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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Suzanne Gabriele
commented
What a disgrace! I believe the UK has the functionality built in, why not Australia? Xero are out of touch with customer service. Loyalty is fast declining. Add-on is not a solution and is insulting to users who can and will move to alterative software.
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Jessica Black
commented
We are another who will not be using this add-on. I used to highly recommend Xero for accounting software but since the changes made to invoicing which created more work for our admin staff and did NOT streamline anything....
Now this optional extra cost "add-on" we won't be recommending your software at all. Very disappointing -
Lisa Ash
commented
Absolutely ridiculous Xero! Why should we pay for an add-on when this should be part of the payroll function. Xero seems to be on a very slippery slope with more and more customers becoming disenchanted with the product. First the change to invoices (which is backward step from the old invoicing) and now this. Not happy, must be time to find a better functioning service.
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Paul Fidler
commented
So what you are saying is that you have NOT listened at all to your customers, who do NOT want an add in, but to have this native in Xero. If I am going to pay for something additional, I would not bother paying for this. I would rather go for a more functional payroll system as I have already had to do with invoicing due to Xero's total lack of ability to implement basic functionality.
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Mandy Sullivan
commented
No thanks Xero, not interested in Add Ons!
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Melita Wignall
commented
Thanks for listening Xero, but this isn't it.
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Connie Ogden
commented
having add-on is Absolutely NOT a suitable solution when it should be basic fundamental. very disappointing
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Julie Brack
commented
Absolutely rubbish Xero that we have to pay for this much needed tool.
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Julia Bastin
commented
You absolute cockwombles. This should be part of your software, not a feckin add in that costs extra.
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Nicola French
commented
So our clients have to pay for this new feature? Xero this isn't the answer! We just need a file upload for basic paperwork.
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Ashleigh Cook
commented
Hi Xero,
Could there be a 'Files Upload Icon' uploaded in employee's - so employers can store Certificates, License Details, and documents relevant to their employment like contracts IFA Agreements etc? Perhaps in the Notes section? -
cycle2city Management
commented
Add external certifications to Xero Payroll profiles:
Hello again Karolin,
My query was not about being certified with Xero, but that I have been certified for **Safety Training** and have it listed against my Xero Payroll Profile, this would keep all staff certifications in one place.(Providing the link for Xero Certification is off the mark from what my query was, however it would be quite a good idea to do Xero Certification and keep it in the same payroll profile once done, then I can have TWO by certifications in the one place....)
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Liz Menerey
commented
I too think this would be a great option.
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Andrea Nielsen
commented
This would be very useful. When paying commission, it would be great to be able to attach a report showing how the commission amount was calculated. It would also be great to be able to attach receipts for reimbursements.
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Jenny Milburn
commented
I agree this would be a very useful tool. Unsure why it hasn't been done yet. I currently set up a Contact for each employee as you would a Supplier or Customer which has this facility already.
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Narelle Allen
commented
Please add an employee folder to save data to - I am sick to death of having folders everywhere
on my desktop for such information when It could be all saved to the individual employee in a folder in there file. Much better time & information management -
Helen Kranitis
commented
I agree. We should be able to Store employee's documents under their card called e.g. "Documents". drag and drop or upload function.
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Bethany McGrath
commented
Would be great for running commission pays with a report on what they are being paid for.
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Lisa Keating
commented
Perhaps there are additional security considerations that make this more involved. As a bookkeeper I can see this feature would be very useful.
As an employee I don't think I would want any documentation that potentially had all of my identifying information potentially together with my signature in one place digitally. I would not give my employer permission to save my information into Xero because of this issue. -
Andrew Lomas
commented
this seems like a really obvious requirement and I would think easy to implement from a technical and UI perspective.