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Workflow Templates

JobSeeker Payment Assistance Template

Download your free JobSeeker Payment Assistance template to personalize and use in your bookkeeping or accounting firm.

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Payroll - category

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A preview of the template showing sections of tasks to be completed. Some are already checked offzzz - JobSeeker Payment Assistance (COVID-19) (Australia)CLIENT TASKSDirections to obtain individual COVID-19 assistance for JobSeeker Payment 1 AutomatorStep 1: Check what you can get from government COVID-19 relief assistance (see desciption)CompletedDStep 2: Register your intention to claim — https://my.gov.au/CompletedSStep 3: Track and finalise your claim — https://my.gov.au/ — and provide due date of first report (as a comment on th…CompletedCFollow-up2 AutomatorsSend the client request reminder sequence below to keep client on task for their fortnightly reportsCompletedYCLIENT TASKSReminder: Don't forget to submit your fortnightly report

About this template

A best practice checklist for the Australian Government's COVID-19 JobSeeker Payment Assistance process. This template is part of the Karbon COVID-19 Rapid Response Kit.

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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Alternatively, you can

Download JobSeeker Payment Assistance Template

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Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offzzz - JobSeeker Payment Assistance (COVID-19) (Australia)CLIENT TASKSDirections to obtain individual COVID-19 assistance for JobSeeker Payment 1 AutomatorStep 1: Check what you can get from government COVID-19 relief assistance (see desciption)CompletedRStep 2: Register your intention to claim — https://my.gov.au/CompletedHStep 3: Track and finalise your claim — https://my.gov.au/ — and provide due date of first report (as a comment on th…CompletedWFollow-up2 AutomatorsSend the client request reminder sequence below to keep client on task for their fortnightly reportsCompletedACLIENT TASKSReminder: Don't forget to submit your fortnightly report

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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