Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees

Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're committed to improving our communication on these important ideas. We’ll be sure to provide further updates work progresses.
Thanks again for your valuable contributions to the Xero community.
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Krystal Jackson commented
Is it possible for Xero to include a documents tab in the employment section (perhaps in the notes a document can be added OR making it a mandatory part of setting up an employee), so that the TFN declaration and Super declaration forms are saved/can be saved into Xero?
All of the information from those forms is used/shown in Xero - I have attached the ones I mean.We notice a handful of our tax return clients complain each year that their payroll at work/employer has set things up wrong, and when questioned, the employees TFN and super forms have magically disappeared or not been stored somewhere, so maybe that might help both sides, by facilitating some accountability on the employer's part and/or assisting the employer in showing to the employee that the payroll was setup as per what the employee requested.
I also notice that a sometimes business owners forget about getting their staff to actually do a TFN declaration and super declaration OR don't actually know that these documents exist and should be completed so that they have what they need to complete the payroll setup. So perhaps making it a mandatory step might be useful to those that don't know or forget. I was thinking something similar to the bank feed form for the banks that require a manual bank feed connection (how Xero first provides the form for download and then they need to upload the form to move to the next step). If there is some form of text recognition software involved, it could even pull the details from those 2 forms and help owners to fill out those first 3 employment tabs (details, employment, taxes) and the payroll staff can then update/adjust to suit if the text recognition software was not able to pick up accurately (of course handwriting would be an issue here).
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Alicia Steele commented
To have the option to add files in the Notes section of Employees. This way when a contract changes, a pay rise is given, or if Leave needs to be adjusted, we can attach evidence of why changes have been made.
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Tracey G commented
There’s a difference between having the ability to attach files to an employee’s profile, such as signed documents, NDA's and contracts, versus attaching manual timesheets or notes for a pay run.
We really need the ability to do BOTH.
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Leanne Major commented
This is a basic function for all payroll systems. Please Xero respond to this request
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Angela Giakoumatos commented
Is it possible for someone from Xero to actually respond to this request. It's been here for such a long time with no comments from Xero. I feel that because we can already attach files to many other areas it seems the process is there. Id it so much more background work to get it happening?
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Megan Clarke commented
This feature should be standard. Since file uploads are already available on supplier contact cards, why not extend this functionality based on the numerous requests for it? It would streamline information management, keeping everything within a single system rather than spread across multiple platforms.
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Audrey Connelly commented
Since this Idea was suggested in April 2022, and nothing has happened - I guess they don't care and aren't listening :(
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Samantha Bennett commented
given that we often work remotely with clients and auditors now a days, having all the information in one place is essential
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Cheryl May commented
attaching documents to an employee is really needed in Xero
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Tiffany Thompson commented
This feature is absolutely critical in keeping records clean and organised.
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Yvonne Barlow commented
I need to attach Employee Data Sheet completed by the new employee as evidence. As well I want to upload images of their driver's licence and tickets and certificates of attainment.
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Hazel Edwards commented
Is there any way to add documents to employees example staff contracts doctor's certificates etc
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Jane Draper commented
We need to be able to attach a letter to each payslip At the moment this has to be done manually.
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Fiona Davidson commented
This has been continually requested for at least the last 9 years since I have been using Xero, its not planned anytime soon.
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Rajneeta Devi commented
I am now regretting moving to Xero. I cant upload warning letters, contracts etc to the profile. Hopefully we get this implemented
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Helen Price commented
Perhaps Xero could advise if/when this is likely to be implemented as it will save all the Xero emails "There is new comment on an idea you supported".
A time frame would be most appreciated. If Xero are not going to implement it can you please send me details on how to get of this never ending cycle! This was first posted 2 1/2 years ago. -
Alita List commented
Frustrating that adding documents to payroll and leave requests isn't an option.
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Val Orr commented
The ability to attach documents to and employee record, Medical Certificate, Employment Contract etc
This should be a standard option.
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Debbie Elliott commented
The ability to attach documents to and employee record, Medical Certificate, Employment Contract
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Complete Style Joinery commented
I would like to see an option for doctors certificates to be able to be uploaded, when requesting personal & carers' leave. Storing information with xero is ideal