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Core HR

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Modules

Employee recordsKeep employee information current, give people useful self-service and protect their private details. Organization & positionsKeep reporting lines, position capacity and employee assignments aligned as the organization changes. Employee changesReview employee changes, apply them on the right date and preserve the history behind every decision. Leave managementCalculate leave from each person's work pattern and keep requests, approvals and balances in agreement.
Onboarding & offboardingCoordinate the practical work around an employee's arrival, move or departure and verify what is complete. Documents & policiesKeep required employee evidence and policy acknowledgments current, with access matched to the information. HR reportingUnderstand your workforce with clear reporting periods, effective history and protected employee information.

Core HR

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Processes

Employee onboardingPrepare a complete employee record, coordinate the work and confirm readiness before employment starts. Employee changeReview promotions, transfers and employment changes with a clear effective date and complete history. Leave request to balanceRequest time off, route the decision and reconcile reserved, taken and cancelled days.
Policy and document reviewAssign the right obligations, verify evidence and record each employee's actual policy acknowledgment. Employee offboardingCoordinate an employee's departure, end access at the right boundary and resolve outstanding work.

Core HR

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Industries

Professional servicesKeep employee information and HR work aligned as teams and assignments change. Multi-location businessesCoordinate employee records and local HR policies across your locations.
Manufacturing teamsKeep employee records, leave and joining or leaving work organized across your workforce. Technology companiesMaintain a clear employee foundation as your organization grows and changes.

Core HR

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Reference

Roles and permissionsGive employees, managers and HR the access they need for their work. ReportsUnderstand workforce changes, leave and the HR work that needs attention. Data modelExplore the employee records, effective history and decisions behind Core HR.
IntegrationsConnect approved employee changes with the systems that use them. ImplementationPlan a Core HR rollout around your people, policies and existing systems. AI assistantHelp the HR team prepare work and follow up within its permissions.

Core HR

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All systems
Modules
Employee recordsKeep employee information current, give people useful self-service and protect their private details.Organization & positionsKeep reporting lines, position capacity and employee assignments aligned as the organization changes.Employee changesReview employee changes, apply them on the right date and preserve the history behind every decision.Leave managementCalculate leave from each person's work pattern and keep requests, approvals and balances in agreement.Onboarding & offboardingCoordinate the practical work around an employee's arrival, move or departure and verify what is complete.Documents & policiesKeep required employee evidence and policy acknowledgments current, with access matched to the information.HR reportingUnderstand your workforce with clear reporting periods, effective history and protected employee information.
Processes
Employee onboardingPrepare a complete employee record, coordinate the work and confirm readiness before employment starts.Employee changeReview promotions, transfers and employment changes with a clear effective date and complete history.Leave request to balanceRequest time off, route the decision and reconcile reserved, taken and cancelled days.Policy and document reviewAssign the right obligations, verify evidence and record each employee's actual policy acknowledgment.Employee offboardingCoordinate an employee's departure, end access at the right boundary and resolve outstanding work.
Industries
Professional servicesKeep employee information and HR work aligned as teams and assignments change.Multi-location businessesCoordinate employee records and local HR policies across your locations.Manufacturing teamsKeep employee records, leave and joining or leaving work organized across your workforce.Technology companiesMaintain a clear employee foundation as your organization grows and changes.
Reference
Roles and permissionsGive employees, managers and HR the access they need for their work.ReportsUnderstand workforce changes, leave and the HR work that needs attention.Data modelExplore the employee records, effective history and decisions behind Core HR.IntegrationsConnect approved employee changes with the systems that use them.ImplementationPlan a Core HR rollout around your people, policies and existing systems.AI assistantHelp the HR team prepare work and follow up within its permissions.
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Core HR References
Data model3 of 6
  • Roles and permissions1 of 6
  • Reports2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • AI assistant6 of 6

Data model

Explore the employee records, effective history and decisions behind Core HR.

41 tables · 214 relationships

The authored Core HR model has 41 tables. It preserves employee identity across changes and rehire, separates current summaries from accepted history, and records the decisions behind protected actions. This is an implementation specification; application and integration availability require configuration and verification.

