Before you start
You need a payroll policy set up in RemotePass before you can configure the Payroll Agent. The agent pulls from your existing policy, so this needs to be in place first.
Setting up the Payroll Agent
Go to Agent Hub in the main navigation menu.
On the Payroll Agent card, click Set up agent.
In the text field, type your instruction in plain language. For example:
"Flag any payment that is more than 25% higher than the same contractor's payment last month."
"Flag all first payments for contractors who joined in the last 30 days."
"Flag any expense claim submitted more than 31 days after the expense date."
Review the logic before saving. Check that the agent has pulled from the correct policy and that the flag condition matches your intent. You can add additional conditions or adjust the wording before confirming.
Save the instruction.
You can also start from a suggested prompt and be live in just a few clicks.
Managing multiple instructions
You can have multiple instructions running at the same time. The order of the instructions is what determines priority. The agent checks them top to bottom and applies the first match.
To reorder instructions, drag them into the sequence that reflects your intended logic.
Available conditions
When writing your instructions, you can reference any of the following conditions:
Payment type — salary, bonus, commission, adjustments, and the rest
Worker type — limit to specific contract types
Amount — compare the payment against a fixed threshold
Deviation from contract — compare the payment against the contracted amount, in percent
Country / Entity — limit to specific countries or entities
Currency — limit to specific contract or payment currencies
Contract tenure — require a minimum time on the contract
Recent payment count — cap by number of recent payments