Xero Payroll

Xero Payroll training session is one to one training course that can be run at your office using your own paperwork.  The course is designed for a participant who wants to learn how to set up payroll and use payroll function within Xero. This course will teach you everything from basic setup and configuration to advanced reporting features that will make you feel confident about running payroll in Xero.  

Course Content

  1. Payroll settings
    • Preparing Xero for payroll
    • Set up the organisation
    • Set up payroll to report to HMRC
    • Set up payroll calendars
    • Set up Holidays, pay items and opening balances
    • Set up a workplace pension
  2. Set up employees
    • Set up employees
    • Manage Time off and payment methods
    • Pay template and opening balances
  3. Day to day process
    • Integrating connected app – My payroll and Xero Me
    • Timesheets, Holidays, Statutory leave
    • Process a leaver
  4. Process and adjust pay runs
    • Process and revert pay runs
    • Auto-enrolment assessment
    • Opt employees in and out of pension scheme
    • Other pay runs
    • Submit RTI reports to HMRC
    • Adjustments to pay
    • Adjustments to pensions
  5. Reporting, reconciling and making payment
    • Pension fillings
    • Making payments
    • Management reports
    • Reconciling payroll accounts
    • Year-end procedure
    • Earlier year update

This training session will take around 5 hours to complete and includes time to answer any questions and queries you may have.

To book a training course or for more information, please:

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