Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees
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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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Shannon Toomey commented
I'd like to see this function too as it would be good to send important safety information to all team members
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Candice Coote commented
The ability to upload documents (pdf) in employees payrun or with the payslips for future reference, this will help with all information in one system and area
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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.
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Sarah Tampion commented
It would be great to have another tab in an employees profile where contracts and any other signed documents can be uploaded for the individual.
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Dionne Lalor commented
Hello, there are many valid reasons and points raised below to put this function in. As Xero are making changes across the payroll function, would it not be feasible to add this function. Next stage would be to enable employees to complete required documentation via Xero such as TFN decs, employee personal details.
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Sabeeya Anaz commented
Hello Customer Service,
It's high time that product team priorities the employee document upload in Xero payroll.
This is strongly needed for compliance purpose and phase out the traditional paper-based employee record keeping system.Regards,
Saby -
Claudia Stoessel commented
Surely it is not that difficult to add a simple attachment tab to the employee - more improved functionality can be in the pipeline later - and a simple fix could make a huge difference to everyone
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Sandra Rees commented
Being able to upload completed forms by employees into Xero would enable complete records to be kept and no risk of misplacing with quick easy access
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Claudia Stoessel commented
Attachments in Payroll for changes to employees would be great - such as tax variations or payroll increases etc so that info can be easily accessed based on date ranges as well esp for review for STP queries etc too
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Sarah Winship commented
It's hard to understand why files can't be attached to an employee's record in xero payroll when attachments can be uploaded to so many other screens -you can even attach a file to this comment box!!
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Shannon Hermann / Michele Butler commented
The ability to upload documents in a general employee info tab would be handy e.g TFN dec, Super form, employment contracts, general employee forms. As well as the ability to upload/attach documents to a leave request, such as leave request form, doctors certificate etc.
This would be very helpful for centralised record keeping as well as being able to attached documents to support applications within the employees profile.I also urge XERO to make this a priority please - it would be a VERY helpful upgrade.
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Kirsty Iovino commented
Everywhere else in Xero you can go paperless except for Payroll/employees. Its a really important feature that should be added. To be able to store employee contracts and their information that you collate when a new employee starts, would be so helpful. Urge Xero to make this a priority please :)
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Caroline Ryan commented
I have couple of sick notes for employees and would be good to keep on file in their Payroll so i can upload the Form/PDF.
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Diane Flynn commented
Would like to electronically store compulsory IR forms, medical certs, etc for employees within their Payroll information.
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Kathleen Sampson commented
It would really useful if the Development Team could implement that when an employee request sick leave that they could upload a Doctors Certificate to that request.
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Emma Rosenblatt (Accounts) commented
I agree with Anna - The function to add files is already in place in multiple areas in Xero, why is it not possible to easily implement this into the Payroll section?