Team Calendar

Help centre / Onboarding

AU Early Access Guided Onboarding Guide

Follow this 8-step guide to get your Australian team set up on Team Calendar with Xero Payroll, manager roles, and secure calendar feeds.

1

Join the correct Clerk Organisation

Accept your invitation email or select your organisation from the organisation switcher in the top navigation bar. Every payroll entity, team member, and leave record belongs to a specific Clerk Organisation boundary.

2

Connect an Australian Xero organisation

Navigate to Settings > Integrations > Xero. Click 'Connect Xero' to authenticate with your Xero Payroll Australia file. Grant access to your organisation. Note: Launch scope is Australian Xero Payroll only.

3

Confirm the first people, leave, and balance sync

Navigate to Sync to review initial inbound sync status. Verify that employee names, historical leave applications, and current leave balances have imported accurately from Xero Payroll.

4

Link people and assign manager roles

In Settings > Members, assign roles (Owner, Admin, Manager, Member). In People, match unlinked Clerk users to Xero employee records so staff can submit leave and managers can review approvals.

5

Submit, approve, and decline leave

Staff submit leave from the top navigation CTA or Calendar page. Managers review pending requests in Leave Approvals. Approved leave writes back synchronously to Xero Payroll within 60 seconds; declines require a reason if configured.

6

Create and revoke calendar feeds

Navigate to Feeds and click 'New Feed'. Select team or location filters and copy the secure ICS URL into Outlook, Google Calendar, or Apple Calendar. If a token is compromised, click 'Revoke Token' to invalidate it instantly.

7

Understand privacy modes & visibility

Configure feed privacy levels: Named (shows employee name and leave type), Masked (shows generic 'Out of Office'), or Private (shows simple 'Busy'). Sensitive leave details are never published unless configured by an admin.

8

Reporting sync, payroll-write, or privacy incidents

If you observe a sync discrepancy, Xero write error, or privacy concern, email our support team immediately at support@teamcalendar.online with your organisation name and details. Business hours response target: Mon-Fri 9am-5pm AEST.

Need assistance with your setup?

Our team provides direct guided setup for early access accounts. Contact us at support@teamcalendar.online.