Data model 41 of 41 tables drawn
mastertransaction Employees.Position → Positions Employees.Department → Departments Employees.Location → Locations Employees.EmploymentType → EmploymentTypes Employees.EntityRecord → Entities Employees.CurrentSpell → EmploymentSpells Employees.SelfUser → Users Employees.MigrationBatch → MigrationBatches Positions.JobTitle → JobTitles Positions.Department → Departments Positions.Location → Locations Positions.CostCenter → CostCenters Positions.EmploymentType → EmploymentTypes Positions.Incumbent → Employees Positions.EntityRecord → Entities Positions.CurrentVacancy → VacancyEpisodes Positions.Change → HRChanges JobTitles.Change → HRChanges Departments.Division → Divisions Departments.CostCenter → CostCenters Departments.Head → Employees Departments.EntityRecord → Entities Departments.Change → HRChanges Locations.EntityRecord → Entities Locations.Change → HRChanges Locations.Calendar → WorkCalendars Divisions.Head → Employees Divisions.EntityRecord → Entities Divisions.Change → HRChanges EmploymentTypes.Change → HRChanges CostCenters.Department → Departments CostCenters.EntityRecord → Entities CostCenters.Change → HRChanges LeaveTypes.EmploymentType → EmploymentTypes LeaveTypes.Change → HRChanges CompanyPolicies.PublishedBy → Users CompanyPolicies.Change → HRChanges Users.Employee → Employees Entities.Change → HRChanges WorkCalendars.Entity → Entities WorkCalendars.Change → HRChanges WorkSchedules.Employee → Employees WorkSchedules.Spell → EmploymentSpells WorkSchedules.Calendar → WorkCalendars WorkSchedules.Change → HRChanges LeavePolicies.LeaveType → LeaveTypes LeavePolicies.Entity → Entities LeavePolicies.EmploymentType → EmploymentTypes LeavePolicies.Change → HRChanges DocumentRequirements.Entity → Entities DocumentRequirements.Change → HRChanges ChecklistTemplates.Change → HRChanges OrgSummaries.Department → Departments OrgSummaries.Location → Locations OrgSummaries.Entity → Entities OrgSummaries.Snapshot → OrgChartSnapshots EmploymentHistory.Employee → Employees EmploymentHistory.FromPosition → Positions EmploymentHistory.FromDepartment → Departments EmploymentHistory.FromLocation → Locations EmploymentHistory.Change → HRChanges EmploymentHistory.ActorUser → Users EmploymentHistory.MigrationBatch → MigrationBatches EmploymentHistory.Spell → EmploymentSpells EmploymentHistory.FromEntity → Entities EmploymentHistory.FromEmploymentType → EmploymentTypes PositionHistory.Position → Positions PositionHistory.IncumbentBefore → Employees PositionHistory.Change → HRChanges PositionHistory.ActorUser → Users PositionHistory.MigrationBatch → MigrationBatches PositionHistory.Assignment → PositionAssignments PositionHistory.Vacancy → VacancyEpisodes OrgChartSnapshots.TakenBy → Employees OrgChartSnapshots.CapturedBy → Users LeaveRequests.Employee → Employees LeaveRequests.LeaveType → LeaveTypes LeaveRequests.Spell → EmploymentSpells LeaveRequests.SubmittedBy → Users LeaveRequests.Decision → ApprovalDecisions LeaveRequests.RequestPolicy → LeavePolicies LeaveRequests.MigrationBatch → MigrationBatches LeaveBalances.Employee → Employees LeaveBalances.LeaveType → LeaveTypes LeaveBalances.Policy → LeavePolicies LeaveBalances.MigrationBatch → MigrationBatches EmployeeDocuments.Employee → Employees EmployeeDocuments.RelatedPolicy → CompanyPolicies EmployeeDocuments.UploadedByUser → Users EmployeeDocuments.PolicyAssignment → PolicyAssignments EmployeeDocuments.Requirement → DocumentRequirements EmployeeDocuments.RetentionAction → RetentionActions EmployeeDocuments.MigrationBatch → MigrationBatches EmergencyContacts.Employee → Employees EmergencyContacts.UpdatedBy → Users EmergencyContacts.RetentionAction → RetentionActions Dependents.Employee → Employees Dependents.UpdatedBy → Users Dependents.RetentionAction → RetentionActions OnboardingChecklists.Employee → Employees OnboardingChecklists.OwnerUser → Users OnboardingChecklists.Spell → EmploymentSpells OnboardingChecklists.Change → HRChanges OnboardingChecklists.TemplateVersion → ChecklistTemplates OnboardingChecklists.ReadinessDecision → ApprovalDecisions OnboardingChecklists.MigrationBatch → MigrationBatches AccessGrants.User → Users AccessGrants.Entity → Entities AccessGrants.Department → Departments AccessGrants.SubjectEmployee → Employees AccessGrants.Decision → ApprovalDecisions HRChanges.Employee → Employees HRChanges.PreparedBy → Users HRChanges.Decision → ApprovalDecisions HRChanges.Delegation → AccessGrants HRChanges.MigrationBatch → MigrationBatches ApprovalDecisions.RequestedBy → Users ApprovalDecisions.SubjectEmployee → Employees ApprovalDecisions.Delegation → AccessGrants EmploymentSpells.Employee → Employees EmploymentSpells.Entity → Entities EmploymentSpells.EmploymentType → EmploymentTypes EmploymentSpells.HireChange → HRChanges EmploymentSpells.MigrationBatch → MigrationBatches EmploymentSpells.CommencementConfirmedBy → Users PositionAssignments.Employee → Employees PositionAssignments.Spell → EmploymentSpells PositionAssignments.Position → Positions PositionAssignments.Change → HRChanges PositionAssignments.Department → Departments PositionAssignments.Location → Locations PositionAssignments.EmploymentType → EmploymentTypes PositionAssignments.Entity → Entities PositionAssignments.MigrationBatch → MigrationBatches VacancyEpisodes.Position → Positions VacancyEpisodes.Assignment → PositionAssignments VacancyEpisodes.Change → HRChanges LeaveDays.Request → LeaveRequests LeaveDays.Employee → Employees LeaveDays.Schedule → WorkSchedules LeaveDays.Policy → LeavePolicies LeaveDays.Balance → LeaveBalances LeaveDays.ConfirmedBy → Users LeaveEntries.Balance → LeaveBalances LeaveEntries.Day → LeaveDays LeaveEntries.Policy → LeavePolicies LeaveEntries.ActorUser → Users LeaveEntries.Decision → ApprovalDecisions LeaveEntries.MigrationBatch → MigrationBatches PolicyAssignments.Employee → Employees PolicyAssignments.Spell → EmploymentSpells PolicyAssignments.Policy → CompanyPolicies PolicyAssignments.AcknowledgedBy → Users PolicyAssignments.Receipt → EmployeeDocuments PolicyAssignments.MigrationBatch → MigrationBatches DocumentAssignments.Employee → Employees DocumentAssignments.Spell → EmploymentSpells DocumentAssignments.Requirement → DocumentRequirements DocumentAssignments.Document → EmployeeDocuments DocumentAssignments.VerifiedBy → Users DocumentAssignments.Decision → ApprovalDecisions DocumentAssignments.MigrationBatch → MigrationBatches ChecklistTasks.Checklist → OnboardingChecklists ChecklistTasks.AssignedTo → Users ChecklistTasks.Decision → ApprovalDecisions ChecklistTasks.IntegrationEvent → IntegrationEvents ChecklistTasks.AccessGrant → AccessGrants RetentionActions.Employee → Employees RetentionActions.RequestedBy → Users RetentionActions.Decision → ApprovalDecisions IntegrationEvents.Employee → Employees IntegrationEvents.Change → HRChanges IntegrationEvents.ReconciledBy → Users IntegrationEvents.MigrationBatch → MigrationBatches MigrationBatches.PreparedBy → Users MigrationBatches.Decision → ApprovalDecisions EmployeesmasterCountryCodeStatusPosition PositionsmasterPositionCodeStatusJobTitle JobTitlesmasterTitleCodeExemptStatusChange DepartmentsmasterDepartmentCodeDivisionParent LocationsmasterLocationCodeEntityRecordChange DivisionsmasterDivisionCodeHeadEntityRecord EmploymentTypesmasterTypeCodeChangeName CostCentersmasterCostCenterCodeDepartmentEntityRecord LeaveTypesmasterLeaveCodeEmploymentTypeChange CompanyPoliciesmasterPolicyCodeStatusPublishedBy UsersmasterEmployeeUserIDPersonKey EntitiesmasterEntityCodeChangeName WorkCalendarsmasterCalendarCodeStatusEntity WorkSchedulesmasterScheduleNumberStatusEmployee LeavePoliciesmasterPolicyNumberStatusLeaveType DocumentRequirementsmasterRequirementCodeStatusEntity ChecklistTemplatesmasterTemplateCodeStatusChange OrgSummariesmasterSummaryNumberDepartmentLocation EmploymentHistorytransactionEventNumberStatusEmployee PositionHistorytransactionEventNumberStatusPosition OrgChartSnapshotstransactionSnapshotNumberStatusTakenBy LeaveRequeststransactionRequestNumberStatusEmployee LeaveBalancestransactionBalanceNumberStatusEmployee EmployeeDocumentstransactionDocumentNumberStatusEmployee EmergencyContactstransactionRecordNumberEmployeeUpdatedBy DependentstransactionRecordNumberEmployeeUpdatedBy OnboardingCheckliststransactionChecklistNumberStatusEmployee AccessGrantstransactionGrantNumberStatusUser HRChangestransactionChangeNumberStatusEmployee ApprovalDecisionstransactionDecisionNumberStatusRequestedBy EmploymentSpellstransactionSpellNumberStatusEmployee PositionAssignmentstransactionAssignmentNumberStatusEmployee VacancyEpisodestransactionVacancyNumberStatusPosition LeaveDaystransactionDayNumberStatusRequest LeaveEntriestransactionEntryNumberStatusBalance PolicyAssignmentstransactionAssignmentNumberStatusEmployee DocumentAssignmentstransactionAssignmentNumberStatusEmployee ChecklistTaskstransactionTaskNumberStatusChecklist RetentionActionstransactionRetentionNumberStatusEmployee IntegrationEventstransactionIntegrationNumberStatusEmployee MigrationBatchestransactionBatchNumberStatusPreparedBy
Data model41 of 41 tables, within two hops of EmploymentSpells

