Predictika · Payroll, time and HR quotes

An AI sales agent's payroll, time and HR quote, checked before it goes out

An AI sales agent prepares a quote for Asure Software: Payroll & HR, Payroll Tax Management, Time & Attendance, Recruiting, Benefits Administration, ACA filing, 401(k) Plans and the HR Compliance tiers, delivered as Run It Yourself, Hybrid or AsureWorks. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the products, headcounts and tier limits and returns a verdict, every reason, a line-item quote and the figures it computed.

Scope: Asure workforce quotes: Payroll & HR, Payroll Tax Management, Time & Attendance, Recruiting, Benefits Administration, Full-Service ACA Filing, 401(k) Plans and the HR Compliance tiers, priced per employee per month. See everything this validator covers

This validator models workforce-management quotes for Asure Software, not just the scenarios shown below. The product names and the tier contents come from Asure's public product pages; Asure publishes no prices, so every price on this page is an illustration set to be typical for the industry.

  • Products — Payroll & HR, Payroll Tax Management (per state), Time & Attendance with time clocks, Recruiting, Benefits Administration (COBRA, FSA, HSA and ACA reporting), Full-Service ACA Filing (annual, per full-time employee) and 401(k) Plans, each priced per employee or participant per month, plus a base fee where one applies.
  • Delivery models — Run It Yourself, Hybrid and AsureWorks (Asure specialists handle payroll, HR and compliance work); the model sets the Payroll & HR rate and applies only when the quote includes Payroll & HR.
  • HR Compliance tiers — HR Essentials, Level 1 HR, Level 2 HR, Level 3 HR and HRIS, with their published contents: projects and virtual trainings only on Level 2 and Level 3 (6 together on Level 2; up to 10 projects and 6 trainings on Level 3), anti-harassment e-training links (25, 50 and 100 on Levels 1 to 3), and EEO-1 and VETS-4212 reports in the HRIS service for companies with 100 or more employees.
  • Headcount checks — time-tracked employees, benefits enrollees, full-time employees for ACA and 401(k) participants can never exceed the company headcount; Recruiting and 401(k) Plans need Payroll & HR; time clocks need Time & Attendance.
  • Approvals — ACA filing below 50 full-time employees, companies over 500 employees, payroll tax in more than 5 states, projects or trainings over the tier, and extra anti-harassment training links go to a person.

Any Asure workforce quote that touches these products and rules is in scope — not only the scenarios pictured here. Not covered: Enterprise Tax & Treasury, AsurePay, implementation and data-migration fees, taxes and negotiated discounts. Prices and most limits are illustrative, not Asure's.

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

7 scenarios in 3 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
Headcounts that must never exceed the companyOnly with care
Time-tracked employees, benefits enrollees, full-time employees and 401(k) participants are separate fields; a rule per product is needed to compare each with the headcount, and each is easy to leave out.		Every count is in one request and compared with the headcount in the same pass.
Tier contents such as projects, trainings and linksOnly with care
Level 2 HR and Level 3 HR allow different numbers of projects, trainings and anti-harassment links, and Essentials and Level 1 allow none of the projects; the numbers live in text that must be kept in step with the product rules.		Each limit is compared on every call, and a request over the tier goes to a person.
EEO-1 reports only in HRIS and from 100 employeesOnly with workarounds
The report depends on both the tier and the company size, so a product rule on the tier is not enough and a second rule on headcount must be written.		Both conditions are checked together and each is reported as its own finding.
A stated total that must equal the list-price totalOnly with workarounds
The stated figure is free text; a rule can compare it with a computed total only after every monthly charge, base fee, clock rental and the annual ACA fee have been summed.		The total is computed and compared in the same pass as the other rules.
Delivery model that changes the payroll rateOnly with care
Run It Yourself, Hybrid and AsureWorks price the same payroll differently, and the model means nothing without Payroll & HR in the quote.		The rate follows the model, and a model with no payroll is blocked.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a rep 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.

