INSPIRATION: BOOKKEEPING TASK TEMPLATES

Payroll and pensions_

Employee satisfaction is essential for any organisation, and there’s nothing quite like messing up salary payments to upset your staff. Set up Workiro task templates to help keep everyone happy by staying on top of all the steps involved in your payroll and pensions calculations – and even set them to automatically recur each month. You can also share your task templates with your team for process consistency. You’ll never miss a step again.

Example task templates for payroll and pensions_

Set up your own templates or click on any of the below to create them as tasks in Workiro:

Payroll and pensions: Step 1
Update employee personal information

Payroll and pensions: Step 2
Add new starters and remove leavers from employee database

Payroll and pensions: Step 3
Update salary, bonus and commission information

Payroll and pensions: Step 4
Gather timesheets and input data

Payroll and pensions: Step 5
Calculate deductions and statutory payments

Payroll and pensions: Step 6
Run payroll and create payroll files

Payroll and pensions: Step 7
Generate employee payslips

Payroll and pensions: Step 8
Set up employee bank payments

Payroll and pensions: Step 9
Submit tax/other deductions (eg. UK PAYE and NIC via HMRC)

Payroll and pensions: Step 10
Set up tax and other liabilities bank payments

Payroll and pensions: Step 11
Update employee details in pensions database

Payroll and pensions: Step 12
Add new starters and remove leavers to pensions database

Payroll and pensions: Step 13
Submit details from payroll: employer and employee pensions deductions

Payroll and pensions: Step 14
Set up pensions bank payment

Payroll and pensions: Step 15
Post payroll journals on accounting system

Payroll and pensions: Step 16
Send employee payslips out on payday

‍

See more bookkeeping templates_

Credit control

‍