WagelochUser Guides

Import Staff

3 min read

Import Staff

Import new staff, update existing staff details, and load accrual balances from your payroll system.

Wageloch supports direct API imports for:

  • MYOB
  • Reckon
  • Xero

If your payroll product is not supported by direct integration, use file-based import options instead.

Import new staff

  1. Go to Settings > Staff > Import > Staff.
  2. Set Format to MYOB, Reckon, or Xero.
  3. Select Download Staff to fetch active staff from the payroll system.
  4. Review the imported list:
    • Blue rows are new staff not yet in Wageloch.
    • Green rows match existing staff in Wageloch.
  5. Confirm each selected person has the correct pay group.
  6. Select Import Staff.
  7. Confirm the import prompt.

IMPORTANT

For Xero imports, match by Payroll Code for existing staff. If a person is new and does not yet have a mapped payroll code in Wageloch, use Match Employee By Name first to assign the payroll code, then continue future imports by Payroll Code.

TIP

Import a small batch first if this is your first sync with a new payroll connection.

Update existing staff

Use this process to refresh details for people already in Wageloch.

  1. Go to Settings > Staff > Import > Staff.
  2. Set Format to MYOB, Reckon, or Xero.
  3. Select Download Staff.
  4. Select green matched rows to update existing staff records.
  5. Confirm pay groups are correct.
  6. Select Import Staff.
  7. Confirm the update prompt.

INFO

Blue rows during an update usually mean a person is new, inactive in payroll, or not matched to an existing Wageloch record. Review these rows before importing so unmatched records are handled correctly.

Staff import screen with format selection

Capture the Staff > Import > Staff screen showing the Format selector and staff result list with blue and green row examples.

Import accrual balances

Use accrual import to load leave balances in bulk.

  1. Go to Settings > Staff > Import > Accrual Balances.
  2. Set Format to MYOB, Reckon, or Xero.
  3. Select Download Accruals.
  4. Review each employee row:
    • Current Balance is the value currently stored in Wageloch.
    • New Balance is the value from your payroll system.
  5. Select the rows to import (or select all).
  6. Select Import Accruals.
  7. Confirm the update prompt.

WARNING

Accrual imports overwrite the selected balances in Wageloch. Check values before confirming.

Accrual balances import review

Capture the Staff > Import > Accrual Balances screen showing Current Balance and New Balance columns before import confirmation.