New Hire Onboarding for Payroll
Created by Satterley Training & Consulting
Seamlessly add your clients' new hires to their payroll system with this streamlined workflow.
Download your free payroll setup template to personalize and use in your bookkeeping or accounting firm.
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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.
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
Alternatively, you can
Other workflow templates you might find useful.
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:
Read the support article to learn more.
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Learn more at karbonhq.com or book a demo.
Created by Satterley Training & Consulting
Seamlessly add your clients' new hires to their payroll system with this streamlined workflow.