Payroll service

Velvetmoor Springs Payroll · Payroll service · Boise, ID

Matthias Whitcombe is the account lead at Velvetmoor Springs Payroll, which pays the staff of small firms across the Treasure Valley. He works each new inquiry here until the client's first payroll run has a date.

Legal and professionalIntakeForms4 tables · 6 views · 2 forms · 1 dimension set · 1 drill-down · 1 digest · 1 stage rule set · 1 agent
Use this template

Onboarding board

Clients
Inquiry4
Silverstream BookkeepingHenrietta Okafor-Bell(208) 555-0125
Brundage Mountain RentalsLysander Petrakis(208) 555-0126
Smoky Canyon SmokehouseOttilie Ramsbottom(208) 555-0127
Treefort TutoringUlysses Tembo-Hartigan(208) 555-0128
Call held4
Mountain View VeterinaryOctavia Lindgren-Bose(208) 555-0121
Pioneer Square FloristJedediah Marlowe(208) 555-0122
Cottonwood ElectricImogen Halvorsen-Reyes(208) 555-0123
Lava Hot Cold Brew CompanyLeofric Brandvold(208) 555-0124
Documents in5
Boise Bench Bike CooperativeMatilda Strand-Ekwueme(208) 555-0116
Table Rock SurveyingCornelius Abernathy-Doyle(208) 555-0117
Orchard Lane ChildcareGenevieve Tanaka-Marsh(208) 555-0118
Idaho Street Print ShopRutherford Oyelowe-Hart(208) 555-0119
Hawkwood Equipment RentalAnnika Brightwater(208) 555-0120
Set up4
Hyde Park Physical TherapyVerity Castellanos(208) 555-0112
Nampa Feed and FencingBartholomew Ngata(208) 555-0113
Foothill Yoga CollectiveSeraphina Odhiambo(208) 555-0114
Caldwell Cold StorageLeopold Varga-Whitaker(208) 555-0115
First run booked4
Kuna Valley OrchardWendell Lindqvist-Roy(208) 555-0108
Eagle Road Auto GlassWinifred Achterburg-Lowe(208) 555-0109
Star Creek Dance StudioRosalind Quennell(208) 555-0110
Garden City BrewhouseAnselm Drummond-Pike(208) 555-0111
Live7
Sagebrush Bakery and CafeIngrid Valtonen-Reese(208) 555-0101
Treasure Valley RoofingEmmett Vasquez-Lund(208) 555-0102
Bogus Basin Ski RentalsDorothea Pryce(208) 555-0103
Hollowell Family DentistryPercival Bellweather(208) 555-0104
Meridian Pet BoardingEvangeline Holloway-Spry(208) 555-0105
2 more

Tables

Clients

28 sample rows · 19 columns

Every business that has asked about payroll, from its first inquiry to the day its first run goes out.

BusinessContactPhoneEmailPeople on payrollHow often they payHow they found us
Treefort TutoringUlysses Tembo-Hartigan(208) 555-0128ulysses.tembo@prospects.velvetmoorspringsmail.net9Twice a monthWebsite form
Smoky Canyon SmokehouseOttilie Ramsbottom(208) 555-0127ottilie.ramsbottom@prospects.velvetmoorspringsmail.net12Every other weekWebsite form
Lava Hot Cold Brew CompanyLeofric Brandvold(208) 555-0124leofric.brandvold@prospects.velvetmoorspringsmail.net8Every other weekChamber event
Brundage Mountain RentalsLysander Petrakis(208) 555-0126lysander.petrakis@prospects.velvetmoorspringsmail.net20WeeklyExisting client
Silverstream BookkeepingHenrietta Okafor-Bell(208) 555-0125henrietta.okafor@prospects.velvetmoorspringsmail.net4MonthlyReferral from accountant
Cottonwood ElectricImogen Halvorsen-Reyes(208) 555-0123imogen.halvorsen@prospects.velvetmoorspringsmail.net28WeeklyChamber event
Pioneer Square FloristJedediah Marlowe(208) 555-0122jedediah.marlowe@prospects.velvetmoorspringsmail.net5MonthlyWebsite form
Hawkwood Equipment RentalAnnika Brightwater(208) 555-0120annika.brightwater@prospects.velvetmoorspringsmail.net18WeeklyReferral from accountant
Mountain View VeterinaryOctavia Lindgren-Bose(208) 555-0121octavia.lindgren@prospects.velvetmoorspringsmail.net16Twice a monthReferral from accountant
Idaho Street Print ShopRutherford Oyelowe-Hart(208) 555-0119rutherford.oyelowe@prospects.velvetmoorspringsmail.net9Twice a monthChamber event
Orchard Lane ChildcareGenevieve Tanaka-Marsh(208) 555-0118genevieve.tanaka@prospects.velvetmoorspringsmail.net24Every other weekWebsite form
Caldwell Cold StorageLeopold Varga-Whitaker(208) 555-0115leopold.varga@prospects.velvetmoorspringsmail.net34WeeklyReferral from accountant

