Predictika · HR and payroll software quotes

An AI sales agent's Paylocity platform quote, checked before it goes out

An AI sales agent prepares a monthly subscription quote for a Paylocity-style HR and payroll platform: an employee count, the modules (Payroll, Human Resources, Time & Labor, Scheduling, Benefits Administration, Recruiting, Onboarding, Performance, Compensation, Learning, Community and Expense Management), a discount, Global Payroll countries and a stated monthly total. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the platform and returns a verdict and every reason.

Scope: Monthly subscription quotes for the Paylocity platform modules, priced per employee by company size, with module dependencies, a minimum monthly fee, discount limits, Global Payroll and the stated total. See everything this validator covers

This validator models platform subscription quotes, not just the scenarios shown below.

  • Modules and dependencies — Payroll as the core module, Human Resources behind most other modules, Scheduling with Time & Labor, and Compensation with Performance.
  • Employee count and price — the size segment (1 to 99, 100 to 499, 500 and up), the per-employee rate, the minimum monthly fee and the stated monthly total.
  • Discount and approvals — the discount range, the level a sales representative can give, Global Payroll countries and very large deployments.

Any platform subscription quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: implementation fees, tax filing and garnishment add-ons, Corporate Cards, AP Automation, IT products and taxes. Module names and the size segments follow the public Paylocity product pages; the prices, the module dependencies, the minimum fee, the discount limits and the approval thresholds are modeled and are not published by Paylocity (see the note at the foot of the page).

The AI sales agentBuilds the subscription 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.

6 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
Modules that depend on other modulesOnly with care
Human Resources, Time & Labor, Payroll and Performance each gate other modules, so each module choice has to be checked against several others.
The modules are fields of one quote and every dependency is checked together on every call.
A price that depends on company sizeOnly with workarounds
The rate changes with the employee count and a minimum monthly fee applies, so the total has to be rebuilt from the modules, the segment and the minimum.
The segment, the rate and the total are computed from the quote on every call.
A stated totalOnly with workarounds
The agent states a total, and a rules engine has to rebuild it from the modules and the employee count to catch a mismatch.
The total is computed from the quote and compared with the stated figure on every call.
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.

1The quote covers 0 employees; at least 1 is needed.
2Modules are selected without Payroll; Payroll is the core module that every other module attaches to.
3Recruiting, Onboarding, Performance, Compensation, Benefits Administration, LMS or Community is selected without Human Resources.
4Scheduling is selected without Time & Labor.
5Compensation Management is selected without Performance Management.
6A discount of 16 percent is above the 15 percent a sales representative can give; sales management should approve it.
7A discount of 40 percent is above the 15 percent a sales representative can give; sales management should approve it.
8A discount of 41 percent is outside the 0 to 40 percent range.
9A discount of -5 percent is outside the 0 to 40 percent range.
10Global Payroll for 3 countries is scoped and priced separately; a person should confirm it.
112,000 employees is an enterprise deployment with custom pricing; a person should confirm it.
12The quote states a monthly total of 173,399 cents; the modeled list prices give 173,400 cents.
13The quote states a monthly total of 173,500 cents; the modeled list prices give 173,400 cents.
14A discount of 20 percent is above the 15 percent a sales representative can give; sales management should approve it.
15Global Payroll for 2 countries is scoped and priced separately; a person should confirm it.
162,500 employees is an enterprise deployment with custom pricing; a person should confirm it.
17A discount of 50 percent is outside the 0 to 40 percent range.
18Global Payroll for 1 countries is scoped and priced separately; a person should confirm it.

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. Modules, discount and total: A quote with Benefits, Recruiting, Scheduling and Compensation but no Human Resources, Time and Labor or Performance, a wrong total, a 20 percent discount and Global Payroll

The agent's request. Please quote a monthly subscription for 85 employees with Payroll, Scheduling, Benefits Administration, Recruiting and Compensation, with a discount of 20 percent and Global Payroll for 2 countries, and a monthly total of $1,300. It is ready to send.

Verdict: Blocked.

