Payroll

Monthly payroll-cycle automation around Infotech. The platform chases the client for changes and supporting documents, validates them, generates the Infotech import workbook, imports the output, packages an approval report, and chases the approver. Infotech stays in charge of CPF / IRAS / payslip generation.

A cycle is a monthly artifact for one entity, moving through a 16-state machine from PLANNED to ARCHIVED.

Start here

• Quick start — a full cycle — the whole arc, initiate → close, in one read.

How to

Task-by-task playbooks: start a cycle, create a payroll client, configure document rules, generate the Infotech export, request client approval, and more — see the sidebar.

Walkthroughs

Step-by-step, screen-by-screen runs anchored on the seeded demo clients (ACME, GLOBEX): Initiate (P-01) through Finalize & close (P-11) and reminders & escalation (P-12).

Troubleshooting

When something's stuck: cycle not showing, client didn't get the email, generate-export greyed out, validation keeps blocking, and more.

Reference

• Payroll cycle status machine
• Validation rules (generated from code)
• Notifications catalog · RBAC matrix
• Payroll SOP — the upstream authority for what the platform does.