Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees
 Emma Ellen
    
 shared this idea
Emma Ellen
    
 shared this idea
      
    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.
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       Derrick Marsden
    
 commented Derrick Marsden
    
 commentedCurrently there is no facility to file documentation within an employee profile to have this facility would reduce document filing. 
 (E.G. Employee Contracts, Licensing, Site Inductions, etc.)
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       Ross Wakelin
    
 commented Ross Wakelin
    
 commentedYes it is long overdue but how long is a piece of string? 
 My work around, for better or worse, is to create a contact group of "Employees". It is then possible to attach files to the individual employee contact.
 Still outside of payroll unfortunately!
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       Frances Smorti
    
 commented Frances Smorti
    
 commentedCompletely agree with Joanna's excellent post below, and would add that the rationale applies equally in the New Zealand context. Xero - can you please let us know when this functionality is likely to be added? 
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       Janine Fisher
    
 commented Janine Fisher
    
 commentedI would like to attach reports like police checks and workcover reports so always there so can't be misplaced 
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       Shae Mat
    
 commented Shae Mat
    
 commentedTo ability to add files to an employees file. Things like medical or child support letters. Would be handy. Also, being able to set schedules for changes in payroll. If the employee has deductions that change over several weeks, it would be good to schedule it to change automatically. 
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       Tania  Coleman
    
 commented Tania  Coleman
    
 commentedAgree with Joanna's assessment. Not sure these forums achieve anything as you would think by the response Xero would have moved on it by now. 
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       Peejay Moody
    
 commented Peejay Moody
    
 commentedIf it's part of the "long term" plan I'm tipping 2030+ 
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       Elre Woods
    
 commented Elre Woods
    
 commentedI fully agree with Joanna Johnson's comments and as English law seems the same as the Australian law, this change in Payroll on Xero is extremely necessary. 
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       Jamie Smith
    
 commented Jamie Smith
    
 commentedJoanna's message is excellent and should be a wake up for XERO. 
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       Kelly  Andrews
    
 commented Kelly  Andrews
    
 commentedAgreed with Joanna here! Great response - We need this ASAP. 
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       Liz Dickson
    
 commented Liz Dickson
    
 commentedLong time user of Xero - and all we're hearing on this subject is 'no progress'!!! Not good enough Xero, this should be made a priority! 
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       Rochelle Gunther
    
 commented Rochelle Gunther
    
 commentedJoanna Johnson - Excellent response 
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       Joanna Johnson
    
 commented Joanna Johnson
    
 commentedAs long-term users of your integrated Payroll and Accounting platform, we are formally requesting the development of a secure, auditable Employee Notes feature within the existing Payroll module. This request is driven by ongoing privacy, legal compliance, and risk management needs faced by Australian employers. Employers are legally required to manage sensitive employee information, including medical notes, in a secure and compliant manner. 
 • The Privacy Act 1988 defines health information as sensitive information, which requires secure storage, restricted access, and appropriate use under the Australian Privacy Principles (APPs).
 • The employee records exemption does not apply to information that is unrelated to payroll or handled improperly, particularly in cases involving medical or workplace wellbeing notes.APP 6 strictly limits how sensitive employee information can be used and disclosed. 
 • Any information collected—especially relating to employee health or conduct—must only be used for its original, lawful purpose or with the employee’s explicit consent.
 • The Office of the Australian Information Commissioner (OAIC) has ruled in recent cases that misuse of private employee information can lead to privacy breaches and civil action.Xero’s Payroll module is a paid product marketed as an integrated and compliant solution. 
 • Employers expect this to include basic compliance tools such as internal, secure note-keeping for:
 – Fitness-for-work assessments
 – Return-to-work plans
 – Disciplinary or behavioural documentation
 – Leave justifications involving sensitive issues
 – Adjustments for disability, injury or mental health conditions
 • Instead, users are currently being forced to rely on unsecured methods or to purchase costly third-party add-ons just to meet minimum compliance standards.Employers are required under the Fair Work Act 2009 and tax laws to retain relevant employee records for at least seven years. 
 • Without an integrated note function, there is no safe place to log notes that support payroll decisions or meet future audit or tribunal scrutiny.
 • This increases employer exposure to claims of unfair dismissal, privacy breaches, or WHS failures.Failure to provide this feature puts Xero users at risk. 
 • Storing private or sensitive data in unprotected formats within or outside the Xero environment could breach Australian Privacy Principles and workplace laws.
 • Employers relying on Xero in good faith may unknowingly be exposing themselves to legal liability due to the lack of proper documentation tools.We urge Xero to: Introduce a secure, permission-controlled notes field in the employee profile section of the Payroll module Ensure access is restricted according to the APP framework and all changes are auditable Apply encryption and optional tagging for medical/disciplinary/restricted access notes Include this feature within the standard Payroll subscription to ensure all businesses, regardless of size, can meet compliance expectations without purchasing additional products By promoting Xero Payroll as a compliant solution while omitting this critical functionality, Xero is shifting legal risk back onto employers and exposing them to compliance failures. After years of user requests, we believe the time has come for this long-standing gap to be addressed 
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       Paolo Coniglio
    
 commented Paolo Coniglio
    
 commentedMegan Clark and Judy Moore Whilst I agree with the fact that this functionality should be available what's probably important for people to know is that the reason the functionality is available in other areas of Xero and not in Payroll is due to the fact that Xero Payroll is actually not Xero. It is a completely separate platform that is embedded in Xero. Xero purchased the Payroll solution after. In the first year of Xero existence, it did not have payroll. When the solution was purchased the functionality was never there. 
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       Megan Clarke
    
 commented Megan Clarke
    
 commentedAgree completely with Judy’s comment below. It’s honestly pretty frustrating—this functionality already exists in other areas of Xero, so it’s hard to understand why payroll is still lagging behind. Saying it's part of your long-term intentions is all well and good, but in the meantime we’re left juggling external systems and subscription $$$ for them, for something that feels like it should be standard by now. Surely there’s a way to implement a basic version while those “foundational elements” are being built? We’re not asking for the world—just a practical solution to help manage payroll more efficiently now. It’s disappointing to see such a fundamental need getting pushed down the line again. C’mon Xero, you can do better. 
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       Judy  Moore
    
 commented Judy  Moore
    
 commentedHi Kelly That still does not address the issue, as there is still no timeline (Is it this year, next year, next decade - is that what long-term intentions are) and being forced to pay for other apps is ridiculous when we already pay Xero to have a fully functional payroll, why cant it just be added to the Notes section. I don't understand how hard this would be as you can attach documents everywhere else in Xero except payroll. 
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       Fiona Davidson
    
 commented Fiona Davidson
    
 commentedI still don't understand how this has not happened yet....? I would love a REAL reason as to why this has been ignored for so many years and not just a fluffy explanation about competing priorities and demand and other more important things..... @ Kelly Munro.....? 
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       Christine Martin
    
 commented Christine Martin
    
 commentedUpload a pdf file into an employee timesheet or pay run (for evidence)? 
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       Cath Lyons
    
 commented Cath Lyons
    
 commentedThis would be extremely helpful and seems extraordinarily shortsighted of Xero to miss such an obvious and useful tool. 
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       Sharon Hood
    
 commented Sharon Hood
    
 commentedAdd an option to upload a copy of the Sick Note / Fit Note to the leave 
 
              
