click on "Match With Xero".




Another pop-up window will then appear with a list of possible staff names in Xero for you to choose from.

Once you find the correct employee name from Xero, click it, and the employee records will be matched.

 If you cannot find the employee, it is most likely the employee does not exist in your Xero account. Therefore, we recommend at this point, you log into your Xero account and add the employee in before proceeding.



3. Review times

                               

This clever view shows four columns per day for every shift: "Rostered Times", "Clock-in-out Times", "Auto rounded times", and "Approved Times" for each shift. You need to select one of the four options. If you want to have a custom time for payroll that is different from both Rostered and Clock-in-Out Times, you can type in the fields in the "Custom" column.




4. Review labour costs

                               

As you make your selection between "Rostered Times", "Clock-in-Out Times", "Auto rounded times" and "custom times", you will notice this screen will automatically calculate statistics on including labour cost, labour percentage to sales, average pay rate and total hours. So if you are a sales-based business, you can enter your ACTUAL sales results and know live what your labour percentage to sales is per day and for the week.




4. View shift info

                               

By clicking on the "i" icon on the right of the screen next to each shift, you can view more information.



5. Add employees manually

                               

If you have any employees who were not rostered and did not clock in-out, you can also add them manually to payroll by clicking the "Add Employee" button.



5. Unselect employees not to be processed

                               

If you do not wish for some of the employees to be included in the exported payroll file, you can simply untick their records as per below.



6. Process your payroll

                               

Once your reviews have been done and happy with hours to be processed, click save to come back and work on it later or click process.




7. Draft timesheets appear in Xero

                               

Lastly, log into your Xero account. You will see RosterElf has sent all the approved staff hours, broken down by pay item/rules, directly to your Xero account. Simply process your payroll in Xero as usual.





Further Reading

Common Xero Errors on RosterElf and How to Solve Them

What needs to be setup In Xero before I can process a payroll?