Permissions: Payroll - Payroll admin limited access
Ability to give payroll admins only permission to staff.
Purpose: To make the staff have fully access to Payroll but not other parts of Xero.
Hi everyone, we appreciate you taking the time to share how important more flexible payroll permissions are for your teams.
It's clear that having granular control over who can access different parts of payroll would make a real difference to how you manage timesheets and leave approvals, as well as restrict access to other sensitive areas.
From research, Payroll is definitely an area we know needs more permission controls for varying roles. This is something our product teams are beginning to explore and do deeper research of. We'll keep you updated as we make progress, and we're grateful for your continued input.
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Zoe Wu
commented
yes, please, we would like to have option that someone could do all the timesheets, leave approval without the access to staff's salary info.
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Thomas Hayes
commented
Update, yes please do this urgently. As Lynda below pointed out, it is causing employees stress and concern as they see a list of approvers, don't remember who to select so send it to everyone.
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Lynda Daish
commented
Yes please - this is so annoying
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Thomas Hayes
commented
Yes, please do this. My accountant and bookkeeper (Payroll Admins) are getting plagued by timesheet approval requests from staff inadvertently selecting the wrong approver.
Time spent trying to re-educate all the staff that make the mistake is starting to add up in cost and frustration. -
James Rickards
commented
Split the Payroll Admin role so you can have staff run payroll and reports - but do not have access to make changes to Salaries etc
Or have it that all changes to key items like Salary has dual approval or alerts sent out to the main user so they can see if any changes have been made without permission
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Helen Harwood-Smith
commented
This is so vital to us that we will probably go with another software provider.
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Victoria Baker
commented
It would be great if there were different levels of payroll admin access. i would like certain managers of the business to see leave requests from all staff, not just ones sent directly to them, but i don't want them to be able to access the payroll information. AKA wages and banking details. More flexibility with the levels of access is very important to me.
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Nicolas Hristic
commented
A Head of HR should be able to access employees details (their Taxes, payslips, super etc..) without being able to see the bank account of the company and how much there is in it. Currently the 'Payroll admin' role gives access to bank account too, there needs to be an option to remove this access.
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Lynda Daish
commented
This needs to be addressed urgently. Employees freak out when they see different options for approvers. (e.g. off-site accountants and advisors)
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Gregory Martin
commented
This is an important issue for us and we support Xero changing this.
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Adelle Auld
commented
Our company needs the ability to have different access levels within payroll.
We have team members involved with the weekly payroll, that are not permitted to view Manager's payroll information (i.e. Salaries) for personnel within the Fortnightly or Monthly payroll.Our weekly payroll is for casual personnel so this is has a larger group of employees involved so the workload is shared.
I find it unusual that all other areas of Xero have different levels of access ie. Submitter, Approver and Admin, why is there not varying levels within payroll.
Suggestion for restructuring of payroll could be as follows:
* Restrict Submitter to either Weekly or casual personnel categories.
* Approver could have access to all employees/ payroll.
* Admin has access to the super lodgements and STP filing. etc. -
Rachael Buttigieg
commented
This is essential; I want our auditor to be able to access everything, we have nothing to hide, but multiple audit staff work on our engagement and I don't want to risk any of them accidentally changing anything while reviewing payroll items.
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Office Team
commented
It is CRITICAL that we can give view access to payroll to various people like auditors, directors and other people that need view access but that they cannot make any changes.
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Courtney Small
commented
I would love to give a staff member Invoice Only access for business, and Payroll Admin access. They have taken over payroll processing from me, but also work in sales, so need to be able to raise Sales Invoices. However I don't need/want them to be able to view bank account balances & details or bank rec etc.
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Mark Anyon
commented
The access rights are crazy limited. I want to grant managers so they can enter leave for their direct reports, but they can only do this with Payroll admin rights which allows them to see everyone else's pay information
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Emma Rosenblatt (Accounts)
commented
We need the ability to further customise User Permissions. For example, a company could have 3 bank accounts and one credit card, all of which need reconciling, but I want two employees to share responsibility. So, employee A can do two bank accounts, and Employee B can do 1 bank account, and one credit card, and each can only see what they are responsible for. Secondly, we should be able to set up a Finance Manager who has certain permissions again separate from all other options. For example we may have a Purchasing Officer with authority to purchase goods/services up to a value of $10k but anything over this limit does NOT allow them to approve the PO, the PO must be submitted to the Finance Manager to approve in Xero. Another issue two is certain roles need to be able to generate certain reports but not all...
There are so many problems with User settings in Xero... -
Freya Pieroz
commented
I REALLY don't need to be sent copies of all the timesheets for approval for all my clients, particularly since I can't attest to the employee's timeliness since I'm not there, I'm an offsite advisor.
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Katie Johnston
commented
AU Payroll - User access options
Payroll user access for advisors that can be customised so that you can opt out of being an option for approving leave or timesheets etc. -
Cameron Buchanan
commented
Absolute stupid that this is not already included. We will have to leave Xero and find another software due to this issue.
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Alec Cairns
commented
Xero payroll should have a process for segregation of duties, especially for adding & changing bank accounts detains. Xero has a system for that in the contacts.