Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees
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Rodney McKenzie commented
need this urgently so i have somewhere to file all my subcontractors invoices that i deduct withholding tax from.
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Fiona Davidson commented
Kelly Munro (Community Manager, Xero) responded · Mar 2, 2023
".....that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here."How can something be "top of mind" but have "no plans at present for this development"
I strugle to comprehend the alleged complexity of a function that is already established in so many other areas of Xero?
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Admin Admin commented
Would be great to add reimbursement documents to employee payslips and further details when needed. Please make this update ASAP
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Helen Kranitis commented
In the employees' card it would be very handy to have a tab to drag and drop documents e.g. drivers' licence or any other HR documents like contracts, awards, letters from the employee, induction, anything in fact. Similar to the 'files' under the business name drop box. The 'notes' tab is good for that reason.
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Maria McAdam commented
This is the perfect place to store employment contracts (required by law / as best practice) while retaining privacy. Adding this functionality would be brilliant
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Debbie Forman commented
Need to add a subcontractor's invoice where we deduct withholding tax
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Angela Giakoumatos commented
Is this still on Xero's backburner?? how many votes does a topic require for Xero to actually look at and at least start the process? Obviously it is something we all need and in this age of Privacy concerns I would have thought this is a real, topical and major issue and something you need to action. Soon.
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Ian McKay commented
Over 100 comments. It’s becoming apparent that Xero development is not driven by the users. This is such a basic request it beggars belief why it was not in the original product design.
Guys please start listening to your front line users.
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Scott McMillan commented
I can't believe we can't just attach contracts, medical certificates etc against an employee. Seems like a big miss here. C'mon Xero, you clearly can attach docs in your platform... why not here?
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Susan Steers commented
It appears that the power of the customer is not having any pull or worth in getting this function to be added. We need to add contracts, doctor certificates etc to the appropriate employee. Disappointed...and I know I am not the only one.
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Jo Hempel commented
PLEASE PLEASE PLEASE - We really need a the ability to attach the employee contracts, sick certificates etc.
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Natasha Evans commented
Please implement this as soon as possible. This would assist with keeping payroll records private also. If we were to create a contact in the system to allocate the records to this would be accessed to anyone. Keeping it in payroll eliminates the risk of anyone seeing sensitive info
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Jody Middleton commented
Huge benefit for supporting data (eg overtime hours)
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Kaitlin Thompson commented
This will provide great convenience when sending memos to employees
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Audrey Connelly commented
Ability to attach documents to employee's files
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Susan Voutier commented
As Helen Price has just commented - so many of us want to see this, and SOON!
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Helen Price commented
I am constantly getting emails from Xero saying there is a new comment on an idea you supported - regarding uploading files to employees.
From what I can see this started back in early 2022 - and Xero lastest response was in March 23.
Is it possible for Xero team to give us an update on this request - a time frame would be great. Sorry if I have missed an update from Xero.
There has been alot of support for this update so I am sure Xero members might appreciated it. Thanks -
Freya Pieroz commented
Being able to add an employee's signed TFN dec and Super Choice Form to their Notes would assist greatly in the requirement by Fair Work Australia to keep these documents for seven years, while still maintaining confidentiality requirements under the Privacy Act 1988 (Cth)
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Cassandra McAllister commented
For small businesses like many of my clients, it would be advantageous to be able to store things like employment contracts and all other sensitive employee information in a folder for each employee. Accessible only to users with Payroll Admin access. This would work well without having to invest in additional payroll management software external to Xero.
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Glenda McAllister commented
Adding documents to an employee's file would be great, there contracts, doctors certificates and documentation for employees. This would be the most important recommendation I would have to add to xero payroll.