Connect Roux Roster to Xero
- Admin
Short answer
Go to Settings › Integrations, click Connect Xero and sign in to Xero. Then set each venue's state for public holidays, match your staff to Xero employees and map your earnings rates.
Connect your Xero organisation
- In the Dashboard, click Settings, then Integrations.
- On the Xero card, click Connect Xero.
- Sign in to Xero and pick your organisation. Allow Roux Roster access.
- You come back to Roux Roster and see Xero connected.
Roux Roster never sees your Xero password. You sign in on Xero's own page.
When you connect for the first time, every venue is pointed at this Xero file, and Roux Roster brings in your active Xero employees. Anyone not already in Roux Roster is added as a draft person. Up to 150 employees are brought in.
If you don't see Connect Xero, check Settings › Organisation › Export format. It should be set to Xero.
Set each venue's state
Public holidays depend on the state. On the Xero card, each venue has a Set venue state menu. Pick the state the venue is in, for example NSW or VIC.
If a venue shows No public holidays until set, public holiday hours aren't picked up for that venue until you set its state.
Match staff to Xero employees
- On the Xero card, open the Staff tab.
- Roux Roster suggests a match by email, then by first and last name. Suggestions say Suggested · email or Suggested · name.
- Check each person. Use the dropdown to change a match, or pick Not mapped.
- Click Save matches.
People who aren't matched are left out when you push hours to Xero. Nobody else is held up.
Map earnings rates
- Open the Earning rates tab.
- Pick a tab: Default, Casual, Full-time or Part-time.
- For each row, pick the Xero earnings rate to use: Ordinary, Saturday, Sunday, Overtime 1.5, Overtime 2.0, Public holiday, Public holiday (not worked), Evening and Night.
- Click Save earning rates.
Default is used for anyone without a grade. Roux Roster only uses earnings rates that already exist in your Xero file.
Leave balances
- The Leave tab maps Annual leave, Sick leave and Other leave to Xero leave types. Click Pull leave to bring balances in.
- Xero holds the leave balances. Roux Roster does not accrue leave.
Disconnect or reconnect
- To disconnect, click Disconnect next to the Xero file, then confirm. Hours you already approved are kept. Matches and rate mappings for that file are removed.
- If you see Xero needs you to Allow again, click Allow next to the file and sign in to Xero again.
- Reconnecting the same Xero organisation keeps your existing setup.
Related articles
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Email us at support@example.com. Tell us your venue, your role and what happened.
How award costs are worked out
For an Australian venue with an award picked and the Labour cost model switched on, Roux Roster prices hours using that award's penalty rates, loadings and overtime. It is a costing model, not a payslip. Your pay run in Xero is what counts.
Send approved timesheets to Xero
Approve the week on Timesheets, click Push to Xero, pick the pay period and check who is ready, then push. Only approved hours are sent. You finish the pay run in Xero Payroll AU, where STP reporting and super are handled.