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Xero add an employee
If you need to invite an employee into Xero Me, do this from the Payroll screen instead. Click on the organisation name, select Settings, then click Users. Click Invite a user. Enter the new user’s first name, last name and email address. The email address you send the invite to will be the user’s login email address. It’s setting expectations, building relationships, and providing support. Run payroll for your employees. Paying your employees right is essential. It’s also a legal requirement. Let’s take a look at the payroll process. Manage employee evaluations. Your employees need support too. They need to know if they’re on the right track. Overview Set up an employee in Xero. Add their basic information, start date, wages and tax details. Enrol the employee in your pension scheme, and add their opening balances for the current tax year. Add employees from within a pay run In the Business menu, select Pay run. Open an existing pay run or click New Pay Run to start a new one. In Step 2 Enter Employee Payments, click Add Employee. Enter the employee’s name, following these guidelines: Enter a name that is unique to each employee. Xero requires a first or a last name, but not both. Add a permanent employee in Xero. Enter their basic information, start date, wages and tax details. Enter opening balances for employees moving from a previous payroll system to correctly calculate and pay their leave entitlements before their first pay run. Tip The employee profile page has a new look to make it easier to view and use.
Не забывай и о сильнейшем стрессе, связанном с попыткой шантажировать наше агентство… Сьюзан замолчала. Какими бы ни были обстоятельства, она почувствовала боль от потери талантливого коллеги-криптографа. Мрачный голос Стратмора вывел ее из задумчивости. – Единственный луч надежды во всей этой печальной истории – то, что Танкадо путешествовал.
Есть шанс, что его партнер пока ничего не знает.
Беккер не мигая смотрел на эту восхитительную женщину. – Мне нужно кольцо, – холодно сказал. – Кто вы такой? – потребовала. Беккер перешел на испанский с ярко выраженным андалузским акцентом: – Guardia Civil. Росио засмеялась.
Select the employee’s Tax scale type. Select or clear the checkboxes for any special TFN conditions for the employee. Select the Bank Accounts tab. Enter the employee’s bank account details, including the statement text that should appear in the account. Optional If the employee wants to split their pay into multiple accounts, click Add Another Bank Account and enter the details.
Click Save. Select the Opening Balances tab. Click the date next to Opening Balances as at. Next to the earnings rate, add an Amount. Add lines for other opening balances, such as deductions. If you’ve switched to Xero during the tax year, find out what you need to do. What’s next? Still have questions? Start a discussion Ask our community of customers, accountants and bookkeepers. Optional Click Add a personal message , then enter an email message. You can include a link to our support article on how to accept or decline a Xero invite.
Click Send Invite. Click the name of the pending user. Click Resend Invite. Optional Enter a message or use the default text. What’s next? Still have questions? You still have to enter some details in Xero directly. In your spreadsheet, don’t include details for employees who already exist in payroll. If you do, you’ll create duplicate records.
In the Payroll menu, select Employees. Click New employee , then select Bulk upload. Drag and drop your spreadsheet into the Payroll window or click browse for a file to search for the spreadsheet.
Match the fields in Xero with the fields in your spreadsheet. Preview all your employee information. Use the arrows to scroll through the details for each employee. Click Add Employees , then click Confirm. Full error message: The selected file is invalid. The file must be a valid csv, xlsx, xls, or ods file.
Export your employee information to an accepted format. Save the file to your computer, then re-upload it into Xero. This error occurs when information for a mandatory field is missing or in an invalid format. Xero will highlight the fields in question.
Click Add Employee and select Add New. Enter the employee’s basic information, then click Add. Optional Select Approve Time Off to authorise the employee to approve time off for other employees.
Optional Enter their job title and phone number. You can also add a secondary phone number if needed, or an emergency contact. In the Employment tab, enter an Employee Number and select the employee’s Employment start date. Select the employee’s Payroll calendar. Xero will suggest a calendar if you only have one set up or you’ve selected a default calendar.
Under Paid Intermittently , select Yes if the employee isn’t paid regularly, such as a casual employee. Optional Select the employee’s Holiday and Employee group. Enter the employee’s National Insurance Number.
Select their NI category. If you select NI category V , a Date when first employed as a civilian needs to be selected. Xero uses the Date when first employed as a civilian to determine the eligibility end date.
