Master Xero Payroll In Half A Day Xero Accounting Software

Tags: Xero

Become an expert at the payroll function of Xero bookkeeping & accounting software using Xero's Australian demo company

Last updated 2022-01-10 | 4.6

- Learn how to set up pay items
- pay calendars
- public holidays and superannuation in Xero payroll
- See how to add employees to payroll one at a time or all at once with the bulk upload tool
- Follow along as we go through the entire process of creating and processing pay runs as well as paying employees via online banking

What you'll learn

Learn how to set up pay items
pay calendars
public holidays and superannuation in Xero payroll
See how to add employees to payroll one at a time or all at once with the bulk upload tool
Follow along as we go through the entire process of creating and processing pay runs as well as paying employees via online banking
Enhance your skills with our extra lessons on Single Touch Payroll (STP)
annual leave payouts
EOFY reporting and more

* Requirements

* Access to Xero's demo company

Description

Our "Xero Payroll Course" is one I wish was available to me when I was learning how to use Xero.

As I became proficient at Xero, I realised the need for an easy-to-follow payroll course for beginners.

So here you have it, a course that will step you through everything you need to know about setting up and using Xero’s payroll system.


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What will I learn from this course?

First, we will cover how to correctly set up your payroll settings. You will learn how to pay employees weekly, fortnightly or monthly and how to set up different public holidays for each Australian state and territory.

We will then learn how to set up different earnings pay items for ordinary hours, overtime hours and allowances, and how to set up deductions for salary sacrificing, union fees and more.

You will also see where to set up your employees’ regulated and self-managed superannuation funds.

After we finish the payroll settings, we go through the process of adding employees to payroll.

We then look at how to manage leave applications and how to manage timesheets for your casual staff.

We also run through the entire process of putting together and processing pay runs before learning how to pay your staff through online banking.

At various stages, we go into the My Payroll portal where your employees can go to see their payslips, submit timesheets and apply for leave.

Finally, we cover some important topics such as setting up Single Touch Payroll (STP), end of financial year reporting and how to pay out unused annual leave.

By the end of the course you should have the confidence and know-how to set up and run Xero payroll for your business.


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What is the course structure?

** Please note that this course uses the Australian version of Xero however many concepts apply to payroll in all countries **

A major benefit of this course is that you can practise your skills in real time in Xero’s demo company as you watch each lesson.

That way, you can learn by doing, as the whole course is one big interactive exercise!


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So what are you waiting for? Sign up today and learn all about Xero payroll.

See you on the course!


Who this course is for:

  • Bookkeepers and accountants who use Xero for their clients
  • Business owners who run the payroll themselves for their business
  • Payroll officers who process payroll using Xero

Course content

9 sections • 57 lectures

Course Introduction Preview 01:25

Instructor Introduction Preview 00:48

Reset the Demo Company Preview 00:34

Navigate to Payroll Settings Preview 00:25

Organisation Tab Preview 07:29

Calendars Tab Preview 05:17

Holidays Tab Preview 06:09

Pay Items Preview 11:24

Superannuation Preview 07:12

Payroll Settings Quiz

Let's go through a few questions to make sure you understand some of the basic concepts of the Xero payroll settings.

Overview of the Employees Screen Preview 02:14

Details Tab Preview 03:12

Employment Tab Preview 05:24

Taxes Tab Preview 04:31

Leave Tab Preview 06:57

Bank Accounts Tab Preview 03:14

Payslips Tab Preview 00:49

Pay Template Tab Preview 10:42

Opening Balances Tab Preview 02:15

Notes Tab Preview 02:02

My Payroll Employee Portal Preview 06:40

Adding Employees Quiz

Let's do a few questions to see if you understand some key concepts when setting up employees in Xero payroll.

Leave Preview 06:58

Leave Quiz

Let's test our knowledge on leave in Xero payroll.

Timesheets Overview Preview 01:57

Add and Approve Timesheets Preview 03:10

Revert to Draft Preview 01:57

Timesheet Templates Preview 02:54

Deleting Timesheets Preview 00:56

Timesheets and Pay Runs Preview 03:13

Timesheets in My Payroll Preview 02:58

Timesheets Quiz

Let's go through a few questions on Timesheets to see if our knowledge is up to scratch.

Reset the Demo Company Preview 00:35

Overview of Paying Employees Preview 03:16

Adding Pay Runs Preview 02:18

Editing and Reseting Pay Runs Preview 03:01

Deleting Pay Runs Preview 00:40

Checking Pay Run Reports Preview 04:58

Posting Pay Runs Preview 01:50

Payroll ABA Files Preview 02:23

Emailing Payslips Preview 02:10

Unscheduled Pay Runs Preview 07:16

Reconciling Pay Runs Preview 09:50

Paying Your Employees Quiz

There is a lot to learn in this section so let's go through a few questions to test our knowledge.

Overview of Payroll Reports Preview 09:14

Leave Reports Preview 07:03

Financial Reports Preview 06:25

Superannuation Reports Preview 02:31

Timesheet Reports Preview 02:15

Employee Reports Preview 02:38

Transaction Reports Preview 03:18

Single Touch Payroll (STP) Preview 04:56

End Of Financial Year (EOFY) Reporting Preview 07:00

Pay Out Annual Leave on Termination Preview 06:16

Pay Out Annual Leave Any Time Preview 04:20

Pay Out Annual Leave Quiz

Let's go through a few questions about paying out annual leave.