Xero Payroll Settings – How to Assign a Holiday Group to an Employee

by

After you have set up holiday groups in Xero payroll, you can assign them to your employees. By doing this, any public holidays you add to the groups will automatically be assigned to those employees. In this tutorial, we will use Xero’s demo company to assign a holiday group to an employee.

This tutorial assumes you have already set up a holiday group. If you have not yet done so, please follow the steps in our Holiday Groups tutorial.

Choose an Employee in Xero Payroll

Assuming you have completed the tutorial mentioned above, let’s assign a holiday group to employee Lebron James:

  1. Go to Payroll → Employees in the main menu.
  2. Click on Lebron James.

0024-xero-payroll-settings-assign-holiday-group-01

How to Assign a Holiday Group

Next, click on the Employment tab see some of the settings for Lebron’s employment:

0024-xero-payroll-settings-assign-holiday-group-02

Click on the drop-down box for the Holiday Group field and select Queensland.

0024-xero-payroll-settings-assign-holiday-group-03

If the Queensland option is not there, you need to complete the tutorial on setting up Holiday Groups.

Press Save to finish assigning the Queensland holiday group to Lebron James. From now on, any holidays you add to the Queensland group will automatically be assigned to Lebron.

0024-xero-payroll-settings-assign-holiday-group-04

You’re All Set!

That’s it for this lesson. Find lots more helpful articles via the main menu or check out our main blog page here.