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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Natasha Evans commented
Please implement this as soon as possible. This would assist with keeping payroll records private also. If we were to create a contact in the system to allocate the records to this would be accessed to anyone. Keeping it in payroll eliminates the risk of anyone seeing sensitive info
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Susan Voutier commented
As Helen Price has just commented - so many of us want to see this, and SOON!
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Helen Price commented
I am constantly getting emails from Xero saying there is a new comment on an idea you supported - regarding uploading files to employees.
From what I can see this started back in early 2022 - and Xero lastest response was in March 23.
Is it possible for Xero team to give us an update on this request - a time frame would be great. Sorry if I have missed an update from Xero.
There has been alot of support for this update so I am sure Xero members might appreciated it. Thanks -
Freya Pieroz commented
Being able to add an employee's signed TFN dec and Super Choice Form to their Notes would assist greatly in the requirement by Fair Work Australia to keep these documents for seven years, while still maintaining confidentiality requirements under the Privacy Act 1988 (Cth)
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Cassandra McAllister commented
For small businesses like many of my clients, it would be advantageous to be able to store things like employment contracts and all other sensitive employee information in a folder for each employee. Accessible only to users with Payroll Admin access. This would work well without having to invest in additional payroll management software external to Xero.
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Glenda McAllister commented
Adding documents to an employee's file would be great, there contracts, doctors certificates and documentation for employees. This would be the most important recommendation I would have to add to xero payroll.
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Maria Dedakis commented
We should be able to write on this app as well, like if we took a longer lunch hour or why we had to work back and get over time, this is a simple app that makes so much more work for all. It’s just common sense we should be able to comment or attach files to our time sheet!
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Debbie Fisher commented
Having supporting documents to leave would be a time saver and an easy reference checker.
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Margaret Henderson commented
I feel like I should be able to LIKE all these comments supporting this idea to show my support. Thank you to all those who continue to push this very worthwhile and time-saving idea.
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Sarah Knuckey commented
Are there any revised plans to consider this feature for development soon?
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Joanna Jaques commented
surely should be a very simple fix to add documents to a system that already allows you to upload documents elsewhere!
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Robyn Tighe commented
We act as payroll administrators for a lot of our clients. Being able to file medical certificates along with personal details, tax file declarations direct to xero employees would greatly assist with legal requirements.
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Melissa Solomon commented
Add a file attachment section into Employee 'Notes' section so we can upload Licenses, medical certificates, contracts etc
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Paul Steinberg commented
agreed
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Tomos Clark commented
Agree with Joelle's comment. And using files will not be appropriate as it is open to any user, not just users with payroll access.
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Joelle Bear commented
With working from home being a normal concept in many businesses now, it would be good to be able to attach contracts and other important files to the employee contacts. I have many requests to supply these type of documents and do not have access to them until I go to the office. Having them easily available would be a benefit, especially for long time employees whose contracts may be in archives.
Thanks for considering this suggestion. -
Peter Eggins commented
We can easily upload files for Purchase Orders and Invoices so I would not have thought it would take much to add this most important feature to the Employee section
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Stephanie Kyra commented
It would be amazing to have an upload document tab in xero employee tabs, it would keep it all with the employee and not visible to all staff.
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Nella Totani commented
I think this is a feature Xero needs to consider. If would be handy to upload documents to the employees card, eg: ID documents, licences or certificates that are required to for employment (eg builders licence) employment agreements just to name a few. At the moment I'm adding the employee to the contacts to upload documents but this is not ideal for security reasons.
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Michelle Hill commented
It would be amazing to have an upload document tab in xero employee tabs. Streamline all documentation for employees. Sick leave certificates, timesheets, leave requests, employee information documents, TFN, Super, Apprenticeship information etc. We can save this in the company files, however would be easier and save room if this option was available.