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Xero Payroll Timesheets – How to Save a Timesheet as a Template

by | 1 May 2018 | Payroll

If you use timesheets in Xero payroll regularly you may like to save some of them as templates. That way you won’t have to create every timesheet you need from scratch. To demonstrate how to do this, we will create a timesheet template for an employee in Xero’s demo company.

Timesheets in Xero Payroll

To get to the timesheets section of Xero, navigate to Payroll → Timesheets in the main menu:

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How to Save a Timesheet as a Template

To create a timesheet template, you need to use a timesheet that has not been processed. In Xero’s demo company, you may find that all of the timesheets have already been processed. If this is the case, follow the steps in our guide on how to add a timesheet, then return to finish this tutorial.

Once you have done this, you should see an approved template for Lebron James. Click on the row containing Lebron’s timesheet details:

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On the next screen, click on the Save as Template hyperlink:

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A pop-up box will appear allowing you to enter and save details for your template. For this exercise, we will call the template Lebron’s standard week. Type that name into the Template Name box and click on Continue when you are ready:

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On the next screen, you should see a message telling you that the template has been saved. You should also see a hyperlink called Update Template that you can click on if you need to make changes to the template. Because we are happy with the template, click on Close to go back to the main timesheets screen:

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That’s all you need to do to save a timesheet template for an employee. To use a template to add a timesheet, please see our tutorial on how to add a timesheet from a template.

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