Payroll Outsourcing - Client Cases, Period Close, SLAs

Generic help desk tools track tickets but rarely match how outsourced payroll actually runs. Planfix lets you manage cases, periods, SLAs, and financial metrics in one system so operations and client service share the same picture. Planner boards, Project Totals, and data tags give you live insight into risk and cost, while AI agents keep cases structured without manual copying. You get an audit ready history for every client and period instead of scattered systems and partial views.

You do not need to replace your payroll engine. Planfix sits around it and orchestrates the work that surrounds calculations. The engine stays responsible for rates and rules while Planfix handles cases, approvals, communication, and reporting across all clients. You can start by piping existing channels into one shared queue and mapping fields to periods and employees. Over time you add Planner boards, AI agents, and reports without touching the core engine logic.

Most teams start with a focused rollout around one shared case queue and a few key clients. You centralize emails, messengers, and calls, then add statuses, triage rules, and Planner views. After that you introduce AI agents for classification and summarization, followed by reports and dashboards. This staged approach lets your team keep serving clients while the new workflow takes shape. Adoption feels natural because Planfix mirrors familiar steps before it adds new capabilities.

Payroll data is sensitive, so Planfix provides granular roles, access rights, and detailed audit trails. You decide which teams and clients see specific tasks, documents, and reports, including external access through Client Dashboards. Company structure, workgroups, and custom roles help you reflect your organization and keep permissions clean over time. All important actions are logged so you can see who changed what and when. This supports internal controls, client audits, and regulatory checks.