Settings - Payroll & Timesheet

Manage your Payroll and Timesheet Syncing

Payroll & Timesheet Settings

The Payroll and Timesheets settings allow you to select and manage syncing for:

• Procore Timesheets to Xero Settings
• Procore Timesheets to Procore Payroll Direct Cost Settings
• Xero to Procore Payroll Direct Cost Settings

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Access Payroll & Timesheet Settings

1. Login to your Smoothlink Integration
2. Navigate to Settings
3. Select the Payroll & Timesheet tab

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Syncing Management

Toggle on the following settings as required: 

• Review Payroll before approval
  • When enabled Procore Payroll Direct Costs will sync as "Draft" status, otherwise the status is "Approved".
• Only Sync Billable Timesheet
  • When enabled only Timesheets marked as Billbale "Yes" in Procore will be included.
• Merge Payroll Cost
  • When enabled all Procore budget line items will be merged into a single line item.
  • NOTE: When enabled the Payroll Code set under Defaults settings will be applied. See Settings - Defaults.

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Payroll Configuration

• Payroll Week Starts On
  • Select the weekday the payroll pay period begins in Xero.
• Payroll Pay Period
  • Select the period type used for payroll in Xero.

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Timesheet Calculation Method

Procore Timesheets to Xero Timesheets

Timesheet Calculation Method settings control how and when Procore Timesheets are synced to Xero.

• Timesheet Calculation Method
  • Timesheet - The Timesheet will be synced when the Minimum Status is met.
  • Site Diary/Timecard - The Site Diary will be synced when the Minimum Status is met.
  • Scheduled - The timesheets will sync according to the configuration (daily, weekly or fortnightly).
  • Manually - Manually trigger the syncing of timesheet hours to the Xero using the "Timesheet Management" tool. See Settings - Tools / Timesheet Management
• Minimi Status

  • The Timesheets will sync to Xero when the selected status is applied in Procore, e.g. Approved.

• Overwrite Timesheet Cost Code
  • If you select a Procore Cost Code, the Procore Payroll Direct Cost will use the selected Cost Code on each line item.
• Overwrite Timesheet Cost Type
  • If you select a Procore Cost Type, the Procore Payroll Direct Cost will use the selected Cost Type on each line item.

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Payroll Line Item Formatting

Configure the description field on the Payroll Direct Cost when syncing from Procore or Xero Timesheets.

Example: {employee_name}-{date} ({hours}-{currency_sign} {hourly_rate}/hr)

 

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Payroll Calculation Method

Procore Timesheets to Procore Direct Costs

Payroll Calculation Method settings control how and when Procore Timesheets are synced to Procore Payroll Direct Costs.

• Payroll Calculation Method
  • Timesheet - The Payroll Direct Cost will be calculated when a timesheet is approved.
  • Site Diary/Timecard - The Payroll Direct Cost will be calculated when the Site Diary is closed.
  • Scheduled - The Payroll Direct Cost will be calculated according to the configuration (daily, weekly or fortnightly).
  • Manually - Manually trigger the syncing of timesheet hours to the Xero using the "Timesheet Management" tool. See Settings - Tools / Timesheet Management
• Payroll Display
  • Group - A single Payroll Direct Cost will be created for all the employees.
  • Employee - A single Payroll Direct Cost will be created for each employee.
• Payroll Period
  • Daily - The Payroll Direct Cost will be created every day.
  • Weekly - The Payroll Direct Cost will be created every week.
• Payroll Company
  • Select your company within the dropdown.

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