By following the steps in this guide, you can prevent unwanted links by editing the archived profile in Xero and then unlinking it in RosterElf. This ensures your payroll records stay accurate and your staff profiles remain clean. The process is simple, quick, and can save time by avoiding issues during payroll approval. In this step, you will make a small edit to the archived employee profile in Xero. Adding archived to the name makes it easy to identify and prevents RosterElf from linking it to an active employee. This ensures that payroll data stays correct and helps you manage your employee records with confidence.
Frequently asked questions
1. How do I stop Xero from linking archived staff profiles in RosterElf?
To stop Xero from linking archived staff profiles, edit the archived employee in Xero by adding archived to their first name. Then, in RosterElf, go to Settings > Xero employees, select the archived profile, and press Unlink. Refresh your screen if needed.
2. Why should I add archived to an employee’s name in Xero?
Adding archived to the first name field clearly marks the profile as inactive. This prevents RosterElf from connecting the archived employee to an active staff member, keeping your payroll data accurate.
3. Can I unlink an archived Xero employee directly in RosterElf?
Yes. In RosterElf, go to Settings > Xero employees, select the archived employee, and press Unlink. Refresh the screen if required to confirm the change.
4. What are the benefits of unlinking archived staff profiles in Xero and RosterElf?
Unlinking archived profiles helps keep staff records clean, avoids payroll syncing errors, and ensures only current employees are connected. This saves time during payroll approval and prevents mistakes.