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Payroll | Employees - Upload/attach files in notes section

Ability to attached files to a pay run and employees

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Emma Ellen shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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.

Show previous admin responses (6)
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  • Alicia Steele commented  ·   ·  Report

    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.

  • Tracey G commented  ·   ·  Report

    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.

  • Leanne Major commented  ·   ·  Report

    This is a basic function for all payroll systems. Please Xero respond to this request

  • Angela Giakoumatos commented  ·   ·  Report

    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?

  • Megan Clarke commented  ·   ·  Report

    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.

  • Audrey Connelly commented  ·   ·  Report

    Since this Idea was suggested in April 2022, and nothing has happened - I guess they don't care and aren't listening :(

  • Samantha Bennett commented  ·   ·  Report

    given that we often work remotely with clients and auditors now a days, having all the information in one place is essential

  • Cheryl May commented  ·   ·  Report

    attaching documents to an employee is really needed in Xero

  • Tiffany Thompson commented  ·   ·  Report

    This feature is absolutely critical in keeping records clean and organised.

  • Yvonne Barlow commented  ·   ·  Report

    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.

  • Hazel Edwards commented  ·   ·  Report

    Is there any way to add documents to employees example staff contracts doctor's certificates etc

  • Jane Draper commented  ·   ·  Report

    We need to be able to attach a letter to each payslip At the moment this has to be done manually.

  • Mark O'Neill commented  ·   ·  Report

    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.

  • Fiona Davidson commented  ·   ·  Report

    This has been continually requested for at least the last 9 years since I have been using Xero, its not planned anytime soon.

  • Rajneeta Devi commented  ·   ·  Report

    I am now regretting moving to Xero. I cant upload warning letters, contracts etc to the profile. Hopefully we get this implemented

  • Helen Price commented  ·   ·  Report

    Perhaps Xero could advise if/when this is likely to be implemented as it will save all the Xero emails "There is new comment on an idea you supported".
    A time frame would be most appreciated. If Xero are not going to implement it can you please send me details on how to get of this never ending cycle! This was first posted 2 1/2 years ago.

  • Alita List commented  ·   ·  Report

    Frustrating that adding documents to payroll and leave requests isn't an option.

  • Val Orr commented  ·   ·  Report

    The ability to attach documents to and employee record, Medical Certificate, Employment Contract etc

    This should be a standard option.

  • Debbie Elliott commented  ·   ·  Report

    The ability to attach documents to and employee record, Medical Certificate, Employment Contract

  • Complete Style Joinery commented  ·   ·  Report

    I would like to see an option for doctors certificates to be able to be uploaded, when requesting personal & carers' leave. Storing information with xero is ideal

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