How it works
A simple path from source evidence to admin-ready handoff.
See the human checkpoints from setup through final workpapers, including where the admin or delegated admin stays in control and where source-data limitations can stop the process.
Quick answers
Direct answers for practice admins
What will I review before payroll runs?
You review source status, exception lists, admin-approved adjustments, signoff notes, and the handoff packet before payroll is run elsewhere.
See the review workflowDoes ClaraOps replace my payroll provider or advisor?
No. ClaraOps organizes the review record; your payroll provider, accountant, attorney, HR advisor, and practice admin stay responsible for final decisions.
Review the boundaryWhat stays private?
Public pages stay buyer-safe. Payroll files, PHI, employee SSNs, credentials, raw payroll rows, and sensitive compliance details stay out of public forms and routine email.
See privacy boundariesWhat is ClaraOps?
ClaraOps is a payroll-readiness review layer for practice admins: it organizes source evidence, exceptions, approvals, workpapers, and handoff records before payroll decisions are final.
See the product workflowHuman review checkpoints
Cautious buyers should be able to see where people stay involved: fit confirmation, source authorization, exception review, admin approval, final handoff, and ongoing support review.
Source-data limitations
Product workflow references source-data quality limits: ClaraOps cannot fix incomplete, stale, or incorrect source records without practice review. When source evidence is missing or not current, the workflow should name the blocker instead of pretending the close is ready.
Buyer-safe process view
This public page explains the workflow at a process level without showing production payroll rows, private employee details, credentials, private runbooks, or protected setup details.
Setup and fit confirmation
Confirm practice size, source systems, pay-period cadence, review roles, and what ClaraOps is allowed to organize before any operational workflow starts.
Source connection or export/import
Use authorized SimplePractice exports, Google Workspace context, or approved imports to assemble source evidence. ClaraOps does not bypass source-system limits or official access rules.
Pay-period review workspace
Turn the current pay-period window into a review workspace with source freshness, roster context, payroll calculation support, visible missing-evidence states, and source-data quality limits.
Exception handling
Separate stale exports, missing records, unusual pay, notes, adjustment questions, and reconciliation mismatches into an exception queue so the practice can resolve them before handoff.
Admin approval checkpoint
The admin or delegated admin stays in control: ClaraOps can organize review evidence, but the authorized human reviews exceptions and approves the payroll-ready handoff.
Final workpapers and handoff
Produce audit-friendly workpapers, decision notes, export readiness, and handoff records for the accountant, bookkeeper, payroll provider, or authorized operator.
Ongoing support and repeatable close
After the first close, support focuses on keeping source status, review roles, and exception patterns repeatable without turning payroll into a process that skips review.