Secure AI Agent · HR and Payroll

AI applied to the people routine

A specialist configured to run onboarding with no missing document, track time off and labor deadlines, and prepare the inputs for payroll department obligations.

Companies that trust UPX

  • Bradesco
  • Nubank
  • BTG Pactual
  • Totvs
  • Ascenty
  • Live!
  • G4 Educação
  • EVEO

Capabilities

What the HR and Payroll Agent can do

Main areas of work for the Human Resources and Payroll AI Agent in your company.

Onboarding with no gaps

Drives the document checklist until the file is complete.

Time-off control

Tracks accrual periods, usage windows, and required notice.

Labor deadlines

Warns about probation, periodic exams, and dated obligations.

Payroll inputs

Organizes events, leaves, and variables for the calculation.

Policy questions

Answers employees citing the internal policy.

Employee file

Keeps the personnel file organized and auditable.

Skills

Capabilities that compose the specialist

Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.

Onboarding checklist
Chases missing documents and validates what was delivered.
Deadline calendar
Monitors statutory dates and raises the alert in advance.
Policy lookup
Answers internal questions with the document reference.
How it works

From an open onboarding to a routine with no missed deadline

Connect your sources, define what the agent can do, and let the people routine run within the company's rules.

01

Connect the people sources
The agent works with what HR already records.Connect the HR system, the document folder, and the internal policies so the Secure AI Agent has access only to what it needs — with sensitive data in a restricted scope.

02

Ask for the work
Talk to the agent in natural language.Ask for an onboarding status, the time off coming due, or the inputs for the close through the available channels. The agent understands the context, applies the configured skills, and follows company policy.

03

The agent organizes. Payroll calculates.
From organizing to filing, with control.The agent chases documents, tracks deadlines, and prepares inputs within the defined permissions. Calculating payroll, filing obligations, and deciding terminations stay with the payroll team and the employer.

Integrations

Connected to the systems where people records live

The HR and Payroll Agent can query your records and run tasks in the systems your team already uses.

  • BambooHR
  • Gusto
  • Google Sheets
  • Google Drive
  • Slack

Flow

What goes in, what the agent does, and what comes out

From a loose document to a people routine on track, following your company's policies and permissions.

Inputs

  • Employee documentsPDF
  • People recordsCSV
  • Internal policyDOC

Processing

Secure AI Agent

Processing the task

  • Read
  • Check
  • Chaserunning
  • Log
Policy appliedRestricted scope

Output

Completed

Routine prepared

  • Onboarding file complete
  • Labor deadlines on the calendar
  • Close inputs organized

Control

You define how far the Agent can act

Different actions can operate with different autonomy levels, always within your company's policies.

  1. 1

    Query

    Reads records and policies and answers with the reference.

  2. 2

    Prepare

    Builds the checklist, the deadline calendar, and payroll inputs.

  3. 3

    Request review

    Waits for approval before contacting the employee.

  4. 4

    Execute

    Performs the action within the defined limits.

Levels are configured per type of action, and sensitive employee data is granted by exception. Calculating and filing payroll, issuing disciplinary measures, and deciding terminations always stay with the payroll team and the employer.

Get started

Put a Secure AI Agent to work.

Start on the platform or choose the plan that fits the pace of your operation.

Security and compliance

Security that can be verified.

Certifications and attestations

  • SOC 2 Type II
  • ISO 27001

UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.

Privacy and regulation

LGPD
Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
Zero Data Retention
A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
Retention and deletion
The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.

Frequently asked questions

Common questions about the HR and Payroll Agent

What HR and payroll teams usually ask before putting an agent into the people routine.

  • Does the agent calculate payroll?

    No. It organizes the inputs — events, leaves, variables, and documents — and flags what is missing before the close. Calculation and filing stay with the payroll team or the accounting firm.
  • Does it decide terminations or issue warnings?

    No. Disciplinary measures and terminations are the employer's acts. The agent organizes the paperwork and the deadlines of the process without weighing in on the decision or executing it.
  • How do you handle sensitive employee data?

    By exception, not by default. Medical certificates, health data, and sensitive information only enter the scope when there is a declared need for the task, with permission configured for that case.
  • Does it answer employees directly?

    If you release that action, yes — always citing the internal policy behind the answer. By default it prepares the reply for HR to review before it reaches the employee.
  • Does it guarantee no labor deadline will be missed?

    It monitors the registered deadlines and warns in advance, with the date and the origin of the obligation. Compliance remains the company's responsibility; the agent exists so nothing arrives as a surprise.
  • Is people data used to train models?

    No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.
  • Can we audit what the agent did?

    Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.

Secure AI Agent

Bring a Secure AI Agent to your HR and payroll team

Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.