Exclude Specific Staff from Timesheet Export

This article explains how to exclude certain staff and shifts from your timesheet export in RosterElf. By following these steps, you can selectively remove specific employees or shifts from your payroll export, which can help maintain accuracy and streamline payroll processing. This feature allows you to manage payroll by focusing on the employees and shifts that require inclusion, ensuring a precise export to Xero.

1. Change to Filtered View

In this section, we’ll change the timesheet view to make it easier to exclude specific staff members. By switching from the By Day view to By Employee, you can quickly select the individuals you want to exclude from the timesheet export.

1.1 Switch to By Employee View

1.1.1. Go to the top menu and select Payroll.

1.1.2. Switch the view from By Day to By Employee.

2. Untick Relevant Staff Members

This section covers excluding specific staff members by unticking their names in the By Employee view. You can exclude individuals or exclude all staff at once, depending on your needs.

2.1 Exclude Staff in By Employee View

2.1.1. In the By Employee view, locate the checkbox next to the staff member’s name.

2.1.2. Untick the box beside each staff member you want to exclude from the export. (Note: for fixed-salary staff, you'll only be able to untick all shifts. See step 2.1.3.)

2.1.3. To exclude all staff, click the checkbox at the bottom of the list.

3. Process Payroll to Xero

Once you’ve filtered out the necessary staff members, you’re ready to process the payroll to Xero. This section provides steps for completing the payroll process without including the excluded employees.

3.1 Finalise Payroll Export

3.1.1. After selecting staff members to exclude, proceed with the payroll export.

3.1.2. For a detailed guide on exporting payroll to Xero, refer to this guide.

Following these steps, you’ll be able to process payroll to Xero without including the selected staff or shifts.

FAQs on Excluding Staff from Timesheet Export

1. How can I exclude specific staff from my timesheet export?
To exclude specific staff, switch to the By Employee view in the Payroll section, then untick the checkbox next to the staff members you want to exclude from the export.

2. Can I exclude all staff members from the timesheet export at once?
Yes, you can. In the By Employee view, click the checkbox at the bottom of the list to exclude all staff members from the timesheet export.

3. What is the benefit of excluding staff from the timesheet export?
Excluding specific staff helps streamline payroll processing by focusing only on the shifts and employees you need to include, which ensures accurate exports to Xero.

4. How do I switch to the By Employee view in RosterElf?
In the Payroll section, go to the top menu and select the option to view By Employee instead of By Day. This view allows you to manage which staff members are included in the timesheet export.

5. Can I re-include staff after excluding them from the timesheet export?
Yes, simply return to the By Employee view and tick the checkbox next to any staff member you want to re-include in the export.