Get started with the Payroll Agent

Your Payroll Agent is an AI agent that acts as a digital assistant to aid with your payroll preparation. It takes the manual work of data collection off your plate. This agent can understand natural language inputs from both you and your employees.

What your Payroll Agent can do for you

• Collect hours worked, overtime, and tips from employees through SMS or the Workforce app.
• Provide updates, verifies info, and spots any issues before running payroll. 
• Follows up on any discrepancies, then saves a draft of your payroll in QuickBooks Online.
• Offer insights on the total gross pay and expense amount.
• Run payroll after you give it the go ahead.

Prerequisites

You are eligible to use the Payroll Agent if you:

• Don’t use AutoPayroll or QuickBooks Time.
• Have created at least one paycheck using QuickBooks Online Payroll Core, QuickBooks Online Payroll Premium, or QuickBooks Online Payroll Elite.
• Use only salary, hourly, overtime, and paycheck tips.
• Have one pay schedule assigned to all employees.

Create your payroll plan

Follow this link to complete the steps in product

1. Select Payroll Agent, then See How it Works to set up your payroll agent.
2. Select Get Started.
3. Your Payroll Agent analyzes your past payrolls, employee data, and company setup to create a customized plan for you. Plans are schedules for the agent to reach out to you and your employees. To review the details, select Review my proposed plan.
4. In the next steps, you can create a plan for employees and yourself. You’ll be able to:
   • Check number of enrolled employees and fill in any missing info.
   • Select days of the week when your Payroll Agent can reach out to employees.
   • Preview the message sent to employees.
   • Choose whether employees will update by text message or the QuickBooks Workforce app.
   • Decide how your Payroll admin will interact with your Payroll Agent.

Next Steps

After you’ve completed your setup, your Payroll Agent will reach out to your employees to get consent to communicate with them. If an employee does not consent to receiving messages, we won’t reach out to your employee and their hours will not flow in to your payroll product.

Then before your next payroll, your agent will start collecting payroll info. If needed, employees can correct hours until the cutoff date for that pay period.

Providing Feedback: We value your feedback! You can provide direct messages to the product team by selecting Leave feedback.