How leave works in UpSheets
UpSheets helps you import and upload leave data to Xero Payroll when your leave information starts in a file or another system. This can be useful when you are not relying on employees to enter leave directly in Xero. In Xero Payroll, employees can submit leave requests and managers can review and approve them in supported payroll regions. Xero also calculates leave and statutory payments in supported regions. UpSheets fits into that process by validating leave data before upload and applying the rules described in this section.For Xero’s broader payroll and employee self-service features, see Xero Payroll features and Xero’s timesheet software overview.
What you can control
- Duplicate handling: Keep leave rows separate or sum duplicate totals.
- Overlap warnings: Be alerted when leave dates overlap existing leave in Xero or other rows in the file.
- Hours calculation: Use hours from the file, or have UpSheets calculate them from employee setup in Xero.
- Date defaults: Default the end date and description for simple leave imports.
- Pay period allocation: Split leave hours across multiple pay periods when a leave request spans more than one period.
Typical workflow
1
Import leave data
Import a file that includes leave rows, or import from a supported data source.
2
Choose leave settings
Select any relevant settings, such as duplicate handling or automatic leave hour calculation.
3
Validate against Xero
UpSheets checks employee matching, leave types, dates, and any required values before upload.
4
Upload leave requests
Upload the validated leave data to Xero Payroll.
Common tasks
- Handle duplicate leave rows: See Duplicates.
- Review overlapping leave dates: See Duplicates.
- Calculate hours automatically: See Calculate Leave Hours.
- Split hours across pay periods: See Multiple Pay Periods.
- Default the end date and description: See Default End Date & Description.
- Fix leave-related validation issues: See Leave Type not Assigned.
Related pages
Duplicates
Choose how duplicate leave rows are handled, and review overlap warnings.
Calculate Leave Hours
Let UpSheets calculate leave hours from employee setup in Xero.
Multiple Pay Periods
Understand how leave hours are allocated across more than one pay period.
Default End Date & Description
Reduce the number of leave columns required in your file.
