Predictika · payroll and HCM package quotes

An AI sales agent's payroll and HCM package quote, checked before it goes out

An AI sales agent prepares a quote for a payroll and human capital management package: the package, the add-on modules, the service level, the implementation approach, the number of employees and states, and the contract term. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of what each package allows and returns a verdict and every reason.

Scope: ADP Workforce Now packages Select, Plus and Premium with their add-on modules, service levels and implementation options: package fit, size, term, dependencies between modules and approvals. See everything this validator covers

This validator models Workforce Now package quotes, not just the scenarios shown below.

  • Packages and add-ons — Benefits Administration comes with Plus and Premium, Workforce Management with Premium, and Analytics is quoted with Plus or Premium.
  • Dependencies between modules — ACA services need Benefits Administration, scheduling needs Workforce Management, and Compensation Management needs Performance Management.
  • Size and service — the quote must reach the 50-employee size band, Learning Management starts at 100 employees, Guided implementation at 250 and a dedicated Client Success Executive at 1,000.
  • Term — terms are 12, 24 or 36 months, and a 12 month term needs a sales manager to confirm.
  • Approvals — 1,000 or more employees need an enterprise pricing review, 10 or more states a tax registration review, and 7 or more add-on modules a solution review.

Any Workforce Now package quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: ADP RUN and other ADP product lines, and prices, because ADP publishes none. Package and add-on names and the size bands follow the public ADP pages; the remaining rules are modeled from comparable payroll and HCM products and are not published by ADP.

The AI sales agentBuilds the package quote from the conversation with the customer and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 scenarios in 2 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
Module dependencies across packagesOnly with care
Each add-on needs a package or another module, so a compatibility rule is needed for every pairing and must be kept in step with the catalog.		The package and every module are compared in the same pass as every other rule.
Size thresholds for modules and serviceOnly with workarounds
Learning Management, Guided implementation and the Client Success Executive each start at a different employee count, so the limits are separate rules that depend on the company size.		All the size limits are checked together, and each finding says which limit was missed.
Contract term optionsOnly with care
Only three terms are offered and the shortest needs confirmation, so the term is both a validation and an approval rule that must be kept apart.		The term is checked on every call and a short term is returned as an approval, not an error.
Approvals that are not errorsOnly with workarounds
Enterprise size, many states and a large bundle need a person to sign off, which is different from an invalid quote and has to be routed separately.		Each approval is returned with its reason, and the quote is released only after the sign-off is recorded.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a person often fixes one error and meets the next.		All findings come back together, whatever order the choices arrived in.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1Benefits Administration is part of the Plus and Premium packages, not Select; change the package.
2Workforce Management (time and attendance) is part of the Premium package; change the package.
3ACA services are quoted with Benefits Administration in this model; add Benefits Administration or remove ACA services.
4Scheduling is quoted with Workforce Management in this model; add Workforce Management or remove scheduling.
5Compensation Management is quoted with Performance Management in this model; add Performance Management or remove Compensation Management.
6Learning Management is quoted from 100 employees in this model; the quote has 99.
7Workforce Now is quoted for midsized and enterprise companies of 50 or more employees; the quote has 49.
8A dedicated Client Success Executive is quoted for enterprise companies of 1,000 or more employees; the quote has 999.
9A company of 1,000 employees needs an enterprise pricing review before the quote goes out.
10Guided implementation is quoted from 250 employees in this model; the quote has 249.
11Analytics and Enhanced Insights is quoted with Plus or Premium in this model; change the package.
12Terms in this model are 12, 24 or 36 months; the quote has 48 months.
13A 12 month term needs a sales manager to confirm.
14Payroll in 10 states needs a tax registration review.
158 add-on modules selected; a solution consultant should review the bundle.

  

  

    
Scenarios and results
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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. Small request with many add-ons: Small request on Select with several add-on modules

    
The agent's request. Please quote the Workforce Now Select package for 40 employees in 2 states on an 18 month term, with ACA services, scheduling, Compensation Management, Learning Management and Analytics and Enhanced Insights. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Below Workforce Now size band. Workforce Now is quoted for midsized and enterprise companies of 50 or more employees; the quote has 40.
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  • Term not offered. Terms in this model are 12, 24 or 36 months; the quote has 18 months.
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  • ACA services need Benefits Administration. ACA services are quoted with Benefits Administration in this model; add Benefits Administration or remove ACA services.
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  • Scheduling needs Workforce Management. Scheduling is quoted with Workforce Management in this model; add Workforce Management or remove scheduling.
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  • Compensation Management needs Performance Management. Compensation Management is quoted with Performance Management in this model; add Performance Management or remove Compensation Management.
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  • Learning Management needs 100 employees. Learning Management is quoted from 100 employees in this model; the quote has 40.
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  • Analytics needs Plus or Premium. Analytics and Enhanced Insights is quoted with Plus or Premium in this model; change the package.
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2. Small request with many add-ons: The agent resubmits after fixing the errors

