Connect Xero
Connect Xero, match people, and send approved hours to Xero Payroll UK as draft timesheets.
Who can do this. An owner or admin on a paid plan. A complimentary organisation counts as paid.
- Open Settings, then Integrations, then Xero Payroll UK.
- If a Xero organisation is already connected and it is the wrong one, press Disconnect.
- Press Connect Xero and approve the request in Xero.
- If several Xero organisations are listed, press the one that has Payroll UK.
- Press Refresh people from Xero. People with the same email are linked. Press Match or Unmatch for anyone left.
- Choose the ordinary earnings rate and the overtime earnings rate, then press Save earnings rates.
- Choose the pay period, press Preview, then press Send draft timesheets.
Does sending hours approve the pay run?
No. Shiftbrook creates draft timesheets only. It does not approve a pay run, and it does not calculate tax.
More on this part of Shiftbrook: Integrations.
Related
Still stuck? Contact support.