Introduction

Once your employee has completed their onboarding, finalise their information and send it through to Xero Payroll. Xonboard will create an employee in Xero on your behalf, populated with all of the details collected in their onboarding session. 

How-to

To finalise an employee in Xonboard:

1. Login to Xonboard to access your dashboard.
2. Under the Employees currently onboarding section, navigate to the employee to finalise. You can only finalise employees who have completed their onboarding, this will be identifiable by their status updating to Complete.
3. Click Finalise next to the employee name.
4. Fill in the Job details section:
5. 1. Job title
   2. Start date
   3. Employment basis
   4. Employment type
   5. Income Type
   6. Tax scale type
6. Click Save and continue.
7. Review the details in the Summary section. 
8. 1. Under the Onboarding documents section you can download a .csv file containing the employees onboarding data, TFN declaration and super choice form as required. 
9. Click Save and send to payroll.

The employee record will be automatically created in the Xero entity, with all the information supplied in their onboarding populated against the relevant fields.

It’s important to note, Xonboard does not account for details relating to leave entitlements or pay, so you’ll need to enter some additional details against the employee record in Xero.

Questions?

For further support or feedback please reach out to us at [email protected]