If you want to use Xero for time sheets, this is how to.
Ensure you have the payroll feature enabled in your Xero account, as timesheets are part of the payroll module.
1. Setting Up Employees
- Before you can track time, you need to set up employee profiles in the payroll section.
- Go to Payroll > Employees.
- Add employees with details like personal information, pay rates, and work schedules.
2. Creating a Timesheet Template
- You can create custom timesheets based on the workweek or business requirements.
- Go to Payroll > Timesheets.
- Select an employee and the relevant pay period.
- Set the weekly hours, daily breakdown, and overtime rules (if any).
3. Filling in Employee Timesheets
- Employees (or payroll admins) can fill in timesheets for specific pay periods.
- Go to Payroll > Timesheets.
- Choose the employee and enter the hours worked on each day for the selected pay period.
- You can assign the time to specific work categories or cost centers.
4. Submitting Timesheets for Approval
- After entering the hours, the timesheet can be saved and submitted for approval. The manager or payroll admin will approve or request changes as needed.
5. Generating Payroll from Timesheets
- Once approved, timesheets are integrated into payroll calculations.
- Go to Payroll > Pay Run to process payroll using the approved timesheets.
6. Tracking Leave and Overtime
- Xero’s timesheets allow tracking of different types of leave (e.g., annual, sick leave) and overtime rules, depending on company policy.
- You can set up leave tracking under Payroll Settings > Leave.