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Wagepoint Payroll Processing Template

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

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Download Wagepoint Payroll Processing Template

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A preview of the templatePayroll processing (by Wagepoint) (Canada)CLIENT TASKSPayroll Update Needed 1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedRPrep payroll3 AutomatorsProcess new employees and/or rate changesCompletedZReview & process authorized time-off requests (e.g. Luna)CompletedUReview (and/or import) timesheets (e.g. Track)CompletedOCheck client bank balanceCompletedUProcess

About this template

This is the best practice process for processing payroll powered by Wagepoint. This workflow is to be used in conjunction with Wagepoint to complete the processing of payroll for clients with salaried and hourly employees.

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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A preview of the templatePayroll processing (by Wagepoint) (Canada)CLIENT TASKSPayroll Update Needed 1 AutomatorUpload this period's payroll timesheets, note any changes, and check-off to provide your approvalCompletedIPrep payroll3 AutomatorsProcess new employees and/or rate changesCompletedRReview & process authorized time-off requests (e.g. Luna)CompletedUReview (and/or import) timesheets (e.g. Track)CompletedKCheck client bank balanceCompletedWProcess

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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 Wagepoint

Wagepoint helps you generate consistent revenue for your accounting or bookkeeping firm with simple payroll software that’s easy to use and recommend.

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