Import: Update pay details (Xero and MYOB)

Overview

You can use the Update User Pay Details CSV to bulk upload your user's Xero and/or MYOB details into the platform.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting started

Downloading the CSV
  1. Click the Personnel menu.
  2. Click the Import Employees submenu.
  3. Select the Update User Pay Details (Xero and MYOB) option in the select and download the template you need field.
  4. Click the Download button.
    Import_1.jpg
Uploading the CSV template
  1. Complete the relevant fields in the CSV file.
  2. Click the Choose File button and select the completed CSV file.
  3. Confirm that you are uploading the correct file and click on the Yes button.

    Helpful Hint

    A screen appears indicting the upload progress of your file. The platform automatically redirects you back to the import employee screen once this step has completed.

    Import_2.jpg

    Helpful Hint

    A summary appears on the Import Employee's screen outlining what data successfully uploaded and what errors occurred.

    Import_3.jpg

Further information

CSV template fields
CSV Template Platform Field Name Required Data Type Notes
First name [*] First name   Text  
Last name [*] Last name   Text  
Account email [*] Account email   Email  
Synchronise with payroll [Yes | No] Synchronise with payroll   Text Select from either:
  • Yes
  • No
Hours/days per week Normal working hours per week   Number  
Pay normal working hours by default [Yes | No] Pay employee their normal working hours by default   Text Select from either:
  • Yes
  • No
Anniversary date [dd/mm/yyyy] Anniversary date   Date Enter as dd/mm/yyyy
Salary Pay rate   Number  
Salary option [Annum | Month | Fortnight| Day] Pay rate   Text Select from either:
  • Annum
  • Month
  • Fortnight
  • Day
Pay schedule Pay schedule   Number  
Pay category Pay category   Text  
Pay details - Effective from Effective from   Date Enter as dd/mm/yyyy.
Leave allowance template Leave allowance template   Text  
Ordinary work hours Ordinary work day   Numbers  
Timesheets [Enabled | Disabled | Enabled for exceptions] Timesheet type   Text

Select from either:

  • Enabled
  • Disabled
  • Enabled for    exceptions
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