UpSheets with BrightHR

BrightHR Integration

How does it work?

UpSheets lets you import data from BrightHR and upload it to Xero. Depending on your process, you may need a small amount of setup; for many users everything is ready to go.

The process is:

Run a report in BrightHR to export a CSV with your data
Import the file into UpSheets
Validate the file to check everything is correct
Upload the data to Xero
Optionally approve timesheets and create pay runs from UpSheets

Please view the following video to see the process in action:

What can I upload?

The following BrightHR reports can be used to upload data:

Blip Timesheet => Xero Timesheets
Absence Report => Xero Leave Requests

Earnings Rates

The options for determining the earnings rate are chosen when you import a file, in the Earnings Rate field.

Default Value

This setting will apply the selected value to the entire file.

To enable it, set the Earnings Rate field to the value you wish to default, such as Ordinary Hours. No earnings rate needs to be provided in the file and this value will be used for every line.

Employee Ordinary Earnings Rate

This setting will apply the Ordinary Earnings Rate set on the Employment tab for each employee.

To enable it, set the Earnings Rate field to Use default Earnings Rate for each Employee

File contains Earnings Rate

This setting indicates that a column in the file will be used to determine the earnings rate.

Typically the value would contain a value that matches an Earnings Rate in Xero. However, UpSheets also allows you to map any value in your file to an Earnings rate in Xero. Once created this mapping will be automatically applied. For example, the value Shift could be mapped to Ordinary Hours. Whenever the file has a type of Shift, Ordinary Hours would automatically be used instead.

To enable it, set the Earnings Rate field to File contains Earnings Rate

Smart Formulas

If you have a more complicated scenario or award that the previous options cannot satisfy, Smart Formulas can determine the Earnings Rate from the date and time of day. They also support allowances, minimum engagement, broken shifts and many other scenarios.