Payroll: Employee Documents attached to Employee Card
Would love to be able to attached employee documents to the employee card in Xero
-
Helen Kranitis commented
I agree. We should be able to Store employee's documents under their card called e.g. "Documents". drag and drop or upload function.
-
Accounts Re-Co Air NSW commented
I agree this is much needed for small businesses to keep track of any written correspondence from the employees as a back up to manual filing of documents.
-
Abe Schuback commented
Having a secure and central place to store employee documents would a great feature. Such as TFN declarations, employee details, contracts, other signed agreements and leave requests. These would all be good reference points in the result of a dispute or fairwork enquiry which would help with full transparency.
-
Kelly Gray commented
In Xero there is no secure place to store employment documents such as employment contracts, communications with employee, signed TFN, Super choice forms, manually calculations of LSL, back payments & the list goes on...where only a Payroll Administrator would be able to view the document.
If aTAB was created in the employees card as Chloe Miller suggests, or the NOTES tab could be upgraded to include attachments the isssue would be resolved.
Larger employers are using employment apps to do this, however most small employers are still using the old filing cabinets. It becomes a bigger issue when a bookkeeper is running payroll or an accountant is externally working in a file and they do not have visual on documentation required for individual employees