Onboarding into Xero

Onboard new staff into Xero with signed paperwork, automatically

Send the onboarding pack for signing, and the moment it is signed, the new employee or contractor appears in Xero as a contact with their signed paperwork attached, ready for payroll and accounts. If they were never in Xero, their contact is created for you. No re-keying, no lost documents.

How onboarding works

1. Send the onboarding pack

Use a saved template for the employment or contractor agreement and induction forms. Add the new starter and choose the Xero entity.

2. They sign on any device

The new starter receives an email and signs on their phone or computer. Nothing for your team to do while you wait.

3. It files into Xero

The signed PDF attaches to their Xero contact in the right organisation, and their contact is created automatically if they are new.

Why onboarding is where documents go missing

The hardest paperwork to keep tidy is onboarding. A new employee or subcontractor signs an agreement, and someone has to remember to file it, create their record, and put it where the accounts or payroll team can find it. That manual step is exactly where documents slip through the cracks.

SignAndGo closes the loop. The signed onboarding document files itself into Xero against the worker's contact, the contact is created if they are new, and for businesses with several entities each new starter lands in the correct organisation. Your records stay clean from day one, with a full audit trail on every signature.

Frequently asked questions

How do I onboard a new employee or contractor into Xero with signed paperwork?
Send the onboarding pack for signing in SignAndGo. When it is signed, SignAndGo files the completed PDF into Xero against the person's contact, and if they are not in Xero yet, it creates their contact automatically. The signed paperwork is then waiting on their Xero contact, ready for payroll or accounts, with no manual data entry.
Does SignAndGo create a Xero contact for a brand-new starter?
Yes. For onboarding, you turn on "create a contact if the signer is new". A worker who has never been in Xero gets a contact created automatically when they sign, with their signed onboarding document attached to it.
Can I send onboarding documents to the right Xero entity?
Yes. If you run several Xero organisations, you choose which entity each onboarding document files to when you send it, so a new starter lands in the correct entity's Xero, never the wrong one.
What kind of onboarding documents can I send?
Anything you need signed: employment agreements, contractor agreements, induction forms, policy acknowledgements, deeds, and more. You can save them as reusable templates so onboarding is a few clicks each time.
Is the signed onboarding document legally binding?
Yes. Every signed document is legally binding under the Electronic Transactions Act 1999, with an audit certificate recording signer identity, IP, timestamp and a tamper-evident hash chain, plus a verification ID anyone can check.

Make onboarding file itself

Connect Xero, send the onboarding pack, and watch the signed paperwork land on the right contact. Email us for a walkthrough.