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.
Thanks for continuing to explain how the current all or nothing Payroll Admin access affects your teams. We’re now developing more granular payroll permissions, starting with separate View, Edit and Approve Timesheets access so timesheet tasks can be delegated without exposing the wider payroll area.
While the current work is focused on Timesheets access directly we recognise there are other sensitive areas within payroll that you'd like more incremental access to and we'll continue to consider these as our development of permissions evolves.
I'll come back to share when these Timesheets options are live!
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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.
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Sherry Shao
commented
We strongly agree with Tracey. We need Xero to segregate payroll admin's user access to different access levels, especially to employee's sensitive information, such as TFN. We need some payroll admin users can see employee's TFN and others not. If this can be urgently actioned will be great.
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Nicola Wood
commented
Hi
I would second this for the exact same reason, I currently have a staff member who I have caught looking at senior management payslips that have nothing to do with them. Even just a split between weekly and monthly pay runs, allowing them access to weekly and NOT to monthly would help me!
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Bradley Smith
commented
It is vitallly important that we can give view access to payroll to various people like auditors, directors and other people that need view access, and the ability to run payroll reports.
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Suzanne Matthews
commented
Is important that Managers can have Read Only access to Payroll and access reports without being able to run a payroll or Edit any information
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Georgina Hand
commented
Access to managing leave only would be great - Certain levels of manager need to manage people but not necessarily seeing financial data for the whole company.
Currently they appear to only be able to accept or decline leave not amend leave or see the whole picture/pattern of leave.
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Carol Dick
commented
I agree with Tracey. It is very important that all the payroll admins do not have access to executive staff wages and there should be a way that this is more flexible in Xero.to allow only one payroll admin access to this particular payroll file.
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Brett Anderson
commented
This is important for private enterprise as similar read-only access could be provided to select managers.
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Sharon Casagrande
commented
This is essential for not-for-profit organisations that require an audit of their accounts.
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Audrey Connelly
commented
With audited clients , we normally only give Read only access, but this excludes payroll access. So either we need to access for them, what the require, or we need to change access level to standard , which is not idea. Can you not have a read only role, with the option to include Payroll?
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Katie Walters
commented
Critical for auditors and liquidators to have this function.
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Laura Murphy
commented
Once payroll is set up it would be good to make only advisors accessible to payroll admin. The payroll clerk does not necessarily understand the postings behind payroll so it causes issues that they have access to payroll settings and are setting up codes that should not be set up and causing more admin to tidy up and move transactions to the correct place.
There should be an option to select if a user can run payroll and whether to be able to access settings not you either have access to everything or nothing!
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Tracey Don
commented
I would like the option of creating separate pay runs and allowing certain individuals access to each. This would help when doing management and senior staff payroll so payroll admin can't access the information of the senior management team. I think the access rights in Xero need to be a bit more flexible as it seems an all or nothing system at the moment. Other accounting packages do have more flexibility with access rights and I think this lets Xero down.
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Robyn Exton
commented
The long list of names that can approve a timesheet in the app will only confuse our staff, many of the users listed work for our accountant and the names are completely unfamiliar to our staff, in fact, they will think something has gone wrong. You should be able to give time sheet and leave approval in the app to specific users.
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Above and Beyond Books
commented
Payroll Admin currently does not have an option to remove the access for changing employee bank details. We require multiple staff to be able to access payroll & run pay runs for our clients however they should not all have access to change employees bank details for added security & fraud prevention. We were alerted to this when increasing security across our company due to a security breach and this is essential to protect clients and staff. Thank you.
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Andrew Friend
commented
Very important for "payroll managers" to be able to access Xero payroll - but business owners will not necessarily want them to be able to access other functions and information in Xero.