Permission Level: Admins
Device: Web Browser
This article is designed for Admins to access via Web Browser.
How to Connect Xero and RosterElf
This article explains the steps to connect your Xero and RosterElf accounts. For a seamless setup, ensure you have the required permissions in both systems. The right permissions allow you to access and manage payroll functions, which is essential for connecting Xero and RosterElf effectively. Follow this guide to confirm your authorisations and complete the connection process for efficient payroll management.
1. Check Your Permissions in Xero and RosterElf
To connect Xero and RosterElf, you must have the correct permissions in both systems. In RosterElf, this means Admin or Payroll Admin access, and in Xero, Standard or Adviser access with Payroll Admin privileges. Here’s how to check your access level.
1.1 Verify Permissions in RosterElf
To connect RosterElf to Xero, confirm you have Admin or Payroll Admin access in RosterElf.
1.1.1 Log in to RosterElf and follow this guide.
1.2 Verify Permissions in Xero
Ensure you have the required permissions in Xero for the connection to work correctly.
1.2.1 Go to Xero.com, and log in.
1.2.2 Click on the entity name at the top left, then select Settings from the dropdown menu.
1.2.3 Select Users and locate your name on the list.
1.2.4 Confirm you have Standard or Adviser access and Payroll Admin permissions.
2. Setting Up Xero for Payroll Processing
Once your permissions are confirmed, you’re ready to set up Xero for payroll processing. This setup is essential to streamline payroll management within RosterElf. Visit the Xero setup guide to learn more.
Frequently Asked Questions on Connecting Xero and RosterElf
1. What permissions do I need to connect Xero and RosterElf?
To connect Xero and RosterElf, you need Admin or Payroll Admin access in RosterElf and Standard or Adviser access with Payroll Admin privileges in Xero. These permissions allow you to manage payroll functions seamlessly across both platforms.
2. How do I check my permissions in RosterElf?
Log in to RosterElf and follow this guide. Check your role to confirm you have Admin or Payroll Admin access, as this is necessary to connect with Xero.
3. How do I verify my permissions in Xero?
Log in to Xero, click on the entity name at the top left, and select Settings from the dropdown. Go to Users, locate your name, and confirm that you have Standard or Adviser access with Payroll Admin permissions.
4. Why do I need payroll admin access in Xero?
Payroll admin access in Xero ensures that you can fully integrate and manage payroll functions through RosterElf, enabling a smooth connection between the two platforms for efficient payroll processing.
5. Where can I find more information about setting up Xero for payroll?
For detailed guidance, visit the Xero setup guide, which provides step-by-step instructions for configuring Xero to work with RosterElf.