Adding users to your PX360 account is crucial for creating projects and assigning tasks. If a user already exists in your Xero account, you'll be able to sync with the Xero Payroll Integration when you add them.
In the Settings section of your Dashboard, click Create User. Enter their information in the popup and check the box to sync with your Xero Payroll integration.
Name | Name of user to be added |
Role | Permission level |
Send Email Checkbox | Checking this box will send a welcome email to the user that you added. |
Email address of user to be added | |
Cost Per Hour | Hourly rate for user |
Mobile | Mobile phone number for the user |
Overtime Cost Hour | Overtime hourly rate for user |
Xero Payroll Integration | Check this box to sync with Xero's Payroll integration for this user. |
Employment Type | Category of employee
|
Employee Name | Select the user's name from dropdown.
If user's name does not appear, click Download Employees button to sync the latest information from Xero. |
Earning Rate | Select the user's category of earning rate from the dropdown.
If earning rate does not appear in the dropdown, click Download Earning Rates to sync the latest information from Xero. |
Overtime Earning Rate | Select the user's category of overtime earning rate from the dropdown.
If overtime earning rate does not appear in the dropdown, click Download Earning Rates to sync the latest information from Xero. |
The Xero system can take up to 24 hours to sync your user with PX360. If you don't see the Xero Payroll Integration box, you can either wait until the systems have had time to sync, then Edit User to check the box, or click Download Employees to do a real-time sync with Xero. This will refresh the selected list.
If you still do not see the user available, check your Xero payroll section settings and re-download.
Note: Users can also be deleted on this screen if permissions allow. This action cannot be reversed so be sure to only delete when necessary. |