Workflow Templates

Getting started doesn't need to be hard work.
Browse our growing collection of workflow templates and import them straight into your workspace.

Amy McLaughry

A simple workflow template for end of year payroll reviews.

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Melanie Schroeder

A simple monthly workflow for sending clients their PD7A's.

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Reza Hooda

A workflow template for processing your clients monthly payroll

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Pixie

A simple get-started-fast payroll workflow template for firms in the USA.

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