How the Xero NZ Payroll integration with MyHR works
What the integration does
The integration between MyHR and Xero NZ Payroll has been designed with 2 goals in mind:
- To cut down on duplicate data entry when new employees join your business and when employees apply for leave in MyHR.
- To provide employees and managers with the information and tools they need to request and approve leave without needing to log in to your payroll system.
How the integration works
For new employees
New employee records are automatically created in Xero NZ Payroll when:
- A new employee e-signs their first employment contract in MyHR, or;
- A signed copy of their employment contract is manually uploaded to MyHR.
The employee information entered when the person was added MyHR, along with any relevant personal details the employee entered before signing, such as bank account and IRD number, will be used to populate as many details as possible in Xero NZ Payroll.
This establishes the link between MyHR and Xero NZ Payroll for the employee that allows accurate and up-to-date leave balances from Xero to show in MyHR.
If you are not comfortable with an automatic link being established, the integration also allows you to choose to manually send new employee details from MyHR to Xero NZ Payroll at any time.
For existing employees
For existing employees, the integration process will require the link between both MyHR and Xero NZ Payroll to be established manually.
MyHR can assist you with the integration process.
Once an employee is linked between MyHR and Xero NZ Payroll, you and your employee will be able to see their up-to-date leave balances directly in MyHR and any leave you approve will automatically be sent to Xero.
IRD numbers and bank accounts
To ensure smooth processing in Xero Payroll,ensure that your employees enter the correct IRD numbers and bank account details into MyHR. Incorrect entries may prevent the transfer of this information to Xero Payroll.
Leave request comments
Xero Payroll accepts comments of up to 50 characters. Any comments exceeding this limit will be truncated on the payroll side. However, you can access the full leave request comments through MyHR for complete visibility and reference.