Click Change salary and wages to enter the employee’s pay details and set an Effective Date. You can enter an employee’s tax details even before you have their P If an employee starts part way through the tax year, their earnings and PAYE information can be added to the P45 details in the Taxes tab. The tax code and tax calculation method in the employee’s record must be correct for the PAYE to be calculated accurately. When a new employee is added, a default tax code is added.
If the employee has a Scottish or Welsh tax code, ensure that you replace the default code with these details. For a new employee with a P45, enter the employee’s Previous taxable pay and Previous tax paid. Optional If your employee has a student or postgraduate loan, click Add new student loan , then select the loan type.
Set the date for the deductions to start from, then click Confirm to save the loan details. Once saved, Xero automatically adds this deduction to the pay template for you. When you add pension settings for the employee, Xero assesses the employee for auto enrolment.
The assessment takes place when you post a pay run on, or after, your staging, duties or postponement date. The employee must first be assessed for auto enrolment before they can opt in or opt out of the scheme. In the Pension tab, select whether the employee is currently in a pension scheme:.
If you select Needs to be assessed for auto enrolment , Xero assesses the employee for auto enrolment when the pay run is posted, and adds pension pay items to their pay template. Select whether or not to postpone auto enrolment. The employee will be assessed once this date has passed. Alternatively, you can enter the postponement date when posting the pay run. This will flow through to the employee’s record once the pay run is posted. New employees need to be assessed before they can process their eligibility status.
For existing employees, leave Eligibility status and Eligibility status date unchanged. Xero populates these fields when you post a pay run.
If your employee has been assessed previously, enter their original eligibility status and date. For employees who have opted out prior to their transfer to Xero, select Is already paying into a pension scheme , enter their original eligibility status and date, then click Save.
Once saved, you can enter the opt out date. For employees who have opted in prior to their transfer to Xero, select Needs to be assessed for auto enrolment , enter their original eligibility status and date, then click Save. Once saved, you can enter the opt in date. Under Excluded from auto enrolment? Click Save. Overview Add a new user or your accountant to your organisation, free of charge.
The invited user is sent an invite that they need to accept or decline. The invite expires after 14 days, but you can resend it. Invite a new user To add new users to your organisation, your user role needs to include the manage users permission. Click on the organisation name, select Settings , then click Users.
Click Invite a user. Enter the new user’s first name, last name and email address. The email address you send the invite to will be the user’s login email address. Select which features you want them to access, and a user role for each feature. Optional Click Add a personal message , then enter an email message. You can include a link to our support article on how to accept or decline a Xero invite.
Click Send Invite. Click the name of the pending user.
Add multiple employees to payroll.Xero add an employee
If you need to invite an employee into Xero Me , do this from the Payroll screen instead. The new user must accept the invite within 14 days, or the link will no longer work.
Ask our community of customers, accountants and bookkeepers. Skip to main content Search icon Search Xero Central. Overview Add a new user or your accountant to your organisation, free of charge. The invited user is sent an invite that they need to accept or decline. Employee onboarding Employee onboarding is more than orientation.
Run payroll for your employees Paying your employees right is essential. Manage employee evaluations Your employees need support too. Download the guide to hiring employees Learn how to hire employees and how to handle the admin that goes with it.
Your email address. What industry are you in? Select your business type Please choose an option Please choose an option A sole proprietor A company Other. I’ve read and agreed to the privacy notice:. Handy resources for hiring businesses. In your spreadsheet, update the fields causing the error. Click Add employees , then click Confirm.
Xero creates records for employees with complete and valid details. In the new spreadsheet, update the fields causing the error.
Go through each employee in Xero and complete any missing fields. You can follow the step-by-step process for adding an employee. Ask our community of customers, accountants and bookkeepers. Skip to main content Search icon Search Xero Central.
Overview Add multiple employees to Xero using a single spreadsheet. Before you start Prepare for payroll in Xero. How it works To save time, use a Xero spreadsheet template to upload basic details for multiple employees in bulk. Download and fill in the spreadsheet In the Payroll menu, select Employees.
These fields must be greater than 0. Click Add , then click Save. Select Opening balances. Click Estimate opening balances. Review and edit the estimated pay lines to the actual amounts for the last years worth of pays from the previous system. Add any additional lines for any extra pay such as bonuses. Before you start Once your employee has given you their completed Tax code declaration IR , enter these details in Xero.
