Payroll Specialist Templates

Payroll Specialist Templates

There is a huge number of templates that someone in the Payroll Specialist role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Payroll Specialist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Payroll Register
2. Payroll Summary Report
3. Employee Timesheet
4. Payroll Deductions Worksheet
5. Payroll Tax Deposit Form
6. Payroll Reconciliation Spreadsheet
7. Payroll Journal Entry Template
8. Payroll Expense Report
9. Payroll Accrual Worksheet
10. Payroll Audit Checklist

Reports

Reports are often prepared by a Payroll Specialist to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Payroll Summary Report
2. Employee Earnings Report
3. Tax Withholding Report
4. Deductions Report
5. Time and Attendance Report
6. Payroll Tax Liability Report
7. Payroll Reconciliation Report
8. Payroll Expense Report
9. Payroll Audit Report
10. Payroll Compliance Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Payroll Specialist does and how they do it.

1. New Employee Onboarding SOP
2. Payroll Processing SOP
3. Time and Attendance Tracking SOP
4. Benefits Administration SOP
5. Tax Withholding SOP
6. Garnishment Processing SOP
7. Payroll Reconciliation SOP
8. Payroll Reporting SOP
9. Payroll Audit SOP
10. Employee Separation SOP

Presentations

Payroll Specialist presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Payroll Summary
2. Employee Benefits Overview
3. Tax Withholding Report
4. Payroll Audit Findings
5. Year-to-Date Payroll Analysis

Legal Docs

There are several key times when a Payroll Specialist needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Wage Garnishment Template
4. Employee Termination Template
5. Tax Withholding Form Template

Health & Safety Templates

Health & Safety templates for a Payroll Specialist ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Meeting Minutes Template
3. Workplace Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Payroll Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Payroll Processing Calendar
2. Tax Filing Calendar
3. Employee Leave Calendar
4. Payroll Deadlines Calendar
5. Payroll Audit Calendar

Invoice Templates

Several types of Payroll Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Payroll Invoice: This invoice is used to bill clients for payroll processing services provided by the accounting firm.
2. Tax Invoice: This invoice is generated to bill clients for tax preparation and filing services rendered by the accounting firm.
3. Consulting Invoice: This invoice is used to bill clients for any consulting services provided by the accounting firm, such as financial analysis or business advisory.
4. Training Invoice: This invoice is generated to bill clients for any training sessions or workshops conducted by the accounting firm.
5. Reimbursement Invoice: This invoice is used to bill clients for any expenses incurred on their behalf, which need to be reimbursed by the client

Survey Templates

For a Payroll Specialist to get insights related to the work they do, they need to send out Payroll Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Satisfaction Survey
2. Payroll Accuracy Survey
3. Time and Attendance Survey
4. Benefits and Compensation Survey
5. Training and Development Survey

Meeting Agendas

Having premade Payroll Specialist meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Payroll Review Meeting
2. Budget Planning Meeting
3. Employee Benefits Meeting
4. Tax Compliance Meeting
5. Financial Reporting Meeting

Budget Templates

To manage finances well, a Payroll Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Payroll Budget Template
2. Operating Expenses Budget Template
3. Employee Benefits Budget Template
4. Training and Development Budget Template
5. Miscellaneous Expenses Budget Template

Dashboards

Dashboards are a useful way for a Payroll Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Payroll Summary Dashboard
2. Employee Attendance Dashboard
3. Tax Compliance Dashboard
4. Benefits and Deductions Dashboard
5. Payroll Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Payroll Specialist needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Payroll Processing Proposal
2. Tax Compliance Proposal
3. Employee Benefits Proposal
4. Time and Attendance Proposal
5. Payroll Software Implementation Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Payroll Specialist templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.