1. Using Payroll AI Agents
  2. Enable and configure the agents

Enable and configure the agents

Use these steps to enable and configure the agents on the Results Details and Person Results pages.

Enable the interactive chat

To enable interactive chat, configure a Guided Journey at the page level, and use a copy of the Payroll Run Analyst agent team.

  1. Go to Tools > AI Agent Studio.

  2. On the AI Agent Studio tab, select Payroll Run Analyst > Copy Template.

  3. Enter a suffix and select Continue > Publish.

  4. Go to My Client Groups > Show More > Journeys Setup > Guided Journey.

  5. Create a new journey.

    1. Enter the Name and Code.

    2. Optionally, select the Allow access for external users switch.

    3. Select Create Draft.

  6. In the Tasks section, select Add.

    1. Enter the Task Name and Task Description, as you'd want to see in the journey's banner.

    2. In the Task Type list, select Agent.

    3. In the Agent Type list, select Workflow Agent.

    4. In the Workflow Agent list, select the template you copied earlier.

    5. Save your changes and activate the guided journey.

  7. Go to My Client Groups > Payroll > Person Results.

  8. Search for a person and select a specific instance of the Calculate Payroll process from the search results.

  9. On the Result Details page for the selected person, select Settings and Actions > Edit Page in Visual Builder Studio.

  10. In the Set Guided Journeys Code at the page level and Set Guided Journeys Task Codes at the page level page properties, enter the guided journey and task you created earlier.

  11. Publish your changes.

Enable the Changes and Exceptions tab

To enable the Changes and Exceptions tab, use the page properties. When you enable this tab, the existing AI summary banner (if shown before) is automatically hidden.

  1. Go to My Client Groups > Payroll > Person Results.

  2. Search for a person and select a specific instance of the Calculate Payroll process from the search results.

  3. On the Result Details page for the selected person, select Settings and Actions > Edit Page in Visual Builder Studio.

  4. Create a new project or use an existing one.

  5. In the AI Payroll Run Summary section, set the Enable Changes and Exceptions Tab page property to True.
    Note:

    To configure the summary agent, use the Changes and Exceptions Summary Agent Team page property.

    By default, it's set to the Payroll Summary Analyst agent. You can select a different agent if you want an alternative summary.

  6. Publish your changes.