HR and finance workflow for Tallyfy

Run payroll without the last-minute scramble

Payroll mistakes hurt employee trust and create compliance headaches. This workflow ensures timesheets get collected, calculations get verified, and payments get approved before money moves.

10 steps

3 automations

Import into Tallyfy Preview steps

Accounting HR

Run this workflow in Tallyfy

Import this template into Tallyfy and assign timesheet collection to HR and calculation tasks to your payroll team

Configure cascading deadlines in Tallyfy from day 2 for timesheet collection through day 11 for pay stub distribution

Track the entire 10-step payroll cycle in Tallyfy with real-time visibility into who still needs to submit timesheets

Import this template into Tallyfy

Process steps

Calculate gross pay

3 days from previous step

task

Name: {{employee-name-209173}} Payroll number: {{employee-payroll-number-209176}} Department: {{department-209175}} Payment frequency: {{payment-frequency-209174}} Step 1: {{hours-worked-per-week-209177}} * {{employee-hourly-rate-209178}} Total gross pay: **** Thanks.

Subtract taxes and deductions

4 days from previous step

task

Form fields in this step

Does employee have any pre-tax deductions?

Verify payroll calculations

5 days from previous step

task

Form fields in this step

Is the information entered correct?

How does employee receive wages?

Re-verify payroll accuracy

6 days from previous step

task

Is the information entered correct? Name: {{employee-name-209173}} Payroll number: {{employee-payroll-number-209176}} Department: {{department-209175}} Payment frequency: {{payment-frequency-209174}} Step 2: Gross pay [{{hours-worked-per-week-209177}} * {{employee-hourly-rate-209178}}] - Pre tax deductions if applicable [{{pre-tax-deductions-209181}}] Step 3: (Gross pay [{{hours-worked-per-week-209177}} * {{employee-hourly-rate-209178}}] - Pre tax deductions if applicable [{{pre-tax-deductions-209181}}])- ({{tax-code-209179}} * (Gross pay [{{hours-worked-per-week-209177}} * {{employee-hourly-rate-209178}}]) Net pay: *** Thanks.

Process employee payments

7 days from previous step

task

Name: {{employee-name-209173}} Payroll number: {{employee-payroll-number-209176}} Department: {{department-209175}} Payment frequency: {{payment-frequency-209174}} Send money to : {{how-does-employee-receive-wages-209192}} Thanks, Payroll.

Collect time and attendance

2 days from previous step

task

Gather timesheets, PTO records, and any adjustments. Make sure everything is submitted and approved before the deadline. Chase down missing timesheets - someone always forgets.

Enter changes and adjustments

8 days from previous step

task

Process new hires, terminations, raises, and one-time payments. Update tax withholdings if employees submitted new forms. Double-check salary changes - errors here are painful to fix.

Run and review payroll

9 days from previous step

task

Process the payroll in your system. Review the totals and look for anything unusual. Compare to last period - big swings need explanation. Catch mistakes before money moves.

Get approval and submit

10 days from previous step

task

Have someone with authority review and approve the payroll. This is a control requirement - never process payroll without proper approval. Then submit for payment.

Verify and distribute pay stubs

11 days from previous step

task

Confirm payments went through successfully. Distribute or make pay stubs available to employees. File all records for compliance. Prepare tax deposits if not automated.