paylocity-deduction-and-tax-overview

Deduction & Tax Overview (Paylocity)

Per-employee deep dive. Caller must supply employeeId (or a name to look up first).

Pipeline

1. If only a name was provided, run paylocity_employees_list with include="info", search results in ctx_execute to find the matching employeeId. If multiple matches, ask the user to pick.
2. Fan out in parallel:
   • paylocity_employees_get with include="info,position,status,payRate"
   • paylocity_deductions_list
   • paylocity_taxes_local_list
   • paylocity_direct_deposit_list
   • paylocity_earnings_employee_list
3. In ctx_execute: merge into a single normalized snapshot.

Output

• Header: employee name, ID, hire date, position, status, current pay rate.
• Deductions - table: code, description, amount, frequency, pre/post tax.
• Local taxes - table: jurisdiction, code, filing status.
• Direct deposit - table: account type, last 4 of account, amount or %, routing number, deposit order. Mask account numbers to last 4.
• Earnings (recurring) - table: earning code, rate/amount.
• Issues subsection if any of these are true:
  • No direct deposit on file
  • Local taxes set but no jurisdiction listed
  • Deduction without an amount

Rules

• ALWAYS mask account numbers - only show the last 4 digits.
• Read-only. Surface findings, never propose writes.
• If employee status is terminated, banner that at the top.