If you use timesheets regularly in Xero payroll, you can save time by creating timesheets from saved templates. In this tutorial, we will add a timesheet from a saved template in Xero’s demo company.
Timesheets in Xero Payroll
To get to the timesheets section of Xero, go to Payroll → Timesheets in the main menu:
How to Add a Timesheet from a Template
To create a timesheet from a template, you need to have saved a template for an employee. As there are no saved timesheets templates in Xero’s demo company, we first need to create one.
You can do this by following the instructions in the following two tutorials:
Once you have done this, you should see an approved timesheet for Lebron James in the list on the main timesheets screen. This timesheet will also have been used to create a template. To add a timesheet for Lebron from the saved template, click on the + Add Timesheet button:
In the pop-up box that appears, do the following:
- Employee: choose Lebron James.
- Period: choose any period that you can.
- Click on Save when ready.
From the next screen click on the Load Template hyperlink:
In the pop-up box that appears, choose Lebron’s standard week as the Template Name. Click on Continue when you are ready:
Lebron’s timesheet should now be populated with data from the template. Once you have reviewed the information and are happy with it, click on Approve to save the timesheet:
Once saved, you can now click on Close to go back to the main timesheets screen. You should be able to see another approved timesheet for Lebron.