AU Payroll - Set up birthday and apprenticeship anniversaries reminders in Xero Payroll
It would be very helpful if there were the ability to set up Reminders in Xero Payroll for certain dates such as birthdays and apprenticeship anniversaries so that you would know to change the employee's Pay Rate accordingly.
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Paul Tantsis commented
We've been Xero customers for about 10yrs and I still cannot believe this feature is not supported. As a software engineer, this doesn't appear to be a very complex feature to implement.
Add a new Anniversary Date box. Check box for 'Same as Birthday'.
Then when each payrun is processed, see if any 'anniversary dates' fall within the payrun date range and if so alert user.
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Cavalier Homes Albury-Wodonga P/L commented
It would be great if Xero could review an employee's start date and send an automatic email on the employees anniversary date each year. For example, if an employee starts 01/01/2024, Xero should send you an email on 01/01 each year to say something like "today is the employment anniversary of XYZ".
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Damien Rigter commented
It would be great to be able to enter a date flag/reminder when a key anniversary arrives, so that rates can be adjusted accordingly. This could include multiple flags for rates, birthdays, leave anniversary etc etc, any key date relevant to that employee. Then payroll could run a report before each payrun, to ensure rates have been increased at the right time, saving external records, and potential missed/underpaid wages.
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Pooja Palande commented
Is this working or just a suggestion ?
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Adam McClain commented
Any update on this?
I'm considering moving across to another provider as 80% of our staff are under 20yrs old across two businesses.
It doesn't makes sense why this isn't an option -
Bec Moloney commented
Yes please!!!!!
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Nicki Carter commented
Have a popup reminder when a junior employee turns a year older until 21 years of age
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Charmaine Perry commented
Works efficiently in HR software so can't be a privacy issue.
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Kim Ly commented
This feature is very critical for our award as our employees move grade on their nominate anniversary
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Cassandra McAllister commented
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.
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Julie Robson commented
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.
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Damien Rigter commented
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.
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Timyka Hancox commented
Absolutely crucial. Would be so helpful.
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Chloe Miller commented
This would really helpfully and would allow Xero to full employment management software rather than just payroll !!!!
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Debbie Innes commented
This would make payroll so much easier to manager
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Leesha Doecke commented
This is crucial to ensure that all employees are paid at the right rates and we value them and celebrate their milestones/birthdays
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Jane Sargeant commented
Yes please, getting an email reminder would be helpful
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Peter Collins commented
This is important for my employer, as we do salary reviews on employee's anniversary date from the start of their employment.
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James Wellner commented
I think this is an important function to implement for junior staff birthdays and apprentice anniversary dates for pay increases etc.
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Diana Wilkinson commented
Not even just helpful, it's essential we are paying staff at the correct rate