Question 1

Smart Formulas

Accepted Answer

What are Smart Formulas?

Smart Formulas can be used to calculate earnings rates based on the dates and times worked by an employee.

They can calculate different rates for such things as:

different times of the day
daily overtime
weekly overtime
minimum shift engagement
split shifts
public holidays
breaks

Enabling Smart Formulas

Option 1: Custom Smart Formulas Sourced from Xero

This option lets you define your pay items in Xero with a specific format that describes the rules and apply them to employees via their pay template.

For more information and setup, please see these instructions

Option 2: Pre-defined Smart Formulas Sourced from UpSheets

This option lets you select pre-defined Smart Formulas and assign them to your employees from within UpSheets. It updates the employee pay template and creates the required pay items in Xero automatically.

This functionality is currently in development and a limited number of awards are available:

AERA - Amusement, Events, and Recreation Award (MA000080) (Casual)
CleanA - Cleaning Award (MA000022)
FFIA - Fast Food Industry Award (MA000003)
HBIA - Hair and Beauty Industry Award (MA000005)
HIGA - Hospitality Industry General Award (MA000009)
HPSSA - Health Professionals and Support Services Award (MA000027) (Private Medical, Dental & Pathology)
MiscA - Miscellaneous Award (MA0000104)
RIA - Restaurant Industry Award (MA000119) (Casual)
RTDA Road Transport and Distribution Award (MA000038) (Casual)
SCHADS - Social, Community, Home Care and Disability Services Industry Award (MA000100) (Home Care)
SPOA - Sporting Organisations Award (MA000082)

Click here to request the addition of a new award to the Smart Formula library

For more information and setup, please see these instructions

Availability

SMART FORMULAS ARE CURRENTLY AVAILABLE IN AUSTRALIA ONLY

Please contact us if you need this in the UK/NZ

Question 2

Uploading multiple timesheets for the same employee / date / earnings rate / tracking code?

Accepted Answer

Duplicate Timesheet Lines

A timesheet line is considered a duplicate if it has the same Employee, Date and Earnings Rate (and optionally Tracking Code) as another line in your upload file.

How these lines are treated when uploading depends on the option selected in your user settings.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/7pjhViYKvc/dupes_option.png (dupes_option)

When this setting is changed it will apply immediately to the next performed by your user.

Each option is described in detail below:

First Line Only (Default Behaviour)

Each row in your upload file should be unique between the employee, date and optionally earnings rate and tracking code if you are using them.

If you have a duplicate, the first row in the file will be uploaded, but the duplicate(s) will be marked as errors and ignored.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/1IRoIQw32J/first%20line.png (first line)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/g12H4DOwUH/first_line%20timesheet.png (first_line timesheet)

Individual Lines

Each line in your file will be loaded even if there is a duplicate. You will end up with multiple rows for the same Earnings/Tracking Code for the employee.

For example, if there are two lines for John Smith on 1-Jan-2018 for 1 hour and 4 hours, two lines will be created in Xero for John Smith on 1-Jan-2018 for 1 hour and 4 hours.

You will receive a warning at validation to indicate the lines will be loaded individually.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/nS4HlBhXiB/individual.png (individual)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/fLAwcJk2qi/individual%20timesheet.png (individual timesheet)

Summarise Lines

The total hours for all duplicate records will be calculated and uploaded as a single timesheet line in Xero.

For example, if there are two lines for John Smith on 1-Jan-2018 for 1 hour and 4 hours, a single line will be created in Xero for John Smith on 1-Jan-2018 for 5 hours.

You will still receive a warning to indicate the totals will be summarised.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/DPavF2CdLo/summarise.png (summarise)

Question 3

Video: How to Upload a File

Accepted Answer

Watch how easy it is to upload your file to Xero using UpSheets:

Question 4

Create a Mapping for Employee, Type or Tracking Code

Accepted Answer

When uploading a file you may see an error that has a link to Create a Mapping.

In Payroll, mapping is available for:

Employee,
Type (Earnings Rate / Pay Item)
Tracking Code (if enabled in Xero)

In Projects, mapping is available for:

Projects
Users
Tasks

This option enables you to map the value in your file to a valid value in Xero and will be applied to the current upload and any future uploads (until the mapping is edited or deleted).

Type (Earnings Rate / Pay Item) mappings may also be mapped to different values for each employee.

Mappings can also be created without loading a file by selecting Mapping from the menu:

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/4fVPPKVG6L/mapping.png (mapping)

Create a Mapping

To create a mapping simply click the link and select the desired value to map it:

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/HhZb4wX1s7/map1.gif (map1)

Edit a Mapping

To edit a mapping simply click the mapped value, select a new value and click Save Mapping. The new mapping will be used for the current and all future uploads (or until the mapping is edited or deleted).

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/mtXMKtRHQb/map2.gif (map2)

Excluding Lines

You may optionally choose to exclude mapped lines from your file if you don't wish to see them or process them. To do so, simply select *EXCLUDE* from the menu.

