Payroll V0.2 — Stable Xero Connection & Enhanced Staff Sync

Major improvements to Xero connection stability and the staff synchronization process.

Xero Connection:

  • Auto-reconnect mechanism via background job and on Payroll Settings page visit
  • Fixed connection status — only shows Disconnected when truly unreachable (expired tokens, user-initiated disconnect in Xero)
  • Silent refresh/reconnect in all other cases

Enhanced Staff Sync:

  • Sync triggers on staff create, profile edit, manual Staff Sync, and Process/Re-process
  • Improved matching logic — matches by email, creates new Xero employee if no match
  • Reduced sync fields — removed Status, JobTitle, Gender, Phone Classification, PayrollCalendar, LeaveBalances and others
  • Now pushes only essential fields: EmployeeID, Title, Name, Email, DOB, Address, Mobile, StartDate, TaxDeclaration, BankAccounts, IncomeType, EmploymentType
  • Fetches SuperMemberships from Xero (SGC/STATUTORY preferred) to keep superannuation accurate
  • Removed Leave Balance sync — leave balance changes now stay in Optiq only

Part of Payroll V0.2 — delivered by Trinity Development Team, March 2026

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Upvoters
Status

Completed

Board
💡

Feature Request

Date

About 1 month ago

Author

Chris Germon

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