Setup Pay Groups and Employees in Astalty

Overview

Before timesheets can be exported to Xero, you must configure Pay Groups and setup Employees within the Xero Integration in Astalty.

Pay Groups are used to organise employees for payroll processing and determine which Pay Rates apply to their scheduled shifts. These Pay Rates categorise worked hours (for example, ordinary hours, evening shifts, weekend work, allowances) so that when timesheets are exported, the hours can be correctly mapped to the corresponding Pay Items in Xero.

Once Pay Groups are created, employees must be assigned to the appropriate group to ensure their scheduled shifts are interpreted correctly during the payroll export process.

Create a Pay Group

Pay Groups define the payroll configuration for a group of employees and link them to the relevant Pay Rules used for payroll calculations.

The Pay Groups determine how scheduled hours are categorised when timesheets are exported to Xero.

To create a Pay Group:

1. Navigate to Settings in Astalty and select Integrations and click on View Details for Xero.

2. Select Pay Groups from the sub-menu.

3. Click Create Pay Group.

4. Enter a Pay Group Name and click Create Pay Group.

5. Click the three dots next to the Pay Group and select Edit Pay Item Mapping.

6. Assign the Pay Items created in Xero to the corresponding Pay Items in Astalty (make sure to select the appropriate Pay Classification).

You can check the Pay Item details by clicking on Show Details in the Pay Item Mapping pop out.

Setup Employees

Once your Pay Groups have been created, you will need to link employees between Astalty and Xero, assign them to the correct Pay Group, and ensure each employee has an Employment Contract configured.

Link Employees to Xero

1. Navigate to Settings in Astalty and select Integrations and click on View Details for Xero.

2. Select Employees from the sub-menu.

3. In the Xero Employee filter, select Not Linked.

4. Click Bulk Actions and select Bulk Link Employees.

5. For each Astalty employee, select the corresponding Xero employee from the dropdown menu.

6. Once all employees have been matched, click Link Employees.

Assign Pay Groups

After linking employees, you will need to assign them to the correct Pay Group.

1. Change the Xero Employee filter to Linked.

2. Click Bulk Actions and select Bulk Update Pay Groups.

To assign the same Pay Group to multiple employees:

1. Select the Pay Group from the dropdown menu at the top of the page.

2. Tick the checkbox next to the Name header to select all employees.

3. Click Apply to Selected.

If an employee requires a different Pay Group, you can:

• Select the Pay Group dropdown next to their name

• Choose the appropriate Pay Group from the list.

Once all Pay Groups have been assigned, click Update Pay Groups.

Create Employment Contracts

Each employee must have an Employment Contract configured in Astalty.

To create an employment contract:

1. In the Linked Employees list, click the three dots next to the employee’s name.

2. Select Create Employment Contract.

3. Enter the relevant Start Date and select the employee’s Employment Basis.

4. If required, enter the employee’s Weekly Hours.

5. If the employee has completed First Aid training, ensure the Entitled to First Aid Allowance checkbox is selected.

6. Click Create to save the employment contract.

Repeat this process for all employees.

Setting Up Pay Groups and Employees in Astalty Video Walk-Through

Next Steps

Once all employees have been linked, assigned to the correct Pay Groups, and have Employment Contracts in place, you’re ready to process your first Timesheet Batch. Click here for the guide.