AI workflows for payroll.

Paying employees correctly and on time: payroll runs, changes, deductions and payroll records.

Who does this work

  • Payroll administrator
  • Payroll specialist
  • Payroll manager

1 workflow template ready to adapt, and 4 workflows identified.

Updated

Request this workflowBook a fit call
Examples of the workflows identified
  1. Prepare payroll and review exceptions
  2. Answer an employee pay question from the payslip and recordsIllustrative
  3. Calculate a leaver's final pay for approvalIllustrative
  4. Reconcile payroll to the ledger and payroll tax filingsIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Prepare payroll and review exceptionsGives the payroll approver a person-by-person review of hours, rate changes, roster changes and differences from the last run, with questions before approval.Workflow template
Answer an employee pay question from the payslip and recordsExplains a payslip question, such as a deduction, overtime or tax change, from the pay records and the pay policy, with a draft reply and anything the payroll owner must confirm.Illustrative · not built yet
Calculate a leaver's final pay for approvalWorks out a departing employee's final pay from hours, accrued leave, deductions and the payment deadline the payroll owner supplies, with the calculation shown.Illustrative · not built yet
Reconcile payroll to the ledger and payroll tax filingsReconciles payroll registers to the general ledger and to payroll tax filings and payments for the period, listing differences with their likely cause.Illustrative · not built yet

Workflow templates

Payroll preparation and timesheet reviewBefore each payroll run, the owner gets one sheet built from the timesheet and roster exports: hours by person and type, every missing punch and odd entry raised as a question, and an estimated total. Nothing is keyed in, submitted or paid until a person approves.Workflow template

Request this workflow

Tell us the payroll work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Where to go next

All of finance and accountingEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of finance and accounting

Finance and accounting workflow templates by industry