Topics covered in this guide are:
Recommendations:
Please perform the Timesheets tasks prior to Invoicing.
Ensure Staff are clocking in and out of their Shifts on the ShiftCare App.
Key topics:
1. Linking Payroll System
We support a wide range of Payroll Systems. Did you know we have an entire Payroll section in our help centre?
A few useful guides:
Xero: Set Up Xero
KeyPay*: Getting Started with KeyPay
*Using Quickbooks, Pay Cat or Employment Hero
*Using Quickbooks, Pay Cat or Employment Hero
The KeyPay software is utilised by Pay Cat to provide the payroll function.
Quickbooks has KeyPay directly integrated within it.
The KeyPay software is owned by Employment Hero which has integrated it into their platform.
In ShiftCare the export options are labelled KeyPay.
Please ensure you cover this ahead of the Timesheets section.
2. Timesheets
The following provides guidance on using Timesheets:
Setup pay run interval and start day in ShiftCare Settings.
Setup Pay Groups for efficiency.
Timesheet approval process
Editing
Approval
Timesheet export (for other accounting packages)
Import and export of invoices
Tips for Xero:
Ensure Staff members are linked and synced.
Confirm the Timesheets are approved and accurate. (Best to filter by the pay timeframe e.g. fortnightly).
Once confirmed, export the timesheets into Xero.
Check Xero to confirm the timesheets display as expected. (Their status would indicate “draft”).
You can click into the invoice and confirm the breakdown and approve the timesheet. (This is a recommended/common timesheet validation process).
Resources:
Timesheets:
XERO:
MYOB:
KEYPAY (Quickbooks/Employment Hero):
3. Invoicing
Watch this 📺 Getting started with Invoicing to get a head start on your invoicing journey.
Key areas to covered during the video:
Previewing and verifying invoices
Generating invoices (individual and multiple)
Exporting invoice to payroll system
Resources:
Next steps for your onboarding:
These are key steps:
Linking ShiftCare to Payroll system
Verifying, approving and syncing timesheets
Verifying, generating and exporting invoices
All done! If you are looking for some further topics check out our other articles in our Help Center. Or reach out to our wonderful Support Team on support@shiftcare.com.