Enter tax and KiwiSaver Select Taxes. Complete the employee’s tax declaration. Select the Employer Superannuation Contribution Tax rate. See the Inland Revenue website for guidance. Select the employee’s KiwiSaver status and Contribution option. KiwiSaver Find out more about KiwiSaver status and contribution options such as opt out and savings suspensions.
To add an account: Select Payment information.
Add a permanent employee in Xero. Enter their basic information, start date, wages and tax details. Enter opening balances for employees moving from a previous payroll system to correctly calculate and pay their leave entitlements before their first pay run. Tip The employee profile page has a new look to make it easier to view and use. If you need to invite an employee into Xero Me, do this from the Payroll screen instead. Click on the organisation name, select Settings, then click Users. Click Invite a user. Enter the new user’s first name, last name and email address. The email address you send the invite to will be the user’s login email address. Overview Set up an employee in Xero. Add their basic information, start date, wages and tax details. Enter an employee’s tax details and lodge them with the ATO. Option two: Click Add employees, then click Confirm. Xero will create records for employees with complete and valid details. But it On the Employees page, in the orange banner message, download the list of employees who weren’t added. Xero will list In the new spreadsheet, update the fields. It’s setting expectations, building relationships, and providing support. Run payroll for your employees. Paying your employees right is essential. It’s also a legal requirement. Let’s take a look at the payroll process. Manage employee evaluations. Your employees need support too. They need to know if they’re on the right track.
For employees with their own choice of super fund, add their superannuation fund to your organisation and then enter their super fund information. If an employee doesn’t return the Superannuation Standard Choice form, you’ll have to search for their employee stapled fund ATO website.
Add an opening balance if you’ve paid an employee in the tax year before you switched to Xero. Now you’ve added an employee, you might like to set up their leave entitlements.
Ask our community of customers, accountants and bookkeepers. Skip to main content Search icon Search Xero Central. Overview Set up an employee in Xero. Add their basic information, start date, wages and tax details. Before you start Once your employee has given you their completed Tax code declaration IR , enter these details in Xero. Enter tax and KiwiSaver Select Taxes. Complete the employee’s tax declaration. Select the Employer Superannuation Contribution Tax rate. See the Inland Revenue website for guidance.
Select the employee’s KiwiSaver status and Contribution option. KiwiSaver Find out more about KiwiSaver status and contribution options such as opt out and savings suspensions. To add an account: Select Payment information. What’s next? You might have a new casual employee , or a contractor to set up. Still have questions?
Employee onboarding Employee onboarding is more than orientation. Run payroll for your employees Paying your employees right is essential. Manage employee evaluations Your employees need support too. Download the guide to hiring employees Learn how to hire employees and how to handle the admin that goes with it. Your email address. What industry are you in? Select your business type Please choose an option Please choose an option A sole proprietor A company Other.
Click Add Employees , then click Confirm. Full error message: The selected file is invalid. The file must be a valid csv, xlsx, xls, or ods file.
Export your employee information to an accepted format. Save the file to your computer, then re-upload it into Xero. Full error message: [Number] employees won’t be imported due to missing or invalid required information.
This error occurs when information for a mandatory field is missing or in an invalid format. Xero will highlight the fields in question. Click Cancel. Prepare for payroll in Xero.
To save time, use a Xero spreadsheet template to upload basic details for multiple employees in bulk. Alternatively, you can enter full details for each employee individually. Exclude formulas or macros in the spreadsheet as these aren’t supported. Compulsory fields include first and last names, date of birth, gender, address, suburb, State and postcode.
You still have to enter some details in Xero directly. In your spreadsheet, don’t include details for employees who already exist in payroll. If you do, you’ll create duplicate records.
In the Payroll menu, select Employees. Click New employee , then select Bulk upload.
Check out these tips for hiring, onboarding and paying an employee, while keeping everyone happy. You have a duty of care to your employees. Get familiar with your employer responsibilities before you start the hiring. You want the perfect employee. They want the perfect employer. Find out how to write a job description that stands out.
Now the applicants are lining up. So how do you sort through them all and select the best fit for your business? Employee onboarding is more than orientation. Paying your employees right is essential. Your employees need support too. Employee evaluations help with that. Learn how to hire employees and how to handle the admin that goes with it. Fill out the form to receive this guide as a PDF. Privacy notice. Ever wondered how hiring an employee will change things?
Create an easy-to-follow record of pay and deductions for your employees. Get the template. Get a stat-packed insight into what small business owners are doing right now. Access all Xero features for 30 days, then decide which plan best suits your business. Guides Hiring employees. Know your employer responsibilities You have a duty of care to your employees. Write a job description You want the perfect employee.