How the model is organised

People and organization

Employees, Positions, JobTitles, Departments, Locations, Divisions, EmploymentTypes, CostCenters and Entities describe the person, employer and organization. EmergencyContacts and Dependents retain separately protected personal information. A position may have approved whole-seat capacity; its single Incumbent field is only a summary when exactly one person occupies it.

  • Employees
  • Positions
  • JobTitles
  • Departments
  • Locations
  • Divisions
  • EmploymentTypes
  • CostCenters
  • Entities describe the person
  • employer
  • organization

Identity and authorization

Users maps the authenticated account to the actual person. AccessGrants defines current role, employer, subject, task and sensitive-information scope. Neither employment status nor a surviving external account is sufficient authorization by itself.

  • Users maps the authenticated account to the actual person

Employment changes

HRChanges and ApprovalDecisions hold the proposed values, effective boundary and independent decision. EmploymentSpells, PositionAssignments and VacancyEpisodes retain dated service, seat occupancy and vacancy history. EmploymentHistory and PositionHistory record accepted effects and linked corrections.

  • HRChanges
  • ApprovalDecisions hold the proposed values
  • effective boundary
  • independent decision

Leave

LeaveTypes, LeavePolicies, WorkCalendars and WorkSchedules define eligible day-based calculation. LeaveRequests and LeaveDays preserve the approved request and daily fractions. LeaveBalances summarizes the year, while LeaveEntries records earned, reserved, taken, released and corrected contributions once.

  • LeaveTypes
  • LeavePolicies
  • WorkCalendars
  • WorkSchedules define eligible day-based calculation

Policies and documents

CompanyPolicies and PolicyAssignments bind the employee's acknowledgment to an exact published version. EmployeeDocuments, DocumentRequirements and DocumentAssignments connect protected evidence to the requirement it satisfies. RetentionActions separates reviewed retention or deletion work from ordinary employment changes.

  • CompanyPolicies
  • PolicyAssignments bind the employee's acknowledgment to an exact published version

Joining and leaving

ChecklistTemplates, OnboardingChecklists and ChecklistTasks define versioned assignments, required evidence and actual completion. A task request or message acknowledgment is distinct from the provider outcome needed to close it.

  • ChecklistTemplates
  • OnboardingChecklists
  • ChecklistTasks define versioned assignments
  • required evidence
  • actual completion

Reporting and handoffs

OrgChartSnapshots and OrgSummaries preserve scoped reporting populations and safe directory projections. IntegrationEvents tracks exact external requests and outcomes. MigrationBatches identifies reconciled historical imports and the boundary before new effects begin.

  • OrgChartSnapshots
  • OrgSummaries preserve scoped reporting populations
  • safe directory projections

Keys and references

A future approved hire or transfer reserves the appropriate dated capacity without changing today’s headcount. Applied assignments are checked for overlap and hierarchy consistency. Rehire creates another employment spell for the validated person; it does not overwrite the earlier separation.

Leave submission reserves the frozen daily portions. Approval leaves those reservations in place. Actual use moves the same amount from pending to taken, and cancellation releases only the unused part. Imported balance history is reconciled once so it cannot create another accrual, reservation or account request.

Sensitive payloads follow purpose, classification and retention rules throughout their lifecycle. Keeping an audit record does not require retaining every sensitive attachment forever. File retrieval and historical reports recheck current permission.

Migration order

  1. 1 Resolve people and employers

    Ends with: Map source person, employee and employer identities, then load compatible organization masters. Preserve earlier identifiers and never merge people by email alone.

  2. 2 Reconcile effective history

    Ends with: Import employment spells, dated position assignments and hierarchy links in controlled passes. Verify capacity, past separations and future reservations before publishing current summaries.

  3. 3 Bring across leave and obligations

    Ends with: Initialize the reconciled cutoff balance once, with reserved daily details and nonposting history. Import the exact document, policy and checklist versions with their actual evidence.

  4. 4 Verify external identities and activate

    Ends with: Retain unresolved provider action keys and reconcile source watermarks. Independent HR and required technical review precede new account actions, accruals or messages.

