Walkthrough · Payroll and HR
A pay period in payroll and HR
Your AI teammate checks the forms and timesheets and compares each payroll with the last one. Your payroll and HR coordinator handles the questions and approves the payroll before it goes out.
Each pay period starts with a stack of paper
Change forms, timesheets and substitute hours arrive from every site, in every format. Checking them by hand takes days, and mistakes show up when someone's paycheck is wrong.
Day 1
Change forms are checked as they come in
Your AI teammateCollects new-hire, pay-change and leave forms as they arrive, checks that each one is complete and approved, and lists anything missing.
Your staffYour coordinator follows up only on the forms it flags.
Day 2
Timesheets are compared with the schedule
Your AI teammateCompares timesheets and substitute hours with the schedule and the approved positions, and flags missing approvals and unusual hours.
Your staffYour coordinator checks the flagged lines with the site managers.
Day 3
New hires get a complete setup
Your AI teammatePuts together each new hire's checklist, the documents still needed, and the details for the payroll system.
Your staffYour coordinator welcomes the new hire and approves the setup.
Day 4
This payroll is compared with the last one
Your AI teammateLines up this payroll against the last one and explains each difference: new hires, raises, stipends and leave.
Your staffYour coordinator reviews the differences before approving.
Payday
Payroll is approved and goes out on time
Your AI teammatePrepares the approved file for your payroll provider and files the backup for the auditors.
Your staffYour payroll lead gives the final approval and submits it.
The finished workflow
The time goes to the people questions
The hours that went to checking forms go to the questions only a person can answer: a new teacher's benefits, a leave plan, a hiring timeline.
Walk through another area
Which part of your month would you hand off first?
Send Karl Yoder a note about the recurring work that takes your team the most time, and we can talk through where to start.
