Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees
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Susan Voutier commented
Please allow us to upload documents directly into an employee's 'Notes' area, such as employment contracts.
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Sarah Jacobs commented
Agreed
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Heat On Electrical commented
Yes, 100% agree and to be able to create folders in that same section would be handy as well.
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Sharon Little commented
I can't see anywhere you can upload a document attached to an employee - this would be a very useful feature in Xero for Payroll to be able to attach employee HR paperwork rather then have to file a hard copy separately.
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Lachlan Bartholomew commented
Allow employees to attach doctor certificates to sick leave forms.
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Max Barton commented
Sorry Christine, I cannot find in the employee section, a notes section where you can upload documents. There is a notes section for individuals but there is no option to upload. I have full admin rights for payroll.
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Accounts Officer commented
as per Lyndell Teale comment - Would be useful to attach medical certificate to the actual leave application.
We used KeyPay in my last role (amazing) and this was a feature..Xero is so close to being amzing - to be able to upload a medical cert when applying for leave would be great. and to be able to upload docs to an employees XERO file...everything in one place -
Julie McCarthy commented
Often wish I had this feature!
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Andrea Fuller commented
Very useful!!! And to be able to create an important dates list with reminders for employees!!
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Chau VU commented
This is important for record keeping.
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Liz Dickson commented
Ability to attach documents to each employee file - i.e. contract, leave certs etc. atm just in the files section which is not conducive to good practice.
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Sarah Kopman commented
I would really like to see this feature added please.
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Kim Fay commented
Include employment contracts too
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Deborah Johnston commented
It would be great to be able to tag the files (and even sort them by tag).
Tags - ATO | Super choice | Personal details | Medical - and be sortable by tag.Adding a medical certificate would be more useful within the payroll batch itself, rather than on the employee file, unless it was for an ongoing medical issue/workcover.
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soe myat commented
It would be great to be able to upload documents
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Lyndell Teale commented
Would be useful to attach medical certificate to the actual leave application. Adding it to the profile will just get messy once you get more than a few of them.
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Joanne Eggins commented
This would be very beneficial for Employees to upload their timesheets that have start/finish/break times ...... while we are waiting for Xero to include this info in their timesheets
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Frank Iannelli commented
There is simple and affordable solution in the Xero Marketplace called Canyou trying to solve this exact problem https://apps.xero.com/au/app/canyou
happy to do demo's for anyone interested. Full disclosure I work for the company ;) -
Lei-aianie Skudder commented
It would be absolutely fantastic to be able to upload documents and files under individual employees. This will include IRD forms, contracts, certificates and other important and relevant documents. As we have already entered the world of technology it would be great to implement this new change. Lots of benefits.
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BELINDA BOW commented
I think this is a great idea and a must have. I want to be able to store all of my hr and payroll data electronically. Whilst I have filed it within the files section of xero for now, to be able to have all employee data in one area and individualized to each employee would be extremely valuable. Especially for auditing purposes when you need to cross reference contract details against payroll settings.