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In Xero there is no secure place to store employment documents such as employment contracts, communications with employee, signed TFN, Super choice forms, manually calculations of LSL, back payments & the list goes on...where only a Payroll Administrator would be able to view the document.

If aTAB was created in the employees card as Chloe Miller suggests, or the NOTES tab could be upgraded to include attachments the isssue would be resolved.

Larger employers are using employment apps to do this, however most small employers are still using the old filing cabinets. It becomes a bigger issue when a bookkeeper is running payroll or an accountant is externally working in a file and they do not have visual on documentation required for individual employees

It could be very handy to send out CEIS to all casual employees on a weekly basis than to track their start date as the Workplace laws for casuals have now updated.

This feature of attaching documents to an employee contact card ie contract, job description etc would be very useful

Hi, I would appriciate if we can attach pdf files to a pay run and email them to the employee with the payslips.If you could please enable the option to add attachments on the notes section on the pay slip , that would be very very useful.
Thank you !

I have just started a discussion on this very topic before I saw this. I agree, this feature would be very useful.

The ability to upload docs to an employee file is a critical fix that must be addressed by Xero.

It would be hard to overstate how beneficial and helpful this would be for users.
It keeps all their stuff together and accessible in Xero - which is how you got us excited about the rest of the app in the first place.

This saves us having to have external solution providers or unwieldy off-line or paper based systems, and it keeps us locked into the Xero eco-system.

The Notes section has nothing to do with STP2 and this could have been easily resolved by now given Xero's expertise and online digital storage.

The delay is a lost opportunity - ignoring your higher value (payroll) customers in favour of third-party app connectors...

Would love to be able to attached employee documents to the employee card in Xero

We really need this to simplify our process and make accessing relative documents simple.

Please give us the ability to attach related documents to payruns/payslips. All the information needs to be in one place.

Please add a feature to attach files to an employee'e employment tab. Similar to how you can attach receipts to transactions. It would make filing & storing onboarding forms convienient.

This feature would be fantastic and save a significant amount of time. Instead of downloading and manually sending a second email on payroll day to all employees.

1) option to split employees into groups or teams
2) option to give a team member access to approve leave and expenses for rest of team but NOT access to other teams expenses.

2 points to improve the product IMHO....
Ability to save a file (copy of P45 e.g.) to an employee record.
Also ability to click to next record while in the employee view would be helpful.

For NZ payroll too, should be able to attach contractor's bills to their payrun so all the information is in one place (contractors that have withholding tax deductions)

This would have been an excellent feature. MYOB as employee onboarding. why can't Xero has similar feature. Also ability to set reminder for employee such as their anniversary etc would be another great feature to have.

Wow. So many people wanting this feature. Kelly's response now over 1 year old. It is disappointing and frustrating that we have seen big price increases for Xero and stuff that we want ignored. No plans and top of mind? Please...I was looking for this and have ended up using a partner product call HR partner that is costing us $495 per month. Now I am looking around at alternatives to Xero and HR Partner.

This is really disappointing, Xero :(
Surely you value your customer's needs a little more than this???

As much as I recommend Xero to people, it is very disappointing that 12mths down the track since I commented we need to be able to add documents to an employee's file, I'm still having to print out paper and file away employee correspondence.
In this digital day and age! This really should be a priority, not on the backburner.

In the interests of Employee confidentiality payroll associated documentation (source documents) should be filed in the individual Card File under Payroll. Given that the response from Xero representative Kelly Munro was 2nd March 2023 (more than 12 months ago) and so many Xero users are requesting this option, perhaps it is one item that Xero needs to expediate to the the important/ action now list.
Thank you.