Xero: Understanding Leave Requests and Balances

Pushing Leave to Xero

As part of the integration between HR Partner and Xero, approved time off and leave balances sync between the systems. 

Note

Please be aware that this only applies to balances that originate in Xero and any leave policies which you build within HR Partner will not sync to Xero.

In order for leave to be pushed to Xero, the following process must be observed:

  • The employee must enter the leave request via the Employee Portal
  • The request is approved by an admin
  • The approved leave entry is then pushed across to Xero immediately (without waiting for the background refresh routine)

It is important to remember that:

  • The leave entry must be entered in the Employee portal and approved in order to be sent to Xero
  • Leave/Absence records entered manually under the employee tab in the admin area will not be sent across to Xero
  • Deletion or modification to existing leave requests that have been previously approved and sent to Xero will not update the information already sent to Xero. Once the approved leave is sent to Xero, we cannot access it to modify or delete it accordingly.

Some tips for best results syncing leave between HR Partner and Xero:

  • You must set up your Public Holiday Dates in HR Partner to match the public holiday dates in Xero
  • You must set up the Working Day Templates in HR Partner to match the weekly working days/hours for your employees in Xero
  • You must set up the statutory leave category to match you payroll (Xero UK customers only)