Process Timesheet Batches for Xero Payroll Integration

Overview

Once scheduling has been completed and all employee timesheets have been reviewed, the final step is to create and submit a Timesheet Batch from Astalty to Xero.

Process Timesheet Batches

To create a batch for payroll export:

1. Navigate to Scheduling and check that all Shift Alerts and Shift Approvals have been processed for the Pay Period. You can learn more on these processes by checking the following guides:

   • Shift Alerts

   • Shift Approvals

2. Navigate to Timesheet Batches in Scheduling

3. Click on Create Batch and select the date range for the payroll period you want to process, then click Create Batch.

4. Select the Batch from the Timesheet Batches page, and click Actions > Export Timesheet for Xero.

5. Click on Validate. If there are any errors, you will need to remedy these before you can proceed.

6. Review and accept the required agreements before clicking on Create Export.

Once the Export has processed, the timesheets will be exported directly to Xero, where you can review and approve the timesheets before processing your Pay Run.

Processing Timesheet Batches Video Walk-Through

In this video, we walk through how to prepare and submit Timesheet Batches from Astalty to Xero.