How it works
Organisations may have requirements where employees should have visibility on certain leave categories, whereas other categories they may need this visibility disabled. If this is the case for your organisation, then Xero allows you to configure what balances an employee will see in both their payslips and within Employment Hero's leave feature.
Availability
| HR Plan: | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
What you need to do
There are two steps that an administrator needs to complete when setting leave balance visibility in Employment Hero when connected to Xero. An administrator needs to complete these actions on both the Employment Hero and Xero platforms. The two steps are:
Important
Employment Hero will import both your active and inactive leave categories from your Xero platform. However, Employment Hero will disable any inactive leave categories imported from your Xero platform and these will not be viewable by your employees.
To begin with, you will need to edit your leave categories and select what visibility your employees will have regarding the accrued leave balance. You will need to repeat the following steps for each leave category that needs its accrued leave visibility changed. The steps on how you can undertake this process are:
- Log in to your Xero platform.
- Click the Organisation Name button.
- Click the Settings button.
- Click the Payroll Settings button.
- Click the Pay Items tab.
- Click the Leave button.
- Click the button.
- Click the Edit button.
- Choose from the following options:
- Select the Show Balance to Employee tick box to show the leave balance
- Deselect the Show Balance to Employee tick box to hide the leave balance
- Click the Save button.
- Log in to your Xero platform.
- Click the Payroll menu.
- Click the Employees submenu.
- Click on employee that needs a leave type assigned.
- Click the Leave tab.
- Click the Assign Leave Type button.
- Complete the following fields:
- Leave.
- Leave calculation method.
- Hours accrued annually.
- Opening balance.
- On termination unused balance is:
- Not paid out.
- Paid out.
- Click the Save button.
Since Employment Hero is the source of truth for information, such as company settings, payroll settings, and employee file data; it will require you to re-synchronise your platforms to import the updated leave category settings. The steps on how you can undertake this process are:
- Log in to your Employment Hero platform.
- Click the Payroll Settings menu.
- Click the Leave Categories submenu.
- Click the Update From Payroll button.
Helpful Hint
The Leave Categories page will now show a grey Updated button. This means Employment Hero has successfully imported your leave categories from your Xero platform.
Explore related content
- Employee termination | Xero GuideThis guide will make sure your employees receive their correct termination pay, and their off-boarding from Employment Hero.
- Common Xero Import Conflicts This section contains a range of error resolution articles that cover common import conflicts our clients run into when syncing their Xero data.
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