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Quick add an employee manually

Create an employee in Urhere yourself, then finish their setup and sync them to Xero later if needed.

If you are not bringing employees across from Xero first, you can add them manually in Urhere.

This is a good option when you are setting up a smaller team, adding a new starter, or creating employee records one at a time.

You can also use this approach if you want to create the employee in Urhere first and sync them to Xero afterwards.

Step 1: Enter the employee's basic details

Go to Employees in the top navigation and select Add Employee.

You will be asked to enter the employees, full name and email address (which is needed if the employee will log in to the app, but you can skip this for now and add it later).

Once you have entered what you need, click Continue.

Step 2: Configure access and location

The next screen asks you to set up how the employee will access Urhere.

  • Password — you can set a temporary one or leave it blank and let the employee set their own

  • Send App Invite — this is on by default and is recommended if the employee will be using the Urhere app

  • Role — choose between Employee and Administrator. Administrators have full platform access

  • Work Location — select the location this employee works at. This is required before you can create the record

Select Create Employee to to proceed.

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