How to Link and Unlink Staff in Xero Integration

This article provides a step-by-step guide to help you link and unlink staff members in RosterElf using the Xero integration. With this process, you can manage staff connections and resolve any syncing issues that might arise. By following these instructions, you’ll ensure that each staff member in Xero is correctly linked to an employee in RosterElf, making your payroll and rostering process smoother.

1. Linking Staff in RosterElf Using Xero Integration

In this section, you’ll learn how to link staff members from Xero to RosterElf. Linking ensures that each Xero employee appears in RosterElf, so you can manage schedules, payroll, and other related tasks seamlessly. Follow these steps to connect your staff members quickly.

1.1 Steps to Link Staff

1.1.1 Go to the Settings tab in RosterElf.

1.1.2 Select Xero Employees from the menu.

1.1.3 Click Link next to each staff member in the Pending tab.

1.1.4 Choose an employee from the list to link them to their corresponding RosterElf profile.

2. Unlinking Staff in RosterElf Using Xero Integration

This section explains how to unlink staff members in RosterElf from Xero. Unlinking is necessary if a staff member’s information isn’t syncing properly or if a staff member no longer needs a Xero connection. Follow these steps to unlink a staff member.

2.1 Steps to Unlink Staff

2.1.1 Go to the Settings tab in RosterElf.

2.1.2 Click on Xero Employees and navigate to the Linked tab.

2.1.3 Locate the staff member you wish to unlink.

2.1.4 Click on the Unlink button next to their name to disconnect them from Xero.

FAQs on Linking and Unlinking Staff with Xero

1. How do I link staff in RosterElf using Xero integration?
To link staff, go to the Settings tab in RosterElf, select Xero Employees, then click Link next to each staff member in the Pending tab. Choose an employee from the list to complete the linking process.

2. Why should I link staff in RosterElf to Xero?
Linking staff in RosterElf to Xero enables seamless management of schedules, payroll, and syncing, ensuring each staff member’s data is consistent across both platforms.

3. How can I unlink a staff member from Xero in RosterElf?
To unlink, navigate to Settings in RosterElf, select Xero Employees, go to the Linked tab, locate the staff member, and click the Unlink button to disconnect them.

4. What issues could arise if staff are not correctly linked in Xero and RosterElf?
Incorrect linking can cause payroll or rostering mismatches, leading to errors in pay, scheduling, or reporting. Ensuring staff are linked correctly prevents these issues.

5. Can I relink a staff member after unlinking them in RosterElf?
Yes, you can relink a staff member after unlinking. Follow the linking process by going to Settings, selecting Xero Employees, and clicking Link next to the staff member’s name in the Pending tab.