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Payroll Setup


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

A preview of the 'Payroll Setup' templatePayroll SetupCLIENT TASKSInformation needed to begin your payroll setup1 AutomatorProvide the company details as related to your payroll setupCompletedProvide the details used to pay wages and payroll taxesCompletedHow often would you like employees paid (monthly, twice a month, fortnightly, every week)?CompletedWhat would you like your first payroll date to be?CompletedProvide details on employee leaveCompletedWhat is your Auto Enrolment staging date (if known)?Ready To StartDue TodayAre you eligible for employee allowance?Ready To StartDue TodayPlease provide a list of current employees (and emails) who will be on payrollReady To StartDue Today

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.

Download the Template

Download your Payroll Setup template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling