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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Sherenna Lewis
commented
A definite necessity to keep all employee information in one easily accessible place, without the need for paper filing. That's what we are all aiming for isn't it?? You can add a photo ( not critical in my opinion). Why not other files? Surely a minor tweak to an existing function?
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Wendy Hogan
commented
Please give this feature your priority!! Given we can already upload documents to invoices, bills and contacts, surely it would not be that difficult to implement??
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Jasmine Fowler
commented
Add the option to upload a photo to the employee timesheet. ie: daily work docket
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Kenneth Ferris
commented
Come on !
This needs to be available to each pay run & employees file.
Get this must needed, basic & obvious inclusion added ASAP -
Tamara Ogilvie
commented
This is a business critical basic need to upload employee documentation.
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Nicole Lynch
commented
Dext Vault might solve this problem since xero won't
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Joann Sutton
commented
Please add. Perfect way to keep track of induction documents, certificates, etc
Xero please review and implement this idea promptly -
Janice Thomas
commented
Xero = please add the option to add a file to payroll, need to upload Dr certificates. Business's ask for them so must be able to save them as proof of sick leave. Very Important for businesses
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Howard George
commented
Xero must take action immediately to fix this issue. It is inconceivable to offer a payroll system without the ability to file attachments to payroll runs and employees.
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Anne Henson
commented
Come on Xero, we are paying enough for our packages to expect the full functionality we need. As many have said, it is possible to attach files in other areas, surely it isn't such a giant leap to add the same function in payroll???
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Angela Giakoumatos
commented
My sentiments exactly @judymoore! Xero have not responded at all with a comment. Ignoring this seems to be the norm. Xero is good software but 'others' have caught up and indeed left xero behind in their capabilities and offerings.
Comment please Xero. -
Judy Moore
commented
Hey Xero
895 people have voted for this and 214 have commented
When you will reply and give an update and tell us if this will be done ever!!!!!!
Xero has not posted anything since April 2022, then you did in Aug 2024 telling us to buy an addin, that got deleted quick smart.
Please let your users know if this ever gonna happen!!!!!!
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Suzanne Sunderland
commented
Why, when Xero lets you add documents to every other transaction, can't you add documents to employees?
For payroll, this is just as important, if not more important, as attaching an invoice or contract to a transaction. -
Tania Coleman
commented
This is a facility available in QBO Intuit and we use it ALL THE TIME! Certificates of qualifications, contract copy, sick leave evidence, anything that used to be kept in a hard copy paper file. Xero needs to develop this ASAP. It's not 1984 anymore. Catch up.
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Freya Pieroz
commented
The Australian Tax Office requires us to keep copies of Tax File Number Declarations for each employee for at least two financial years after the last time you paid them (specifically, "If a payee has not received payments from you for 12 months, you must retain a copy of the last completed form for the current and following financial year.")
We are also required to keep the paperwork proving we gave employees the ability to choose where they wanted their superannuation paid, and we are required to keep that for 5 years after they leave employment with us.
Digital storage is fine, but we must store all employee-related files securely. Attached to their employee record would be perfect, as this is only accessible by people with reason to have access, and the accounts are kept secure anyway! Having to store these elsewhere means unnecessary duplication of file security measures.
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Freya Pieroz
commented
The Australian Tax Office requires us to keep copies of Tax File Number Declarations for each employee for at least two financial years after the last time you paid them (specifically, "If a payee has not received payments from you for 12 months, you must retain a copy of the last completed form for the current and following financial year.")
We are also required to keep the paperwork proving we gave employees the ability to choose where they wanted their superannuation paid, and we are required to keep that for 5 years after they leave employment with us.
Digital storage is fine, but we must store all employee-related files securely. Attached to their employee record would be perfect, as this is only accessible by people with reason to have access, and the accounts are kept secure anyway! Having to store these elsewhere means unnecessary duplication of file security measures.
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Jacqui Thals
commented
I need to be able to keep track of leave, in particular sick leave to ensure we have received medical certificates in line with our policy and procedures. Please provide some indication as to whether this functionality is being considered.
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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.