Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees
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Andrea Nielsen commented
This would be very useful. When paying commission, it would be great to be able to attach a report showing how the commission amount was calculated. It would also be great to be able to attach receipts for reimbursements.
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Jenny Milburn commented
I agree this would be a very useful tool. Unsure why it hasn't been done yet. I currently set up a Contact for each employee as you would a Supplier or Customer which has this facility already.
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Bethany McGrath commented
Would be great for running commission pays with a report on what they are being paid for.
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Lisa Keating commented
Perhaps there are additional security considerations that make this more involved. As a bookkeeper I can see this feature would be very useful.
As an employee I don't think I would want any documentation that potentially had all of my identifying information potentially together with my signature in one place digitally. I would not give my employer permission to save my information into Xero because of this issue. -
Andrew Lomas commented
this seems like a really obvious requirement and I would think easy to implement from a technical and UI perspective.
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Karen Rzanovski commented
This would be a great addition, considering you can save a lot of files across the platform with exception to the Payroll component
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Karen Oag commented
It would be very handy to be able to attach sick leave and holiday requests to employee files rather than storing externally.
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Fran Grace commented
Need to be able to attach PDF to notes section in Employee file - eg new employee contracts, sick leave document etc etc
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Melinda Moyle commented
It would be very handy to be able to add a PDF notice about holiday leave to the Payslips rather than externally emailing it
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Sonam Dolma Lama commented
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.
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Kim Murnaghan commented
This feature of attaching documents to an employee contact card ie contract, job description etc would be very useful
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Achini Pathiranage commented
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 ! -
Jenny Milburn commented
I have just started a discussion on this very topic before I saw this. I agree, this feature would be very useful.
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Sandro & Lis Carboni commented
The ability to upload docs to an employee file is a critical fix that must be addressed by Xero.
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Joe Konynenburg commented
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...
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Vanessa Beverley commented
We really need this to simplify our process and make accessing relative documents simple.
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Alicia Critchley commented
Please give us the ability to attach related documents to payruns/payslips. All the information needs to be in one place.
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Allister Edmends commented
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.
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Sasha Carter commented
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.
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annette colton commented
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.