Tables

41 tables
EmployeesThe central person record and the single source of truth for whomaster
FieldTypeRequiredDetails
EmployeeIDtextyes
FirstNametextyes
LastNametextyes
PreferredNametextDisplay name if different from legal
WorkEmailtextyes
PersonalEmailtextFor offboarding communications
WorkPhonetext
NationalIDtextMasked by default; full structured identifier requires explicit HR Manager subject/purpose grant or configured subject self-visibility, never general Admin/Manager/Specialist access
DateOfBirthdateFull structured value only for HR Manager with current subject/purpose grant, or explicit subject self-visibility; HR Specialist document verification does not grant this employee-column access
GenderselectWoman, Man, Nonbinary, SelfDescribed, PreferNotToSay. Optional self-declared sensitive data, no eligibility inference
HireDatedateyesCurrent or planned spell start date; accepted history and ActualStartAt control effective employment, not this mutable-looking projection
OriginalHireDatedateEarliest effective start across nonvoid employment spells; historical identity survives rehire
TerminationDatedateMost recent effective spell end date, first nonemployed date (exclusive end); retained across rehire history
Positionreferenceyes→ Positions. Primary current/planned assignment summary; historical seat stays in PositionAssignments
Departmentreferenceyes→ Departments
Locationreferenceyes→ Locations
EmploymentTypereferenceyes→ EmploymentTypes
Managerreference→ Employees (self)
StatusselectyesPending, Active, OnLeave, Terminated, Rehireable
CountryselectyesUS, GB, CA, AU, DE, FR, IN, Other. Selector agrees with CountryCode; Other requires an enabled ISO country in Entities.AllowedCountries
EntityselectyesPrimary, Other. Legacy selector agrees with Entities.LegacySelector; EntityRecord is the authoritative employer identity
HomeAddresstextEmployee-editable
ActivetoggleyesTrue only for applied employed status Active or OnLeave; Pending/Terminated/Rehireable false; not the login authorization flag
PersonKeytextyesStable person identity; EmployeeID retained across rehire; never merge by email alone
FullNameformulayesfx: preferred display name when set, otherwise FirstName plus LastName
EntityRecordreferenceyes→ Entities
CountryCodetextyesReviewed ISO country matching legacy selector
CurrentSpellreference→ EmploymentSpells
RehireEligibletoggleSeparate reviewed eligibility; not employment or login status
YearsOfServiceformulafx: completed years in the current applied employment spell at report cutoff; breaks excluded
NextAnniversarydateNext current-spell anniversary on/after local today, including year boundary; Feb29 follows configured policy
RecordVersionnumberyesCurrent-state revision; protected changes compare expected version
CurrentAsOfdatetimeyesProjection cutoff
SelfUserreference→ Users. Authenticated primary self-service identity, never inferred from email
ManagerPathlongtextCycle-safe current ancestor EmployeeIDs for scoped access; recomputed at effective boundaries
MigrationBatchreference→ MigrationBatches
PositionsSeat-level org entries. A Position is what an Employee fills —master
FieldTypeRequiredDetails
PositionCodetextyes
JobTitlereferenceyes→ JobTitles
Departmentreferenceyes→ Departments
Locationreferenceyes→ Locations
CostCenterreference→ CostCenters
EmploymentTypereferenceyes→ EmploymentTypes
HeadcountnumberyesPositive integer capacity in full seats; multi-incumbent PositionAssignments cannot exceed dated approved capacity; no FTE-costing claim
ReportsToreference→ Positions (self)
StatusselectyesPlanned, Open, Filled, Frozen, Retired
OpenedAtdateCurrent vacancy-episode opening date summary; historical episodes remain in VacancyEpisodes
FilledAtdateCurrent/latest vacancy-episode fill date summary, not employee original HireDate
Incumbentreference→ Employees. Summary only when exactly one current occupant; null for zero or multiple, never complete occupancy evidence
ActivetoggleyesFalse only when Retired; Frozen blocks new assignments but retains current occupants
EntityRecordreferenceyes→ Entities
OccupiedSeatsnumberyesCurrent effective assignment count
ReservedSeatsnumberyesInformational count of approved future assignment rows; never subtract all future rows from present capacity without date-overlap checks
AvailableSeatsformulayesfx: current effective capacity minus active occupancy at AsOf; future request admission separately checks every overlapping approved interval
RecordVersionnumberyesAtomic interval-capacity version
CapacityHistorylongtextyesApproved HRChanges IDs, effective integer capacities and intervals; current Headcount is summary
CurrentVacancyreference→ VacancyEpisodes
Changereference→ HRChanges
AsOfdatetimeyesCurrent summary cutoff; future date admission is a separate interval-capacity check
JobTitlesCanonical job titles (Software Engineer II, Regional Sales Manager).master
FieldTypeRequiredDetails
TitleCodetextyes
Nametextyes
JobFamilyselectEngineering, Sales, Product, Ops, G&A, Support
LevelselectIC1, IC2, IC3, IC4, IC5, IC6, IC7, M1, M2, M3, M4, M5, M6
ExemptStatusselectExempt, NonExempt (US)
Activetoggleyes
Changereference→ HRChanges
DepartmentsOrganizational departments (Engineering, Sales, People, Finance).master
FieldTypeRequiredDetails
DepartmentCodetextyes
Nametextyes
Divisionreference→ Divisions
Parentreference→ Departments (self)
CostCenterreference→ CostCenters. Default center only; if CostCenters.Department is set it must point back to this department
Headreference→ Employees
Activetoggleyes
EntityRecordreferenceyes→ Entities
Changereference→ HRChanges
LocationsPhysical and remote locations where employees work.master
FieldTypeRequiredDetails
LocationCodetextyes
Nametextyes
TypeselectyesOffice, Remote, Field, Hybrid
Addresstext
Citytext
RegiontextState / province
CountryselectyesUS, GB, CA, AU, DE, FR, IN, Other. Selector agrees with CountryCode; Other requires an enabled ISO country in Entities.AllowedCountries
Timezonetext
Activetoggleyes
EntityRecordreferenceyes→ Entities
Changereference→ HRChanges
CountryCodetextyesEnabled ISO country agreeing with Country
Calendarreference→ WorkCalendars
DivisionsTop-level business units that roll up departments (Commercial,master
FieldTypeRequiredDetails
DivisionCodetextyes
Nametextyes
Headreference→ Employees
Activetoggleyes
EntityRecordreferenceyes→ Entities
Changereference→ HRChanges