    
1Payroll tax management in 6 states; multi-state tax registration is scoped separately, so a person should confirm.
2A product is switched on with a count of zero; every product is priced per employee, participant, full-time employee or state.
3Time & Attendance covers 61 employees but the company has 60 employees.
4The quote has 2 time clocks but no Time & Attendance subscription.
5Recruiting and 401(k) Plans connect to Asure Payroll & HR (new hires flow to payroll, contributions sync with each pay run); the quote does not include Payroll & HR.
6The 401(k) plan has 61 participants but the company has 60 employees.
7Benefits Administration covers 61 employees but the company has 60 employees.
8The quote files ACA forms for 49 full-time employees; the ACA employer mandate applies from 50 full-time employees, so a person should confirm the need (for example a self-insured plan).
9ACA filing covers 61 full-time employees but the company has 60 employees.
10The quote files ACA forms for 0 full-time employees; the ACA employer mandate applies from 50 full-time employees, so a person should confirm the need (for example a self-insured plan).
11The Hybrid and AsureWorks delivery models apply to payroll and HR work done for the customer; the quote has no Payroll & HR.
12The quote has no Asure product switched on, so there is nothing to price.
13The quote asks for 26 anti-harassment e-training links; the tier includes 25, and extra links cost extra, so a person should confirm.
14HR projects and virtual trainings are part of Level 2 HR and Level 3 HR; the quote has 1 projects and 0 trainings on another tier.
15HR projects and virtual trainings are part of Level 2 HR and Level 3 HR; the quote has 0 projects and 1 trainings on another tier.
16The quote asks for 5 projects and 2 virtual trainings a year; the tier includes a fixed number (Level 2 HR: 6 projects and trainings together; Level 3 HR: up to 10 projects and 6 trainings), so extra work is agreed for a fee.
17The quote asks for 51 anti-harassment e-training links; the tier includes 50, and extra links cost extra, so a person should confirm.
18The quote asks for 11 projects and 6 virtual trainings a year; the tier includes a fixed number (Level 2 HR: 6 projects and trainings together; Level 3 HR: up to 10 projects and 6 trainings), so extra work is agreed for a fee.
19The quote asks for 10 projects and 7 virtual trainings a year; the tier includes a fixed number (Level 2 HR: 6 projects and trainings together; Level 3 HR: up to 10 projects and 6 trainings), so extra work is agreed for a fee.
20The quote asks for 101 anti-harassment e-training links; the tier includes 100, and extra links cost extra, so a person should confirm.
21EEO-1 reporting in the HRIS service is maintained for companies with 100 or more employees; the company has 99.
22EEO-1 and VETS-4,212 reports are part of the HRIS service; the quote has a different HR Compliance tier.

  

  

    
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. Dental practice group: A payroll, time clock and 401(k) quote for a 62-employee dental group

    
The agent's request. Please quote Asure for a company of 62 employees, with Payroll & HR delivered as Hybrid, Time & Attendance for 75 employees with 3 time clocks, Recruiting and 401(k) Plans for 70 participants. The quote states a 12-month total of $17,124.00. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • More time-tracked employees than headcount. Time & Attendance covers 75 employees but the company has 62 employees.
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  • More 401(k) participants than headcount. The 401(k) plan has 70 participants but the company has 62 employees.
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  • Stated total does not match. The quote states a 12-month total of $17,124.00; the list prices give $18,024.00.
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2. Dental practice group: The agent resubmits after fixing the errors

    
The agent's request. Please quote Asure for a company of 62 employees, with Payroll & HR delivered as Hybrid, Time & Attendance for 58 employees with 3 time clocks, Recruiting and 401(k) Plans for 48 participants. The quote states a 12-month total of $16,152.00. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. Estimated monthly charge of $1,346.00 and a 12-month total of $16,152.00 at list prices.
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3. Logistics company: A payroll, tax and HR Compliance quote for a 140-employee logistics company

