Skip to content
← Payroll & expenses

Enter your idea

Payroll & expenses: Payroll

Categories

(thinking…)

Payroll | Employees - Upload/attach files in notes section

Ability to attached files to a pay run and employees

984 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Emma Ellen shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
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.

Show previous admin responses (3)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Heat On Electrical commented  ·   ·  Report

    Yes, 100% agree and to be able to create folders in that same section would be handy as well.

  • Sharon Little commented  ·   ·  Report

    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.

  • Max Barton commented  ·   ·  Report

    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.

  • Accounts Officer commented  ·   ·  Report

    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

  • Andrea Fuller commented  ·   ·  Report

    Very useful!!! And to be able to create an important dates list with reminders for employees!!

  • Chau VU commented  ·   ·  Report

    This is important for record keeping.

  • Liz Dickson commented  ·   ·  Report

    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.

  • Sarah McKay commented  ·   ·  Report

    I would really like to see this feature added please.

  • Kim Fay commented  ·   ·  Report

    Include employment contracts too

  • Deborah Johnston commented  ·   ·  Report

    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.

  • soe myat commented  ·   ·  Report

    It would be great to be able to upload documents

  • Lyndell Teale commented  ·   ·  Report

    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.

  • Joanne Eggins commented  ·   ·  Report

    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

  • Lei-aianie Skudder commented  ·   ·  Report

    It would be absolutely fantastic to be able to upload documents and files under individual employees. This will include IRD forms, contracts, certificates and other important and relevant documents. As we have already entered the world of technology it would be great to implement this new change. Lots of benefits.

  • BELINDA BOW commented  ·   ·  Report

    I think this is a great idea and a must have. I want to be able to store all of my hr and payroll data electronically. Whilst I have filed it within the files section of xero for now, to be able to have all employee data in one area and individualized to each employee would be extremely valuable. Especially for auditing purposes when you need to cross reference contract details against payroll settings.

  • Stuart Murray commented  ·   ·  Report

    Our paper timesheets contain much more information on the details of the tasks performed and it would be useful to have these stored in the payroll for that week.

1 2 … 10 11 13