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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 →
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In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we'd like to return with an update for all who've supported the idea for attaching files within Payroll.

As we develop foundations of payroll to enable us to consider new features like this, we're beginning discovery of how we might build this capability and when this could be planned in our roadmap.

This is just the initial stages of diving deeper into this work, but steering in the right direction.

I'll be sure to share any progression around attachments within payroll with you all, here.

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  • Maria Martin-Perez commented  ·   ·  Report

    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.

  • Sally Daffy commented  ·   ·  Report

    Would like to include supporting documentation for pay run, especially when the client doesn't use timesheets

  • Jessica Black commented  ·   ·  Report

    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.

  • Fritz Cardozo commented  ·   ·  Report

    It would be better if employees can submit medical certificates as part of the leave request submission.

  • Natalie Smith commented  ·   ·  Report

    Totally agree, this would be great for employment contracts

  • Nadia Gallen commented  ·   ·  Report

    Totally agree. I have submitted this suggestion before as well.

  • Avril Burak commented  ·   ·  Report

    It would be very useful to be able to attach copy of contracts, SMP forms etc to employees section

  • Amanda Dobson commented  ·   ·  Report

    It would be extremely beneficial to be able to upload/attach files to employees! It would also be useful if more than 50 documents could be attached to each employee record.

  • Jen Hopkins commented  ·   ·  Report

    I have also made this suggestion and agree that it would be highly beneficial to be able to do this. Please make this happen Xero ASAP!!

  • Emma Gude commented  ·   ·  Report

    This would be extremely beneficial to upload employee contracts.

  • Accounts @ KE Select commented  ·   ·  Report

    I agree with wanting this capability in Xero - to be able to attach relevant documents for an employee.

  • Brett Edmonds commented  ·   ·  Report

    Add Documents, such as emails, Employment Contract, etc. to an Employee Card. It is quite often that an employee will send an email with specific instructions, and whilst there is an area to write a note, the space is limited. If the email could be uploaded, it can be referred to at a later time when everyone has long forgotten what the instructions were.

  • Sarah Heney commented  ·   ·  Report

    I also agree as when it comes time for Auditing we need to know what the reimbursements where for.

  • Connie Ogden commented  ·   ·  Report

    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)

  • Susan Voutier commented  ·   ·  Report

    Please allow us to upload documents directly into an employee's 'Notes' area, such as employment contracts.

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