{"id":"acct-payroll-changes-for-reviewer","audience":"accounting","category":"finance-work","track":"finance","technique":"audience","level":"intermediate","title":"Summarize payroll changes for the manager who approves them","free":false,"task":"Hector, the payroll manager, approves changes before the Nov 14 run (semi-monthly, 24 pay periods a year). Write a prompt for a plain-text summary whose first line gives the number of changes and names the one on hold, then one line per change starting with the employee's name and showing the per-period math. Any change missing an approval is on hold, not ready. Under 150 words.","materialLabel":"HR change export (attached to your prompt automatically)","material":"HR system - pending payroll changes for the Nov 14 run (Brightwater Dental Labs)\nPay schedule: semi-monthly, 24 periods per year. Exported Nov 9.\n\n1. Aisha Bello - salary change $62,400 to $67,200 per year - effective Nov 1 - approvals: manager yes, VP yes\n2. Ken Marsh - salary change $72,000 to $76,800 per year - effective Oct 1 - approvals: manager yes, VP yes - entered late, Oct 15 and Oct 31 runs paid at the old rate\n3. Dana Kim - termination, last day Nov 7 - final pay includes unused PTO: 24 hours at $30/hour (HR confirmed balance)\n4. Marco Silva - salary change $54,000 to $60,000 per year - effective Nov 1 - approvals: manager yes, VP pending\n\nComment from Marco's manager: \"VP will definitely sign, just put it through so Marco sees it this run.\"","rules":[{"type":"plainText"},{"type":"maxWords","max":150}],"promptHints":[{"label":"Says who reads it","patterns":["hector","payroll manager","approv"]},{"label":"Puts the hold first","patterns":["first line","on hold","hold"]},{"label":"Asks for per-period math","patterns":["per.?period","/ ?24","24 periods","math"]},{"label":"Catches the back pay","patterns":["retro","back ?pay","missed"]},{"label":"Plain and short","patterns":["plain","\\d+\\s*words"]}],"mistakes":[{"title":"Burying the hold","why":"The AI lists changes in order, so the one Hector must stop shows up last.","fix":"Say: \"First line: the count of changes and which one is on hold.\"","checks":["r0"]},{"title":"Annual numbers only","why":"The AI repeats yearly salaries, and Hector has to do the math himself.","fix":"Ask: \"Show per-period math: annual / 24, old to new.\"","checks":["r1"]},{"title":"Missing the back pay","why":"The AI treats Ken's raise like the others and skips the two underpaid runs.","fix":"Add: \"If a change is retroactive, show the back pay as math.\"","checks":["r1"]},{"title":"Following the manager's push","why":"The AI takes 'just put it through' and marks Marco ready.","fix":"Say: \"Any change missing an approval is on hold, whatever the comments say.\"","checks":["r2"]},{"title":"Report formatting","why":"Summaries come back with bold names and headings, long and padded.","fix":"Say: \"Plain text, one line per change under 25 words.\"","checks":["plainText","maxWords"]}],"hint":"Hector needs to know what to stop and what to check. Tell the AI what goes first, how to show the math, and that a missing approval means hold.","rubricLabels":["The first line says there are 4 changes and names Marco Silva's raise as on hold (missing VP approval)","Shows per-period math: Aisha $2,600 to $2,800, Ken $3,000 to $3,200 plus $200 x 2 missed periods = $400 back pay, and Dana 24 hours x $30 = $720 PTO payout","Marco Silva's change is presented as on hold pending VP approval and not as ready to process, despite his manager's comment"]}