1. Fundamentals
Learn about the fundamentals of cloud computing and Xero, how to get started and navigating the dashboard menus.

• Cloud computing
• Set up Xero Learn account and Practice file
• Xero dashboard navigation

2. Payroll Set-up
Learn all the necessary steps, including superannuation, required to set up payroll in Xero prior to processing a pay run.

• Getting Started Checklist
• Payroll Settings

3. Employee Set-up
Xero makes the process of creating new and editing existing employees easy. Work through all the steps with examples for full and part time employees and practice exercise.

• Create new employee – example 1
• Practice Exercise
• Create new employee – example 2

4. Payroll Processing

• Covers all the steps required to process a standard payrun.
• Register for Single Touch Payroll -STP
• Process a Payrun
• Payrun journal
• Pay Employees From Bank Account
• Email Payslips

5. Allowances
Learn how to setup payroll categories for correct withholding and reporting requirements.

• Car Allowance
• Tool Allowance
• Pay Run Including Allowances

6. Bonus
Learn the theory and practical steps required to process bonus payments.

• Calculation Example
• Payroll Set Up for Bonus
• Pay Run – Including Bonus

7. Deductions
Employees may request additional amounts to be withheld from their pay, learn the processing an employee deduction using the example of trade union fees.

• Union Fees
• Create a Trade Union Payable Ledger
• Payroll Set Up for Union Fees
• Assign Union Fee Category to Employee
• Pay Run – Including Union Fees

8. Leave
Covers the main components of Leave; how to calculate leave allowances manually and reconcile with Xero, how to review and approve requests, view submitted leave requests and report on leave liabilities.

• Leave Calculation
• Employee Portal
• Leave Request
• Payrun including leave
• Practice Activity
• Leave Reports

9. Superannuation
Covers both compulsory and voluntary superannuation contributions.

• Create New Superannuation Fund
• SGC - Accrual
• Salary Sacrificed Superannuation – Gross Pay
• Additional Employee Contributions – Net Pay
• Pay Run - Superannuation
• Superannuation Reports
• Paying Superannuation Funds

10. End of Year Activities
Understand the basic year end functions required to be performed in Xero including finalising Single Touch Payroll for the year.

• Checklist prior to Declaration
• Year End Reports
• STP Finalisation

11. IAS
Learn how to prepare and lodge your Income Activity Statement in Xero.

• Simpler Instalment Activity Statement IAS
• Full Reporting Instalment Activity Statement IAS