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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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PayrollSouth Africa

Created by Karbon

A preview of the templatePayroll processing (South Africa)CLIENT TASKSPayroll Update Needed 1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedNPrep payroll3 AutomatorsProcess new employees and/or rate changesCompletedXProcess authorised time-off requestsCompletedJReview (and/or process) timesheetsCompletedQVerify & process payrollCompletedGFinalise monthly payroll

About this template

This template is designed for the process of completing payroll for South Africa. It includes an initial automated request for any updates from the client.

The work goes through the stages:

  • Waiting for info
  • Prep
  • Review
  • File
  • Wait for confirmation
  • Follow-up
  • Completed

The roles involved in completing the work are: Payroll specialist (initial work assignee) and Reviewer. The overall ownership of the work changes as the work progresses between the roles involved.

Work stages and roles are both customizable.

The template includes best practice automation to ensure it is clear:

  • Which tasks are ready to be worked on (i.e. task status)
  • What the status of work is at any time (so you can get real-time work dashboards)
  • Who is responsible for the work and tasks
  • The priority of work and tasks

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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
Sign In to Add to Karbon

Alternatively, you can

Download Payroll Processing Template

.

Karbon Practice Management

A preview of the templatePayroll processing (South Africa)CLIENT TASKSPayroll Update Needed 1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedRPrep payroll3 AutomatorsProcess new employees and/or rate changesCompletedBProcess authorised time-off requestsCompletedWReview (and/or process) timesheetsCompletedMVerify & process payrollCompletedEFinalise monthly payroll

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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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