HR and Payroll Outsourcing

Monthly payroll, statutory contributions and HR policies. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates: 543
Milestones: 10867
Tasks and sub-tasks: 312319202425
Documents to collect: 129678

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

TDS quarterly returns India

Quarterly TDS returns (24Q for salaries, 26Q for other payments) and TDS certificates to deductees.

Fixed price
45 days
2 milestones
5 tasks
3 documents

Milestones and tasks

Day 30Returns filed80% of the fee
- Collect deduction and challan detailsJunior
- Match challans with the deductionsJunior
- Check PANs and lower-deduction certificatesJunior
- Prepare, review and file 24Q and 26QSenior
Day 45Certificates issued20% of the fee
- Download and send Form 16A / Form 16Junior

Document checklist

TDS deduction details for the quarterFrom the client · day 7 · compulsory
TDS payment challansFrom the client · day 7 · compulsory
Filing acknowledgementsYour team · day 30 · compulsory

Monthly payroll through WPS (UAE) UAE

A month's payroll paid through the Wage Protection System: inputs, the salary file to the bank or exchange house, payslips, and gratuity and leave accruals. For mainland companies registered with MOHRE; some free zones have their own rules.

Retainer
30 days
2 milestones
6 tasks
2 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

Day 7Salaries paid through WPS
- Collect attendance, leave, overtime, joiners and leaversJunior
- Run payroll and check variancesSenior
- Client approvalSenior
- Send the salary file (SIF) through the WPS agentJunior
- Send payslipsJunior
Day 10Accruals updated
- Update end-of-service gratuity and leave accrualsSenior

Document checklist

Attendance, leave and overtime recordsFrom the client · day 2 · compulsory
Payroll approvalFrom the client · day 5 · compulsory

Monthly payroll, PAYE and RTI (UK) UK

A month's payroll: last month's PAYE to HMRC, then this month's pay run, Full Payment Submission, payslips and pension contributions.

Retainer
30 days
2 milestones
7 tasks
2 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

Day 21PAYE and National Insurance paid
- Send last month's EPS if needed (by the 19th)Junior
- Pay last month's PAYE and National Insurance (by the 22nd)Junior
Day 27Salaries paid and FPS sent
- Collect hours, overtime, joiners, leavers and changesJunior
- Run payroll and check variancesSenior
- Client approval and the bank payment fileSenior
- Send the Full Payment Submission (on or before payday)Junior
- Send payslips and the pension contribution fileJunior

Document checklist

Hours, overtime and changes for the monthFrom the client · day 18 · compulsory
Payroll approvalFrom the client · day 23 · compulsory

Monthly payroll with STP and super (Australia) Australia

A month's pay run reported through Single Touch Payroll, with super paid alongside it under Payday Super (from 1 July 2026), and payslips.

Retainer
30 days
2 milestones
7 tasks
2 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

Day 6Last pay run's super received
- Check last pay run's super reached the funds (within 7 business days)Junior
Day 27Pay run done and reported
- Collect timesheets, leave, joiners, leavers and changesJunior
- Run payroll and check award rates, withholding and superSenior
- Client approval and the bank payment fileSenior
- Report the pay run through STP (on or before payday)Junior
- Pay this pay run's superJunior
- Send payslips (within one working day of payday)Junior

Document checklist

Timesheets, leave and changes for the monthFrom the client · day 18 · compulsory
Payroll approvalFrom the client · day 23 · compulsory

STP finalisation (Australia) Australia

Checking a year's payroll and making the Single Touch Payroll finalisation declaration by 14 July. Start it on 1 July.

Fixed price
13 days
1 milestone
4 tasks
1 document

Milestones and tasks

Day 13Finalisation declaration made100% of the fee
- Reconcile year-to-date payroll with the ledger and the activity statementsSenior
- Check allowances, salary sacrifice and reportable fringe benefitsSenior
- Client approvalManager
- Make the finalisation declaration (by 14 July)Junior

Document checklist

Signed approval of the year's payrollFrom the client · day 10 · compulsory

Monthly payroll and source deductions (Canada) Canada

A month's payroll: last month's source deductions remitted to the CRA, then this month's pay run, pay statements and records of employment.

Retainer
30 days
2 milestones
6 tasks
2 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

Day 14Source deductions remitted
- Remit last month's income tax, CPP and EI (by the 15th)Junior
Day 27Salaries paid
- Collect hours, leave, joiners, leavers and changesJunior
- Run payroll and check CPP, EI and provincial tax (QPP and QPIP in Quebec)Senior
- Client approval and the direct deposit fileSenior
- Pay salaries and send pay statementsJunior
- Issue records of employment for leaversJunior

Document checklist

Hours, leave and changes for the monthFrom the client · day 18 · compulsory
Payroll approvalFrom the client · day 23 · compulsory

T4, T4A and T5 slips (Canada) Canada

The year's information slips and summaries to the CRA, and copies to recipients, by the last day of February. Start it on 1 January. Quebec employers also issue RL-1 slips.

