Getting started
Welcome. This handbook is for staff users running payroll and bookkeeping at Spade — Payroll Executives, Payroll Leads, Bookkeepers, Senior Accountants, and Platform Admins. Client contacts have their own surface inside the portal and don't read this site.
If you have one hour today
- What is BreezyCorp? — 1-page product overview.
- Roles & permissions — what your role can do, who escalates to whom.
- Tour of the dashboard — a five-minute walk through the staff dashboard.
- Glossary — short definitions of terms you'll meet repeatedly (cycle, batch, intake, run, …).
If you're starting a payroll cycle right now
Open Initiate a cycle (P-01) and work down the list — every page links to the next.
If you're reviewing a journal batch right now
Open Review a journal batch (B-05).
How this site is organized
| Section | What's in it |
|---|---|
| Payroll / Bookkeeping | Task playbooks. One page per workflow step, anchored on seeded demo clients (ACME / GLOBEX / ZENITH). |
| Reference | The truth: SOPs, status machines, RBAC matrix, validation rules. Several pages are generated from code — they cannot drift. |
| Operations | Runbooks for incidents, plus SLO / capacity / on-call / retention / backup / PII reference. |
The handbook lives in the same git repo as the product and is tracked the same way. If something is wrong, fix it in a PR — there's an "Edit this page on GitHub" link at the bottom of every page.