The webinar will focus on setting up a Deputy account to best reflect how you schedule and manage your team in Planday today. To sign up for a webinar time that is most convenient for you, please visit this link. With your employees now set up and using Deputy to track their time and attendance, you can start exporting timesheets directly to Xero.

  • Hiring and training staff is critical to the success of any businesses – it takes time to find the right people for the right job.
  • Once turned on, anytime you create a new employee or update their details in Deputy, their details will be updated in Xero too.
  • It’s important that you discard, rather than delete employees, to avoid the employee re-syncing later on.
  • If you’re already using Xero and looking to quickly and easily set up your Deputy account, importing your employees directly from Xero is the best way to get started.

Once turned on, anytime you create a new employee or update their details in Deputy, their details will be updated in Xero too. This means you only ever have to update employee details in Deputy, saving you the hassle of managing multiple accounts. If your business has a different way of calculating pay rates, like an enterprise agreement, get in touch with our support team and we can help get you set up. Whatever pay rate you set in Deputy will also be applied in Xero, so it’s important that any time you need to make a change to pay rates, you do so in your Deputy account, and not in Xero.

We recommend doing this when setting up your Deputy account as it prevents manually entering employee details twice, and ensures that all the details are identical in both accounts. As part of this import, important employee details such as their contact details, their start date, and their date of birth will be added to Deputy too. With Zapier, you can integrate everything from basic data entry to end-to-end processes.

To do this, you first need to ensure that you have assigned each of your employees to an active payroll calendar in Xero. Any employees you do not want to import can be easily removed from the import by clicking the red bin alongside the employee row. It’s important that deputy and xero integration you discard, rather than delete employees, to avoid the employee re-syncing later on.

It’s so easy a caveman could do it.

Simple and quick to set up, our Xero New Zealand integration allows you to save time while reducing the chance of payroll error by exporting timesheets directly to Xero. You can also sync employee details and leave balances between Deputy and Xero, so you only have to update this information in one place. Deputy is trusted by over 300,000 workplaces to simplify rostering, timesheets, award interpretation, and manage new hire onboarding, staff communication, and engagement.

Want to simplify your payroll? Sign up with Deputy today.

deputy and xero integration

Important NoticeThe information contained in this article is general in nature and you should consider whether the information is appropriate to your needs. Legal and other matters referred to in this article are of a general nature only and are based on Deputy’s interpretation of laws existing at the time and should not be relied on in place of professional advice. If you turn on “Xero Pay Templates”, the source of truth is Xero, meaning Deputy pulls the information from Xero into Deputy. If you don’t choose to turn on “Xero Pay Templates” the source of truth will be Deputy and Deputy data will push to Xero. For the sync to work, you will need to create a basic user in Xero and the details will need to match Deputy verbatim. If your employee has used the onboarding tool you will need to confirm that they have provided all the necessary details.

Getting Payroll Right: 3 Reasons to Integrate Xero with Deputy

A trigger is an event that starts a workflow, and an action is an event a Zap performs. With Deputy you can roster staff with ease, stay on budget and be confident you’re keeping up with changes to modern awards. At its core, Xero is an easy-to-use but powerful online accounting system that was born in the cloud and integrates with more than 1,000 third-party apps. As part of the strategic partnership with Deputy, Xero will invest USD$25million to take a minority position in Deputy to further increase the two businesses’ focus and alignment.

App details

Once you are happy with the supplied information and your Deputy file is integrated with Xero, you can now create the user in Xero. Xero will have an ongoing revenue share agreement with Deputy in connection with this partnership. This news doesn’t impact any of Planday’s customers in other locations, and Xero continues to offer an integration with Planday in the UK through the Xero App Store.

You’re connected!

If you use the accrual and deduction extension in Deputy and employees submit leave timesheets, the balance will be updated in Xero when you export your timesheets. Auto Sync will also ensure that employee leave balances are up to date in both accounts, as any employee leave balance in Xero will be pulled across to Deputy. For this reason, we’re excited to share that our New Zealand customers can now seamlessly connect their Deputy and Xero accounts to run a faster, easier and more accurate payroll.

In light of this decision, we conducted a detailed review of how we can best serve our Australian customers with their time, attendance and scheduling compliance requirements. We recommend selecting all timesheets that fall within the dates of your current draft pay run at once, then select export selected items. To export timesheets to Xero, navigate to the Export Timesheets through the Timesheets tab. Here you will find a list of all the completed timesheets that have been approved and are ready to be exported.

Xero partners with BILL to deliver industry-leading bill pay capabilities for small businesses

Deputy is a cloud-based workplace management and scheduling platform that can transform your business, boost efficiency and support a thriving culture. From digital rosters and timesheets to award rates and payroll, Deputy has you covered. Its intuitive software strengthens employer-employee connections, streamlines compliance obligations, and revolutionises how hourly workers and businesses operate together, creating workplaces that thrive. Over 330,000 workplaces use Deputy to create better work-life experiences for 1.4 million scheduled workers globally.

  • Customers can also contact the Planday support team by logging in to their Planday portal or on the website to chat to the team.
  • The benefit of this automation will only increase as your business grows and more employees are brought on board.
  • To view the completion status of your employee form submission, simply click their name in the People tab and click the ‘HR Forms’ tab.

To do this, select an employee in the people tab, click edit profile, then navigate to pay rates and select the pay rate that you would like to apply. Once you have imported your employees into Deputy, you will need to set up the individual pay rates for your employees. “With Xero integration, timesheets from Deputy are directly imported into our Xero payroll system so we won’t have to worry about staff getting paid incorrectly,” Declan says.