The week’s shifts and the hours actually worked do not always match. Bring the exceptions into review before payroll preparation becomes a last-minute reconciliation.Illustrative workflow to assess, not a ready-made connection. Confirm each supported action, plan and setup before use. The QuickBooks Pro import reads customers and invoices and does not write back.
Trigger
Pay-period boundary reached, or a schedule change is approved.
Participating systems
Scheduling system · Timekeeping system · The Forge · Payroll provider
Steps
Scheduling system
Employees
The Forge
Manager
The Forge → Payroll provider
Payroll provider
Source of truth
Type of information
Payroll runs and tax filings
System that keeps the official record
Payroll provider
Read source
Payroll API
Write destination
Payroll API (time entries / wage summaries)
Conflict policy
The payroll provider keeps the official record for processed payroll and tax reporting.
Type of information
Approved operational hours
System that keeps the official record
The Forge
Read source
Time-entry submission
Write destination
Payroll provider
Conflict policy
The Forge holds the approved operational hours record for reporting and dispute review.
Metrics unlocked
Roles
Industries
Exceptions
When
Time entries are unassigned to any job or shift.
Then
The Forge holds the entry at pending-approval and surfaces it to the manager rather than sending an unclassified hour to payroll.
When
The payroll provider's API rejects the batch (tax code missing, employee inactive).
Then
The specific rejection is surfaced to the workforce admin with the affected entries listed; the good entries are not partially sent.
When
A retro-active edit is made in the payroll provider after send.
Then
The Forge stores the edit reference, marks the operational entry as adjusted, and preserves the audit trail.
Other workflows
Lead to Appointment
A customer asks for an appointment, but their request waits between the form, the office and the schedule. Give the handoff a clear owner before the customer has to ask again.
Job to Invoice
The job is complete, but billing still needs the hours, materials and approved changes. Keep those details with the work so the office can review the invoice handoff.
Marketing Campaign to Revenue
A campaign generated inquiries. The next question is who followed up and what happened afterward. Review the supported record connections below before treating a campaign click as revenue.
