Core banking, payments, cards, risk
Back to industries
Industry domain brief
HR, Payroll & Pensions
COBOLpro documents payroll, tax, benefits, pension, eligibility, accrual, GL, and compliance behavior for HR and retirement administrators.
3
Legacy estate
Systems and data surfaces to inspect
9
Workflows
Business workflows grouped by capability
3
Risks
Business impacts with control focus
4
Deliverables
COBOLpro assessment artifacts
Executive summary
HR, payroll, benefits, and pension systems encode pay, tax, deduction, contribution, vesting, eligibility, leave, carrier, trustee, GL, and compliance behavior across long-lived mainframe and midrange systems. Historical calculations often need to remain explainable for employees and retirees.
COBOLpro creates a domain brief that gives HR, finance, compliance, operations, and technology teams source-backed evidence before policy, plan, carrier, payroll, or pension system change.
Legacy systems in scope
The source estate to turn into an operating map.
Each row is structured for executive review: where the COBOL behavior sits, what it touches, and what the documentation must prove.
Payroll and tax
Legacy estate
Payroll, time, pay cycles, deductions, withholding, direct deposit, off-cycle pay, tax filings, GL, and bank feeds
Documentation focus
Pay calculations, tax rules, pay-cycle timing, direct deposit, GL posting, and filing evidence
Benefits and eligibility
Legacy estate
HR, benefits, enrollment, dependent, contribution, coverage, leave, life event, carrier, and compliance systems
Documentation focus
Eligibility, coverage changes, enrollment events, carrier exchange, deductions, and compliance reporting
Pensions and retirement
Legacy estate
Pension accrual, vesting, valuation, retirement, survivor, payment, trustee, retiree, and reporting systems
Documentation focus
Accrual formulas, vesting, historical calculations, retiree payments, survivor rules, and trustee feeds
Operational workflows
Business capabilities, not raw program lists.
COBOLpro groups source behavior around the operating workflows buyers need to preserve, explain, or replace.
01
Payroll operations
- Payroll calculation, deductions, withholding, direct deposit, and off-cycle pay
- Pay-cycle close, bank files, GL posting, tax filings, and reconciliation
- Time, leave, exception, and adjustment handling
02
Benefits operations
- Eligibility, enrollment, contribution, coverage, and life events
- Dependent, carrier, leave, annual enrollment, and compliance reporting
- Deductions, coverage changes, and employee-service exceptions
03
Pension and retirement operations
- Accrual, vesting, valuation, retirement, survivor, and payment processing
- Trustee, retiree, tax, audit, and reporting feeds
- Historical calculation review and plan change support
Risk and control priorities
Where legacy ambiguity becomes business exposure.
The assessment narrows risk to business impact and source-backed control evidence instead of treating documentation as a generic code inventory.
01
Calculation explainability
Business impact
Pay, tax, benefit, pension, and survivor calculations must remain explainable after policy or system change.
Control focus
Catalog calculation rules with source references, effective periods, inputs, and downstream outputs.
02
Pay-cycle tolerance
Business impact
Payroll and pension payment windows leave limited room for production correction or data ambiguity.
Control focus
Map jobs, files, controls, bank feeds, GL posting, tax outputs, and exception handling by cycle.
03
Employee and retiree data lineage
Business impact
Compliance exposure increases when employee, dependent, retiree, trustee, and carrier data movement is unclear.
Control focus
Trace sensitive data across systems, interfaces, reports, source modules, and operational owners.
COBOLpro assessment output
Concrete artifacts for continuity decisions.
Outputs are written for shared use across business, audit, architecture, application, data, and delivery teams.
01
Pay and pension lineage
Payroll, benefits, tax, pension, GL, bank, trustee, carrier, and reporting dependencies by workflow.
02
Eligibility and calculation catalog
Rules for eligibility, deductions, contributions, vesting, accruals, taxes, survivor benefits, and exceptions.
03
Cycle runbooks
Payroll, pension payment, annual enrollment, tax filing, GL, and reconciliation cycles mapped to jobs and files.
04
Policy and system impact brief
Evidence for plan, tax, policy, carrier, payroll, pension, HRIS, and finance system changes.
Domain assessment