The recruitment process Now the applicants are lining up. Employee onboarding Employee onboarding is more than orientation. Run payroll for your employees Paying your employees right is essential.
Manage employee evaluations Your employees need support too. Download the guide to hiring employees Learn how to hire employees and how to handle the admin that goes with it. Your email address. What industry are you in? Select your business type Please choose an option Please choose an option A sole proprietor A company Other. I’ve read and agreed to the privacy notice:.
Handy resources for hiring businesses. Pay stub template Create an easy-to-follow record of pay and deductions for your employees. Business trends report Get a stat-packed insight into what small business owners are doing right now. Start using Xero for free. Email address.
How to Hire Employees: 7 Critical Steps | Xero US.What’s next?
This article is for small businesses who use Xero. You can upload basic details, like personal information about employees, but other details like wages ekployee be entered manually. Prepare for payroll in Xero. To save time, use a Xero spreadsheet template to upload basic details for multiple employees in bulk. Alternatively, you can add full details for each employee individually. Exclude formulas or macros in the spreadsheet as wdd aren’t supported.
Compulsory fields include title, first and last names, date of birth, gender, address, town or city, post code, employee number and NI category. Xero add an employee still have to enter some details in Xero directly. In your spreadsheet, don’t include details for employees who already xero add an employee in payroll addd you’ll create duplicate records. In the Payroll menu, select Employees.
Click Add Employeethen select Bulk Upload. Click download a template. Drag and xero add an employee your spreadsheet into the Payroll window or click browse for a file to search for the spreadsheet. Match the fields in Xero add an employee with the fields in your spreadsheet. Preview all your employee information. Use the arrows to scroll through the details for each employee.
Click Add Employeesthen click Confirm. Full error message: The selected file is invalid. The file must be a valid csv, xlsx, xls, or ods file. Export your employee information to an accepted format.
Save the file to your computer, then re-upload it into Xero. Full error message: [Number] employees won’t be imported due to missing or invalid required information. This error occurs when information for a mandatory field is missing or in an invalid format. Xero add an employee will xero add an employee the fields in question. Click Cancel. In your spreadsheet, update the fields causing the error. Click Add employeesthen click Confirm. Xero will create records for employees with complete and valid details.
Перейти на источник the new spreadsheet, update the fields causing the error. Go through each employee in Xero and xeo any missing fields. You can follow the step-by-step process for xero add an employee an employee. Ask our community of customers, accountants and bookkeepers. Skip to main content Search icon Search Xero Central. Overview Add multiple employees, and xero add an employee details, to Xero using a emplloyee spreadsheet.
Before you start Prepare for payroll in Xero. How it works To save time, use a Xero spreadsheet template to upload basic details for multiple employees in bulk. Download and fill in the spreadsheet In the Payroll menu, select Employees. Enter employee information into the spreadsheet. Save the spreadsheet to your computer. Upload the spreadsheet into Xero In the Payroll menu, select Employees. Fix error messages when adding multiple employees The selected file is invalid Full error message: The selected file is invalid.
To fix the error: Export your employee information to an accepted format. You can choose one of two options to fix the error. Option one: Click Cancel. Option two: Click Add employeesthen click Confirm. Страница next? Still have questions? Start a discussion Ask our community of customers, accountants and bookkeepers.
Contact Xero support Raise a case with our support team.
Option two: Click Add employees, then click Confirm. Xero will create records for employees with complete and valid details. But it On the Employees page, in the orange banner message, download the list of employees who weren’t added. Xero will list In the new spreadsheet, update the fields. Option two: Click Add employees, then click Confirm. Xero creates records for employees with complete and valid details. But it On the Employees page, in the orange banner message, download the list of employees who weren’t added. Xero lists why it In the new spreadsheet, update the fields. Overview Set up an employee in Xero. Add their basic information, start date, wages and tax details. Enrol the employee in your pension scheme, and add their opening balances for the current tax year.
Use the arrows to scroll through the details for each employee. Click Add Employees , then click Confirm. Full error message: The selected file is invalid. The file must be a valid csv, xlsx, xls, or ods file. Export your employee information to an accepted format.
Save the file to your computer, then re-upload it into Xero. This error occurs when information for a mandatory field is missing or in an invalid format. Xero will highlight the fields in question. Click Cancel. In your spreadsheet, update the fields causing the error. Click Add employees , then click Confirm.
