In this article we show how to use Xero AU integration with Tātou.
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Need to setup the integration? Please see How to: Setup the Xero AU integration Getting connected with Xero Australia |
Employees
The employee integration is unidirectional, from Xero to Tātou. You can create, update and set termination date* to employees on Xero and it will reflect on Tātou.
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Create a new Pay item of type Ordinary Time Earnings: Xero → Payroll → Payroll Settings → Pay Items. Leave the Rate per Unit empty if you want to control hourly rate by employee, or put a rate if you want to control by Pay Item.
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You can link the recent “Ordinary Hours” Pay item created to an Employee. Go to Xero → Employee → Employment → Ordinary Earnings Rate and select the appropriate record as image below:
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Depending on your setup, Tātou can generate these types of earnings: Hourly, Contract (Piece rate), Topup, Overtime and Paid rest break. In order to get those earnings on Xero as Payslips earning lines, you need to set up corresponding Pay Items (Xero → Payroll → Payroll Settings → Pay Items → Earnings).
Set up the following pay items:
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The integration will always get the more specific Pay Item when available. It’s important to note that the default “Piece rate” is required for the integration, as if no task found, it will be used.
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To check and sync a pay period, go to Tātou → Reporting → Pay Periods and Send to Payroll
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On Xero it will create a new Pay run and will update the Payslips with the Earnings from Tātou. It will also keep any earnings rates that you added to the Employee Pay Template on Xero. So the result will be a mix of any default earnings set on Xero and the Earnings from Tātou.
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Please check if you follow all the steps from How to: Setup the Xero AU integration.
Possible causes:
Wrong link on the webhook configuration
Missing the Request params
tatou_tokenExpired connection with Xero
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