You’ll then need to choose whether you want the timesheets to appear as draft or approved timesheets in Xero. Completing step three will import every user in your Xero account, including those whose employment you have ended in Xero. Therefore it’s important to confirm which employees you want to import, and exclude those you don’t. If you’re already using Xero and looking to quickly and easily set up your Deputy account, importing your employees directly from Xero is the best way to get started. Zapier helps you create workflows that connect your apps to automate repetitive tasks.
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Simple and quick to set up, our Xero New Zealand integration allows you to save time while reducing the chance of payroll error by exporting timesheets directly to Xero. You can also sync employee details and leave balances between Deputy and Xero, so you only have to update this information in one place. Deputy is trusted by over 300,000 workplaces to simplify rostering, timesheets, award interpretation, and manage new hire onboarding, staff communication, and engagement.
Xero and Deputy: Now connected in New Zealand!
If you use the accrual and deduction extension in Deputy and employees submit leave timesheets, the balance will be updated in Xero when you export your timesheets. Auto Sync will also ensure that employee leave balances are up to date in both accounts, as any employee leave balance in Xero will be pulled across to Deputy. For this reason, we’re excited to share that our New Zealand customers can now seamlessly connect their Deputy and Xero accounts to run a faster, easier and more accurate payroll.
Employees are matched between Xero and Deputy based on their full name and email address. If there is an inconsistency in data between Xero and Deputy, Deputy will be the source of truth and will overwrite Xero. By connecting Xero and Deputy, business owners and managers can reduce time spent on administration and avoid entering employee details into two separate systems. As part of our new strategic partnership with Deputy, Deputy’s workforce management capability will be integrated into the Xero platform. This will provide a seamless, all-in-one payroll, accounting and workforce management solution to Xero’s Australian customers. Many business owners still use manual processes for rostering, timesheets and even working out employee leave balances.
Xero and Deputy payroll setup and sync
For larger organisations with up to 200 staff, significant time-saving benefits are reaped. Hiring and training staff is critical to the success of any businesses – it takes time to find the right people for the right job. After approving your timesheets you will then be ready to export from Deputy into Xero. Your new employee is now fully set up in Xero, personal details are held securely and electronically in Deputy. We deeply appreciate the support that Australian Planday customers have given the product and understand there may be some disappointment with this news.
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- To do this, you first need to ensure that you have assigned each of your employees to an active payroll calendar in Xero.
- By connecting Xero and Deputy, business owners and managers can reduce time spent on administration and avoid entering employee details into two separate systems.
- A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- “With Xero integration, timesheets from Deputy are directly imported into our Xero payroll system so we won’t have to worry about staff getting paid incorrectly,” Declan says.
A trigger is an event that starts a workflow, and an action is an event a Zap performs. With Deputy you can roster staff with ease, stay on budget and be confident you’re keeping up with changes to modern awards. At its core, Xero is an easy-to-use but powerful online accounting system that was born in the cloud and integrates with more than 1,000 third-party apps. As part of the strategic partnership with Deputy, Xero will invest USD$25million to take a minority position in Deputy to further increase the two businesses’ focus and alignment.
NOT good. Integration with xero never worked
- Xero’s integration with Deputy means all leave requests can be synced, making it easy to track employee sick leave, annual leave, and unpaid leave.
- Simple and quick to set up, our Xero New Zealand integration allows you to save time while reducing the chance of payroll error by exporting timesheets directly to Xero.
- For larger organisations with up to 200 staff, significant time-saving benefits are reaped.
- Founded in Australia, Deputy currently serves over 340,000 workplaces worldwide and was recently named Best Overall Employee Scheduling Software of 2023 by Forbes Advisor.
- These changes have been made to enable Planday to focus on its core business in Europe.
In light of this decision, we conducted a detailed review of how we can best serve our Australian customers with their time, attendance and scheduling compliance requirements. We recommend selecting all timesheets that fall within the dates of your current draft pay run at once, then select export selected items. To export timesheets to Xero, navigate to the Export Timesheets through the Timesheets tab. Here you will find a list of all the completed timesheets that have been approved and are ready to be exported.
We wanted to provide plenty of notice prior to 30 September 2024 to find alternative solutions and have time for a smooth transition. Customers can check out our preferred partner Deputy, or there are alternate options in the Xero App Store. You can turn on Auto-Sync from the Payroll tab in the Location Settings window by sliding the toggle in Xero to On. Keep in mind that the sync may take up to 15 minutes to completely refresh, so there’s no need for concern if you don’t see the changes appear instantly.
How to better manage accounts & finances with the top 12 Xero Automations
At Deputy, it’s our mission to free you from the mundane admin of running a business, and save you time where ever possible. Copying and pasting invoice details or tracking down your teammates to pass on sales info effectively throws all your streamlining efforts deputy and xero integration out the window. Setting up an automated process between Deputy and Xero can be done in a few clicks.
To do this, select an employee in the people tab, click edit profile, then navigate to pay rates and select the pay rate that you would like to apply. Once you have imported your employees into Deputy, you will need to set up the individual pay rates for your employees. “With Xero integration, timesheets from Deputy are directly imported into our Xero payroll system so we won’t have to worry about staff getting paid incorrectly,” Declan says.
According to a survey conducted by the Australian Payroll Association in 2020, Australian businesses spend an average of 2.93 hours per week on staff administration. This includes tasks such as managing employee leave entitlements and complying with relevant employment laws and regulations. For those interested in hearing more about Deputy’s product, they will be running a dedicated webinar for any Planday customers, including details about the onboarding process.
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