Australia’s best HR software & Xero Integration
Australia’s best HR software & Xero Integration

4 minutes read

Australia’s best HR software & Xero Integration
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Posted:
11/10/2021
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Why is connecting Worknice to XERO important?

As the song goes…  

“Birds need bees and ice needs whiskey
Shades need drawing, hearts need fallin’

And boots need knockin”  

Some things in life just go together. The song ‘knockin’ boots’ touches on many of them, but misses out on perhaps the most amazing pairings you will ever find – XERO and Worknice. In this article we run through the benefits and how it works.

Connecting Worknice to XERO brings with it quite a number of advantages. You will notice that these advantages fall under four main categories:

Integration advantages

1 – Enhanced features layered over existing XERO functionality

2 – Consolidation of data into a single platform

3 – Streamline process to save time

4 – Enhanced employee experience.

See it in action!

Book a live online demo with the Worknice team today.

Book a demo here

What are the advantages of connecting Worknice to XERO?

Enhanced features that layer over existing XERO functionality

Approval workflows

Run payroll with absolute confidence by layering in a structured approval process so nothing slips through the cracks. Important changes to pay information are approved and synched with your payroll platform.

Historical employment change tracking

Lock historical payroll changes into Worknice and out of the memories of administrators. Sometimes you need to roll back to previous payroll data, such as when an employee returns from extended maternity leave.

Avoid overlaps and overages with time-off

Worknice scans all XERO time off requests and compiles an overlap report showing who is also on leave at that same time.

software that shows leave overlaps

Consolidation of data into a single platform

Continuous data syncing

Deep payroll integration means less double entry. Once entered and approved in Worknice, most info syncs automatically so you spend less time punching in numbers.

One system for employees

Employees can avoid using multiple software systems and simply use Worknice. The Worknice integration enables employees to request leave, check payslips and more.

integrate with payroll to achieve continue data syncing - available for XERO out of the box

Streamline process to save time

Automate new employee set up in Payroll

Kill double handling and collect all the right information – first time, every time. Automatically send employee details, salary information, bank account details, tax & super info from Worknice into your payroll system.

Collect payroll information digitally

Collect data like Australian tax declarations with ease via a paperless experience. Simply send new hires or existing employees a link and have them enter payroll information through a simple online interface.

let employees access self service to update their own details

Enhanced employee experience

Self service

Worknice creates a self service portal your employees can use to add and change required payroll information.

Instantly intuitive

Worknice is new and modern software that is fast and easy to use. Employees can avoid using multiple software systems and simply use Worknice. The Worknice integration enables employees to request leave, check payslips and more.

Easily Request Time Off from anywhere

How our Xero integration works

Connecting to Xero for the first time

Integrating Worknice with your Xero platform makes your Worknice set up an absolute breeze. Connect Xero, choose the employees you want to import, and BAM, all your employees along with their personal and payroll data is ready and waiting in Worknice.

Data Flow

The table below outlines the major flows of data between the two systems. 

 

Adding new hires

WorkniceDirectionXero
Personal Details""Personal Details
Bank Account""Bank Account
TFN""TFN
Super Fund USI and Number""Super Fund USI and Number
New hire record""New employee record

Leave management

WorkniceDirectionXero
New leave request""Leave request
Approved leave""Approved leave
Leave balance""Leave balance

Updating existing employee data

WorkniceDirectionXero
Personal Details""Personal Details
Bank Account""Bank Account
TFN""TFN
Super Fund USI and Number""Super Fund USI and Number

How do I know when a change has occurred?

You can monitor data changes from integrations using our “Key Information Audit History” feature.

With this, you can see exactly what people data is currently and how it has evolved over time.

View more information on the feature release article

payroll integration change history

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