Xonboard Help Centre
Organisation Setup
Add a Xero organisation to your dashboard
Remove an organisation from your dashboard
Configure organisation settings
Configure superannuation settings
Add a standalone organisation to your dashboard
Superannuation & Automated Super Stapling
Why am I being asked to setup Super Stapling in Xonboard?
Set up the ATO connection in Xonboard and enable super stapling
Set up the ATO connection as a BAS or Tax agent to enable super stapling
Troubleshooting an unsuccessful ATO connection
User Settings
Invite additional users to join an organisation in Xonboard
Accept an invite to join an organisation in Xonboard
Remove a user from an organisation in Xonboard
Update your login preferences
How to leave an organisation in Xonboard
Adjust email notification preferences in Xonboard
Set up a Passkey for your Xonboard login
Invite an Employee
Invite a new employee to onboard with your organisation
Invite an existing Xero Payroll employee to onboard with your organisation
Request updated tax and super details from existing Xero employees
Employee Onboarding (employers)
Finalise an employee's onboarding and send them to Xero Payroll
Review an employee’s onboarding status
Employee Onboarding (employees)
Accept an invitation to onboard through Xonboard
Complete your employee onboarding with Xonboard
Why am I receiving an onboarding invitation?
Onboarding Templates
Edit the details for an Onboarding Template
Setting up onboarding templates
Frequently Asked Questions
Can I onboard a contractor using Xonboard?
How can I bulk invite employees to onboard?
How can I update details after an onboarding has been submitted?
Unable to connect Xero organisation to Xonboard
Why is my employee's onboarding session appearing as Abandoned?
Does Xonboard send reminders to employees who are onboarding?
Do I need to upgrade to access the premium/paid features of Xonboard?
Why can't I send my employee across to Xero?
Onboarding Content Library
Upload a company policy to Xonboard
Add a new version of a company policy to your organisation
Set up a document for e-signature collection
Onboarding Content Library
How to add content for your employee to sign, acknowledge or review during onboarding
Upload a company policy to Xonboard
Add a new version of a company policy to your organisation
Set up a document for e-signature collection