Introduction

Add a Xero connected organisation to your Xonboard dashboard to start inviting employees to onboard.  Xero connected organisations allow you to send employee onboarding details directly to Xero Payroll.

How-to

To add a Xero connected organisation to your dashboard:

1. Sign up or login to Xonboard.
2. On the main dashboard page, scroll down to Your organisations, then hit + Add another organisation.
3. Select Connect to Xero and login with your Xero credentials to connect your Xero account.
4. From the drop-down menu, select the Xero organisation you authorise Xonboard to access for the purpose of viewing and modifying payroll information.
5. Click Continue.
6. In the Link organisations page, click Create next to the organisation name.

What's Next?

Once you have added the organisation to Xonboard, you can configure the Organisation settings, Super settings and create any Onboarding Templates as necessary.

Questions?

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