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.
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Sharon Little commented
I can't see anywhere you can upload a document attached to an employee - this would be a very useful feature in Xero for Payroll to be able to attach employee HR paperwork rather then have to file a hard copy separately.
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Lachlan Bartholomew commented
Allow employees to attach doctor certificates to sick leave forms.
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Max Barton commented
Sorry Christine, I cannot find in the employee section, a notes section where you can upload documents. There is a notes section for individuals but there is no option to upload. I have full admin rights for payroll.
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Accounts Officer commented
as per Lyndell Teale comment - Would be useful to attach medical certificate to the actual leave application.
We used KeyPay in my last role (amazing) and this was a feature..Xero is so close to being amzing - to be able to upload a medical cert when applying for leave would be great. and to be able to upload docs to an employees XERO file...everything in one place -
Julie McCarthy commented
Often wish I had this feature!
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Andrea Fuller commented
Very useful!!! And to be able to create an important dates list with reminders for employees!!
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Liz Dickson commented
Ability to attach documents to each employee file - i.e. contract, leave certs etc. atm just in the files section which is not conducive to good practice.
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Sarah Kopman commented
I would really like to see this feature added please.
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Kim Fay commented
Include employment contracts too
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Deborah Johnston commented
It would be great to be able to tag the files (and even sort them by tag).
Tags - ATO | Super choice | Personal details | Medical - and be sortable by tag.Adding a medical certificate would be more useful within the payroll batch itself, rather than on the employee file, unless it was for an ongoing medical issue/workcover.
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soe myat commented
It would be great to be able to upload documents
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Lyndell Teale commented
Would be useful to attach medical certificate to the actual leave application. Adding it to the profile will just get messy once you get more than a few of them.
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Joanne Eggins commented
This would be very beneficial for Employees to upload their timesheets that have start/finish/break times ...... while we are waiting for Xero to include this info in their timesheets
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Frank Iannelli commented
There is simple and affordable solution in the Xero Marketplace called Canyou trying to solve this exact problem https://apps.xero.com/au/app/canyou
happy to do demo's for anyone interested. Full disclosure I work for the company ;) -
Lei-aianie Skudder commented
It would be absolutely fantastic to be able to upload documents and files under individual employees. This will include IRD forms, contracts, certificates and other important and relevant documents. As we have already entered the world of technology it would be great to implement this new change. Lots of benefits.
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BELINDA BOW commented
I think this is a great idea and a must have. I want to be able to store all of my hr and payroll data electronically. Whilst I have filed it within the files section of xero for now, to be able to have all employee data in one area and individualized to each employee would be extremely valuable. Especially for auditing purposes when you need to cross reference contract details against payroll settings.
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Stuart Murray commented
Our paper timesheets contain much more information on the details of the tasks performed and it would be useful to have these stored in the payroll for that week.