EmploymentTypesWorker classifications with their policy and statutory defaults.master
FieldTypeRequiredDetails
TypeCodetextyes
NametextyesFullTime, PartTime, Contractor, Intern, Temp
EligibleForLeavetoggleyes
EligibleForBenefitstoggleyesInformation for the external benefits owner; not enrollment, legal eligibility or coverage proof
DefaultWeeklyHoursnumber
Activetoggleyes
Changereference→ HRChanges
CostCentersOrganizational cost-center reference codes shared with external Payroll/Finance; this app does not calculate employee cost or originate GL journals.master
FieldTypeRequiredDetails
CostCenterCodetextyes
Nametextyes
Departmentreference→ Departments. Optional owning department; multiple centers allowed, department default must be compatible
GLAccounttext
Activetoggleyes
EntityRecordreferenceyes→ Entities
Changereference→ HRChanges
LeaveTypesLeave categories with country- and class-scoped accrual rules.master
FieldTypeRequiredDetails
LeaveCodetextyes
Nametextyes
CategoryselectyesPaid, Unpaid, Statutory
CountryselectUS, GB, CA, AU, DE, FR, IN, Other. Selector agrees with CountryCode; Other requires an enabled ISO country in Entities.AllowedCountries; blank LeaveTypes.Country means global candidate, subject to exact LeavePolicies precedence
EmploymentTypereference→ EmploymentTypes
AccrualMethodselectyesAnnual, Monthly, PerPayPeriod, Lump
AccrualRatenumberyesDays per selected approved accrual period; LeavePolicies supplies version, proration, caps and event schedule
CarryoverCapnumber
MaxDaysPerYearnumberOptional annual positive earning cap in days, not automatically a request-use cap; explicit LeavePolicies controls limits
RequiresDocumentationtoggleyes
Activetoggleyes
CountryCodetextEnabled ISO country, null for global candidate
Changereference→ HRChanges
CompanyPoliciesVersioned policy documents employees must acknowledge — handbook,master
FieldTypeRequiredDetails
PolicyCodetextyes
Nametextyes
CategoryselectyesHandbook, Conduct, Safety, IT, Privacy, Compliance
Versiontextyese.g. "2026.1"
EffectiveFromdateyes
DocumentURLtextyesPrivate immutable policy-file locator resolved after authorization; exact content hash required
RequiresAcknowledgmenttoggleyes
AppliesToselectAllEmployees, ByDepartment, ByCountry, ByEmploymentType
ReminderDaysnumberPositive interval between reminder attempts after assignment, overridden only by approved ReminderSchedule; not hard-coded universal days
Activetoggleyes
PolicyVersionKeytextyesUnique PolicyCode plus Version; published row/content immutable
ContentHashtextyesDigest of exact published policy content
AudienceRuleslongtextyesValidated entity/department/country/employment-type criteria with effective bounds; no empty By... rule
AudienceSnapshotlongtextFrozen eligible Employee/Spell IDs and rule/version at publication
ReminderSchedulelongtextyesApproved offsets/escalation/maximum attempts/timezone and stop conditions
PublishedByreference→ Users. Authorized HR Manager executor
PublishedAtdatetimeActual publication time
Changereferenceyes→ HRChanges
StatusselectyesDraft, Submitted, Published, Superseded, Withdrawn
Supersedesreference→ CompanyPolicies
EffectiveTodateExclusive applicability end
EmploymentHistoryEvery lifecycle event: hire, promotion, transfer, manager change,transaction
FieldTypeRequiredDetails
Employeereferenceyes→ Employees
EventTypeselectyesHire, Promotion, Transfer, ManagerChange, LOAStart, LOAReturn, Termination, Rehire
EffectiveDatedateyes
FromPositionreference→ Positions
ToPositionreference→ Positions
FromDepartmentreference→ Departments
ToDepartmentreference→ Departments
FromLocationreference→ Locations
ToLocationreference→ Locations
FromManagerreference→ Employees
ToManagerreference→ Employees
ReasonselectPromotion, Realignment, Relocation, Voluntary, Involuntary, Retirement, Redundancy, EndOfContract
Notestext
RecordedByreference→ Employees. Historical employee linkage if actor has an employee record; ActorUser is authoritative
RecordedAtdateyes
EventNumbertextyesUnique immutable EmploymentEvent identity
Changereferenceyes→ HRChanges
ActorUserreferenceyes→ Users. Actual responsible authorized person, not inferred from employee status
OccurredAtdatetimeyesEvidenced occurrence/effective boundary with timezone
RecordedTimestampdatetimeyesActual record time distinct from effective time
StatusselectyesScheduled, Applied, Cancelled, Corrected
Correctsreference→ EmploymentHistory. Append-only reviewed correction; old facts remain in history
SourceModeselectyesNative, MigrationHistory
MigrationBatchreference→ MigrationBatches
Spellreferenceyes→ EmploymentSpells
FromEntityreference→ Entities
ToEntityreference→ Entities
FromEmploymentTypereference→ EmploymentTypes
ToEmploymentTypereference→ EmploymentTypes
BeforeStatelongtextyesExact historical org/type/status fields and source versions, protected by classification
AfterStatelongtextyesApproved effective resulting state, not a future overwrite of current employee
SeparationClassselectVoluntary, Involuntary, Retirement, EndOfContract, Other
RegrettabletoggleOptional reviewed HR-only classification; no inference from leave or diagnosis
PositionHistoryThe seat-side mirror of EmploymentHistory: when a Positiontransaction
FieldTypeRequiredDetails
Positionreferenceyes→ Positions
EventTypeselectyesOpened, Filled, Vacated, Reassigned, Frozen, Retired
EffectiveDatedateyes
IncumbentBeforereference→ Employees
IncumbentAfterreference→ Employees
Reasontext
RecordedByreference→ Employees. Historical employee linkage if actor has an employee record; ActorUser is authoritative
EventNumbertextyesUnique immutable PositionEvent identity
Changereferenceyes→ HRChanges
ActorUserreferenceyes→ Users. Actual responsible authorized person, not inferred from employee status
OccurredAtdatetimeyesEvidenced occurrence/effective boundary with timezone
RecordedTimestampdatetimeyesActual record time distinct from effective time
StatusselectyesScheduled, Applied, Cancelled, Corrected
Correctsreference→ PositionHistory. Append-only reviewed correction; old facts remain in history
SourceModeselectyesNative, MigrationHistory
MigrationBatchreference→ MigrationBatches
Assignmentreference→ PositionAssignments
Vacancyreference→ VacancyEpisodes
OrgChartSnapshotsPoint-in-time captures of the org structure for audit and "whattransaction
FieldTypeRequiredDetails
SnapshotNumbertextyes
AsOfDatedateyes
ReasonselectyesScheduled, Reorg, BoardReview, YearEnd, Adhoc
