Payroll Management


Payroll processing can get complicated and it´s important to perform certain duties to ensure your employees are properly compensated. Pipefy´s Payroll Management Template was designed to help Human Resources and managers keep track of the process and eliminate any risks and mistakes.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Department
  2. Payment due date
  3. Requester
  4. Are there any new hires?
    • Yes
    • No
  5. Attach new hires’ payroll record.


  1. Did you receive all needed information about new hires?
    • Yes
    • No
  2. Other types of income
    • Bonuses
    • Retroactive pay due to pay raise
    • Additional pay or wage deduction due to overpaying or underpaying from a prior pay period
  3. Payroll record change
    • Address changes
    • Payroll deduction changes
    • Voluntary deduction changes (retirement and health benefits)
    • New hire information (for employees hired within the current pay period)
  4. Comments on the changes made

Hours calculation

  1. Checklist
    • Verify if work hours calculations are correct and make the necessary changes.
    • Review and calculate hourly employees’ work hours.
    • Calculate wage and deductions.
  2. Income checklist
    • Overtime
    • Vacation
    • Holiday
    • Sick pay
    • Commission
    • Bonuses
  3. Deductions checklist
    • Retirement contributions
    • Paycheck advances
    • Life and disability insurance


  1. Approver
  2. Payroll approval status
    • Approved
    • Not approved


  1. Checklist
    • Print reports and double-check each employee’s data in the pay cycle to ensure everything is correct.
    • Process direct deposit, paychecks, and pay stubs.
    • Ensure they are accurate.
    • Send paychecks and pay stubs to employees.
    • Obtain proof of receipt.
  2. Comments on adjustments


  1. Summary reports
  2. Payroll accounting duties to perform
    • Journal entries
    • Tax payments
    • Reporting and payroll reconciliation
    • Month end reports

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