Defaulting the rate for payslips from Xero

Setup

When validating payslip data and the rate field is not provided in the file, UpSheets can try to retrieve it from Xero if it is defined on a pay template for the employee.

This feature requires each payslip to be retrieved individually and will slow down validation (the more employees you have, the more noticeable this will be). For this reason, Use Xero Pay Template Rates for Payslips must be explicitly enabled in your user settings.

Errors that relate to this type of upload

Rate is required if Rate Per Unit not set on the Pay Item in Xero

If Use Xero Pay Template Rates for Payslips is not enabled, this error appears when the rate is not provided in the file and is also not set on the pay item itself. To resolve it, add the rate to the pay item or to the file and revalidate.

Rate is required if Rate Per Unit not set on the Pay Item or Pay Template in Xero

If Use Xero Pay Template Rates for Payslips is enabled, this error appears when the rate is not provided in the file and is not set on the employee's pay template or on the pay item itself. To resolve it, add the rate to the pay item, pay template, or the file and revalidate.

This error can also appear if the payslip was manually edited to remove the line of the same type that is normally added from the pay template. In that case, resetting the payslip (or deleting and recreating the pay run) before revalidating your file will resolve the issue.