TotalHeadcountnumberyesFrozen distinct employed people Active/OnLeave at cutoff, excluding future Pending and ended spells
TotalPositionsnumberyes
VacantPositionsnumberyes
DataURLtextAuthorized private object locator for immutable captured population; no public or editable JSON address
TakenByreference→ Employees. Optional historical employee link of CapturedBy
TakenAtdateyes
AsOfdatetimeyesExact effective cutoff and entity timezone
CapturedByreferenceyes→ Users
CapturedAtdatetimeyesActual capture timestamp
PopulationHashtextyesComplete frozen employee/spell/assignment/master-version membership digest
PopulationManifestlongtextyesIDs and effective org dimensions; peer-safe names/title tree separated from HR-only dimensions
StatusselectyesDraft, Frozen, Superseded
AccessClassselectyesHRRestricted, OrgDirectory
Supersedesreference→ OrgChartSnapshots. Reviewed late-data replacement; original snapshot remains immutable
LeaveRequestsEmployee-submitted leave requests requiring manager approval.transaction
FieldTypeRequiredDetails
RequestNumbertextyes
Employeereferenceyes→ Employees
LeaveTypereferenceyes→ LeaveTypes
StartDatedateyes
EndDatedateyes
Daysformulayesfx: sum frozen LeaveDays.Fraction across inclusive StartDate through EndDate; nonwork dates contribute0
StatusselectyesDraft, Submitted, Approved, Rejected, Cancelled, Taken
Reasontext
DocumentationtextPrivate EmployeeDocuments locator accessible only with sensitive-class grant; managers get operational readiness only
Approverreference→ Employees. Display employee link for AssignedApproverUser when one exists
ApprovedAtdate
RejectionReasontext
Spellreferenceyes→ EmploymentSpells
SubmittedByreference→ Users
SubmittedAtdatetimeActual submission time
AssignedApproverUserreference→ Users. Eligible current Manager or HR Manager, independent of employee/request preparer
Decisionreference→ ApprovalDecisions
ApprovalTimestampdatetimeActual approval time, legacy ApprovedAt local-date projection
ContentVersionnumberyesMaterial dates/type/fractions/document requirement revision
BreakdownHashtextFrozen daily schedule/policy/year/balance allocation hash
CancelledDaysnumberyesCumulative effective released unused day fractions; never cancelled taken days without approved correction
TakenDaysformulayesfx: cumulative effective daily LeaveEntries taken contributions
CompletedAtdatetimeAll requested fractions taken or validly cancelled/rejected
RequestPolicyreference→ LeavePolicies. Header policy; daily rows remain authoritative for cross-boundary requests
MigrationBatchreference→ MigrationBatches
OperationalLabeltextyesNeutral team-facing absence label; never medical/protected leave reason
CancellationDecisionreference→ ApprovalDecisions. Assigned independent Manager/HR Manager for unused cancellation; HR Manager required for taken corrections
LeaveBalancesDerived day balance for one employee, leave-type pool and leave year; effective ledger entries and active daily reservations are the authority.transaction
FieldTypeRequiredDetails
Employeereferenceyes→ Employees
LeaveTypereferenceyes→ LeaveTypes
AccruednumberyesEffective opening accrued plus signed earning/adjustment/reversal entries for this leave year
TakennumberyesYTD taken
PendingnumberyesAll effective reserved submitted and approved-but-not-yet-taken fractions; approval alone never releases it
CarryovernumberEffective carry-in less expiry/transfer-out corrections; cap/expiry policy and reserved portions reconciled
Availableformulayesfx: Accrued + Carryover − Taken − Pending
AsOfDatedateyes
BalanceNumbertextyesUnique Employee plus LeaveType pool plus LeaveYear
LeaveYeartextyesStable year/calendar identity, not assumed calendar year
YearStartdateyesInclusive policy-year start
YearEnddateyesExclusive policy-year end
Policyreferenceyes→ LeavePolicies
VersionnumberyesAtomic ledger/reservation version
UpdatedAtdatetimeyesExact latest projection timestamp
StatusselectyesOpen, Closing, Closed
MigrationBatchreference→ MigrationBatches
TransferredOutnumberyesRead-only sum unique approved CarryOut.TransferDays; Closed historical Available is not spendable
EmployeeDocumentsTax forms (W-4, I-9, Form 16), contracts, NDAs, visa andtransaction
FieldTypeRequiredDetails
DocumentNumbertextyes
Employeereferenceyes→ Employees
TypeselectyesTaxForm, RightToWork, Visa, WorkPermit, Contract, NDA, PolicyAck, Certification, Medical, Other
Nametextyes
RelatedPolicyreference→ CompanyPolicies (set on PolicyAck)
IssueDatedate
ExpirationDatedate
FileURLtextyesPrivate versioned object locator; each retrieval rechecks subject/class/purpose/current access; never a durable public sharing URL
StatusselectyesPending, OnFile, ExpiringSoon, Expired, Revoked
UploadedByreference→ Employees. Optional employee linkage; UploadedByUser is actual authenticated actor
UploadedAtdateyes
AcknowledgedAtdateFor PolicyAck rows
UploadedByUserreferenceyes→ Users
UploadedTimestampdatetimeyesActual ingest time
ContentHashtextyesImmutable uploaded object version digest
ClassificationselectyesGeneralHR, Identity, Tax, Medical, PersonalContact, PolicyReceipt, Qualification
VerifiedByreference→ Users. Granted HR Specialist or HR Manager; independent reviewer when requirement policy demands
VerifiedAtdatetimeActual evidence verification time
Supersedesreference→ EmployeeDocuments
PolicyAssignmentreference→ PolicyAssignments
AcknowledgedByUserreference→ Users. Actual subject acknowledgment, never HR proxy by default
AcknowledgedTimestampdatetimeActual subject acknowledgment of assigned hash/version
Requirementreference→ DocumentRequirements
RetentionRulelongtextyesApproved class/entity rule and trigger date; no universal legal period
LegalHoldtoggleyesActive hold blocks deletion, never implies indefinite public access
DeletedAtdatetimeActual approved file deletion outcome; non-sensitive tombstone retained
RetentionActionreference→ RetentionActions
MigrationBatchreference→ MigrationBatches
EmployeeVisibletoggleyesClass/requirement policy permits subject retrieval; self identity alone does not reveal restricted internal HR material
EmergencyContactsNext-of-kin contacts per employee, employee-editable.transaction
FieldTypeRequiredDetails
Employeereferenceyes→ Employees
FullNametextyes
RelationshipselectyesSpouse, Parent, Sibling, Child, Friend, Other
PhonetextyesMasked to all except HR and the Employee
AlternatePhonetextProtected exactly like primary Phone; restricted employee/authorized HR purpose
