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