Before getting started
In Rollit – ensure you have:
- Employer administrator access to Rollit
In Xero – ensure you have:
- At least one active Organisation within Xero AU
- A Payroll Admin or higher-level access to your Xero Organisation
- Configured your Xero payroll settings (https://central.xero.com/s/article/Prepare-for-payroll)
How to connect your Rollit and Xero accounts
Step 1: Create a Rollit account
- Go to the Rollit website https://rollitwealth.com/
- Hit 'get started' and register as a company
- Complete your registration (keep an eye out for your verification email, it may come to your promotions or spam folder)
Step 2: Link Your Xero Payroll account
- From “Employer Administration” select “Payroll"
- Click Connect to Xero
- Click Allow Access
- If you have multiple organisations with Xero, select your Organisation from the dropdown menu
Step 3: On-board your employees
- For each employee, you would like to on-board, click the “Onboard” button, under the “action” column.
- Your employee will receive a welcome email and will be able to access their Rollit Wealth account.
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