Note: Xero users in the UK should also read Setting up Xero UK.
- Before you sync employees
- Which employees will sync?
- What employee information will sync?
- Syncing employees in Xero to Deputy
- Which Deputy location will the employee be added to?
- Next steps
Before you sync employees
Before you sync employee information from Xero to Deputy, ensure you have read:
If you have a new Deputy account you are setting up and you would rather import employee information from Xero and then send your team the invitations to Deputy later please read:
- I want to connect Deputy to my payroll to import employees but not send an invitation to join Deputy just yet
Which employees will sync?
The first time you sync between Xero and Deputy all employees in Xero will be added to Deputy.
If you add more employees to Xero after the initial sync, then Deputy will only sync employees it identifies as new. If an employee's name and email address already exist in Deputy it will not sync to Xero as it is then not considered a new employee.
If you later edit information in existing employees in Xero, the amended information will not be updated in Deputy as the employee is not considered new employee. Therefore, you will have to update any new information for that employee in Deputy as well.
What employee information will sync to Deputy?
If the following fields have been filled in the employee's profile in Xero they will sync to Deputy in a one-time sync:
- Date of birth
- Hire date
If you add or change this information in Xero after the sync has occurred it will not automatically sync to update in Deputy.