Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
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Elizabeth Deutcher
commented
It would be so good if we are able to attach an employees signed TFN form details to the employee, so we are able to look up all of their details in the one area. So adding an attachment window would work really well.
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Colleen Seguin
commented
We are wanting the ability to attach documents to the employee - this could be a copy of the employee contract and amendments to contract. It could be attaching IRD documents relating to Kiwisaver, student loan, compulsory deductions etc. A copy of tax declaration signed by employee or internal communication with the employee & employer.
This would need to be secure so not all users of Xero could access the documents.We can save documents to a Contact in Xero already however this is not available for Employees. This is a basic function which should be included in Xero payroll - compliance with all payroll legislation can be tricky to keep on top of at the best of times. Having all documentation in one place that is accessible from the office or remote is crucial to our business.
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Ammaniar Durai
commented
It would be handy to save a copy of Employee Certifications and other employee-specific paperwork if we could upload attachments to each Employee profile in Xero. So please add an "Upload file" feature to Employee profile in Xero.
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Lana Markham
commented
Since attaching documents related to employment history is essential and having everything in one place is crucial, I'd say this task likely has a higher priority. If it’s something that will be used for compliance or record-keeping, it’s best to address it sooner rather than later.
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Helen Karvelas
commented
It would also be great if the employee could view documents through XEROme
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Krystal Jackson
commented
Is it possible for Xero to include a documents tab in the employment section (perhaps in the notes a document can be added OR making it a mandatory part of setting up an employee), so that the TFN declaration and Super declaration forms are saved/can be saved into Xero?
All of the information from those forms is used/shown in Xero - I have attached the ones I mean.We notice a handful of our tax return clients complain each year that their payroll at work/employer has set things up wrong, and when questioned, the employees TFN and super forms have magically disappeared or not been stored somewhere, so maybe that might help both sides, by facilitating some accountability on the employer's part and/or assisting the employer in showing to the employee that the payroll was setup as per what the employee requested.
I also notice that a sometimes business owners forget about getting their staff to actually do a TFN declaration and super declaration OR don't actually know that these documents exist and should be completed so that they have what they need to complete the payroll setup. So perhaps making it a mandatory step might be useful to those that don't know or forget. I was thinking something similar to the bank feed form for the banks that require a manual bank feed connection (how Xero first provides the form for download and then they need to upload the form to move to the next step). If there is some form of text recognition software involved, it could even pull the details from those 2 forms and help owners to fill out those first 3 employment tabs (details, employment, taxes) and the payroll staff can then update/adjust to suit if the text recognition software was not able to pick up accurately (of course handwriting would be an issue here).
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Alicia Steele
commented
To have the option to add files in the Notes section of Employees. This way when a contract changes, a pay rise is given, or if Leave needs to be adjusted, we can attach evidence of why changes have been made.
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Tracey G
commented
There’s a difference between having the ability to attach files to an employee’s profile, such as signed documents, NDA's and contracts, versus attaching manual timesheets or notes for a pay run.
We really need the ability to do BOTH.
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Leanne Major
commented
This is a basic function for all payroll systems. Please Xero respond to this request
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Angela Giakoumatos
commented
Is it possible for someone from Xero to actually respond to this request. It's been here for such a long time with no comments from Xero. I feel that because we can already attach files to many other areas it seems the process is there. Id it so much more background work to get it happening?
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Megan Clarke
commented
This feature should be standard. Since file uploads are already available on supplier contact cards, why not extend this functionality based on the numerous requests for it? It would streamline information management, keeping everything within a single system rather than spread across multiple platforms.
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Audrey Connelly
commented
Since this Idea was suggested in April 2022, and nothing has happened - I guess they don't care and aren't listening :(
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Samantha Bennett
commented
given that we often work remotely with clients and auditors now a days, having all the information in one place is essential
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Cheryl May
commented
attaching documents to an employee is really needed in Xero
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Tiffany Thompson
commented
This feature is absolutely critical in keeping records clean and organised.
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Yvonne Barlow
commented
I need to attach Employee Data Sheet completed by the new employee as evidence. As well I want to upload images of their driver's licence and tickets and certificates of attainment.
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Hazel Edwards
commented
Is there any way to add documents to employees example staff contracts doctor's certificates etc
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Jane Draper
commented
We need to be able to attach a letter to each payslip At the moment this has to be done manually.
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Mark O'Neill
commented
We are all required to keep tax code and other notifications from HMRC for a number of years. Currently we have to do that in hard copy. It would be great to be able to upload a copy to the employee record instead.
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Fiona Davidson
commented
This has been continually requested for at least the last 9 years since I have been using Xero, its not planned anytime soon.