Introduction

Configure your organisation settings in Xonboard to add your company branding and contact details so you can begin onboarding employees. 

How-to

You will be prompted to enter organisation details after adding a new organisation to your dashboard. Alternatively if you've navigated away from this screen, or if you've added multiple Xero organisations at once, you can access these settings by:

1. Login to the Xonboard dashboard.
2. Find the relevant organisation, then click the settings cog.
3. Click Organisations settings.

To complete the organisation setup:

1. Upload your company logo by clicking Choose File. Your company logo will be included in the onboarding email invitation.
2. (Optional) Override your organisation trading name. This is useful if your organisation trades under a different public name which is more identifiable to the employees.
3. (Optional) Enter a default welcome message for the onboarding invitation email.
4. Review organisation details for ABN and address.
5. Enter a contact email and name, this will be used when submitting TFN declarations to the ATO
6. Add Bank Statement Text to appear on your employees bank statement when you pay them. If you leave this blank, we'll default this to "Wages".
7. Click Update organisation.

Whats Next?

After completing the organisation settings, the next step is to configure your super settings by nominating your employer default super fund.

Questions?

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