The intelliHR integration with Xero is designed for businesses that want a configurable, automated, headache-free onboarding process for both employees and HR managers that is accurate and reliable. The integration will help remove the sending, returning and scanning of tax file and superannuation forms; instead provided these to employees securely online and providing that information direct to Xero.
This article covers:
How to Connect the Xero Integration
1. Navigate to Settings >> Integrations
2. Click on the Xero (Australia) tile
3. Click Connect to Xero
4. Enter the Payroll Email Address that you would like to receive notifications from Xero.
You will be taken to the Xero login page to authenticate your credentials.
4. Log in to Xero.
5. You will be presented with the following message:
6. Select Allow access.
You will be returned to the intelliHR platform to confirm the Xero settings i.e. the Payroll Email Address and the Date after which employees will be able to fill in their payroll form.
7. Select Save Configuration.
The integration area in Settings will now appear with the label Connected.
How to Disconnect the Xero Integration
1. Navigate to Settings >> Integrations
2. Click on the Xero (Australia) tile
3. Click Disconnect from Xero
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