Recommended: import with the BrightHR integration
Use the CSV process below only if you need to keep a file-based workflow.CSV import (still available)
Data exported from BrightHR can still be imported to UpSheets and uploaded to Xero. Depending on your process, you may need a small amount of setup; for most users everything is ready to go.
The process is:
1
Export from BrightHR
2
Import into UpSheets
3
Validate
4
Upload to Xero
5
Approve and create pay runs (optional)
Transaction Types
The following BrightHR reports can be used to upload data:- Blip Timesheet => Xero Timesheets
- Absence Report => Xero Leave Requests
Earnings Rates
The options for determining the earnings rate are chosen when you import a file, in the Earnings Rate field.Default Value
This setting will apply the selected value to the entire file. To enable it, set the Earnings Rate field to the value you wish to default, such as Ordinary Hours. No earnings rate needs to be provided in the file and this value will be used for every line.
Default earnings rate option
Employee Ordinary Earnings Rate
This setting will apply the Ordinary Earnings Rate set on the Employment tab for each employee. To enable it, set the Earnings Rate field to Use default Earnings Rate for each Employee
Employee-specific earnings rate option
File contains Earnings Rate
This setting indicates that a column in the file will be used to determine the earnings rate. Typically the value would contain a value that matches an Earnings Rate in Xero. However, UpSheets also allows you to map any value in your file to an Earnings rate in Xero. Once created this mapping will be automatically applied. For example, the value Shift could be mapped to Ordinary Hours. Whenever the file has a type of Shift, Ordinary Hours would automatically be used instead. To enable it, set the Earnings Rate field to File contains Earnings Rate
File earnings rate option