This article is designed for: User Type: Admins or Managers Device: Web Browser
When processing payroll to Xero and you don't want to include a specific staff member, follow this guide for clear instructions.
Before proceeding, make sure you have reviewed all Xero Payroll guides below:
- How to Process Leave in RosterElf and Sync with Xero
- Managing Leave Accruals in Xero When an Employee is Paid on Different Levels or Rate Based Rules
- A Xero Pay Item assigned to (Staff Name) is missing or invalid
- Required Permissions for Xero
- How to Import Staff in Bulk from RosterElf to Xero
- Setting up Xero before Processing Payroll
- Creating a basic Pay Template with Xero Integration
- Processing Payroll to Xero
- Setting Up Xero Tracking Codes for Sites or Positions
- Unable to Process Leave to Xero due to missing Leave Type
Steps
1. Change the Filtered View
- Switch the view from By Day to By Employee.
2. Untick the Relevant Staff Member
- In the By Employee view, untick the box next to the staff member you want to exclude.
- You can untick staff members individually or all at once by clicking the box at the bottom.
3. Process Payroll to Xero
- Once you've unticked the relevant staff members, process payroll to Xero.
- For detailed instructions on processing payroll, refer to this guide.
Following these steps, you can successfully process payroll to Xero without including the specific staff member.