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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Sarah Heney
commented
I also agree as when it comes time for Auditing we need to know what the reimbursements where for.
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Connie Ogden
commented
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)
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Susan Voutier
commented
Please allow us to upload documents directly into an employee's 'Notes' area, such as employment contracts.
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Sarah Jacobs
commented
Agreed
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Heat On Electrical
commented
Yes, 100% agree and to be able to create folders in that same section would be handy as well.
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Sharon Little
commented
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.
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Lachlan Bartholomew
commented
Allow employees to attach doctor certificates to sick leave forms.
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Max Barton
commented
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.
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Accounts Officer
commented
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 -
Julie McCarthy
commented
Often wish I had this feature!
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Andrea Fuller
commented
Very useful!!! And to be able to create an important dates list with reminders for employees!!
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Chau VU
commented
This is important for record keeping.
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Liz Dickson
commented
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.
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Sarah McKay
commented
I would really like to see this feature added please.
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Kim Fay
commented
Include employment contracts too
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Deborah Johnston
commented
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.
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soe myat
commented
It would be great to be able to upload documents
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Lyndell Teale
commented
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.
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Joanne Eggins
commented
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
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Frank Iannelli
commented
There is simple and affordable solution in the Xero Marketplace called Canyou trying to solve this exact problem https://apps.xero.com/au/app/canyou
happy to do demo's for anyone interested. Full disclosure I work for the company ;)