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Payroll Processing with Gusto Template

Download your free Payroll Processing with Gusto template to personalize and use in your bookkeeping or accounting firm.

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A preview of the template showing sections of tasks to be completed. Some are already checked offPayroll processing (integrated with Gusto)CLIENT TASKSProvide payroll details 1 AutomatorFlag any changes since the last payroll runCompletedYProvide employee hoursCompletedZReview and approve all timesheetsCompletedEReview time off and expense reportsCompletedVPrep payroll3 AutomatorsProcess any new employees, compensation changes, etc.CompletedIReview employee hoursReady To StartDue TodayB

About this template

One of the most procedure-bound and demanding processes is payroll. To make things easier, Karbon and Gusto teamed up to create this work template that features integrated workflows for processing payroll.

From data gathering and input to reporting and automating, this template outlines the essentials for every step in your payroll process while providing integrated workflows to keep your team automatically in the loop as work progresses within Gusto.

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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A preview of the template showing sections of tasks to be completed. Some are already checked offPayroll processing (integrated with Gusto)CLIENT TASKSProvide payroll details 1 AutomatorFlag any changes since the last payroll runCompletedMProvide employee hoursCompletedFReview and approve all timesheetsCompletedBReview time off and expense reportsCompletedVPrep payroll3 AutomatorsProcess any new employees, compensation changes, etc.CompletedCReview employee hoursReady To StartDue TodayU

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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 Gusto

Gusto was built for small businesses, from sole prioprietors to W-2 employers. Automatically file payroll taxes, streamline benefits, and provide direct access to HR experts.

Practice Management
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