Fixed price
58 days
1 milestone
6 tasks
2 documents

Milestones and tasks

Day 58Slips filed and sent100% of the fee
- Reconcile the year's payroll with the remittancesSenior
- Prepare the T4 slips and summaryJunior
- Prepare T4A slips for fees, commissions and other amountsJunior
- Prepare T5 slips for dividends and interest paidJunior
- Client approval of the slipsSenior
- File the slips and send copies (by the last day of February)Junior

Document checklist

Contractor, dividend and interest payment detailsFrom the client · day 10
Signed approval of the slipsFrom the client · day 45 · compulsory

Monthly payroll (India) India

A month's payroll: attendance, salary, TDS, PF, ESI and professional tax, payslips and the bank file.

Retainer
30 days
2 milestones
7 tasks
2 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

Day 7Salaries paid
- Collect attendance, leave, joiners and leaversJunior
- Run payroll and check variancesSenior
- Client approval and bank fileSenior
- Send payslipsJunior
Day 15Statutory dues paid
- Deposit TDS on salaries (by the 7th)Junior
- PF and ESI returns and payment (by the 15th)Junior
- Professional tax as per the stateJunior

Document checklist

Attendance and leave recordsFrom the client · day 2 · compulsory
Payroll approvalFrom the client · day 5 · compulsory

Monthly payroll and CPF (Singapore) Singapore

A month's payroll with CPF and SDL contributions, itemised payslips and the bank file.

Retainer
30 days
2 milestones
5 tasks
2 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

Day 7Salaries paid
- Collect attendance, leave, claims, joiners and leaversJunior
- Run payroll and check variancesSenior
- Client approval and bank fileSenior
- Send itemised payslipsJunior
Day 14CPF submitted
- Submit CPF and SDL (by the 14th)Junior

Document checklist

Attendance, leave and claimsFrom the client · day 2 · compulsory
Payroll approvalFrom the client · day 5 · compulsory

HR policy handbook

Drafting an employee handbook: leave, attendance, conduct, benefits and the statutory policies.

Fixed price
30 days
2 milestones
8 tasks
2 documents

Milestones and tasks

Day 20Draft shared60% of the fee
- Review current practices and documentsConsultant
- Draft the policiesConsultant
Day 30Handbook final40% of the fee
- Review meeting with managementManager
- Final handbook and employee acknowledgement formConsultant

Plus 4 sub-tasks in the app, broken down under these tasks.

Document checklist

Current policies and appointment letterFrom the client · day 3
Management approval of the handbookFrom the client · day 30 · compulsory

Contract staffing (monthly)

A month of deployed contract staff: timesheets, payroll and statutory compliance, and the client invoice.

Retainer
30 days
2 milestones
5 tasks
2 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

Day 2Timesheets approved
- Collect approved timesheetsCoordinator
Day 20Compliance pack sent
- Run payroll for deployed staffPayroll Executive
- Pay statutory contributionsPayroll Executive
- Send the compliance pack to the clientCoordinator
Throughout the project
- Replacements and attrition follow-upRecruiter

Document checklist

Client-approved timesheetsFrom the client · day 2 · compulsory
Proof of statutory paymentsYour team · day 18 · compulsory

Employment Pass application Singapore

Applying for a Singapore Employment Pass for a foreign hire: COMPASS check, job advertisement where required, application, IPA and pass issuance.

Fixed price
45 days
2 milestones
5 tasks
3 documents

Milestones and tasks

Day 20Application submitted60% of the fee
- Check eligibility, salary and COMPASS pointsConsultant
- Advertise on MyCareersFuture (14 days, unless exempt)Consultant
- Submit the application on EP OnlineConsultant
Day 45Pass issued40% of the fee
- Track MOM's decision and send the IPA letterConsultant
- Request issuance and book fingerprinting if neededConsultant

Document checklist

Candidate's passport and educational certificatesFrom the client · day 3 · compulsory
Signed employment contract or offer letterFrom the client · day 10 · compulsory
In-principle approval (IPA) letterYour team · day 35 · compulsory

Employment visa and FRRO registration India

An Indian employment visa for a foreign national joining an Indian company, and FRRO registration within 14 days of arrival.

Fixed price
60 days
2 milestones
6 tasks
3 documents

Milestones and tasks

Day 15Visa application filed60% of the fee
- Check eligibility and the salary thresholdConsultant
- Company documents: invitation letter and undertakingConsultant
- File the visa application at the Indian missionConsultant
Day 60FRRO registration complete40% of the fee
- Track the visa and plan arrivalConsultant
- e-FRRO registration (within 14 days of arrival)Consultant
- Send the residential permitConsultant

Document checklist

Employment contractFrom the client · day 8 · compulsory
Company registration and GST certificatesFrom the client · day 8 · compulsory
Passport, photographs and proof of Indian addressFrom the client · day 45 · compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

A team of eight runs monthly payroll for about 40 client companies, from five employees to two hundred, and helps them with HR policies.

A typical month

Each month opens with a payroll project per client. Clients upload attendance and changes by the cut-off; the team runs payroll, the client approves in the portal, and salaries are paid. The board shows TDS due by the 7th and PF and ESI by the 15th for every client. The monthly fee, per employee, is invoiced once payroll closes.

Where the work gets hard

Inputs from clients arrived late and changed after approval.
Statutory due dates for PF, ESI, TDS and professional tax were tracked by memory.
There was no record of who approved each month's payroll.

What MSMEPulse gives you

A fixed cycle with a cut-off and written approval for every client.
Statutory payments tracked against due dates across all clients.
A clear record of inputs, approvals and payments if questions come later.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

Choose HR and Payroll Outsourcing when you sign up and its templates are in your library straight away.