    
The agent's request. Please quote Asure for a company of 140 employees, with Payroll & HR delivered as Hybrid, Payroll Tax Management in 4 states, the Level 1 HR service, 4 projects and 2 virtual trainings a year and 60 anti-harassment e-training links. The quote states a 12-month total of $26,288.00. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Projects and trainings need Level 2 or Level 3. HR projects and virtual trainings are part of Level 2 HR and Level 3 HR; the quote has 4 projects and 2 trainings on another tier.
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  • Stated total does not match. The quote states a 12-month total of $26,288.00; the list prices give $26,688.00.
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  • Anti-harassment training links over the tier. The quote asks for 60 anti-harassment e-training links; the tier includes 25, and extra links cost extra, so a person should confirm.
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4. Logistics company: The agent resubmits after fixing the errors

    
The agent's request. Please quote Asure for a company of 140 employees, with Payroll & HR delivered as Hybrid, Payroll Tax Management in 4 states, the Level 2 HR service, 4 projects and 2 virtual trainings a year and 60 anti-harassment e-training links. The quote states a 12-month total of $30,768.00. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Anti-harassment training links over the tier. The quote asks for 60 anti-harassment e-training links; the tier includes 50, and extra links cost extra, so a person should confirm.
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  • Quote summary. Estimated monthly charge of $2,564.00 and a 12-month total of $30,768.00 at list prices.
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5. Logistics company: The agent resubmits after fixing the errors

    
The agent's request. Please quote Asure for a company of 140 employees, with Payroll & HR delivered as Hybrid, Payroll Tax Management in 4 states, the Level 2 HR service, 4 projects and 2 virtual trainings a year and 50 anti-harassment e-training links. The quote states a 12-month total of $30,768.00. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. Estimated monthly charge of $2,564.00 and a 12-month total of $30,768.00 at list prices.
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6. Clinic network: A payroll, benefits, ACA filing and HRIS quote for an 85-employee clinic network

    
The agent's request. Please quote Asure for a company of 85 employees, with Payroll & HR delivered as Run It Yourself, Benefits Administration for 80 employees, Full-Service ACA Filing for 90 full-time employees and the HRIS service with EEO-1 and VETS-4212 reports. The quote states a 12-month total of $19,968.00. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • More full-time employees than headcount. ACA filing covers 90 full-time employees but the company has 85 employees.
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  • EEO-1 reports start at 100 employees. EEO-1 reporting in the HRIS service is maintained for companies with 100 or more employees; the company has 85.
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  • Stated total does not match. The quote states a 12-month total of $19,968.00; the list prices give $20,268.00.
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7. Clinic network: The agent resubmits after fixing the errors

    
The agent's request. Please quote Asure for a company of 85 employees, with Payroll & HR delivered as Run It Yourself, Benefits Administration for 80 employees, Full-Service ACA Filing for 62 full-time employees and the HRIS service without EEO-1 reports. The quote states a 12-month total of $19,568.00. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. Estimated monthly charge of $1,501.50 and a 12-month total of $19,568.00 at list prices.
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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 Asure Software: Payroll & HR, Payroll Tax Management, Time & Attendance, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the products, headcounts and tier limits and returns a verdict, every reason, a line-item quote and the figures it computed.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please quote Asure for a company of 62 employees, with Payroll & HR delivered as Hybrid, Time & Attendance for 75 employees with 3 time clocks. The quote states a 12-month total of $17,124.00. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with three findings, all in one answer. Time & Attendance covers 75 employees but the company has 62 employees. The 401(k) plan has 70 participants but the company has 62 employees. The quote states a 12-month total of $17,124.00; the list prices give $18,024.00.
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  6. The validator returned three 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 and against the stated total.
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  7. What this shows: for a stated total that must equal the list-price total, 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 time & Attendance employees to 58, the 401(k) participants to 48 k and the stated 12-month total to $16,152.00.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. The validator also returns the line-item quote. It starts with Payroll & HR and Payroll & HR (Hybrid); the other five lines are on screen.
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  13. All three earlier findings are cleared, and the validator's total, $16,152.00, matches the quote.
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  14. Three problems caught in one call, fixed in one pass, and a clean $16,152.00 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    15.