Localized reading guide
plan-payrollPurpose, usage and source
Runs the payroll-confidence chain end to end — forecasts cash across the payroll window with cash-flow-snapshot, ranks and drafts overdue-invoice reminders with invoice-chase to close any gap, then assembles timesheets, flags every anomaly, and stages the run with payroll-prep. On Gusto the run is staged for the owner to submit; on QuickBooks Payroll, or with no payroll system, the last step is a validated run sheet the owner keys in. This chain never presses the payroll button. Builds on the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), with Gmail or M365, PayPal, Square, Stripe, and either Gusto or QuickBooks Payroll adding detail, and falls back to CSV and timesheet uploads. Use it whenever payroll is the worry, including "can I make payroll," "payroll is due Friday," "plan payroll," "will I have enough to pay the crew," or "I need to run payroll but money is tight." Accepts optional horizon and payroll-date arguments.
Source retrieved:
- Source repository
- anthropics/knowledge-work-plugins
- SKILL.md
small-business/skills/plan-payroll/SKILL.md- Repository stars
- 34,049
- Repository updated
- 2026-10-30
- Categories
- Agent workflows
- Last collected
License: Apache-2.0
Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.
The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.
What this Skill does
Runs the payroll-confidence chain end to end — forecasts cash across the payroll window with cash-flow-snapshot, ranks and drafts overdue-invoice reminders with invoice-chase to close any gap, then assembles timesheets, flags every anomaly, and stages the run with payroll-prep. On Gusto the run is staged for the owner to submit; on QuickBooks Payroll, or with no payroll system, the last step is a validated run sheet the owner keys in. This chain never presses the payroll button. Builds on the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), with Gmail or M365, PayPal, Square, Stripe, and either Gusto or QuickBooks Payroll adding detail, and falls back to CSV and timesheet uploads. Use it whenever payroll is the worry, including "can I make payroll," "payroll is due Friday," "plan payroll," "will I have enough to pay the crew," or "I need to run payroll but money is tight." Accepts optional horizon and payroll-date arguments.
How the upstream workflow works
Step 1 — Is payroll covered? (cash-flow-snapshot)
Invoke cash-flow-snapshot. It owns the forecast math, the confidence bands, and the CSV fallback — do not rebuild any of it here. Goes in: the horizon and the payroll date. Comes out: a 30/60/90-day forecast, named risk flags, a chat summary, and an XLSX. Say the verdict in one line before anything else: covered, tight, or short by a named dollar amount on a named date.
Step 2 — Close the gap (invoice-chase)
Invoke invoice-chase. It owns the ranking, the tone matching, and the send path per invoice type. Goes in: the gap amount and the date it lands, from Step 1. Comes out: ranked overdue invoices with a drafted reminder each, PayPal-issued invoices queued as PayPal sends and the rest as mail drafts. Tie the ranking back to Step 1: show what gets collected inside the horizon and whether that actually closes the payroll gap. A reminder that pays in 45 days does nothing for a Friday run — say so.
Step 3 — Stage the run (payroll-prep)
Invoke payroll-prep. It owns the period setup, the hour totals, the anomaly checks, and the books sync. Goes in: the pay period, the roster, and the cash verdict from Step 1. Comes out: a run sheet person by person, every anomaly flagged against the person it belongs to, totals, and the cash needed on the pay date. Carry Step 1 forward instead of recomputing it. When payroll-prep reports whether the run clears, it uses the forecast this chain already produced, plus anything Step 2 is expected to collect.
Requirements and setup
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Limits and quality checks
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Related Skills
Translation and scope
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