Payroll AU: Licences/Qualifications tab in employee’s profile
A useful addition to Xero Payroll would be a dedicated Licences & Qualifications tab within each employee’s profile.
When adding or managing an employee, the employer could record items such as:
Driver Licence
High Risk Work Licence
Forklift Licence
Working at Heights
Confined Space
White Card
First Aid Certificate
Trade licences or other industry-specific qualifications
For each licence or qualification, Xero should allow the employer to enter the licence type, licence/registration number, issuing authority, issue date, expiry date, and ideally upload a copy of the licence or certificate.
The most important feature would be automatic expiry reminders. For example, Xero could send notifications at 90 days, 60 days, 30 days and 7 days before expiry to both the employer/payroll administrator and the employee, clearly identifying which licence is due for renewal.
It would also be helpful for the employee profile to show a simple status such as Current, Expiring Soon or Expired, so employers can easily see whether staff hold the licences required for their role.
This would make Xero much more useful for businesses that need to manage employee compliance, rather than relying on separate spreadsheets, calendar reminders or other systems.
Simon & Grace Bolton
shared this idea
Hi there, thanks for submitting this idea!
What you’re after is partly achievable in Xero Payroll today. You can add these qualifications and details directly into the employee’s Notes section. We're also currently working on allowing files to be uploaded into employee records, which will help you keep a complete record of this information.
While there are currently no plans to add a specific Qualification status or expiry reminder feature, we appreciate you sharing your workflow.
Make sure to share your idea with any colleagues who might benefit so they can add their vote! Along with votes, other members can now comment to share additional details about how this idea could improve their experience with Xero.
