Payroll Workflow | greathire

Payroll Dept Workflow

This guide will help you to understand the general workflow of the payroll department in Zoho CRM. Payroll is primarily concerned with Temp Assignment & Onboarding Records

Review An Onboarding Record

Recruiters & Site Managers are responsible for creating an onboarding record for each candidate. This record contains all of the start work and eligibility documents
This record should be in "Onboard Complete-Hirable" by the time you go to process any payroll for an active temp assignment

Update Active Temp Assignment Record

Recruiters & Site Managers are responsible for creating a Temp Assignment record for each candidate assigned to a Site.
Payroll is responsible for entering the "Confirmed Start Date" & confirming the accuracy through a weekly report that is to be matched with our payroll records.

Update Terminated Temp Assignment Record

Payroll is responsible for entering the "End Date" & End Reason for any terminated assignment. Recruiters and site managers can make a note in the temp assignment record to alert Payroll of such instances.

Reconcile Temp Assignment Report Weekly

Temp assignment reports should be reconciled weekly to match our payroll spreadsheet. Temp assignment record status should be changed to reflect the candidates current status at the site. Payroll is responsible for keeping these records up to date.

Start Full Payroll Training

Or

Go To Individual Module Training

Reviewing Onboard Records

Managing Temp Assignments

Creating Cases

Internal Chat

Using To-Do's & Task List

Dashboards & Reports

Payroll Dept Workflow

Recruiters & Site Managers are responsible for creating an onboarding record for each candidate. This record contains all of the start work and eligibility documents

This record should be in "Onboard Complete-Hirable" by the time you go to process any payroll for an active temp assignment

Recruiters & Site Managers are responsible for creating a Temp Assignment record for each candidate assigned to a Site.

Payroll is responsible for entering the "Confirmed Start Date" & confirming the accuracy through a weekly report that is to be matched with our payroll records.

Payroll is responsible for entering the "End Date" & End Reason for any terminated assignment. Recruiters and site managers can make a note in the temp assignment record to alert Payroll of such instances.

Temp assignment reports should be reconciled weekly to match our payroll spreadsheet. Temp assignment record status should be changed to reflect the candidates current status at the site. Payroll is responsible for keeping these records up to date.

Or

Go To Individual Module Training