--- name: remofirst-prod-checklist-0dee6c4d24ed description: >- Review and gate a RemoFirst payroll and invoice cycle with deadline, amount, approval, payment-method, and escalation checks. Use when preparing final payroll approval or invoice funding. Trigger with "approve RemoFirst payroll", "RemoFirst payroll checklist", or "RemoFirst invoice readiness". allowed-tools: Read,Glob,Grep,Write,Edit argument-hint: " " version: 2.0.0 license: MIT author: Jeremy Longshore tags: [saas, remofirst, payroll, invoices, change-control] model: inherit effort: high compatibility: Designed for Claude Code; live RemoFirst access requires an approved client account and explicit operator action --- # RemoFirst Payroll and Invoice Production Gate ## Overview Create a two-person control gate before payroll approval and invoice payment that tracks RemoFirst's documented early-month revisions, provider review, client final approval, invoice generation, and prompt payment. Dates may vary by calendar or worker schedule, so confirm the live period rather than turning examples into universal guarantees. ## Prerequisites - Payroll period, countries/teams, employee population, and payroll owner. - Approved source records for salary, time, leave, expenses, and adjustments. - Finance approver and verified payment method. ## Current Contract - The general guide places expense approvals and revisions by the third working day, provider review on days one through seven, and client approval around days eight through ten with two business days before default approval. - Approval generates an invoice; delayed approval or payment can delay salaries. - Additional payments require type, currency, amount, reason, and notes. - Hourly-worker cutoffs can be schedule-specific; late submission or approval may move payment to the next cycle. ## Instructions 1. Freeze the live payroll calendar: period, cutoffs, expected approval window, invoice due date, funding lead time, pay date, holidays, and timezone. 2. Reconcile population against prior period: starters, leavers, country/team, pay frequency, and status. Investigate every unexplained change. 3. Reconcile base compensation, approved time, time off, expenses, bonuses, commissions, deductions, benefits, currency, and reason notes. 4. Separate data preparer, payroll approver, and payment approver. Record any exception to separation of duties with owner and compensating review. 5. Review each changed employee and aggregate totals. Request changes rather than approving a payroll whose source or calculation is unresolved. 6. Before approval, capture redacted counts/totals and an evidence hash; never copy worker-level payroll into a repository. 7. After human approval, reconcile generated invoice, currency, total, payment method, due date, and accounting visibility. Escalate discrepancies promptly. ## Tool Discipline Use Read, Glob, and Grep on approved redacted control artifacts. Use Write/Edit only for checklists and reconciliation summaries. Do not approve payroll, change payments, download worker reports, or fund an invoice. ## Approval Boundaries Final payroll approval, Request changes, additional payment, bank setup, invoice payment, auto-payment change, or default-approval reliance requires explicit human authority. Never treat silence as safe approval in this workflow. ## Output Return calendar, population and financial reconciliation, exception list, preparer/approvers, evidence hash, payroll decision state, generated-invoice reconciliation, payment readiness, blockers, and escalation owner. ## Error Handling - Payroll not ready: wait for provider notification; do not force a state change. - Missing/incorrect amount: request changes with source-backed reason. - Cutoff missed: surface the documented next-cycle risk and notify owners. - Invoice mismatch or unverified payment method: block funding and escalate. ## Examples - "Approve because the deadline is close" remains BLOCKED with an unresolved total. - A clean cycle records counts/totals and approvers without worker-level details. - A late hourly timesheet is flagged for schedule confirmation, not silently added. ## Validation - Calendar and totals are tied to the live period and source evidence. - Preparer, payroll approver, and payment approver are identified. - No unresolved discrepancy, sensitive export, or unauthorized action is hidden. ## Resources See [references/official-docs.md](references/official-docs.md) for the reviewed payroll, invoice, expense, timesheet, payment-method, and support sources. --- Source attribution: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/remofirst-pack/skills/remofirst-prod-checklist/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Dave AI. ## Upstream license notice MIT License Copyright (c) 2025 Jeremy Longshore Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. # Dave AI resource metadata Creator / publisher: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/remofirst-pack/skills/remofirst-prod-checklist/SKILL.md Attribution basis: Source repository record Fields of work: Human Resources, Sales Roles: Business Development, Customer Success Manager, HR Generalist Specialties: API, Backend, Design, Word Documents, Frontend Tools: Remofirst Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: 095ecd4c2d8d86eba808e2f2f0d162fa05c97131ad28cd7979b53822ed3ce3e3