About this template
Work type: Payroll
Location: United States
Client industry: Generic
This template includes
- 8 tasks
- 2 client tasks
- Automations
- Resources
PAYROLL - JR
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| PROCESSING PAYROLL | ||
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| ***REVIEW PINNED EMAILS*** |
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| Verify hours received or send reminder email |
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| Receive payroll details & enter hours |
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| Send Cash Requirement & Payroll Summary to Client |
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| Check client's bank balance to confirm available funds |
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| Send Cash Requirement and Payroll Summary |
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| Receive client's approval |
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| Process Payroll |
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| Run & Save Payroll Reports |
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| Enter or Sync Journal Entry to QBO |
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| Rename journal entry to PR M/D/YY (for check date) |
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| Benefit Management - 1st Payroll of the Month |
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| Client Tasks Client Tasks | ||
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| Upload payroll hours or timecards |
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| Payroll Summary - for your review/download |
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