EmailtextProtected personal contact channel, not a manager directory field
IsPrimarytoggleyes
NotestextProtected contact notes; no unrestricted manager/export access
RecordNumbertextyesStable subject-owned record identity
UpdatedByreferenceyes→ Users
UpdatedAtdatetimeyesActual change timestamp
RecordVersionnumberyesOptimistic concurrency and protected edit history
ArchivedtoggleyesSoft inactive state; deletion follows RetentionActions
RetentionActionreference→ RetentionActions
DependentsSpouse, partner, and children. Captured here so Payroll and atransaction
FieldTypeRequiredDetails
Employeereferenceyes→ Employees
FullNametextyes
RelationshipselectyesSpouse, DomesticPartner, Child, Other
DateOfBirthdateMasked
GenderselectWoman, Man, Nonbinary, SelfDescribed, PreferNotToSay. Optional protected information
IsCoveredtoggleyesReported external benefits status only; reviewed external owner remains authoritative, never an enrollment decision
StudentStatustoggleFor over-age child coverage
RecordNumbertextyesStable subject-owned record identity
UpdatedByreferenceyes→ Users
UpdatedAtdatetimeyesActual change timestamp
RecordVersionnumberyesOptimistic concurrency and protected edit history
ArchivedtoggleyesSoft inactive state; deletion follows RetentionActions
RetentionActionreference→ RetentionActions
OnboardingChecklistsPer-hire (or per-separation) container of lightweight tasks.transaction
FieldTypeRequiredDetails
ChecklistNumbertextyes
Employeereferenceyes→ Employees
TypeselectyesOnboarding, Offboarding, Transfer, Rehire
TemplatetextTemplate used to seed tasks
StartDatedateyes
TargetCompletiondate
StatusselectyesPending, InProgress, Completed, Overdue, Cancelled
TaskstextRead-only backward-compatible JSON projection of versioned ChecklistTasks; not independently editable completion evidence
PercentCompleteformulayesfx: completed or approved-waived applicable tasks / all applicable noncancelled tasks times100; null when denominator0 pending HR no-task clearance
OwnedByreference→ Employees. Optional employee linkage for OwnerUser
OwnerUserreferenceyes→ Users. Accountable HR Specialist/HR Manager coordinator
Spellreferenceyes→ EmploymentSpells
Changereferenceyes→ HRChanges. Unique lifecycle change plus template-version seed identity
TemplateVersionreferenceyes→ ChecklistTemplates
StartedAtdatetimeActual orchestration start
CompletedAtdatetimeAll required tasks resolved and closure reviewed
ReadinessDecisionreference→ ApprovalDecisions. Independent HR Manager readiness/closure/no-task review
MigrationBatchreference→ MigrationBatches
UsersAuthenticated human/service identity; an employee record or matching email alone grants no access.master
FieldTypeRequiredDetails
UserIDtextyesStable provider-backed account identity
PersonKeytextVerified actual person identity for independence; absent only for scoped service identity
Employeereference→ Employees. Verified current/self mapping; external task participant may have no employment record
IdentityKindselectyesHuman, Service
RoleselectyesAdmin, HR Manager, Manager, HR Specialist, Employee
RoleslongtextyesExplicit approved subset of these same five roles; role does not bypass field/subject grants
ProviderSubjecttextyesProvider namespace plus immutable subject identifier
ActivetoggleyesTechnical account state; domain grants still require current eligible scope
LastVerifiedAtdatetimeyesCurrent authenticated mapping evidence
EntitiesGoverned legal-employer and policy-country scope; no payroll calculation.master
FieldTypeRequiredDetails
EntityCodetextyesStable legal-employer code
NametextyesLegal employer display
AllowedCountrieslongtextyesExplicit enabled ISO country codes and legacy-selector mapping
TimezonetextyesIANA timezone used for effective local employment boundaries
AnniversaryPolicyselectyesFeb28ForLeapDay, Mar1ForLeapDay
ActivetoggleyesDeactivation requires reviewed active-spell/assignment handling
Changereference→ HRChanges
LegacySelectorselectyesPrimary, Other. At most one enabled Primary employer; Other is disambiguated by EntityRecord
ReportingPolicylongtextyesApproved purpose, small-group suppression threshold, safe aggregate dimensions and span-of-control target bands
AccessGrantsEffective role, delegated preparation or restricted subject/class access, separately authorized and revocable.transaction
FieldTypeRequiredDetails
GrantNumbertextyesUnique grant identity
Userreferenceyes→ Users
KindselectyesRoleScope, DelegatedPreparation, SensitiveAccess, TaskAccess, TechnicalSupport
Entityreference→ Entities
Departmentreference→ Departments
SubjectEmployeereference→ Employees. Required for bounded self/task/technical subject scope when applicable
AllowedActionslongtextyesExact actions/fields/document classes/purpose; no wildcard implied by role
EffectiveFromdatetimeyesInclusive
EffectiveTodatetimeyesExclusive finite expiry
PreparedByreferenceyes→ Users
ApprovedByreference→ Users. Required before Active; independent HR Manager for domain/PII, independent Admin for technical role config plus required domain decision
Decisionreference→ ApprovalDecisions. Mandatory before activation; null only during preparation
RevokedAtdatetimeImmediate revocation boundary
StatusselectyesDraft, Active, Revoked, Expired
ReasonlongtextyesBusiness purpose, subject and least required fields; actual-person constraints survive delegation
HRChangesVersioned employee/lifecycle/master/policy proposal; only approved current content creates immutable history.transaction
FieldTypeRequiredDetails
ChangeNumbertextyesStable action identity
KindselectyesHire, Rehire, Promotion, Transfer, ManagerChange, LOAStart, LOAReturn, Termination, TerminationCancellation, Correction, ProfileChange, MasterChange, PolicyPublish, LeaveAdjustment, PositionCapacity, AccessChange
Employeereference→ Employees
TargetTabletextyesValidated declared target, appropriate to Kind
TargetIDtextyesStable target identifier; not display/email matching
BeforeValueslongtextyesProtected prior values/version; follows classification and retention rules
AfterValueslongtextyesExact proposed values and downstream scope
ContentVersionnumberyesMaterial revision
ContentHashtextyesExact reviewed content/fields/effective boundary
ExpectedVersionnumberyesOptimistic current record/interval version
EffectiveDatedateyesFirst local date new state applies; termination date is first nonemployed date
EffectiveAtdatetimeyesTimezone-resolved effective boundary
PreparedByreferenceyes→ Users
