Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees
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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Vicki Schafer
commented
MYOB have this feature and it is great for storing documents relevant to employees
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T J Chaff
commented
I need to be able to add shots of the employees forms, and super details. So I can reference them back 3 months later when I lodge the super I cannot find them.
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Freedom Biz Solutions
commented
It would be extremly beneficial to save employee documents in files so clients can see what their advisors have done or vise versa. It will prevent advisors always having to chase up documentation.
An even better option have an employee detail form, tax dec form and super form in the employee me up so employees can complete electronically and automatically saves to employee card.
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Alice Doyle
commented
Excellent idea. Centralises the paperwork, easy to find and with daily authentication for Xero required, potentially makes the data safer than being stored in places like Sharepoint. Also being able to store employment contracts, training certificates etc would be useful.
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Nicola French
commented
The ability to add secure documents to an employee record in the NOTES section in the payroll section in Xero.
Salary emails which a client has sent in, P45 records etc
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Angela Giddy
commented
this function would be really useful
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Cathy Tarvin
commented
Please could this be looked at as it would be so very useful and would save keeping paper documents
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Tony Aminian
commented
The ability to add a monthly commission/bonus statement (.pdf document) to a payslip to show a breakdown of commission/bonus paid. In the payslip you only see a total figure
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Elizabeth Budic
commented
We use time clocks that need to be saved as evidence of pay. At the moment I'm required to save on our network. It's essential that we can upload various important documents accordingly.
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Marni Brooks
commented
I agree, this would very useful to send documentation, memo's or reminders to all employees, i.e. letter regarding Christmas closure dates, etc.
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Ian McKay
commented
The ability to upload files to Payroll is extremely important for those of us who do not want to use a HR App. This should be a very simple improvement to enact
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Melita Wignall
commented
Agree, we need this for efficient record keeping.
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Maria Martin-Perez
commented
we would really like to be able to attach "Reminders" for pension (changes dependent of age), for foreing employees (to complay with legislation and re-check their status of right to work).... or something as simple as aniversaries/birthdays
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Georgina Kostakis
commented
Uploading of employee contracts etc would be extremely beneficial.
I use the notes but you cant edit a note so if you make a mistake and press save you cant go back and edit. It would be good if you could edit with a history of changes (similar to the other pages in xero). -
Maria Martin-Perez
commented
We would use it when the business has a general notifications to all staff which might be specific to each employee (salary reviewed, Xmas bonus etc).
It would be very useful.
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Sally Daffy
commented
Would like to include supporting documentation for pay run, especially when the client doesn't use timesheets
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Jessica Black
commented
Considering we can attach to contact cards, I'm suprised we can't attach contracts, warnings, licenses etc to Employee Files. We would definitely use the attach docs feature for employees.
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Fritz Cardozo
commented
It would be better if employees can submit medical certificates as part of the leave request submission.
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Natalie Smith
commented
Totally agree, this would be great for employment contracts
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Nadia Gallen
commented
Totally agree. I have submitted this suggestion before as well.