With Xero Payroll, businesses can pay staff and report payroll details to the ATO with a single touch payroll software. Tax automation, pay and super calculations and employee self-service are also great features available with Xero.
The intelliHR integration with Xero is designed for businesses that want a configurable, automated, headache-free onboarding process for both employees and HR managers that is accurate and reliable. The integration will help remove the sending, returning and scanning of tax file and superannuation forms; instead providing these to employees securely online and providing that information direct to Xero.
This article covers:
What will it do?
✅ New users created in intelliHR will automatically create a new Xero employee account.
✅ A notification will be administered to your payroll department to inform them a new employee has been added.
✅ Once added your people will be directed to a set of forms, asking for their bank, superannuation and tax file details. If the person has a superannuation fund that is not known to Xero, we'll notify payroll via email with the details to be entered on their behalf. The email received by payroll will also include the person's remuneration information that has been recorded in intelliHR, to be used to set up their pay run in Xero.
✅ The new employee self-service forms privately and securely provides payroll data to Xero.
The diagram below represents the flow of data from intelliHR to Xero:
Currently Unavailable:
- The integration with Xero does NOT currently update remuneration data on an ongoing basis when changes are made in intelliHR. (I.e. no updates to records are sent through to Xero).
- The integration can't be configured to connect to multiple Xero accounts. Only one single account can be hooked to your intelliHR system.
⚠️ Note: this integration is only available for users of Xero AU and not available for users of Xero in other regions at this point in time.
How to Connect the Xero Integration
⚠️ Note: You will require System Administrator Access to intelliHR and your Xero Administrator login details to complete set-up. Once you have this level of access, simply follow the steps below to get the integration connected.
① Navigate to Settings >> Integrations on your intelliHR platform.
② Click on the Xero (Australia) tile.
③ Click Connect to Xero
④ Enter the Payroll Email Address that you would like to receive notifications from Xero. Xero will only send notifications pertaining to integration connection issues or superfund related notifications.
You will be taken to the Xero login page to authenticate your credentials.
⑤ Log in to Xero.
⑥ You will be presented with the following message, select Allow access.
You will be returned to the intelliHR platform to confirm the Xero settings i.e. the Payroll Email Address and the Date after which employees will be able to fill in their payroll form.
⚠️ Note: By default, this date will reflect the date you set up the integration, and you will most likely want to leave it as that as your previously hired employees will already have an employee account in Xero. If you decide to change the Xero account that your intelliHR integrates with you will need to make sure the payroll date is not prior to the creation of your new Xero account as the verification of your Xero account will fail due to its creation after the payroll date entered).
⑦ Select Save Configuration.
The integration area in Settings will now appear with the label Connected.
How to Disconnect the Xero Integration
① Navigate to Settings >> Integrations
② Click on the Xero (Australia) tile
③ Click Disconnect from Xero
⚠️ Note: If you wish to reconnect the Xero integration at any point you can follow the steps in the original set up guide here. You will not be asked for you Payroll Email Address again as the system will remember this for you, although you will be able to amend it once reconnected.