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Payroll Setup Onboarding - Patriot Payroll Software

Shared by On Track Accounting Solutions
Greg Scholten
"Template to facilitate onboarding a new payroll client through Patriot Payroll software. This uses Ignition for engagement letters."
This template includes
  • 17 tasks
  • 11 sub tasks
  • 8 client tasks
  • 7 sections
  • 3 assignee roles
  • 2 tag automations
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