If your employees already exist in Xero, you can import them straight into Urhere instead of adding them manually one by one. 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 rostering, viewing timesheets and payroll-related setup.
Please note, if an employee is already in Urhere, you should match them instead of adding them again. Learn how to match employees here - How to import and match employees from Xero | Urhere Help Center
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
Navigate to the Employee page
Select Add Employee and the Import from Xero option
If you have more than one Xero organisation, select the Xero organisation you would like to import from (you can repeat this process for each Xero organisation).
Select Import from Xero
Select Import for the employee you wish to bring across to Urhere
Select the location you are adding the employee to and select an area they will be rostered in
Note, once you complete this step, the employee will be added to the location in Urhere.
If you have multiple locations, you can set up the second location in their profile under Work Locations.
Set up the employee's salary details or skip this for now and complete it later.
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 remain inactive
After the import, open the employee profiles in Urhere and complete any setup still needed, such as:
Location access
Employment settings
Onboarding details
Request or sending documents
Assigning training
Payroll checks