Payroll Processing icon

Payroll Processing


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

A preview of the 'Payroll Processing' templatePayroll ProcessingCLIENT TASKSPayroll Update Needed1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedPrep payroll4 AutomatorsPrep payroll based on updated client detailsCompletedProcess new employees and/or rate changesCompletedProcess authorised time-off requestsCompletedReview (and/or process) timesheetsCompletedCheck client bank balanceReady To StartDue Today

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.