This article is designed for: User Type: Admins or Managers Device: Web Browser
RosterElf simplifies your leave processing by allowing you to manage it directly through Xero. Follow these steps to process leave for your staff efficiently.
Before continuing, ensure you have set up and managed your payroll correctly in RosterElf.
Refer to these guides:
- How to Set Up and Manage Payroll in RosterElf.
- Reviewing and Approving Shifts on Payroll
- Adding Unrostered Shifts on Payroll
- Viewing Costs and Adding Revenue on Payroll
1. Access the Payroll Section
- Click on Payroll from the top menu in RosterElf.
2. Review Staff Leave Warnings
- Look for a warning notification on the bottom right corner indicating staff is on leave for a specific period.
- Click on the warning to proceed.
3. Select Leave Type and Enter Details
- Choose the type of leave you are processing (e.g., annual leave, sick leave).
- Enter the number of units (hours or days) relevant to the leave.
4. Send Leave Details to Xero
- Click on Send to Xero to process the leave as part of your pay run in Xero.
Tips
- Ensure all leave types and units are accurately entered to avoid payroll discrepancies.
- Regularly check for leave notifications to stay updated on staff leave statuses.
Streamline Your Leave Management with RosterElf and Xero
Managing employee leave can be time-consuming, but with RosterElf and Xero, the process becomes seamless and efficient. By integrating RosterElf with Xero, you ensure accurate leave tracking and payroll processing, reducing the risk of errors and enhancing overall productivity.
Benefits of Using RosterElf for Leave Management:
- Integrated System: Synchronise leave details directly with Xero, eliminating the need for manual data entry and reducing the potential for errors.
- Real-Time Updates: Receive notifications about staff leave instantly, allowing for timely adjustments and accurate payroll processing.
- Customisable Leave Types: Easily select and manage different types of leave, ensuring compliance with company policies and legal requirements.
- Improved Accuracy: Ensure all leave units are correctly entered, avoid payroll discrepancies, and ensure staff are paid accurately.
By utilising RosterElf’s integration with Xero, businesses can streamline their leave management process, ensuring accuracy and saving valuable time. Stay on top of employee leave and maintain a smooth payroll system with this efficient solution.