Switching to Smartly
Transferring data from Xero to your clients new Smartly site is simple. Just copy the data from Xero and enter it into the appropriate sections of their Smartly site and Historic Leave Earnings template provided by us.
Employee Details
You can copy and paste your clients employee details directly from their Xero payroll site into Smartly. To find your clients employee details go to Payroll > Employees
Once you have selected an employee, click on each item on the left hand panel for full employee information.
If you would like to upgrade to a paid implementation you can provide us with the following 3 reports to load your clients employee details.
- Employee Contact Details
- Employee Remuneration
- Employee Payslips
Historic Leave Earnings
To maintain compliance with the Holidays Act, we need 53 weeks of earnings data for each employee to enable Smartly to accurately calculate leave payments, we will require you to complete our Historic Earnings template which was sent to you by Smartly.
You can use the following two reports which contain all information required for this template. It is easiest to export these reports into excel format to then transfer to the Smartly Historic Earnings template.
- Gross Earnings Report
- Pay History Report
Gross Earnings report
This report provides you with gross taxable earnings (excluding any payments deemed discretionary) and days paid. Please ensure you select the pay period end date of your clients pay cycle when running it. Your Relationship Manager will request the date range required.
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Pay History Report
This report provides you with hours paid and gross taxable earnings (including discretionary payments). Please ensure you select your clients direct credit/payment date when running it. Your Relationship Manager will request the date range required for this report.
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Here is an example of the template provided by your Customer Relationship Manager. Please input each employee's pay details from the reports extracted from Xero.
Note: in the first tab on the spreadsheet there are some examples of how to complete it.
Leave Reports
After processing your clients last pay in Xero, please send us the following two reports so we can load your employees' opening leave balances into Smartly.
- Leave Balances Report
- Leave Liability Report
When running each report, select the last pay period end date before transitioning to smartly, and provide this report to us in Excel Form.
Leave Balances Report
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Leave Liability Report
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Integrate your clients Xero account with Smartly
If your clients would like to integrate with their Xero account, please provide their Chart of Accounts and a screenshot of the Tracking Categories.
Go to their Company Name > Settings > click Looking for Advanced Settings.
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