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Invite employee to my payroll xero
If you have Payroll Admin access, invite your employees into My Payroll so they can view their payslips, request time off, submit timesheets, and approve time off for other employees. If you decide to remove an employee who doesn’t need access to their payroll information anymore, you can change their user role settings.
This 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. Payroll employees can see their payroll information, submit timesheets and request time off. If an employee is responsible for payroll, you can give them the Payroll Admin role so they can set up payroll, process pay runs, and manage employees.
This includes ensuring you have up to date leave balances for your employees at all times as well as paying the correct amounts. This sends an email invitation to each employee in your team. They just have to click the link and set their password. They are then ready to go. Once they log in either via the website or the app it’s a very simple process as they are only presented with 5 options:. The best thing you can do for your employees is to send a link to this video.
Hi Xero any answers to Elizabeth and myself please? Elizabeth Metcalfe. Dan Turner. Good job Catherine, that was an annoying one! Accounts SWP. Catherine your my hero!!! Thank you so much! Hi Suggest you delete the email address and save the record and then re-enter their email address. Marcus Hurley. A new email would work but if it’s a non work one there may be security issues. Nothing is ever easy! Rachel Flay. Did Catherine’s answer above not work for your query Rachel?
Martina Ford. Thanks Catherine :. Still have questions? Share article. Latest news and articles. Read more articles. This website uses cookies to improve your experience. Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website.
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Select the employee. In the Payroll section, click Remove employee access. What’s next? You might want to: Authorise an employee to approve leave and timesheets Edit an employee’s access to give them access to other features of Xero. Still have questions?
Invite employee to my payroll xero.Set up an employee to use Xero Me
A great answer addresses the original question, and might include examples or links to more info. Please follow our discussion guidelines. I cannot delete the employee as he has worked here for years. How can this be resolved?
I have tried updating his email address and doing a “forgot password” but the email to reset the password does not arrive. Thanks, Diana, just tried this and it worked, the employee got a new invite.
Tracy – I had the same problem and found this in Xero help – I’m waiting to hear from the employee if this worked but it’s worth a go In Payroll, go to Employees. Find the employee you want to resend the invite to, tick the box to the left of their name. Scroll back to the top of the list and there is a button to “Invite to Payroll”. Hi Catherine, unfortunately they aren’t showing as users as they’ve never activated the link. I tried that solution from your previous thread I’m afraid.
If you go into users under the Advanced section, and delete them as a user and then resend them the link it should work. I have two members of staff that have never accepted their invite to payroll. It now won’t let me re-invite them. I’ve tried removing the email, saving and adding again but to no avail One of them found the old link in their emails but the link has expired. I can’t delete their user profile from the settings as they aren’t showing, possibly because they’ve never accepted the invite.
Please help! I’ve had a similar problem. One employee can’t access his payslip so I’ve tried sending a new invite, Xero won’t let you, I followed the advice above and Xero still won’t send an invite.
So now what? I’ve had the same problem with an employee who says he hasn’t received the invite I have tried removing email address, saving it and then re-entering it, still doesn’t allow you to resend. Or they could log on to webmail on the new phone and retrieve the previous invite? Even if it’s deleted they can maybe get it back from the recycle bin? Hey Marcus, no i have tried that, but because i have already sent it to thst email address, it won’t resend, it pops up, saying i can’t resend because i have already sent it to that email.
I will see if ahe has another email address I can use. Hi, have found out how, I hope. Go to your employee list, and tick the employee that you have changed the emai address for, and then at the top of the screen – it says invite to my payroll.
It will then send them a link again. I have this problem too – I’d have hoped you’d have an answer after 3 months but I guess I’ll carry on looking! Ask our community of customers, accountants and bookkeepers. Skip to main content Search icon Search Xero Central. James Yardley. How to RE invite an employee to payroll Hi there, We have made a mistake with an employee email address and the invite to payroll has not been sent.
We’ve changed the email address to the correct one but the button to invite is now greyed out. Any advice please? All the very best, The Yardley Team Log in to answer. Write an answer Add attachement Upload Files Or drop files. Cancel Done. All answers Karen Burns. Thanks Diana, that worked.
I could not find that on my own! Faizan Ahmad. Maria McAdam. Find Users Menu. Find employee, choose 3 dots on the RHS and “delete” employee. It doesn’t delete the employee’s record.
Then at the top of the employee list the “invite user to my payroll” should go green, and you can invite them. Tank Green. Mark Walker. Diana Smith. Amy Smith. Hi Catherine Where is this “go into users under the Advanced section”? I have the same problem with re-inviting a member of staff to payroll. Leone Starr. Catherine Gardner. And then tell them they need to accept the link as soon as they get it!
I have just done this for someone and it has worked. Thanks Catherine. David Yarnton. Hi Xero any answers to Elizabeth and myself please? Elizabeth Metcalfe. Dan Turner. Good job Catherine, that was an annoying one! Accounts SWP. Catherine your my hero!!! Thank you so much! Hi Suggest you delete the email address and save the record and then re-enter their email address. Marcus Hurley. A new email would work but if it’s a non work one there may be security issues.
Nothing is ever easy! Rachel Flay. Did Catherine’s answer above not work for your query Rachel? Martina Ford. Thanks Catherine :. Still have questions? Start a discussion Ask our community of customers, accountants and bookkeepers. Contact Xero support Raise a case with our support team.
How to RE invite an employee to payroll – Xero Central.Related answers
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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. This includes ensuring you have up to date leave balances for your employees at all times as well as paying the correct amounts.
This sends an email invitation to each employee in your team. They just have to click the link and set their password. They are then ready to go. Once they log in either via the website or the app it’s a very simple process as they are only presented with 5 options:. The best thing you can do for your employees is to send a link to this video.
It’s got everything your employee can do in My Payroll covered in a step by step guide. We give this to all our new employees as part of their induction pack :. Let’s ensure you are using ALL the features of Xero, letting your employees access info when they want and reducing your admin processing time, ie banadmin. To receive all the latest Ninja news, please enter your email address below. How do you set this up for your employees?
