To import your existing employees from Xero to Tanda, follow the steps in this article.
When you hire new employees, you can add them directly to Tanda using Tanda Employee Onboarding. For more information on Tanda onboarding, see Employee Onboarding.
Before you import staff from Xero
In Xero, you will require the Payroll Admin permission level. For details on how to check, see Xero's guide 'Assign or remove payroll admin access for a user'
1. Complete staff details in Xero.
Tanda imports only the employee details that are important for using Tanda. It's a good idea to check that you have completed the basic details for employees in Xero before importing your staff. This includes:
Email (this is what employees will use to access the mobile app)
Date of birth (used to automate the correct pay rates)
Mobile number
2. Activate the Xero integration in Tanda
In Tanda, navigate to Settings > Integrations > Payroll Integrations
Click + Add Payroll Integration
Search for and select Xero Australia from the list of available integrations, then click Connect to Xero
A pop-up will then display asking you to login to Xero (if you're already logged into Xero in another tab, you'll go straight to the authorised screen).
Enter your login details for Xero and click Login.
Confirm the correct file has been linked and then click Allow access.
Importing Staff
There are two ways to bulk import staff from Xero, one for just workforce management details and one for WFM and payroll details (used for switching from Xero to Tanda Payroll).
Workforce Management Import: This imports just the profile details from Xero, such as name, email, phone number, etc.
In Tanda, navigate to Workforce > Staff
Click + Add Staff (located in the top right of the staff page)
Select Import from > Xero Australia
Select the Xero organisation name to select the integration. If you only have one Xero file integrated to Tanda, you will only see one option
A list of your staff available for import will appear. To remove any employee profiles you don't want to import, click Don't Import.
Click Complete Staff Import
Your staff will now show under Workforce > Staff.
Payroll Import: This imports the same details as the method above, as well as any payroll details from Xero. You must have both Tanda Payroll and a Xero integration active to do so.
Find this under Payroll > Payroll Settings > Import / Export > Import from Xero.
How to add new employees after your first import
When you employ new staff, you have the following options:
Employee Onboarding is the fastest way to hire a new employee and collect their required payroll details. Tanda sends the new employee an onboarding form to fill in their employment details. Once completed, Tanda automatically generates a new employee profile in Xero.
Alternatively, add the employee to Xero, and then import to Tanda. This can be done automatically by setting your Xero integration settings in Tanda to 'automatically import new staff profiles', or you can do this manually by following the steps in this guide again.