Xero creates records for employees with complete and valid details. In the new spreadsheet, update the fields causing the error. Go through each employee in Xero and complete any missing fields. You can follow the step-by-step process for adding an employee. Ask our community of customers, accountants and bookkeepers.
Skip to main content Search icon Search Xero Central. Overview Add multiple employees to Xero using a single spreadsheet. Before you start Prepare for payroll in Xero. How it works To save time, use a Xero spreadsheet template to upload basic details for multiple employees in bulk. Download and fill in the spreadsheet In the Payroll menu, select Employees.
Click download a template. Enter employee information into the spreadsheet. Save the spreadsheet to your computer. Upload the spreadsheet into Xero In the Payroll menu, select Employees. Optional Select the Include holidays in Payslips checkbox. When a public holiday falls in a pay period, Xero will show it as a separate earnings line on the employee’s payslip.
Under Ordinary Earnings Rate , select the employee’s usual earnings rate. Use this same rate in the employee’s pay template , as both leave accruals and payments are calculated using this earnings rate. Click Add a super membership. If you don’t see your super fund listed, please check with your super provider about whether the fund name has changed. Click OK , then click Save. Select the Taxes tab. Only enter the eight or nine digits in the TFN field. Avoid dashes, hyphens or spaces.
Select the employee’s Residency status for tax purposes. Select the employee’s Tax scale type. Select or clear the checkboxes for any special TFN conditions for the employee. Select the Bank Accounts tab. Enter the employee’s bank account details, including the statement text that should appear in the account. Optional If the employee wants to split their pay into multiple accounts, click Add Another Bank Account and enter the details.
Click Save. Select the Opening Balances tab. Click the date next to Opening Balances as at. Next to the earnings rate, add an Amount. Add lines for other opening balances, such as deductions. If you’ve switched to Xero during the tax year, find out what you need to do.
This article is for small businesses who use Xero. To add new users to на этой странице organisation, your user role needs to include the manage users permission. It’s free of charge to add users, including your accountant, to your organisation. If you need to invite an employee into Xero Medo this from the Payroll screen instead.
The new user must accept the invite within 14 days, or the link will no longer work. Ask our community of customers, accountants and bookkeepers. Skip to main content Search icon Search Xero Central. Overview Add a new user or your accountant to your organisation, free of charge.
The invited user is sent an invite that they need to accept or decline. The invite expires after 14 days, but you can resend it. Invite xero add an employee new user To add new users to your organisation, xero add an employee user role needs to include the manage users permission.
Click on the organisation name, select Settingsthen click Users. Click Invite a user. Enter the new user’s first name, last name and email address. The email address you send the invite to will be the user’s login email address. Select which features you want them to access, and a xero add an employee role for each feature. Optional Click Add xero add an employee personal messagethen enter an email message. You can include a link to our support article on how to accept or decline a Xero invite.
Click Send Invite. Click the name of the pending user. Click Resend Invite. Optional Enter a message or use the default text. What’s next? Still have questions? Start a discussion Ask our community of customers, accountants and bookkeepers.
Contact Xero support Raise a case with our support team.
Дэвид привлек ее к себе, не ощущая тяжести. Вчера он чуть не умер, а сегодня жив, здоров и полон сил. Сьюзан положила голову ему на грудь и слушала, как стучит его сердце. А ведь еще вчера она думала, что потеряла его навсегда. – Дэвид, – вздохнула она, заметив на тумбочке его записку.
Ты вскрыла мою электронную почту. – А ты отключил моего «Следопыта». Хейл почувствовал, как кровь ударила ему в голову. Он был уверен, что спрятал все следы, и не имел ни малейшего понятия о том, что Сьюзан были известны его действия.
Add a permanent employee in Xero. Enter their basic information, start date, wages and tax details. Enter opening balances for employees moving from a previous payroll system to correctly calculate and pay their leave entitlements before their first pay run. Tip The employee profile page has a new look to make it easier to view and use. Option two: Click Add employees, then click Confirm. Xero creates records for employees with complete and valid details. But it On the Employees page, in the orange banner message, download the list of employees who weren’t added. Xero lists why it In the new spreadsheet, update the fields. Overview Set up an employee in Xero. Add their basic information, start date, wages and tax details. Enrol the employee in your pension scheme, and add their opening balances for the current tax year. If you need to invite an employee into Xero Me, do this from the Payroll screen instead. Click on the organisation name, select Settings, then click Users. Click Invite a user. Enter the new user’s first name, last name and email address. The email address you send the invite to will be the user’s login email address. It’s setting expectations, building relationships, and providing support. Run payroll for your employees. Paying your employees right is essential. It’s also a legal requirement. Let’s take a look at the payroll process. Manage employee evaluations. Your employees need support too. They need to know if they’re on the right track.
