If your employees already exist in Xero, you can import them into Urhere instead of adding them one by one manually. This is usually the best option when you are setting up an existing team and want to save time.
Importing from Xero helps you bring employee records across into Urhere so you can continue with rostering, timesheets, and payroll-related setup.
Before importing, it is worth checking:
Your Xero integration is connected
All employees are set up correctly in Xero
Your locations and areas are set up in Urhere
How to import your Employees
Go to Employees
Select the Import from Xero option
If you have more than 1 Xero organisation, choose the Xero organisation you would like to import from (You can repeat this process for each Xero organisation).
Choose import from Xero
Click import next to the employee(s) that you wish to import. After you click the import button, the employee will be created in Urhere.
Select the location that the employee will belong to. If you have multiple locations, you can set the second location up in their profile under Work Locations.
Setup the employee's salary details
Once you start the import, review the employee list carefully before continuing.
This is a good time to check that:
The correct employees are coming across
Employee names and contact details are correct
There are no duplicates
You are not importing people who should stay inactive
After the import, open the employee profiles in Urhere and complete any setup still needed, such as:
Location access
Employment settings
Onboarding details
Documents or training
Payroll checks
If an employee is already in Urhere, you should match them instead of importing them again.
If you only need to add one or two employees, or wish to create them in Urhere first, adding an employee manually may be the better option.