💡 Instructions in this guide are for Xero customers based in the UK.
See this guide for the Australian region here.
Congratulations you have just finished configuring your Xero Integration with Planday. Your next step should be to set up a schedule for your employees if you have not already done so. After setting up your schedule and having approved some shifts, you are ready to run a Payroll. See our detailed guide on actions to consider before preparing for payroll.
Export Timesheets and Employee Leave to Xero
To export your employee hours data to Xero you need to run a payroll export to Xero. Go to Payroll > Xero Payroll
Here you can select the employees that will have their payroll hours synced to Xero. Uncheck employees or groups that you don't wish to run a report on and press Preview report.
When viewing the preview you can select individual employees to ensure that their hours are correct. Use the Show details button to see detailed information for each employee.
If all looks good, press Sync report to complete the process of sending hours data to Xero.
You should see a progress dialogue showing the sync and a success message when completed.
Head over to your organisation in Xero, go to Payroll > Timesheets to see the approved timesheets data sent by Planday. You are ready to process your pay run in Xero! 🎉