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Workflow Templates

Payroll Processing Template

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

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PayrollNew Zealand

Created by Karbon

A preview of the templatePayroll processing (New Zealand)CLIENT TASKSPayroll Update Needed 1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedJPrep payroll3 AutomatorsProcess new employees and/or rate changesCompletedCProcess authorised time-off requestsCompletedHReview (and/or process) timesheetsCompletedYCheck client bank balanceCompletedFProcess

About this template

From data gathering and input to reporting and automating, this template outlines the essentials for every step in your payroll process. Karbon and Gusto teamed up to produce this best practice checklist for processing payroll specifically for New Zealand.

This is Karbon's best practice process for payroll with the payroll processing happening on the 3rd day. The client initial inquiry for info is set to auto-send on the start date.

Set the start date as the date of request for updated payroll information (e.g. Monday) and the due date as four days later (e.g. Friday).

To learn how to use this template in action, watch this short video.

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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 Payroll Processing Template

.

Karbon Practice Management

A preview of the templatePayroll processing (New Zealand)CLIENT TASKSPayroll Update Needed 1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedGPrep payroll3 AutomatorsProcess new employees and/or rate changesCompletedEProcess authorised time-off requestsCompletedNReview (and/or process) timesheetsCompletedXCheck client bank balanceCompletedVProcess

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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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