Settings and activity
3 results found
-
8 votes
An error occurred while saving the comment -
353 votes
Thanks for the great discussion and all the votes on this idea. We know that without the ability to set specific leave approvers, it can be harder to keep governance clear, avoid self-approval and ensure requests go to the right person.
While we’re not planning to develop dedicated approval workflows in the near term, we want to share a tip that many have found useful. You can help streamline the process by guiding employees to select their direct manager from the approver list. While all payroll admins and leave approvers are listed, this step helps make sure requests reach the right person and keeps oversight clear.
Your feedback here is incredibly valuable for future planning and we’ll continue to keep an eye on this idea’s traction. We’ll keep it open for voting and will share any updates if plans change down the track.
An error occurred while saving the comment 
Tina Andersen
commented
I cannot believe the XERO Development Team have not even considered this. Not all payroll admin should have access to approve leave or timesheets for all employees. We have our Accountants now annoyed that they are getting each and every Christmas holiday request, which is time consuming for them to have to delete.
The user access module needs to be updated to allow additional levels and requests per 'payroll admin' very similar to how the rest of the system works. Considering that payroll would be the most confidential part of the account, Xero has left this wide open to anyone with 'payroll access' not smart !!
-
132 votes
Hi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles.
To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂
Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…
Tina Andersen
supported this idea
·
We need to ensure this is review and sign, MYOB has this option and it informs clients to 'review' and 'sign'
Xero has 'Your Activity statement is ready', clients have no indication that they need to do anything, therefore, their BAS is not getting lodged on time without constant chasing up.
My Xero clients are asking NOT TO USE THIS SYSTEM becuase its confusing with the subject wording