Compare
Resolve the payroll issue—not just the ticket.
Support is necessary, but the answer should return to the payroll record so the correction, notice, provider action, and supporting evidence remain usable after the conversation ends.
ScenarioTicket-only workflowRunbook workflow
Wrong checkExplain in a thread and wait.Trace source facts and derive correction delta.
Tax noticeAttach PDFs to support.Map agency claim to payroll, deposit, and filing evidence.
Provider switchAsk for exports after the fact.Review carryforward facts before cutover.