  • Module needs Human Resources. Recruiting, Onboarding, Performance, Compensation, Benefits Administration, LMS or Community is selected without Human Resources.
  • Scheduling needs Time & Labor. Scheduling is selected without Time & Labor.
  • Compensation needs Performance. Compensation Management is selected without Performance Management.
  • Stated total does not match. The quote states a monthly total of 130,000 cents; the modeled list prices give 127,500 cents.
  • Discount above 15 percent. A discount of 20 percent is above the 15 percent a sales representative can give; sales management should approve it.
  • Global Payroll countries. Global Payroll for 2 countries is scoped and priced separately; a person should confirm it.

2. Modules, discount and total: The agent resubmits after fixing the errors

The agent's request. Please quote a monthly subscription for 85 employees with Payroll, Human Resources, Time & Labor, Scheduling, Benefits Administration, Recruiting, Performance and Compensation, with a discount of 10 percent, and a monthly total of $2,125. It is ready to send.

Verdict: Allowed.

  • Quote summary. 85 employees at 2,500 cents per employee per month, estimated monthly total of 212,500 cents at modeled list prices.

3. Payroll, discount and total: A quote with Human Resources, Time and Labor and Expense Management but no Payroll, a 45 percent discount and a wrong total

The agent's request. Please quote a monthly subscription for 250 employees with Human Resources, Time & Labor and Expense Management, with a discount of 45 percent, and a monthly total of $2,435. It is ready to send.

Verdict: Blocked.

  • Payroll is the core module. Modules are selected without Payroll; Payroll is the core module that every other module attaches to.
  • Discount out of range. A discount of 45 percent is outside the 0 to 40 percent range.
  • Stated total does not match. The quote states a monthly total of 243,500 cents; the modeled list prices give 246,500 cents.

4. Payroll, discount and total: The agent resubmits after fixing the errors

The agent's request. Please quote a monthly subscription for 250 employees with Payroll, Human Resources, Time & Labor and Expense Management, with a discount of 12 percent, and a monthly total of $3,740. It is ready to send.

Verdict: Allowed.

  • Quote summary. 250 employees at 1,496 cents per employee per month, estimated monthly total of 374,000 cents at modeled list prices.

5. Scheduling and discount: A 1,200 employee quote with Scheduling but no Time and Labor and an 18 percent discount

The agent's request. Please quote a monthly subscription for 1,200 employees with Payroll, Human Resources, Scheduling and Benefits Administration, with a discount of 18 percent, and a monthly total of $12,600. It is ready to send.

Verdict: Blocked.

  • Scheduling needs Time & Labor. Scheduling is selected without Time & Labor.
  • Discount above 15 percent. A discount of 18 percent is above the 15 percent a sales representative can give; sales management should approve it.

6. Scheduling and discount: The agent resubmits after fixing the errors

The agent's request. Please quote a monthly subscription for 1,200 employees with Payroll, Human Resources, Time & Labor, Scheduling and Benefits Administration, with a discount of 15 percent, and a monthly total of $15,624. It is ready to send.

Verdict: Allowed.

  • Quote summary. 1,200 employees at 1,302 cents per employee per month, estimated monthly total of 1,562,400 cents at modeled list prices.

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 monthly subscription quote for a Paylocity-style HR and payroll platform: an employee count, the modules (Payroll, Human Resources, Time & Labor, Scheduling, Benefits Administration, Recruiting, Onboarding, Performance, Compensation, Learning, Community and Expense Management), a discount, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the platform and returns a verdict and every reason.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote a monthly subscription for 85 employees with Payroll, Scheduling, Benefits Administration, Recruiting and Compensation, with a discount of 20 percent and Global Payroll for 2 countries. It is ready to send. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with four findings and two approvals, all in one answer. Recruiting, Onboarding, Performance, Compensation, Benefits Administration, LMS or Community is selected without Human Resources. Scheduling is selected without Time & Labor. Compensation Management is selected without Performance Management. The other one is on screen.
  6. The validator returned four blocking findings and two approvals 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.
  7. What this shows: for a stated total, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the modules to Payroll, Human Resources, Time & Labor, Scheduling, Benefits Administration, Recruiting, Performance and Compensation, the discount to 10 percent, the Global Payroll countries to 0 and the stated monthly total to $2,125.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. All six earlier findings are cleared.
  13. Six problems caught in one call, fixed in one pass, and a clean $2,125 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.