Enter your idea

Since attaching documents related to employment history is essential and having everything in one place is crucial, I'd say this task likely has a higher priority. If it’s something that will be used for compliance or record-keeping, it’s best to address it sooner rather than later.

It would also be great if the employee could view documents through XEROme

Is it possible for Xero to include a documents tab in the employment section (perhaps in the notes a document can be added OR making it a mandatory part of setting up an employee), so that the TFN declaration and Super declaration forms are saved/can be saved into Xero?
All of the information from those forms is used/shown in Xero - I have attached the ones I mean.

We notice a handful of our tax return clients complain each year that their payroll at work/employer has set things up wrong, and when questioned, the employees TFN and super forms have magically disappeared or not been stored somewhere, so maybe that might help both sides, by facilitating some accountability on the employer's part and/or assisting the employer in showing to the employee that the payroll was setup as per what the employee requested.

I also notice that a sometimes business owners forget about getting their staff to actually do a TFN declaration and super declaration OR don't actually know that these documents exist and should be completed so that they have what they need to complete the payroll setup. So perhaps making it a mandatory step might be useful to those that don't know or forget. I was thinking something similar to the bank feed form for the banks that require a manual bank feed connection (how Xero first provides the form for download and then they need to upload the form to move to the next step). If there is some form of text recognition software involved, it could even pull the details from those 2 forms and help owners to fill out those first 3 employment tabs (details, employment, taxes) and the payroll staff can then update/adjust to suit if the text recognition software was not able to pick up accurately (of course handwriting would be an issue here).

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.

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.

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

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?

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.

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

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

attaching documents to an employee is really needed in Xero

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

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.

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

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

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.

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

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

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.

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