Set up in Xero

Xero only requires one Paid Leave type to be set up. You will find this under Settings > Payroll Settings > Pay Items > Leave:

Time Off in Lieu of Overtime (“TOIL”)

Step One: You will need to make sure that a TOIL Leave type has been created in your Xero account. Type of Units should be set to Hours.

You may wish to tick Show Balance on Payslip at the bottom as well, and then click Add.

Step Two: TOIL accrued by an employee is based on hours that would typically be paid at overtime hours. For example, the employee may have worked over 38 hours in the week or over 10 hours in one day.

You will need to create an Award Rule in Tanda for this. Go to Payroll > Award Rules > + Create award rule

We have specified below the areas on the Award Rule Building form in Tanda that needs to be filled out to ensure that it connects to Xero correctly.

  • Call the award rule name ‘TOIL Accrued’. This way you will be able to easily identify when it is applying it on the timesheet. You can also select who you want it to apply to, so all staff or just staff tagged Full Time for example:
  • Select the type of rule as 'Overtime Hours'. 
  • Fill in details of the specific overtime scenario you are covering. We have used an employee worked beyond 38 hours as an example.
  • Set the multiplier to 0. 
  • Tick ‘Export this time as TOIL or RDO accrual’ and select the TOIL pay item you have created in Xero from the Export Name list. 

Step Three: TOIL Accrued will show on your Timesheet Export Summary and Timesheet Award Chart.

If you created TOIL that is optional, you will need to tag the shift with overtime with the tag ‘Time Off in Lieu’.

Rostered Day Off (“RDO”)

Step One: You will need to make sure that a RDO Leave type has been created in your Xero account. Type of Units should be set to Hours on the Xero leave form.

You may wish to tick Show Balance on Payslip at the bottom as well, and then click Add.

Step Two: In Tanda, you need to create an award rule that covers how many hours of each day the employee accrues towards the RDO. For example, the employee will work 40 hours each week and two hours of each week will accrue towards one Rostered Day Off each month. This means that each day the employee will accrue 0.4 hours towards an RDO.

You will need to create an Award Rule in Tanda for this. Go to Payroll > Award Rules > + Create award rule

We have specified below the areas on the Award Rule Building form in Tanda that needs to be filled out to ensure that it connects to Xero correctly.

  • Call the award rule name ‘RDO Accrual’. This way you will be able to easily identify when it is applying it on the timesheet. You can also select who you want it to apply to, so All staff or just staff tagged Full Time for example:
  • If the employee works 8 hours a day and 0.4 is allocated to RDO, just set up the rule as follows, clicking Advanced options at the bottom to select RDO Accrual:
  • Next, set the multiplier to 0 and tick ‘Export this time as TOIL or RDO accrual’ and set the export name that you created in Xero:

Step Three: RDO Accrued will show on your Timesheet Export Summary and Timesheet Award Chart.

If you want assistance in setting up RDO or TOIL, please do not hesitate to contact Tanda Support on 1300 859 117 or support@tanda.co

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