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  1. Attendance Management
  2. Proto assistance
Reference

Put an AI agent to work in Attendance Management

Ask Proto to prepare attendance and leave work for human review.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md
  2. Give it a role

    Assign the agent its own user and one of the 8 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Employee: Show my weekly timesheets and identify a submitted leave request waiting for a decision.
  • HR Business Partner: Compare a dated leave balance with an employee's request and show the assigned approver.
  • Payroll Admin: List approved weekly hours and leave that overlap the next pay period, then prepare a reconciliation of run totals and statements.
  • Admin: Explain which configured role can enter, read or review a particular source record.

What stays with a person

  • Proto can prepare records and explanations, but the named person makes an approval.
  • Payroll release depends on the organization's review of source time, leave, statement lines and actual payment outcome.
  • Changes to employee status or effective dates also need their authorized owner.

Proto can prepare records and explanations, but the named person makes an approval. Payroll release depends on the organization's review of source time, leave, statement lines and actual payment outcome. Changes to employee status or effective dates also need their authorized owner.

Set up Attendance Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started