Payroll: Employees - Upload/attach files in notes section
Xero - in employee section and only those with payroll admin rights can upload notes/documents such as medical certificates/TFN forms/super choice forms etc in the notes section to be able to track this better and with relevant payruns as well

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Anna Rowson-Smith commented
This would be such a good feature -to add in P45 new starter checklist documents or any tax notifications from HMRC
It would be great to be able to store these documents in one place on Xero rather than on my desktop -
It should be quite an easy addition as this function is available for contacts/invoices -
Annamaria Di Francesco commented
It would be great to have a function whereby we can attach a document (say, a copy of a pdf showing pay rates used as extracted from the award or an employment contract) to an individual employees record in xero.
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Vicki Schafer commented
MYOB have this feature and it is great for storing documents relevant to employees
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T J Chaff commented
I need to be able to add shots of the employees forms, and super details. So I can reference them back 3 months later when I lodge the super I cannot find them.
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Alicia Afoa commented
It would be extremly beneficial to save employee documents in files so clients can see what their advisors have done or vise versa. It will prevent advisors always having to chase up documentation.
An even better option have an employee detail form, tax dec form and super form in the employee me up so employees can complete electronically and automatically saves to employee card.
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Alice Doyle commented
Excellent idea. Centralises the paperwork, easy to find and with daily authentication for Xero required, potentially makes the data safer than being stored in places like Sharepoint. Also being able to store employment contracts, training certificates etc would be useful.
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Nicola French commented
The ability to add secure documents to an employee record in the NOTES section in the payroll section in Xero.
Salary emails which a client has sent in, P45 records etc
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Angela Giddy commented
this function would be really useful
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Cathy Tarvin commented
Please could this be looked at as it would be so very useful and would save keeping paper documents
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Elizabeth Budic commented
We use time clocks that need to be saved as evidence of pay. At the moment I'm required to save on our network. It's essential that we can upload various important documents accordingly.
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Ian McKay commented
The ability to upload files to Payroll is extremely important for those of us who do not want to use a HR App. This should be a very simple improvement to enact
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Melita Wignall commented
Agree, we need this for efficient record keeping.
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Maria Martin-Perez commented
we would really like to be able to attach "Reminders" for pension (changes dependent of age), for foreing employees (to complay with legislation and re-check their status of right to work).... or something as simple as aniversaries/birthdays
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Georgina Kostakis commented
Uploading of employee contracts etc would be extremely beneficial.
I use the notes but you cant edit a note so if you make a mistake and press save you cant go back and edit. It would be good if you could edit with a history of changes (similar to the other pages in xero). -
Jessica Black commented
Considering we can attach to contact cards, I'm suprised we can't attach contracts, warnings, licenses etc to Employee Files. We would definitely use the attach docs feature for employees.
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Fritz Cardozo commented
It would be better if employees can submit medical certificates as part of the leave request submission.
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Natalie Smith commented
Totally agree, this would be great for employment contracts
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Nadia Gallen commented
Totally agree. I have submitted this suggestion before as well.
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Sarah Winship commented
This really would be so helpful.
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Avril Burak commented
It would be very useful to be able to attach copy of contracts, SMP forms etc to employees section