Payroll Summary
Compare approved payroll totals with confirmed employee payments; individual detail is restricted.
Run and confirm payroll
Review the calculation and track settlement for every employee.
5 stages · 1 approval
Roles and responsibilities
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Step 1Prepare the effective population
Run NumberPrepared ByPeriod StartPeriod End
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Step 2Calculate and reconcile
Run NumberPrepared ByPeriod StartPeriod End
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Step 3Approve the run
Run NumberPeriod StartPeriod EndNet Total
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Step 4Confirm each employee payment
Payment NumberStatementPay DateAmount
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Step 5Publish and retain the statement
Statement NumberPeriod EndNet PayPayment MethodCheck
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Prepare the effective population
HR / Payroll selects the supported pay period, frequency and employee population. Retain hire, leave, termination and compensation changes with their effective dates. A verified provider or approved configuration supplies supported country calculations, deductions and rounding. Reject missing policy coverage before producing a misleading finalized payslip.
Calculate and reconcile
Review the generated earnings, deductions and net pay by statement, then reconcile the population and totals to the run. Preserve calculation version and supporting inputs. A material recalculation creates another revision and invalidates earlier approval. Bookkeeper receives aggregate accounting information without unrestricted access to employee compensation.
Approval required
Approve the run
Independent Owner approves the submitted run revision and statement manifest. PreparedBy and approver must differ. Post the approved payroll expense and liabilities once using the retained account mapping. This gate authorizes the pay instructions; it cannot set the run Paid or credit bank before actual settlement evidence arrives.
Confirm each employee payment
PayrollPayments uses a stable request for each approved statement. Verify beneficiary, currency and net amount before confirming settlement and posting liability to bank. Failed or delayed employee payments remain visible, with the run PartiallyPaid or Failed while required outcomes are unresolved. A retry cannot create another payment or journal.
Publish and retain the statement
Publish the approved statement to the authenticated employee, preserving its run revision and calculation basis. Employee can read only their own released documents. A correction retains the previous statement and requires renewed review. Payroll Summary distinguishes aggregate approved pay from confirmed cash without disclosing individual statements to the Bookkeeper role.
Approvals and exception handling
1 approval required in this process
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Approve the run
Owner signs · confirm each employee payment waits
PayrollRuns, JournalEntries
When the process needs attention
- exception Provider coverage must be verified for the configured country and pay frequency.
- exception Approval and cash settlement remain separate events.
- reject A failed employee payment prevents a fully Paid run.
Review the handoff
Agree the source identifiers and the person responsible for each transition before enabling automation. Test a normal record, a rejected decision and a retry with the same identity. Compare the final record population and accounting totals to the starting evidence. A website preview illustrates the intended work; the implementation must prove permitted actions and rejected access through the API as well as the visible page. Keep unresolved connector or policy coverage in the rollout record.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Prepare the effective population | EmployeesPayrollRunsPayStatements | Prepare the correct calculation basis |
| 2 Calculate and reconcile | PayrollRunsPayStatementsPayStatementLines | Submit the exact reviewed calculation |
| 3 Approve the run | PayrollRunsJournalEntries | Authorize the exact payroll revision |
| 4 Confirm each employee payment | PayrollPaymentsPayStatementsJournalEntries | Record each actual settlement outcome |
| 5 Publish and retain the statement | PayStatementsPayStatementLines | Release scoped approved statements |
Process reports
All reportsProfit and Loss
Read posted revenue and expenses in home currency for the selected accounting period.
Balance Sheet
Read assets, liabilities, equity and current earnings from the reconciled posted trial balance.
Employee Directory
Find active employees, managers and onboarding status without exposing compensation.
Run by an agent
Agent support
The agent cannot approve its own preparation, treat a payment request as settlement, bypass a closed period or reveal another employee’s pay. It uses the same record and field permissions as the authenticated user. Unsupported payroll or tax coverage requires a verified configuration, not a generated assumption.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› run and confirm payroll · prepare the effective population on Employees, PayrollRuns, PayStatements
✓ HR / Payroll selects the supported pay period, frequency and employee population.
› run and confirm payroll · calculate and reconcile on PayrollRuns, PayStatements, PayStatementLines
✓ Review the generated earnings, deductions and net pay by statement, then reconcile the population and totals to the run.
› run and confirm payroll · approve the run on PayrollRuns, JournalEntries
⏸ approval · waiting for the owner
# 2 more stages after approval: confirm each employee payment, publish and retain the statement
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