This article is designed for: User Type: Admins Device: Web Browser (Computer)

For Customers that sync RosterElf with Xero, there are various areas within RosterElf, where checks are done to ensure that staff are linked to Xero. However, if your staff cannot be linked automatically by RosterElf or you need to unlink a staff member, you can do so by following this article.

 

1. Go to the Settings tab, then select Xero Employees

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2. To link staff, from the Pending tab, click Link for each employee that is currently showing on this list. 

 

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3. You will see a list of Xero staff that are not currently linked to an employee in Rosterelf. Simply select one to create the link.

 

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4. If you need to unlink a staff member from Xero, click through to the Linked tab, then click on the red X on the staff member that needs to disconnect from Xero. 

 

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