Before you start
- Your Xero organisation needs Xero Payroll (AU).
- You need to be an adviser or payroll admin in Xero.
- If you have more than one Xero organisation, know which one runs your payroll.
Connect
- Go to Administration → Integrations.
- On Xero Payroll (AU), click Connect Xero.
- Sign in to Xero, choose your organisation and click Allow access.
- You’ll come back to PeopleTeam and the setup review starts. See Finish the Xero setup review.
Nothing syncs until the review is finished.
What syncs
| From PeopleTeam to Xero | From Xero to PeopleTeam |
|---|---|
| Approved leave | Leave balances |
| Nothing. Pay is not sent to Xero. | Pay is read from Xero on demand, never copied |
Where pay lives
Once Xero is connected, pay is held in Xero only. PeopleTeam doesn’t store it and never pushes pay changes. Open someone’s Pay tab and PeopleTeam fetches their current pay from Xero at that moment. If Xero is slow or disconnected, the tab says pay is unavailable. It never shows an old figure. Each view is recorded in the audit log.
Pay records entered before you connected stay as read-only history for offers. They are not shown as current pay.
Disconnect
Click Disconnect on the Xero card. PeopleTeam goes back to calculating balances itself. Nothing is deleted in Xero.