Skip to content
← For small businesses

Enter your idea

For small businesses: Payroll

Categories

(thinking…)

Payroll | Employees - Upload/attach files in notes section

Ability to attached files to a pay run and employees

927 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Emma Ellen shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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.

Show previous admin responses (2)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Connie Ogden commented  ·   ·  Report

    this would be great! as well as a spot on the time sheet - or even ability to attached document to the leave request (like doc cert)

  • Susan Voutier commented  ·   ·  Report

    Please allow us to upload documents directly into an employee's 'Notes' area, such as employment contracts.

  • Heat On Electrical commented  ·   ·  Report

    Yes, 100% agree and to be able to create folders in that same section would be handy as well.

  • Sharon Little commented  ·   ·  Report

    I can't see anywhere you can upload a document attached to an employee - this would be a very useful feature in Xero for Payroll to be able to attach employee HR paperwork rather then have to file a hard copy separately.

  • Max Barton commented  ·   ·  Report

    Sorry Christine, I cannot find in the employee section, a notes section where you can upload documents. There is a notes section for individuals but there is no option to upload. I have full admin rights for payroll.

  • Accounts Officer commented  ·   ·  Report

    as per Lyndell Teale comment - Would be useful to attach medical certificate to the actual leave application.
    We used KeyPay in my last role (amazing) and this was a feature..Xero is so close to being amzing - to be able to upload a medical cert when applying for leave would be great. and to be able to upload docs to an employees XERO file...everything in one place

  • Andrea Fuller commented  ·   ·  Report

    Very useful!!! And to be able to create an important dates list with reminders for employees!!

  • Chau VU commented  ·   ·  Report

    This is important for record keeping.

  • Liz Dickson commented  ·   ·  Report

    Ability to attach documents to each employee file - i.e. contract, leave certs etc. atm just in the files section which is not conducive to good practice.

  • Sarah McKay commented  ·   ·  Report

    I would really like to see this feature added please.

  • Kim Fay commented  ·   ·  Report

    Include employment contracts too

  • Deborah Johnston commented  ·   ·  Report

    It would be great to be able to tag the files (and even sort them by tag).
    Tags - ATO | Super choice | Personal details | Medical - and be sortable by tag.

    Adding a medical certificate would be more useful within the payroll batch itself, rather than on the employee file, unless it was for an ongoing medical issue/workcover.

  • soe myat commented  ·   ·  Report

    It would be great to be able to upload documents

  • Lyndell Teale commented  ·   ·  Report

    Would be useful to attach medical certificate to the actual leave application. Adding it to the profile will just get messy once you get more than a few of them.

  • Joanne Eggins commented  ·   ·  Report

    This would be very beneficial for Employees to upload their timesheets that have start/finish/break times ...... while we are waiting for Xero to include this info in their timesheets

  • Lei-aianie Skudder commented  ·   ·  Report

    It would be absolutely fantastic to be able to upload documents and files under individual employees. This will include IRD forms, contracts, certificates and other important and relevant documents. As we have already entered the world of technology it would be great to implement this new change. Lots of benefits.

1 2 … 9 10 12