ASSIGN A
HOLIDAY GROUP
A question that has come up a few times
over the Christmas period is why the
public holidays don’t get removed from
the leave request.
The answer to this is that you need to
ensure you assign the employee with a
holiday group. To do this you:
In the Payroll menu, select Employees.
Click the employee's name to open
their details.
Click the Employment tab.
Select a group from the Holiday Group
list.
Click Save.
TERMINATE OLD
EMPLOYEES
I have seen a number of Xero files where
employees are not terminated from the
Xero file when they leave. It is important to
terminate employees (not literally of
course!) for 2 reasons. It means that they
will stop appearing in your pay run, so you
don't have to unselect them every pay
period.
The second reason is that Xero
subscription prices are based on number
of current employees. If you do not
terminate old employees, you may be
pushed in to the next pricing bracket, even
though not all of your employees are
actually current.
To terminate an employee you can either
mark their payrun as final when you
process their last pay or you go to the
employees tab and do the following:
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1. In the Payroll menu, select Employees.
2. Click the employee's name to open their
details.
3. Go to the Employment tab.
4. From Options, select Set termination
date
5. From Termination Date, select the date.
6. Click Save.
You can reinstate employees at any time
by following a similar process as above,
but instead you will find them in the history
tab of your employee list. When you click
options as above, it will give you the
option to undo termination.
Another thing to note is that if you have
terminated an employee, you will still be
able to prepare their PAYG Payment
4 Summary at year end.