How to set up your Xero Payroll + MyHR Integration

Jocelyn Visser, HR Business Partner
By Jocelyn Visser, HR Business Partner

About Xero Payroll

Simplify compliance and reporting with Xero Single Touch Payroll. MyHR integrates perfectly with Xero payroll software allowing employees to view their current leave balances, apply and have leave approved, and coming soon, receive pay slips all via their MyHR account.

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Integrating your account with Xero Payroll

If you're already using Xero Payroll, follow these easy, step-by-step instructions to integrate your MyHR and Xero Payroll accounts.

If you're not using Xero Payroll but would like to see if it’s the right payroll system for your business, visit https://www.xero.com/au/programme/single-touch-payroll/

Please note that only managers with access to integrations are able to connect your MyHR account to Xero. If you would like to do this but you're unable to see the 'Manage integrations' menu item in MyHR, please contact your manager.

Step 1

From your Launchpad, click your company name (top left). Select 'Manage Integrations'.

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Step 2

Click on Xero.

Step 3

Click on 'Authorise MyHR to access my Xero'. This will redirect you to Xero and ask you to login if you aren't already.

Step 4

Choose your Xero company that you want to integrate with MyHR and click 'Allow access'.

Step 5

Fill in the 'Xero - Complete Setup' form to tell us how your want your integration to work, then click 'Save'. For the best experience, choose 'Yes' for sending approved leave for previous pay periods to Xero. This will help keep your admin down, especially if your employees often log their leave after the fact.

Step 6

Once you have saved the form, let us know at help@myhr.works and the MyHR team will take care of everything else.

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Step 7

Once the integration is complete, everything you need to manage the integrated systems is located within the 'Manage Integrations' area of MyHR. From here you can link, remove, and add people not initially set up, as you wish.

Further Customisation

We understand that each of our clients' businesses are different, and the level of information you want to display to your teams will vary, so we've made the integration with Xero Payroll customisable.

This means you can choose which types of leave balances show to managers and which ones show to employees, ensuring discretion when you need it.

Learn more about the benefits of integrating payroll and leave management systems.

 

 

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