Set up and enable monthly payroll in Xero (BETA Customers only)

This article explains how to set up and enable a monthly payroll calendar in Xero. You’ll also learn how to ensure all staff are assigned to the new payroll calendar. Following these steps will ensure payroll is processed accurately and on time.

1. Enable the monthly payroll calendar

In this section, we’ll guide you on how to enable the monthly payroll calendar in Xero. This ensures that payroll is scheduled to process monthly payments seamlessly.

1.1 Access payroll settings

1.1.1 Log in to your Xero account.

1.1.2 Navigate to the Settings menu.

1.1.3 Select Payroll Settings from the list.

1.2 Enable the monthly payroll calendar

1.2.1 Locate the Payroll Calendars section.

1.2.2 Choose Monthly as the pay frequency.

2. Assign all staff to the monthly payroll calendar

This section explains how to ensure all employees are assigned to the monthly payroll calendar, ensuring payroll processes correctly.

2.1 Check current staff assignments

2.1.1 Go to the Payroll Settings tab in Xero.

2.1.2 Select Employees from the dropdown menu.

2.1.3 Review each employee's payroll calendar under their profile.

2.2 Update employee payroll calendars

2.2.1 Open an employee’s profile in the Employees tab.

2.2.2 Click Edit and navigate to the Employment tab.

2.2.3 Select the monthly payroll calendar from the dropdown menu.

2.2.4 Save the changes and repeat for all employees.

FAQs about setting up monthly payroll in Xero

1. How do I enable the monthly payroll calendar in Xero?
To enable the monthly payroll calendar in Xero: Log in to your Xero account. Go to Settings and select Payroll Settings. In the Payroll Calendars section, click Add or Edit for an existing calendar. Choose Monthly as the pay frequency, confirm the start date, and save the changes.

2. Where can I find payroll settings in Xero?
You can access payroll settings in Xero by: Logging in to your Xero account. Clicking on the Settings menu. Selecting Payroll Settings from the list.

3. How do I assign staff to the monthly payroll calendar?
To assign staff to the monthly payroll calendar in Xero: Go to the Payroll tab and select Employees. Open an employee's profile and click Edit. Navigate to the Employment tab and select the monthly payroll calendar. Save the changes and repeat for other employees.

4. How can I check which payroll calendar an employee is assigned to?
To check an employee's payroll calendar: Go to the Payroll tab and select Employees. Review the payroll calendar details under each employee’s profile.

5. Why is it important to assign all employees to the monthly payroll calendar?
Assigning all employees to the monthly payroll calendar ensures accurate and timely payroll processing. It aligns the payroll schedule for all staff and avoids potential discrepancies or missed payments.