Appy Hour Ecosystem Template Pack
Created by Satterley Training & Consulting
Unlock a collection of tried and tested templates created by Satterley Training & Consulting.
417 downloads
3.6
New Hire Onboarding for Payroll Template
Download your free New Hire Onboarding for Payroll template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 365 times
About this template
This template is Satterley Training & Consulting's best practice general process for adding new hires to a payroll system when your firm is managing payroll for an organization.
The assignee is the Bookkeeper, and the start and due dates are determined by the client's payroll schedule.
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
Alternatively, you can
.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 Satterley Training & Consulting
Satterley Training & Consulting provide coaching services for accounting professionals and business owners.
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