Compulsory fields include first and last names, date of birth, gender, address, suburb, State and postcode. You still have to enter some details in Xero directly. In your spreadsheet, don’t include details for employees who already exist in payroll.
If you do, you’ll create duplicate records. In the Payroll menu, select Employees. Click New employee , then select Bulk upload. Drag and drop your spreadsheet into the Payroll window or click browse for a file to search for the spreadsheet. Match the fields in Xero with the fields in your spreadsheet. Preview all your employee information.
Use the arrows to scroll through the details for each employee. Click Add Employees , then click Confirm. Full error message: The selected file is invalid.
The file must be a valid csv, xlsx, xls, or ods file. Export your employee information to an accepted format. Save the file to your computer, then re-upload it into Xero. This error occurs when information for a mandatory field is missing or in an invalid format. Xero will highlight the fields in question. Click Cancel.
In your spreadsheet, update the fields causing the error. Click Add employees , then click Confirm. Xero creates records for employees with complete and valid details. In the new spreadsheet, update the fields causing the error. Go through each employee in Xero and complete any missing fields. You can follow the step-by-step process for adding an employee. Ask our community of customers, accountants and bookkeepers.
Set the date for the deductions to start from, then click Confirm to save the loan details. Once saved, Xero automatically adds this deduction to the pay template for you. When you add pension settings for the employee, Xero assesses the employee for auto enrolment. The assessment takes place when you post a pay run on, or after, your staging, duties or postponement date.
The employee must first be assessed for auto enrolment before they can opt in or opt out of the scheme. In the Pension tab, select whether the employee is currently in a pension scheme:. If you select Needs to be assessed for auto enrolment , Xero assesses the employee for auto enrolment when the pay run is posted, and adds pension pay items to their pay template.
Select whether or not to postpone auto enrolment. The employee will be assessed once this date has passed. Alternatively, you can enter the postponement date when posting the pay run. This will flow through to the employee’s record once the pay run is posted.
New employees need to be assessed before they can process their eligibility status. For existing employees, leave Eligibility status and Eligibility status date unchanged. Xero populates these fields when you post a pay run. If your employee has been assessed previously, enter their original eligibility status and date.
For employees who have opted out prior to their transfer to Xero, select Is already paying into a pension scheme , enter their original eligibility status and date, then click Save. Once saved, you can enter the opt out date. For employees who have opted in prior to their transfer to Xero, select Needs to be assessed for auto enrolment , enter their original eligibility status and date, then click Save.
Once saved, you can enter the opt in date. Under Excluded from auto enrolment? Click Save. You can also pay employees by cheque or using another method outside of Xero. Select the Pay tab, then Electronic Transfer. Enter the bank account details, including the sort code for the employee’s bank.
Users with payroll admin permission will receive an email when the employee’s bank account updates. You can create a pay template for an employee to include regular earnings, deductions, and reimbursements. If your employee was previously assessed by another financial software, you need to add the employee and employer pension pay items to their pay template.
For example, if a timesheet is submitted to pay overtime, only the overtime hours will be included in the pay run. Add opening balances for employees if you switch to Xero payroll part way through the tax year. You only need to add opening balances once — before the employees’ first pay run. This information must be correct as it’s used to calculate the employee’s taxable and statutory earnings to date, any benefits received, their tax, NI, student loan and pension deductions.
You might need to refer to the last submitted FPS, P11 report or similar from your previous payroll software for these figures. Select the Opening Balances tab. If you’re switching employees from a previous payroll system, click Tax — current employer. Enter the employee’s opening balances. This is important for directors to ensure their calculations are correct. Optional Click other headings, such as Student loans , to add opening balances to your employee’s record.
If you need to make changes, delete the draft pay run, make your adjustments, and reprocess the pay run. Now you’ve added an employee, you might like to set up their time off. Ask our community of customers, accountants and bookkeepers.
Skip to main content Search icon Search Xero Central. Overview Set up an employee in Xero. Add their basic information, start date, wages and tax details.