Payroll Issue Zapier Work flow

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an  assistant in   Budd’s Plumbing to track down a key performance indicator that tracks our overall conversion of the marketing spend we are spending within Budd’s Plumbing.  

The purpose of this workflow is to allow team members to submit any payroll or timesheet issues assigning overview and corrections if needed to the payroll manager. This workflow is to be between Jotform and Asana. 

Trigger: Jotform Timesheet / Payroll Issues submitted

Action: Asana > Project : Payroll

  1. Make Duplicate task Using existing task “Payroll Issues”

        2. Assign to Kelly@buddsplumbing.com

        3. Due date to be set same day as submission of form 

        4. Asana workflow to take it from here 

Note: This SOP can be customized based on the specific requirements and guidelines of Budd’s Plumbing. Regularly review and update the SOP to ensure it remains accurate and aligned with the company's evolving needs. Make notes below in Red that would make this SOP more efficient. Before changing the SOP above, Ben and Mike need to sign off on it.