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AU Payroll - Set up birthday and apprenticeship anniversaries reminders in Xero Payroll

Could we include a notification when a staff member has a birthday? This has multiple benefits including allowing us to check if their award salary or benefits need to change and also be able to congratulate them on their birthday. Surely it wouldn't be a huge change to make but would be a unique and helpful change for many SME as I currently need to create a new Google calendar for staff birthdays, creating additional work especially when we have 50+ staff and low retention in hospitality. Thank you.

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Robert Baliva shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, thanks for your feedback and votes on adding birthday notifications to Australian payroll - we understand how this could help with team celebrations and managing age-based award rate compliance.

After reviewing with our product team, this feature isn't currently on our roadmap, and we'll update the status to 'Not in Pipeline'. Right now, setting up an external calendar could help you track these important dates.

We appreciate you all taking the time to share your feedback with us, and will continue to watch the traction this idea receives through Votes. If there is any change, we will share an update here. 

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  • Kim Ly commented  ·   ·  Report

    This feature is very critical for our award as our employees move grade on their nominate anniversary

  • Cassandra McAllister commented  ·   ·  Report

    Ability to setup a payroll reminder when an employee is due for a payrate increase according to their birthdate would be a great feature. Especially for employees under 21 where their rates change each year. I have used this feature in other payroll management systems and it is rally quite crucial - especially when you are managing payroll as an independent contractor and are not part of the day-to-day business. Triggers like this are necessary.

  • Julie Robson commented  ·   ·  Report

    Employees paid under an award must move up a pay point on the anniversary of their employment. It would require a new field for anniversary date (not use the employment start date) because an employee may change roles i.e. their start date would remain unchanged but the anniversary for moving up a pay point may be different if they change roles.

  • Damien Rigter commented  ·   ·  Report

    Ability to enter additional dates for things such as qualification or rate changes, and then set appropriate notifications. Adding notifications to these, as well as things such as start dates, birth dates etc, or even running reports, would be beneficial to reducing missed rate increases.

  • Chloe Miller commented  ·   ·  Report

    This would really helpfully and would allow Xero to full employment management software rather than just payroll !!!!

  • Debbie Innes commented  ·   ·  Report

    This would make payroll so much easier to manager

  • Leesha Doecke commented  ·   ·  Report

    This is crucial to ensure that all employees are paid at the right rates and we value them and celebrate their milestones/birthdays

  • Jane Sargeant commented  ·   ·  Report

    Yes please, getting an email reminder would be helpful

  • Peter Collins commented  ·   ·  Report

    This is important for my employer, as we do salary reviews on employee's anniversary date from the start of their employment.

  • James Wellner commented  ·   ·  Report

    I think this is an important function to implement for junior staff birthdays and apprentice anniversary dates for pay increases etc.

  • Diana Wilkinson commented  ·   ·  Report

    Not even just helpful, it's essential we are paying staff at the correct rate

  • Tahlia Morphew commented  ·   ·  Report

    This is definitely required to assist with payroll compliance!

  • Michelle Skinner commented  ·   ·  Report

    Now that the Payroll tab has been removed from Xero HQ, some crucial reminders are no longer available. For example the Anniversary of Employees and the Age they are turning on their birthday. Could these please now be added to the Payroll Overview in the Xero Organisation. This will stop errors in missing pay anniversaries (like for apprentices and trainees) as well as you are immediately aware if a birthday is for a junior who will also need a pay increase.

  • Michelle Skinner commented  ·   ·  Report

    Now that the Payroll tab has been removed from Xero HQ, some crucial reminders are no longer available. For example the Anniversary of Employees and the Age they are turning on their birthday. Could these please now be added to the Payroll Overview in the Xero Organisation. This will stop errors in missing pay anniversaries (like for apprentices and trainees) as well as you are immediately aware if a birthday is for a junior who will also need a pay increase.

  • Hayley Guffogg commented  ·   ·  Report

    I agree this is important for payroll anniversary dates and reminders.
    Also a great way to keep staff feeling a part of the business when their birthday is remembered!!

  • Carissa Taylor commented  ·   ·  Report

    This is a great idea. Especially since I have a client with employees under the age of 18.

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