I am curious to know what others are doing in terms of setting up recurring payroll work in Karbon for payroll services provided to clients (i.e. collecting hours and then inputting and processing payroll for them).
Currently we have the Payroll Work item assigned to a specific team member so every 2 weeks the client gets an automated client request from Karbon to submit their hours to us so we can process their payroll (we mainly use Wagepoint here in Canada) which would come from a specific team member. However, we were hoping to implement more of an “Payroll Team” approach where the hours come in from the client to a shared “payroll@...” email address. The first available preparer can then process the payroll and mark the preparation stage off as complete so the work then flows to a designated reviewer. The benefit of the team approach also ensures that when a team member is away we don’t have go searching through their timeline for the hours as well (sometimes a client will email hours directly to a team member instead of replying via the Karbon work item...makes hours sometimes harder to locate).
However, I do not believe this is currently possible in Karbon as you can’t assign work to a general “payroll@...” email address (must be a user)?
I’ve considered creating a separate user in Karbon using “payroll@” and then setting up a shared triage - however, I don’t think this is possible either since you can’t create a shared triage with an account account user email address?
Curious to know what process others are using where they provide recurring payroll services to clients.
Thanks for your input.
Mike