    
The agent's request. Please quote the Workforce Now Plus package for 120 employees in 2 states on a 24 month term, with ACA services, scheduling, Compensation Management, Learning Management and Analytics and Enhanced Insights. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • ACA services need Benefits Administration. ACA services are quoted with Benefits Administration in this model; add Benefits Administration or remove ACA services.
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  • Scheduling needs Workforce Management. Scheduling is quoted with Workforce Management in this model; add Workforce Management or remove scheduling.
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  • Compensation Management needs Performance Management. Compensation Management is quoted with Performance Management in this model; add Performance Management or remove Compensation Management.
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3. Small request with many add-ons: The agent resubmits after fixing the errors

    
The agent's request. Please quote the Workforce Now Premium package for 120 employees in 2 states on a 24 month term, with Benefits Administration, ACA services, Workforce Management, scheduling, Performance Management and Compensation Management. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 120 employees in 2 states, 6 add-on modules selected.
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4. Enterprise request needing reviews: Enterprise request with a short term, many states and many modules

    
The agent's request. Please quote the Workforce Now Premium package for 2,500 employees in 11 states on a 12 month term, with Benefits Administration, ACA services, Workforce Management, scheduling, Recruiting, Performance Management, Compensation Management and Learning Management and Guided implementation. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Enterprise size needs pricing review. A company of 2,500 employees needs an enterprise pricing review before the quote goes out.
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  • Many states need tax review. Payroll in 11 states needs a tax registration review.
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  • One-year term needs confirmation. A 12 month term needs a sales manager to confirm.
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  • Large module bundle needs solution review. 8 add-on modules selected; a solution consultant should review the bundle.
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  • Order summary. 2,500 employees in 11 states, 8 add-on modules selected.
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5. Enterprise request needing reviews: The agent resubmits after fixing the errors

    
The agent's request. Please quote the Workforce Now Premium package for 2,500 employees in 4 states on a 36 month term, with Benefits Administration, Workforce Management, scheduling and Recruiting and Guided implementation. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Enterprise size needs pricing review. A company of 2,500 employees needs an enterprise pricing review before the quote goes out.
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  • Order summary. 2,500 employees in 4 states, 4 add-on modules selected.
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6. Enterprise request needing reviews: The agent resubmits after fixing the errors

    
The agent's request. Please quote the Workforce Now Premium package for 950 employees in 4 states on a 36 month term, with Benefits Administration, Workforce Management, scheduling and Recruiting and Guided implementation. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 950 employees in 4 states, 4 add-on modules selected.
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a quote for a payroll and human capital management package: the package, the add-on modules, the service level, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of what each package allows and returns a verdict and every reason.
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  2. I will start with the first request by the agent.
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  3. The agent says. Please quote the Workforce Now Select package for 40 employees in 2 states on an 18 month term, with ACA services. It is ready to send. The rest of the request is on screen.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with seven findings, all in one answer. Workforce Now is quoted for midsized and enterprise companies of 50 or more employees; the quote has 40. Terms in this model are 12, 24 or 36 months; the quote has 18 months. ACA services are quoted with Benefits Administration in this model; add Benefits Administration or remove ACA services. The other four are on screen.
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  6. The validator returned seven blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
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  7. What this shows: for size thresholds for modules and service, a rules-based CPQ can do this only with workarounds.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the package to plus, the employees to 120 and the term to 24 months.
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  10. It calls the validator again.
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  11. Still blocked, with three findings, all in one answer. ACA services are quoted with Benefits Administration in this model; add Benefits Administration or remove ACA services. Scheduling is quoted with Workforce Management in this model; add Workforce Management or remove scheduling. Compensation Management is quoted with Performance Management in this model; add Performance Management or remove Compensation Management.
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  12. Four findings cleared. Still blocking: ACA services need Benefits Administration, scheduling needs Workforce Management and Compensation Management needs Performance Management.
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  13. The agent resubmits once more.
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  14. The revised request. It changes the package to premium and the add-on modules to Benefits Administration, ACA services, Workforce Management, scheduling, Performance Management, Compensation Management.
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  15. It calls the validator once more.
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  16. This time the validator clears it.
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  17. All three earlier findings are cleared.
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  18. Seven problems caught in one call, fixed in two passes, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    19.