Onboarding - Employment details

Understanding required fields for employment details

First name and last name

Used to create the employee’s profile in both Shiftly and Xero. This ensures timesheets and pay records are correctly assigned to the right individual.

Email address

Required to send the onboarding form to the employee. This is how they access and complete personal details (e.g. tax, super, bank info) needed for payroll.

Start date

Used to determine when an employee becomes active in Shiftly and Xero. This date impacts pay calculations, onboarding compliance, and award coverage.

Hourly rate

Essential for calculating timesheet payments. This is exported to Xero and used for payroll calculations, pay slips, and compliance with Fair Work standards.

Employee or Contractor

Determines how the worker is classified in Xero. Employees and contractors are handled differently for tax, superannuation, and reporting.

Employment basis

Specifies if the employee is full-time, part-time, or casual. This affects leave entitlements, pay calculations, and award coverage in Xero.

Income type

Required by Xero for STP (Single Touch Payroll) reporting. Helps define how the employee’s income is reported to the ATO (e.g. salary and wages, closely held payees).

Award code

Aligns the employee with the correct modern award. This determines minimum entitlements like pay rates, penalties, and loadings — essential for compliance.

Award stream

Further categorises the employee’s job function under the selected award (e.g. Food & Beverage, Front of House). Helps apply the correct rules for pay and rostering.

Award level

Defines the classification within the award (e.g. Level 1, Level 3). This is critical for setting the correct minimum pay rate in line with Fair Work obligations.

Authorised to approve leave

Grants this employee permission to approve leave requests.

Eligible to receive leave loading

Indicates if this employee is entitled to additional leave pay under their award. This is factored into Xero payroll when leave is processed.

Authorised to approve timesheets

Gives the employee permission to review and approve staff timesheets in Shiftly. Ensures timesheet workflows are streamlined before export to Xero.

In this Article

First name and last name

Email address

Start date

Hourly rate

Employee or Contractor

Employment basis

Income type

Award code

Award stream

Award level

Authorised to approve leave

Eligible to receive leave loading

Authorised to approve timesheets