This article is designed for: User Type: Admins & Payroll Managers Device: Web Browser (Computer)

This article covers how to import staff from your Xero account.

Prerequisites: Xero must be connected to the account to ClubsHR before proceeding. This can be done from the Settings > Payroll tab. For more information on setting up Xero, click here.

1. Click on the Staff tab. 

2. Click the blue Import Xero button in the bottom right. Note this will not be visible unless you have connected your Xero account from the payroll tab.

ImportStaffXero.png

 

3. If there are any staff in your Xero account that you do not want to be imported, uncheck the tick box beside their name. Please note: If your staff do not have email addresses listed in this popup box, you will need to add them to their staff card after the import.

ImportStaffXero1.png

 

4. Once imported, you will have a confirmation of how many employee profiles were imported.

ImportStaffXero2.png

 

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