Free checklist

The payroll document checklist

Payroll is a recurring deadline with zero tolerance for missing data. Standardize the request so changes arrive before the cut-off.

Documents (6)

1
New hire documents
Contracts, tax forms and bank details for each new employee.
2
Terminations and final pay
Termination dates, final pay instructions and unused leave.
3
Hours and overtime
Time records for hourly employees and overtime approvals.
4
Commission and bonus approvals
Signed approval for variable pay for the period.
5
Benefits changes
Enrollment changes, contributions and deductions.
6
Expense reimbursements
Approved reimbursement claims to run with payroll.

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