Task Management for Payroll

Payroll follows a rigid cyclical structure, so task management is template-driven. AtlasOS uses compliance templates and workflow step templates to auto-generate recurring task checklists for every employer in your portfolio.

How Payroll Tasks Work

1. Compliance templates define the recurring obligation (e.g. Monthly PAYE submission)
2. Workflow step templates attach to the obligation type and define the checklist steps
3. When the compliance engine generates a new obligation (e.g. "EMP201 - April 2025"), it auto-spawns the linked workflow tasks
4. Tasks appear in the Tasks sidebar item, filtered and assignable per team member

Setting Up Recurring Checklists

Step 1 — Create a Compliance Template

Navigate to Settings → Compliance Templates and create a template:

Field	Example
Template Name	Monthly Payroll Run
Obligation Type	PAYE Filing
Regulatory Body	SARS
Frequency	Monthly
Due Day	7th of following month

Step 2 — Attach Workflow Steps

For the template, define workflow step templates:

Step	Task Name	Default Assignee	Due Offset
1	Capture hours, leave & variable pay	Payroll Administrator	T-5
2	Process payroll in payroll software	Payroll Administrator	T-4
3	Review payroll report & exceptions	Payroll Manager	T-3
4	Authorise payroll for payment	Director	T-2
5	Submit EMP201 to SARS	Payroll Administrator	T-1
6	Distribute payslips via portal	Payroll Administrator	T-0
7	File processing report	Payroll Administrator	T-0

Step 3 — Assign to Employers

Assign the template to employer entities via their service flags. Each employer with the PAYE service flag will automatically receive the full checklist every month.

Task Workflow Stages

Tasks spawned from payroll workflows follow the standard compliance workflow:

Pending → Preparation → Internal Review → Client Approval → Filing → Payment Pending → Closed

Bulk Operations

For bureaus with many employer clients:

• View all payroll tasks across all employers in the practice-wide Tasks view
• Filter by employer, status, assignee, or due date
• Bulk-update task status across multiple employers

Related Pages

• Payroll Runs — Structured payroll run workflows
• Payroll Deadlines — EMP201 and EMP501 tracking