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Xero invite employees to payroll – xero invite employees to payroll –

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Xero: My Payroll – About payroll user roles

 

Click Invite to Xero Me. Remove an employee’s access to Xero Me Click on the organisation name, select Settings , then click Users.

Select an employee. In the Payroll section, click Remove employee access. About user roles Removing an employee’s access to Xero Me means: They won’t be able to see their payroll information through the employee portal. If they don’t have any other user permissions, this also deletes their user role.

If the employee no longer works for your company, they have 14 days from the termination date to access their Xero Me account.

After that, they will need to contact you if they need any extra information. What’s next? You can authorise an employee to approve leave in Xero Me. Still have questions? Start a discussion Ask our community of customers, accountants and bookkeepers. Contact Xero support Raise a case with our support team.

If an employee is responsible for payroll, give them the payroll administrator role so they can set up payroll, process pay runs, and manage employees. Set up your employee’s email address and invite them to view their payroll information in Xero Me formerly My Payroll. You can remove an employee’s access to Xero Me so they can’t see their payroll information through the employee portal. If they don’t have any other user permissions, this also deletes their Xero user role.

If the employee no longer works for your company, they have 14 days from the termination date to access their Xero Me account. After this, they need to contact you if they need any extra information. Ask our community of customers, accountants and bookkeepers. Skip to main content Search icon Search Xero Central. Overview Invite your employees into Xero Me so they can view their payslips, request leave, submit timesheets, and approve leave for other employees.

You can remove an employee from Xero Me they don’t need access to their payroll information. About payroll user roles Payroll employees can see their payroll information, submit timesheets and request leave. Invite an employee to Xero Me Set up your employee’s email address and invite them to view their payroll information in Xero Me formerly My Payroll. Check the employee’s email address In the Payroll menu, select Employees. Click the employee’s name to open their details.

 

Xero invite employees to payroll – xero invite employees to payroll –

 

This article is for small businesses who use Xero. You need payroll admin access to invite an employee to view their payroll information. Payroll employees can see their payslips, submit timesheets and request time off through the web app My Payroll and mobile Xero Me app. To set them up:. Expenses employees with administrator or approver permissions who can also access My Payroll, use the mobile app:.

You need a user role that includes managing users’ permission to set up an employee to use expenses. Expenses employees use different mobile apps depending on whether they have:. Invite an employee to submit their expense claims for personal money spent on the business in the Xero Me app.

Ask our community of customers, accountants and bookkeepers. Skip to main content Search icon Search Xero Central. Overview Invite your employees into Expenses so they can submit their claims in the Xero Me app. Invite your employees into My Payroll so they can keep track of their payroll information in the Xero Me app. Invite payroll employees into My Payroll and Xero Me You need payroll admin access to invite an employee to view their payroll information.

To set them up: Invite the employee to My Payroll. Optional Give the employee permission to approve leave requests and timesheets. Once they accept the invite from Xero and set up their login details with MFA , they can access their payroll details.

Expenses employees with administrator or approver permissions who can also access My Payroll, use the mobile app: Xero Me for all things payroll Xero Expenses for all things expenses Invite an expenses submitter into Xero Me You need a user role that includes managing users’ permission to set up an employee to use expenses.

Expenses employees use different mobile apps depending on whether they have: Submitter permissions — they use Xero Me Administrator or approver permissions — they use Xero Expenses Invite an employee to submit their expense claims for personal money spent on the business in the Xero Me app. What’s next? Still have questions? Start a discussion Ask our community of customers, accountants and bookkeepers. Contact Xero support Raise a case with our support team.

 
 

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