Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees
Hi team, thanks for your feedback here.
I'd like to confirm that the ability for Payroll Admins to upload files directly to an employee profile is now live to all AU organisations with payroll.
You can find more details on how to add, view and delete files in Payroll on Xero Central.
We really appreciate the appetite and enthusiasm from customers in seeing this rolled out to other regions and we will make sure to share any updates on the respective ideas which I've linked below;
Thank you all for your inputs on these forums to improve the Xero experience.
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Cassandra McAllister
commented
For small businesses like many of my clients, it would be advantageous to be able to store things like employment contracts and all other sensitive employee information in a folder for each employee. Accessible only to users with Payroll Admin access. This would work well without having to invest in additional payroll management software external to Xero.
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Glenda McAllister
commented
Adding documents to an employee's file would be great, there contracts, doctors certificates and documentation for employees. This would be the most important recommendation I would have to add to xero payroll.
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Maria Dedakis
commented
We should be able to write on this app as well, like if we took a longer lunch hour or why we had to work back and get over time, this is a simple app that makes so much more work for all. It’s just common sense we should be able to comment or attach files to our time sheet!
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Debbie Fisher
commented
Having supporting documents to leave would be a time saver and an easy reference checker.
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Margaret Henderson
commented
I feel like I should be able to LIKE all these comments supporting this idea to show my support. Thank you to all those who continue to push this very worthwhile and time-saving idea.
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Sarah Knuckey
commented
Are there any revised plans to consider this feature for development soon?
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Joanna Jaques
commented
surely should be a very simple fix to add documents to a system that already allows you to upload documents elsewhere!
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Robyn Tighe
commented
We act as payroll administrators for a lot of our clients. Being able to file medical certificates along with personal details, tax file declarations direct to xero employees would greatly assist with legal requirements.
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Melissa Solomon
commented
Add a file attachment section into Employee 'Notes' section so we can upload Licenses, medical certificates, contracts etc
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Chau VU
commented
This will provide a great convenience, very efficient.
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Lara Blake
commented
This would be a huge benefit for us if we could attach documents to payslips, please could this be considered
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Paul Steinberg
commented
agreed
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Tomos Clark
commented
Agree with Joelle's comment. And using files will not be appropriate as it is open to any user, not just users with payroll access.
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Joelle Bear
commented
With working from home being a normal concept in many businesses now, it would be good to be able to attach contracts and other important files to the employee contacts. I have many requests to supply these type of documents and do not have access to them until I go to the office. Having them easily available would be a benefit, especially for long time employees whose contracts may be in archives.
Thanks for considering this suggestion. -
Peter Eggins
commented
We can easily upload files for Purchase Orders and Invoices so I would not have thought it would take much to add this most important feature to the Employee section
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Shannon Toomey
commented
I'd like to see this function too as it would be good to send important safety information to all team members
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Candice Coote
commented
The ability to upload documents (pdf) in employees payrun or with the payslips for future reference, this will help with all information in one system and area
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Stephanie Kyra
commented
It would be amazing to have an upload document tab in xero employee tabs, it would keep it all with the employee and not visible to all staff.
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Nella Totani
commented
I think this is a feature Xero needs to consider. If would be handy to upload documents to the employees card, eg: ID documents, licences or certificates that are required to for employment (eg builders licence) employment agreements just to name a few. At the moment I'm adding the employee to the contacts to upload documents but this is not ideal for security reasons.
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Michelle Hill
commented
It would be amazing to have an upload document tab in xero employee tabs. Streamline all documentation for employees. Sick leave certificates, timesheets, leave requests, employee information documents, TFN, Super, Apprenticeship information etc. We can save this in the company files, however would be easier and save room if this option was available.