Automated Patriot Software Payroll Setup Checklist
When you add a new employee in Patriot Software, WebRun checks their pay rate, tax withholding, and direct deposit details are complete, posts the checklist to Slack, and pings Telegram if something's missing before the next pay run.
How do I make sure new Patriot Software employees are ready for payroll?
WebRun checks every new Patriot Software employee's payroll setup, confirming pay rate, tax withholding, and direct deposit details are filled in, and posts the checklist to Slack. If anything is still missing within 2 days of the next pay run, it pings Telegram directly, so no employee gets skipped or paid incorrectly on their first check.
- Incomplete payroll setups get caught before the pay run, not after
- You're only pinged directly when payday is close and something's missing
- Every new hire has a recorded setup checklist
Built for small business owners · HR administrators · payroll managers · bookkeepers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
login.patriotsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
Patriot Software - check the new employee's payroll setup
patriotsoftware.com
WebRun opens Patriot Software to check the new employee's payroll setup. - Open the new employee's profile in Patriot Software
- Check that pay rate, tax withholding, and direct deposit details are filled in
- Note any field still incomplete
Done when Every payroll setup item for the new employee has a clear status.
-
2
Slack - post the checklist to Slack
slack.com
WebRun opens Slack to post the checklist to Slack. - Post the checklist with each item marked done or missing
- Include the employee's name and start date
- Keep it to a few lines
Done when The payroll channel has the new employee's setup checklist.
-
3
Telegram - ping Telegram if something's missing before payday
telegram.org
WebRun opens Telegram to ping Telegram if something's missing before payday. - If setup is still incomplete within 2 days of the next pay run, send a direct ping
- Name only what's missing
- Skip the ping once everything is complete
Done when You're pinged only if something is still missing close to payday.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it fill in the missing payroll details?
No. It only checks what's already entered in Patriot Software and reports gaps. The employee or admin still enters pay rate, tax, and bank details.
When does the Telegram ping fire?
Only if setup is still incomplete within 2 days of the next scheduled pay run, so you're not pinged the moment someone's hired.
Does this run payroll?
No. It only checks setup completeness. Running payroll itself is a separate, human approved step inside Patriot Software.
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