Workflow Templates: Payroll Processing checklist

Template Library Home

Start using this Workflow

Payroll Processing checklist

Employee Information Verification

Review and confirm accuracy of all employee personal information

Verify that new employees have completed all required paperwork

Check for any changes in employee status or details (promotions, terminations, etc.)

Timekeeping and Attendance

Collect and verify time sheets or time records for all employees

Ensure all overtime, sick leave, and vacation hours are correctly recorded

Reconcile any discrepancies in time reporting before processing payroll

Earnings and Deductions

Calculate gross wages for each employee based on hours worked and pay rate

Apply any pre-tax deductions such as retirement contributions or health insurance premiums

Calculate and deduct applicable taxes (federal, state, local), and other deductions (child support, garnishments)

Payroll Processing and Disbursement

Input or import payroll data into the payroll system

Process payroll and review for any errors or inconsistencies

Finalize payroll, issue paychecks or direct deposits, and distribute pay stubs

Record Keeping and Compliance

Update payroll records with the current pay period information

Ensure compliance with all relevant employment and tax laws

Prepare and file required payroll tax documents with appropriate government agencies

Post-Payroll Activities

Review payroll reports for accuracy and completeness

Reconcile payroll bank accounts to ensure all transactions are accounted for

Address any employee questions or concerns regarding their paychecks

Use this template in Manifestly

Start a Free 14 Day Trial

Use Slack? Start your trial with one click

With Slack

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.