File formats for combined timesheets, leave and payslips (Australia)
File formats for combined timesheets, leave and payslips (Australia)
UpSheets lets you upload multiple transaction types in a single file, so long as all required fields are included.
For more information on individual file formats see File Formats for Timesheets, Leave and Payslips (Australia).
Note: All columns must be included in the file, even if their values are left blank. This keeps formats consistent and lets UpSheets determine the transaction type automatically.
Name fields
In all of the examples below you may use a single FULL_NAME column instead of FIRST_NAME and LAST_NAME.
Timesheet, Leave and Payslip file format – combined
| Heading | Description | Format | Notes |
|---|---|---|---|
| first_name | The first name of the employee. | Text | Required |
| last_name | The last name of the employee. | Text | Required |
| date | The date the employee worked, leave started, or payslip relates to. | Date | Required |
| hours | The number of hours the employee worked, took as leave, or on the payslip. | Number (max 2DP) | Required for Timesheets, Leave and some payslips (depending on calculation_type below). You may optionally provide a Start Time and End Time column instead. |
| type | The Earnings Rate for the hours worked or Pay Item. Must match the text of the Earnings Rate/Pay Item in Xero. | Text | Required for Payslips. Optional for Timesheets, but if not in the file a default or the employee default must be selected at import. |
| tracking_code | The Tracking Code for the hours worked. Must match the text of the Tracking Code in Xero. | Text | Optional, but if not in the file a default must be selected at import. |
| end_date | The date the leave ended. | Date | Required for Leave. |
| description | A description of the reimbursement that will appear on the payslip, or leave that will show on the request. | Text | Required for Reimbursements and Leave. |
| rate | The amount or rate of the transaction. The calculation type determines how this is used. | Text | Required for Payslips. |
| calculation_type | The method used to calculate the total amount of the transaction. | Text | Required for Payslips. See File Formats for Timesheets, Leave and Payslips (Australia) for more details. |
Timesheet and Payslip file format – combined
| Heading | Description | Format | Notes |
|---|---|---|---|
| first_name | The first name of the employee. | Text | Required |
| last_name | The last name of the employee. | Text | Required |
| date | The date the employee worked or payslip relates to. | Date | Required |
| hours | The number of hours the employee worked or on the payslip. | Number (max 2DP) | Required. You may optionally provide a Start Time and End Time column instead. |
| type | The Earnings Rate for the hours worked or Pay Item. Must match the text of the Earnings Rate/Pay Item in Xero. | Text | Required for Payslips. Optional for Timesheets, but if not in the file a default or the employee default must be selected at import. |
| tracking_code | The Tracking Code for the hours worked. Must match the text of the Tracking Code in Xero. | Text | Optional, but if not in the file a default must be selected at import. |
| description | A description of the reimbursement that will appear on the payslip. Used for reimbursements only. | Text | Required for reimbursements only. |
| rate | The amount or rate of the transaction. The calculation type determines how this is used. | Text | Required for Payslips. |
| calculation_type | The method used to calculate the total amount of the transaction. | Text | Required for Payslips. See File Formats for Timesheets, Leave and Payslips (Australia) for more details. |
Timesheet and Leave file format – combined
| Heading | Description | Format | Notes |
|---|---|---|---|
| first_name | The first name of the employee. | Text | Required |
| last_name | The last name of the employee. | Text | Required |
| date | The date the employee worked or leave started. | Date | Required |
| hours | The number of hours the employee worked or took as leave. | Number (max 2DP) | Required. You may optionally provide a Start Time and End Time column instead. |
| type | The Earnings Rate for the hours worked, or the type of leave taken. Must match the text of the Earnings Rate/Leave Type in Xero. | Text | Required for Leave. Optional for Timesheets, but if not in the file a default or the employee default must be selected at import. |
| tracking_code | The Tracking Code for the hours worked. Must match the text of the Tracking Code in Xero. | Text | Optional, but if not in the file a default must be selected at import. |
| end_date | The date the leave ended. | Date | Required for Leave. |
| description | A description of the leave taken. | Text | Required for Leave. |
Leave and Payslip file format – combined
| Heading | Description | Format | Notes |
|---|---|---|---|
| first_name | The first name of the employee. | Text | Required |
| last_name | The last name of the employee. | Text | Required |
| date | The date the leave started or payslip relates to. | Date | Required |
| hours | The number of hours the employee took as leave or on the payslip. | Number (max 2DP) | Required for Leave and some payslips (depending on calculation_type below). |
| type | The Leave Type or Pay Item. Must match the text of the Leave Type/Pay Item in Xero. | Text | Required. You may optionally provide a Start Time and End Time column instead. |
| end_date | The date the leave ended. | Date | Required for Leave. |
| description | A description of the leave that will show on the request. | Text | Required for Leave. |
| rate | The amount or rate of the transaction. The calculation type determines how this is used. | Text | Required for Payslips. |
| calculation_type | The method used to calculate the total amount of the transaction. | Text | Required for Payslips. See File Formats for Timesheets, Leave and Payslips (Australia) for more details. |
Start and end times
You may optionally provide a Start Time and End Time column instead of the Hours column.