How do I import the pay run into employment hero?
- Give each person their payroll ID once: the number your payroll software calls them by. Open the Directory, then Company directory, then Your people. Open the person, press Edit, and type it in Payroll ID.
- Name your pay types the way your payroll software does. Open company settings, press Rates, then Pay grades, and fill in the pay type names, for example Ordinary Hours or Overtime 1.5. Leave one blank to use the YourCA name.
- Open Schedule, press Hours, then Pay run. Pick the period at the top and press Approve this period.
- Press Download and pick your payroll software. Employment Hero (KeyPay) and MYOB AccountRight give a timesheet import file. Xero Payroll has no timesheet file import, so its file is a sheet of hours by earnings rate to key into the pay run.
- Import the file in your payroll software, then check its totals against the run before you finalise the pay.
- If a person has no payroll ID yet, the download sheet says how many. The Employment Hero and MYOB files will not download until everybody on the period has one, because those products refuse a blank Employee ID; the message names who to fix.
Worth knowing
A file is only for a whole, approved pay period. Days you pick yourself are a reading, so Download offers the approved periods inside them instead. The CSV and the Xero sheet carry the payroll ID where there is one and leave it blank where there is not.