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Workflow Templates

Payroll Setup Template

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

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Added and downloaded 54 times

PayrollUnited Kingdom

Created by Karbon

A preview of the templatePayroll setup (United Kingdom)CLIENT TASKSInformation needed to begin your payroll setup 1 AutomatorProvide the company details as related to your payroll setupCompletedKProvide the details used to pay wages and payroll taxesCompletedYHow often would you like employees paid (monthly, twice a month, fortnightly, every week)?CompletedQWhat would you like your first payroll date to be?CompletedTProvide details on employee leaveCompletedRWhat is your Auto Enrolment staging date (if known)?Ready To StartDue TodayKHave you already claimed employee allowance this year?Ready To StartDue TodayYPlease provide a list of current employees (and emails) who will be on payrollReady To StartDue TodayJ

About this template

This template process leads to the ongoing payroll process and periodic compliance processes.

The start date for the work is today's date and the end date is 9 days later. The work assignee is the Payroll Specialist.

Note that this work template uses an automatic client task to get the initial details from the client to start the setup process.

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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 Setup Template

.

Karbon Practice Management

A preview of the templatePayroll setup (United Kingdom)CLIENT TASKSInformation needed to begin your payroll setup 1 AutomatorProvide the company details as related to your payroll setupCompletedYProvide the details used to pay wages and payroll taxesCompletedAHow often would you like employees paid (monthly, twice a month, fortnightly, every week)?CompletedOWhat would you like your first payroll date to be?CompletedLProvide details on employee leaveCompletedPWhat is your Auto Enrolment staging date (if known)?Ready To StartDue TodaySHave you already claimed employee allowance this year?Ready To StartDue TodayNPlease provide a list of current employees (and emails) who will be on payrollReady To StartDue TodayU

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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 collaborative work management software for accounting firms.

Practice Management
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Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

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A work template dashboard in Karbon displaying a client onboarding checklist.