Any mapped lines will automatically be deleted from your file when it is validated. This can be useful if you have specific data in your file that does do not need to be uploaded.

In the example below - any line were the full_name is Jimmy Lebron would excluded.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/PZ6OzHOrgz/exclude_employee.png (exclude_employee)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/HKoq4Pwgnr/excluded_employee.png (excluded_employee)

To exclude values that are not in error, follow these instructions.

Delete a Mapping

To delete a mapping simply click the mapped value and click Delete Mapping.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/5oe5RZKn3R/map3.gif (map3)

Download All Mappings

To download a file with all of your defined mappings, Click Manage from the Organisations screen and click Download Mappings.

Question 5

How do Earnings Rates / Types / Pay Items work in UpSheets?

Accepted Answer

UpSheets uses the Pay Items set up in Xero when uploading data so that Xero can determine the correct rate to use. This is generally contained in the Type field of your upload file.

If the Type in your file matches the name in Xero exactly, (e.g. 'Ordinary Hours', 'Overtime', etc) it will pass validation automatically. If not, a validation error will be given and you are given the option to edit it or create a mapping which will then automatically map the values going forward.

The following options may be used when importing a file into UpSheets:

Include the Type in your file. This requires a column to be present in your file containing the Type (it is recommended this column is named type so it is identified autmatically). If used, every line must have a valid value in this column.
Use the default Earnings Rate set for each Employee. This does not require a type column to be present in the file, but it does require all Employees to have a default Earnings Rate set for them in Xero.
Select a default Earnings Rate. This does not require a type column to be present in the file and will apply the selected Earnings Rate to all records. This does not require an Earnings Rate column to be present in the file or set up against your employees.
Use Smart Formulas Smart Formulas allow you to set rules to determine which Types should be used when. When used, a Type field is not required in your file, but rules must first be set up and start/end times are required - learn more.

Question 6

Importing Clockify Data to Xero

Accepted Answer

Overview

UpSheets allows you to import data directly from Clockify to Xero Payroll.

REGISTER for an UpSheets account

Enable the Clockify Integration

Before importing your Clockify data and uploading it to Xero, you must first enable the Clockify Integration.

Importing

Once enabled, the Import screen will have a new Data Source for Clockify. When selected, your active Workspace and From/To dates will be displayed.

To import Data:

Select the From and To dates from which you wish to import data. All time data in Clockify will be imported for this range (including all data on the From and To dates).

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/wVxj9QPhDL/clockify_select.png (clockify_select)

Select the type of transactions you wish to import and any other options (or accept the defaults). Click Import Data to proceed.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/baaIi8dAtI/import_data.png (import_data)

You can import the data as Timesheets, Leave or Payslip adjustments. If you have used start/end times in Clockify these can also be used in conjunction with Smart Formulas.

Your data will be imported and displayed on the following screen. The columns are labelled according to the Clockify definition - depending on how you have set this up, you will need to select the appropriate columns to map the name, type, hours, date, description etc. Then click Validate to proceed.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/Yz5aAu8wUN/clockify_imported.png (clockify_imported )

Your data will be imported and validated by UpSheets.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/x8yRMQTC69/clockify_validated.png (clockify_validated)

Click Upload to upload your data to Xero Payroll.

Question 7

Downloading a Sample File

Accepted Answer

To download a personalised sample file to import using UpSheets, you must first login and connect to Xero. This is required as UpSheets will generate a file for you using your own data from Xero. For generic file and file formats, please look here.

To download the file, just click the button labelled Download Sample File on the Import page.

Sample File

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/5n7k081jvW/6.png (Sample File)

After clicking the Download Sample File button, you will have the option of choosing Timesheets, Leave or both. If Timesheets is selected, you can optionally include Earnings Rates and Tracking codes in the file (please read the following if you need more information on Tracking Codes and Earnings Rates).

If you want to load Timesheets/Leave/Adjustments separately, just select one box at a time and download multiple samples. If you want to load multiple types in a single file, select those required and click Download.

Sample File Download

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/uIoUfUr9rR/7.png (Sample File Download)

After clicking the Download button the CSV file will be saved to your default downloads directory. You can then view, edit and upload it.

Most users find that a personalised file is far easier to understand and allows them to get started faster and upload with fewer errors. You can altenatively download a generic file or see more information about file formats.

Question 8

What Transaction Types does UpSheets Support/Can I Upload?

Accepted Answer

UpSheets allows you to upload the following transactions to Xero:

Payroll

Australia and New Zealand:

Timesheets
Leave (Approved)
Adjustments (Payslips)
- Earnings
- Reimbursements
- Deductions
- Leave Accruals

United Kingdom:

Timesheets
Leave/Time Off (Approved)

These can be uploaded in separate files or combined into a single file depending on your needs.

Projects

All Countries

Project Tasks
Project Time