- Xero add an employee

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Add an employee – Xero Central 

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Xero add an employee.Add a permanent employee

  In the Payroll menu, select Employees. · Click Add Employee, then select Add New. · Enter the minimum required information about the employee. Invite payroll employees into Xero Me · Invite the employee to Xero Me. · (Optional) Give the employee permission to approve leave requests and timesheets. · Once. Give an employee access to Xero Me · In the Payroll menu, select Employees. · Select the checkbox next to the employee you want to invite.  

- Xero add an employee

 

This article is for small businesses who use Xero. Add multiple employees to Xero using a single spreadsheet. You can upload basic details, such as names, dates of birth and addresses. Prepare for payroll in Xero. To save time, use a Xero spreadsheet template to upload basic details for multiple employees in bulk. Alternatively, you can enter full details for each employee individually. Exclude formulas or macros in the spreadsheet as these aren't supported.

Compulsory fields include first and last names, date of birth, gender, address, suburb, State and postcode. You still have to enter some details in Xero directly.

In your spreadsheet, don't include details for employees who already exist in payroll. If you do, you'll create duplicate records. In the Payroll menu, select Employees. Click New employee , then select Bulk upload. Drag and drop your spreadsheet into the Payroll window or click browse for a file to search for the spreadsheet. Match the fields in Xero with the fields in your spreadsheet. Preview all your employee information.

Use the arrows to scroll through the details for each employee. Click Add Employees , then click Confirm. Full error message: The selected file is invalid. The file must be a valid csv, xlsx, xls, or ods file. Export your employee information to an accepted format. Save the file to your computer, then re-upload it into Xero. This error occurs when information for a mandatory field is missing or in an invalid format. Xero will highlight the fields in question. Click Cancel.

In your spreadsheet, update the fields causing the error. Click Add employees , then click Confirm. Xero creates records for employees with complete and valid details. In the new spreadsheet, update the fields causing the error. Go through each employee in Xero and complete any missing fields. You can follow the step-by-step process for adding an employee.

Ask our community of customers, accountants and bookkeepers. Skip to main content Search icon Search Xero Central. Overview Add multiple employees to Xero using a single spreadsheet. Before you start Prepare for payroll in Xero. How it works To save time, use a Xero spreadsheet template to upload basic details for multiple employees in bulk. Download and fill in the spreadsheet In the Payroll menu, select Employees.

Click download a template. Enter employee information into the spreadsheet. Save the spreadsheet to your computer. Upload the spreadsheet into Xero In the Payroll menu, select Employees. Fix error messages when adding multiple employees The selected file is invalid Full error message: The selected file is invalid. To fix the error: Export your employee information to an accepted format. You can choose one of two options to fix the error.

Option one: Click Cancel. Option two: Click Add employees , then click Confirm. 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.