Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees
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Anna Rowson-Smith commented
Thank you for the update Kelly - I appreciate that Xero has to look at workload and priorities
However as Xero has the function to add files in most of the accounts - surely it would be a very simple addition to Payroll - to add a folder option to keep all documents in one place? -
Jacqui Rickman commented
I agree with Roy regarding holiday. The system is not user friendly at all.
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Roy Brown commented
I Agree with Nicola why should we in the UK have reduced resource commitment from Xero because of work being done for Australia? We have moved a number of clients from QuickBooks to Xero who are extremely disappointed with how basic Xero’s payroll functionality is. Not only with not being able to upload documents to employees records but how Holiday Day entitlement accrual doesn’t work for their staff’s working patterns. Basically, QuickBooks payroll is vastly superior to Xero’s. It seems Xero most be happy with this, we are not.
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Nicola French commented
This is a very disappointing decision Xero, we are trying to sell your software to a number of clients who also recognise this as a vital function to have available so its not helping us to promote Xero. Working in practice our aim is to transition all of our clients to Xero but your making this very hard. Isn't STP phase 2 a requirement in Australia, users in the UK shouldn't be impacted by other government requirements
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Michael Haldey commented
It is very disappointing. The whole point of going from old desktop based software systems to the cloud based, like Xero, was a possibility to streamline the workflow due to the documents being kept together with the accounting records. Payroll is a part of business where having the documents kept together with the records is extremely important. Also, the competing products (MYOB, Quickbooks) had it for years, why not Xero? I understand the workload ATO caused with STP2, but this feature is so fundamental shouldn't be set side.
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Jean Dorrell commented
Allow attachments for employees (maybe under notes screen) so employee contracts and documentation can be stored in Xero. This would be very useful for a) approvers checking payroll for new employees and b) auditors (via read-only access).
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Nerolie Nealis commented
Everything is going paperless now, so don't know why we keep having to print out medical certs. If docs can be added to a bill or invoice, why not an employee?
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Tom Kasapis commented
I don't understand how such a request has not been actioned upon - all other payroll providers allow you to store employee documents as standard. Please make this happen!
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Susan Steers commented
Our business would benefit from this - please implement asap. Thanks. Susan
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T J Chaff commented
This is an essential feature for me. I have many foreign staff who are on visas. I need to keep a copy of this with their file. Also RSA & super forms. When I was last audited by Fair Work I had to go back and find visas from 4 years ago because they could not be saved in the files. This really should be a feature. All the invoices, bills have the option but not the employees. Why????
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Lisa Keating commented
I think the ability to attach documents would be good, however I would be concerned about the security aspects of having additional personal information included in the Xero file and consent from employees potentially being an issue. I for one would not consent to having a copy of my drivers license, or any other identification document which contains information that my employer doesn't need, saved in my employer's cloud accounting file.
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Michella Kelly commented
This should be a priority and doesnt really seem like that much work to do to make it happen!
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Nadine Penney commented
This really needs to happen. Important things like copies of Drivers Licences etc for delivery drivers. Forms. Requests from staff when changing bank accounts etc. Please Please Please
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Ruby-Ann Walker commented
This is a great idea! You could attach the latest newsletter or important information to an employees payslip
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Anna Rowson-Smith commented
This would be such a good feature -to add in P45 new starter checklist documents or any tax notifications from HMRC
It would be great to be able to store these documents in one place on Xero rather than on my desktop -
It should be quite an easy addition as this function is available for contacts/invoices -
Annamaria Di Francesco commented
It would be great to have a function whereby we can attach a document (say, a copy of a pdf showing pay rates used as extracted from the award or an employment contract) to an individual employees record in xero.
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Vicki Schafer commented
MYOB have this feature and it is great for storing documents relevant to employees
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T J Chaff commented
I need to be able to add shots of the employees forms, and super details. So I can reference them back 3 months later when I lodge the super I cannot find them.
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Freedom Biz Solutions commented
It would be extremly beneficial to save employee documents in files so clients can see what their advisors have done or vise versa. It will prevent advisors always having to chase up documentation.
An even better option have an employee detail form, tax dec form and super form in the employee me up so employees can complete electronically and automatically saves to employee card.
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Alice Doyle commented
Excellent idea. Centralises the paperwork, easy to find and with daily authentication for Xero required, potentially makes the data safer than being stored in places like Sharepoint. Also being able to store employment contracts, training certificates etc would be useful.
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