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
Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.
As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.
With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.
-
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.
-
Fritz Cardozo commented
It would be better if employees can submit medical certificates as part of the leave request submission.
-
Natalie Smith commented
Totally agree, this would be great for employment contracts
-
Nadia Gallen commented
Totally agree. I have submitted this suggestion before as well.
-
Sarah Winship commented
This really would be so helpful.
-
Avril Burak commented
It would be very useful to be able to attach copy of contracts, SMP forms etc to employees section
-
Karen Taylor commented
This would be a great option
-
Lei-aianie Skudder commented
Totally Agree!!
-
Lynne Bennett commented
would be very useful.
-
Amanda Dobson commented
It would be extremely beneficial to be able to upload/attach files to employees! It would also be useful if more than 50 documents could be attached to each employee record.
-
Jen Hopkins commented
I have also made this suggestion and agree that it would be highly beneficial to be able to do this. Please make this happen Xero ASAP!!
-
Abigail Eston commented
count my vote in, agreed
-
Emma Gude commented
This would be extremely beneficial to upload employee contracts.
-
Accounts @ KE Select commented
I agree with wanting this capability in Xero - to be able to attach relevant documents for an employee.
-
Brett Edmonds commented
Add Documents, such as emails, Employment Contract, etc. to an Employee Card. It is quite often that an employee will send an email with specific instructions, and whilst there is an area to write a note, the space is limited. If the email could be uploaded, it can be referred to at a later time when everyone has long forgotten what the instructions were.
-
Sarah Heney commented
I also agree as when it comes time for Auditing we need to know what the reimbursements where for.
-
Connie Ogden commented
this would be great! as well as a spot on the time sheet - or even ability to attached document to the leave request (like doc cert)
-
Susan Voutier commented
Please allow us to upload documents directly into an employee's 'Notes' area, such as employment contracts.
-
Sarah Jacobs commented
Agreed
-
Heat On Electrical commented
Yes, 100% agree and to be able to create folders in that same section would be handy as well.