Payroll App
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Administration

Users with Access

Add or remove users who can log in to this application. Admins can also manage Xero connections and users.

Email Role Xero Orgs Added
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Run Payroll

1

Sync Staff List

Compares Planday staff with Xero employees, matched by National Insurance number. Shows who is missing from Xero and needs to be added.

● Pending
2

Sync Staff Hours

Compares Planday hours (normal, F2F training, e-learning, sleep-in) against posted Xero timesheet hours for the pay period. Post hours to Xero and verify they match.

● Pending
3

Sync Total Pay

Shows total hours and total pay for each employee in both Planday and Xero, using Planday shift rates and Xero pay templates. Post to Xero on the hours step first.

● Pending
4

Sync Hastee Deductions

Shows this month's Hastee salary advance deductions per employee and compares them with Xero. Post to Xero applies deductions as negative reimbursements via pay templates.

● Pending
5

Sync Staff Accommodation

Manage staff accommodation rent deductions and post them to Xero payroll as reimbursements.

● Pending

Sync Staff List

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Sync Staff Hours

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Sync Total Pay

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Sync Hastee Deductions

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Sync Staff Accommodation

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Staff Hours

1

Hours & Pay Rates

Import regular hours from the StaffHours view directly to payslip earnings lines as Regular Hours. Matched by Salary Identifier. A Pay Run must be selected above.

2

Staff Hours Reconciliation

Compare PlanDay hours in the database with hours on Xero payslips, matched by Salary Identifier. Discrepancies are highlighted and can be corrected directly.

Expenses & Advances

1

Staff Accommodation

Manage staff accommodation rent deductions and post them to Xero payroll as reimbursements.

2

Hastee Pay Deductions

Upload a Hastee CSV export to apply salary advance deductions. Required columns: Employee Reference, Deduction Reference, Hours, Rate.

Drop CSV here or click to browse
3

Staff Expenses, Advances & Mileage

Manually enter records to apply to Xero payroll. Staff names and deduction types are pulled from Xero.

Staff Name Hours / Units Rate (£) Amount (£) Deduction Type

Employee Details

1

Add New Starter to Xero

Enter new employee details to create their record directly in Xero Payroll.

Employment Information
Pension: Auto-enrolment will not be set on creation. Xero will assess eligibility when the first payrun is processed. Review manually in Xero if required.
Address
2

Other Employee Actions

Further employee management features coming soon.

  • Tax code amendments (P6 / P9 notices)
  • Address and bank detail changes
  • Employment contract updates
  • Leaver processing & P45 generation
  • P60 management
Coming Soon

Statutory Payments

Statutory Payments

This module is under development. It will include:

  • SSP — Statutory Sick Pay recording and calculation
  • SMP — Statutory Maternity Pay
  • SPP — Statutory Paternity Pay
  • Shared Parental Leave (ShPP)
  • Attachment of Earnings orders
Coming Soon