Sync Payroll Calendars from Xero

Overview

Payroll Calendars are the pay cycles you've set up in Xero (for example weekly, fortnightly, or monthly). Astalty reads these calendars from Xero so that each Timesheet Batch covers the right staff and the correct pay-period dates.

Astalty's Xero payroll connection is read-only, which means payroll calendars are always managed in Xero and then synced into Astalty. You assign each employee to a payroll calendar in Xero, then sync those calendars into Astalty — you cannot assign or change an employee's payroll calendar from within Astalty.

Syncing Payroll Calendars

On the Payroll Calendars page, select Actions to reveal the two sync options.

Sync payroll calendars

Sync payroll calendars pulls the list of pay cycles from Xero into Astalty and keeps them up to date. Each calendar shows its Name, Calendar Type (for example Weekly or Fortnightly), and Start Date.

Run this sync whenever you add or change a payroll calendar in Xero.

Sync employees payroll calendars

Sync employees payroll calendars updates each linked employee in Astalty with the payroll calendar they've been assigned in Xero. This ensures their shifts are batched against the correct pay period.

This sync runs in the background and can take a few minutes to finish. Astalty will notify you once it's complete.

Staff Without a Payroll Calendar

When you create a Timesheet Batch, any staff who have approved shifts ready to be batched but do not yet have a payroll calendar are listed in the Staff without a payroll calendar drawer. These staff are excluded from the batch until each one is both:

1. Linked to a Xero employee, and
2. Assigned a payroll calendar in Xero.

To resolve the listed staff:

• Not linked to Xero — use Link employee to link the Astalty user to their matching Xero employee. See Setup Pay Groups and Employees in Astalty for how linking works.
• No payroll calendar assigned in Xero — assign the employee to a payroll calendar in Xero, then select Sync from Xero next to their name to bring that assignment into Astalty straight away. If two or more linked staff are listed, you can use the drawer's Sync employee payroll calendars button to sync them all at once.

Once every listed staff member is linked and has a payroll calendar, they'll be included the next time you create the batch.

Next Steps

With your payroll calendars synced, you're ready to process your Timesheet Batches for Xero.