Payroll Skill Tree

Use this guide to navigate payroll helpers in a SKILL-tree-first way.

Available leaves

• skills/payroll/compliance_export_help/SKILL.md — Explain Payroll compliance exports, mappings, and validation correction.
• skills/payroll/generate_pay_component_setup/SKILL.md — Draft or revise a Payroll pay component setup.
• skills/payroll/get_my_end_of_service_estimate/SKILL.md — Estimate end-of-service benefits for self or an employee resolved by an authorized Admin or HR Manager.
• skills/payroll/my_earnings_help/SKILL.md — Help employees find their own earnings history.
• skills/payroll/pay_run_details_help/SKILL.md — Explain pay run results, review tabs, and approval checks.
• skills/payroll/pay_run_proration_help/SKILL.md — Explain prorated pay and the calculation audit.
• skills/payroll/payroll_formula_help/SKILL.md — Explain Payroll formulas, variables, calculation methods, and troubleshooting.
• skills/payroll/payroll_setup_help/SKILL.md — Guide the initial Payroll workspace setup and first run.
• skills/payroll/payroll_troubleshooting_help/SKILL.md — Troubleshoot Payroll setup, calculation, permissions, and edge cases.
• skills/payroll/payslip_view_download_help/SKILL.md — Help employees view and download their payslips.
• skills/payroll/statutory_schemes_help/SKILL.md — Explain statutory scheme setup, eligibility, and contributions.
• skills/payroll/tax_schemes_help/SKILL.md — Explain tax scheme setup, brackets, eligibility, and lifecycle.

Suggested navigation

• Use generate_pay_component_setup when the user wants Lumi to draft or revise a payroll pay component, especially amount setup with fixed amount, manual input, or formula calculation.
• Use get_my_end_of_service_estimate for end-of-service benefit, gratuity, or settlement estimates for a planned or hypothetical resignation date. Read the leaf for both self and named-employee requests: it supports self-service and Admin/HR Manager access for other employees, including role verification and employee resolution. Do not reject a named-employee request at this index.
• If the user follows up on an end-of-service estimate by disputing the service length or saying they joined/hired on a different date, stay in get_my_end_of_service_estimate; that leaf explains the narrow profile-date verification path. Do not route to document search or generic payroll troubleshooting first.
• Use my_earnings_help when an employee asks where to see pay history.
• Use pay_run_details_help for pay run result tabs, net pay, earnings, deductions, statutory contributions, tax, and approval detail questions.
• Use pay_run_proration_help when the user asks why an amount was prorated or how to review proration audit details.
• Use payroll_formula_help when the user asks how Payroll formulas work, which calculation method to choose, which variables or operators are supported, or why a formula fails.
• Use payroll_setup_help when the user asks how to set up payroll, start payroll setup, finish payroll onboarding, or run payroll after initial configuration.
• Use payslip_view_download_help for self-service payslip preview and download guidance.
• Use statutory_schemes_help for statutory scheme setup, contribution types, programs, eligibility, and employee enrollment guidance.
• Use tax_schemes_help for tax scheme eligibility, relief rules, assigned employees, excluded employees, and delete/archive behavior.
• Use compliance_export_help for WPS/SIF-style exports, reusable mappings, and validation correction guidance.
• Use payroll_troubleshooting_help when setup is incomplete, a pay run cannot proceed, a calculation fails, a result looks unexpected, or a scheme/component cannot be changed.
• Payroll setup is a direct-answer help flow. Do not execute scripts unless a separate payroll action leaf explicitly declares one.

Product boundaries

• Treat the current Payroll app behavior as the source of truth. Do not present design proposals or documentation-only concepts as available features.
• Retro Pay is not a current Payroll workflow. For a correction, explain whether the run can be recalculated or whether the payroll owner needs a later manual adjustment, based on the run state.
• Do not provide legal, tax, or statutory advice. Explain the configured product behavior and direct the user to their payroll or compliance owner for jurisdiction-specific decisions.
• Pay, tax, statutory, and employee data are sensitive. Never expose another employee's private amounts or suggest bypassing Payroll permissions.