16 more rows

Setup papers

46 sample rows · 6 columns

The papers each new client must send before the first run: tax ID letter, bank check, roster and the rest.

PaperClientKind of paperStatusAsked onReceived on
Hawkwood Equipment: tax id letterHawkwood Equipment RentalTax ID letterReceivedSep 26, 2026Sep 28, 2026
Hawkwood Equipment: voided bank checkHawkwood Equipment RentalVoided bank checkAskedSep 26, 2026—
Hawkwood Equipment: employee rosterHawkwood Equipment RentalEmployee rosterReceivedSep 26, 2026Sep 30, 2026
Idaho Street: tax id letterIdaho Street Print ShopTax ID letterReceivedSep 23, 2026Sep 26, 2026
Idaho Street: voided bank checkIdaho Street Print ShopVoided bank checkAskedSep 23, 2026—
Idaho Street: employee rosterIdaho Street Print ShopEmployee rosterAskedSep 23, 2026—
Orchard Lane: tax id letterOrchard Lane ChildcareTax ID letterReceivedSep 20, 2026Sep 23, 2026
Orchard Lane: voided bank checkOrchard Lane ChildcareVoided bank checkAskedSep 20, 2026—
Orchard Lane: employee rosterOrchard Lane ChildcareEmployee rosterReceivedSep 20, 2026Sep 23, 2026
Caldwell Cold: tax id letterCaldwell Cold StorageTax ID letterVerifiedSep 17, 2026Sep 20, 2026
Caldwell Cold: state withholding accountCaldwell Cold StorageState withholding accountReceivedSep 17, 2026Sep 21, 2026
Caldwell Cold: employee rosterCaldwell Cold StorageEmployee rosterReceivedSep 17, 2026Sep 18, 2026

34 more rows

Plans

3 sample rows · 6 columns

The three plans the service sells and what each costs a month.

PlanWhat it coversBase fee per monthFee per person per monthClients on it
CorePayroll runs, direct deposit and quarterly filings$49$6Bogus Basin Ski Rentals, Meridian Pet Boarding, Eagle Road Auto Glass, Star Creek Dance Studio, Foothill Yoga Collective, Boise Bench Bike Cooperative, Idaho Street Print Shop, Pioneer Square Florist, Lava Hot Cold Brew Company
PlusCore plus time-off tracking and new-hire reporting$79$9Sagebrush Bakery and Cafe, Capitol Bluff Landscaping, Riverside Tile and Stone, Kuna Valley Orchard, Nampa Feed and Fencing, Table Rock Surveying, Orchard Lane Childcare, Hawkwood Equipment Rental, Mountain View Veterinary
Full servicePlus tax notices handled and year-end forms mailed$129$12Treasure Valley Roofing, Hollowell Family Dentistry, Garden City Brewhouse, Hyde Park Physical Therapy, Caldwell Cold Storage, Cottonwood Electric

Forms and booking

Start with payroll

Form
Start with payrollWhere a business owner tells us who is on payroll and asks for a call.
What is your business called? *
Who should we ask for? *
Which number reaches you best?
Where can we write to you?
How many people do you pay? *
How often do you pay them?WeeklyEvery other weekTwice a monthMonthly
How did you hear about us?Website formReferral from accountantChamber eventExisting client
Ask for a call

Ask a client for a paper

Form
Ask a client for a paperUsed by the implementation specialist to list one more paper a client owes.
What should the paper be called? *
Which client owes it? *
What kind of paper is it? *Tax ID letterState withholding accountVoided bank checkEmployee rosterPrior payroll register
Add to the list

Also included

  • Onboarding boardStage rules
  • New inquiriesDigest
  • Week by how they found usDrill-down