Request an employee to update their details

Xonboard now enable you to invite existing employees to update their details via Xonboard.

This is great for use cases such as:

• Keeping employee records up to date by periodically (quarterly, yearly, etc) having employees update their details.
• Enabling employees to provide updated details via self service (while automating the process of sending them into Xero)
• Moving from another payroll system to Xero. Rather than manually entering all the details, you can import what you have, and send invites to request the rest (and again, ensure they're up to date)

How to request an employee to update their details?

• Find the correct organisation on the Xonboard dashboard
• Click "Invite users"
• Click the "Existing from your payroll" tab
• Search for an existing employee by their first and last name
• Send the invite

What happens next?

• Your employee will receive a new invite to onboard
• You will receive a notification when the employee has completed their onboarding
• You can then review & send those updated details into Xero