Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees
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Chloe Miller commented
Would love to be able to attached employee documents to the employee card in Xero
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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. -
Michele Furlong commented
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. -
Simon van Rossum commented
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)
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Kim Ly commented
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.
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Rod Campbell-Ross commented
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.
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Jen Hopkins commented
This is really disappointing, Xero :(
Surely you value your customer's needs a little more than this??? -
Nerolie Nealis commented
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. -
Bridie Duffell commented
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. -
Janet Sperou commented
Ability to upload employee contracts, medical certificates, super info and required certifications would be of huge help and then everything is kept in one place
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Sussan Anderson commented
Contracts, Licences, Pay Rates, Medical Certificates, Resignation Letters as an exampl
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Gail Adams commented
AU payroll - add employee documents to employee record
When adding leave/updating/creating an employee record it would be great to be able to upload documents relating to that, in the same way we can add invoices to sales/purchases records.
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Sarah Wardlaw commented
Ability to upload files such as employee contracts, licences etc to the Notes section (Employees) in Xero instead of only being able to add a text note.
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Bill Roberts commented
I would like to add my voice to this request.
It would be so useful to be able add relevant employment and statutory documents to an employee record, such starter forms, employment contracts, doctors fit notes etc. -
HazSure Accounts commented
I would like to upload employees medical certificates with received, is there a way to upload when I add their leave taken
thank you. -
Jonathan Shepherd commented
Two years since the initial request, a year after the last update, and this is still a much needed feature.