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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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PayrollUnited Kingdom

Created by Karbon

A preview of the templatePayroll processing (United Kingdom)CLIENT TASKSPayroll Update Needed 1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedOPrep payroll3 AutomatorsProcess new employees (and/or rate changes or notices)CompletedEProcess authorised changes and vacation requestsCompletedNProcess leaversCompletedQReview (and/or process) timesheetsCompletedSCheck client bank balanceReady To StartDue TodayR

About this template

This is Karbon's best practice process for payroll in the United Kingdom.

Set the start date to begin on the date of request for updated payroll information and the due date as four days later. The payroll processing is scheduled to happen on the 3rd day. The client initial inquiry for info is set to auto-send on the start date.

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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 (United Kingdom)CLIENT TASKSPayroll Update Needed 1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedBPrep payroll3 AutomatorsProcess new employees (and/or rate changes or notices)CompletedBProcess authorised changes and vacation requestsCompletedFProcess leaversCompletedKReview (and/or process) timesheetsCompletedFCheck client bank balanceReady To StartDue TodayK

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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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