MaterialEditorslongtextyesActual person IDs excluded from approval
RequestedAtdatetimeyesActual request time
Decisionreference→ ApprovalDecisions
TechnicalDecisionreference→ ApprovalDecisions. Additional independent Admin deployment/configuration sign-off when required, never substitute for HR domain approval
AppliedAtdatetimeActual application time; distinct from effective historical boundary
StatusselectyesDraft, Submitted, Approved, Scheduled, Applied, Rejected, Cancelled, Corrected
Correctsreference→ HRChanges
Delegationreference→ AccessGrants
SourceKeytextyesUnique namespace/source/action identity
SourceModeselectyesNative, MigrationHistory
MigrationBatchreference→ MigrationBatches
AuthorizationModeselectyesDomainApproval, PermittedProfileEdit. The latter is restricted to enumerated self-service fields/records under current grants, not legal identity or employment facts
RequestEvidencelongtextSubject's authenticated request/consent for permitted HR Specialist-assisted profile/contact edits; protected and auditable
ApprovalDecisionsImmutable actual-person decision bound to exact subject, revision, domain scope and conflict exclusions.transaction
FieldTypeRequiredDetails
DecisionNumbertextyesUnique target/revision/decision identity
KindselectyesHire, LifecycleChange, MasterChange, PolicyPublish, Leave, LeaveCancellation, LeaveCorrection, Readiness, ChecklistClose, TaskWaiver, DocumentReview, Retention, AccessGrant, Migration, TechnicalActivation
TargetTabletextyesValidated target table
TargetIDtextyesExisting target or prepared unique identity
ContentVersionnumberyesReviewed revision
ContentHashtextyesExact effect, scope and policy basis
RequestedByreferenceyes→ Users
SubjectEmployeereference→ Employees
MaterialEditorslongtextyesActual IDs excluded from signing
DecidedByreferenceyes→ Users. Eligible human role and grant; distinct actual person from requester/editor and subject where conflict applies
DecidedAtdatetimeyesActual decision time
StatusselectyesApproved, Rejected, Returned, Invalidated
Delegationreference→ AccessGrants. Cannot grant an otherwise absent approval role or self-approval
EvidencelongtextyesDomain policy/version, current scope, exceptions and reason
EmploymentSpellsDated employment episode for a stable employee identity, preserving rehire breaks and employer changes.transaction
FieldTypeRequiredDetails
SpellNumbertextyesUnique employee/employer/start episode
Employeereferenceyes→ Employees
Entityreferenceyes→ Entities
StartDatedateyesInclusive planned/effective start
EndDatedateExclusive first nonemployed date; null for ongoing spell
ActualStartAtdatetimeConfirmed actual commencement; future approval alone is insufficient
EndAtdatetimeActual effective termination boundary
EmploymentTypereferenceyes→ EmploymentTypes
StatusselectyesPlanned, Active, OnLeave, Ended, Cancelled
HireChangereferenceyes→ HRChanges
EndChangereference→ HRChanges
Predecessorreference→ EmploymentSpells
RehireEligibletoggleReviewed eligibility on ended spell
RecordVersionnumberyesAtomic episode interval version
SourceModeselectyesNative, MigrationHistory
MigrationBatchreference→ MigrationBatches
CommencementConfirmedByreference→ Users. HR Specialist under delegated scope or HR Manager records actual start fact
CommencementConfirmedAtdatetimeActual factual confirmation time, not automatic calendar-date proof
PositionAssignmentsOne whole-seat dated primary assignment per employee; approved future intervals reserve capacity without changing present headcount.transaction
FieldTypeRequiredDetails
AssignmentNumbertextyesUnique employee/position/effective interval
Employeereferenceyes→ Employees
Spellreferenceyes→ EmploymentSpells
Positionreferenceyes→ Positions
StartAtdatetimeyesInclusive
EndAtdatetimeExclusive
SeatUnitsnumberyesExactly1; no fractional FTE or concurrent primary assignment claim
StatusselectyesReserved, Active, Ended, Cancelled
Changereferenceyes→ HRChanges
Departmentreferenceyes→ Departments
Locationreferenceyes→ Locations
EmploymentTypereferenceyes→ EmploymentTypes
Managerreference→ Employees
Entityreferenceyes→ Entities
AcceptedAtdatetimeyesCapacity reservation decision time
SourceModeselectyesNative, MigrationHistory
MigrationBatchreference→ MigrationBatches
SlotKeytextyesStable capacity slot matching VacancyEpisodes; no overlapping reserved/active interval on the same slot
VacancyEpisodesOne dated opening/fill episode per whole capacity slot; retained across refills and transfers.transaction
FieldTypeRequiredDetails
VacancyNumbertextyesUnique position/slot/opening episode
Positionreferenceyes→ Positions
SlotKeytextyesStable whole-seat slot within approved capacity
OpenedAtdatetimeyesActual approved opening boundary
FilledAtdatetimeActual effective assignment start, not incumbent original hire date
Assignmentreference→ PositionAssignments
ClosedAtdatetimeClosure without fill, if withdrawn/retired
StatusselectyesOpen, Filled, Withdrawn, Frozen
Changereferenceyes→ HRChanges
DimensionSnapshotlongtextyesEffective department/location/job-family at opening/fill for historical report
WorkCalendarsVersioned local holiday/nonwork date basis used only for day-based leave calculation.master
FieldTypeRequiredDetails
CalendarCodetextyesCalendar plus version identity
Entityreferenceyes→ Entities
CountryCodetextyesEnabled ISO country
TimezonetextyesIANA local calendar zone
HolidayDateslongtextyesValidated ISO dates, full/partial scheduled-hour reduction and labels; no duplicate dates
EffectiveFromdateyesInclusive
EffectiveTodateExclusive
Changereferenceyes→ HRChanges
StatusselectyesDraft, Active, Superseded
WorkSchedulesEffective employee work-pattern snapshot for leave dates; not time tracking or shift-roster software.master
FieldTypeRequiredDetails
ScheduleNumbertextyesUnique employee/interval/version
Employeereferenceyes→ Employees
Spellreferenceyes→ EmploymentSpells
Calendarreferenceyes→ WorkCalendars
StartDatedateyesInclusive
EndDatedateExclusive
WeeklyHourslongtextyesDated weekday scheduled hours with explicit rest days; holidays from Calendar
DateOverrideslongtextApproved positive/zero scheduled-hour overrides for named dates
Changereferenceyes→ HRChanges
StatusselectyesDraft, Approved, Superseded
LeavePoliciesEffective country/type/entity leave rule with explicit schedule, reservation, accrual and rollover semantics.master
FieldTypeRequiredDetails
PolicyNumbertextyesVersioned leave rule identity
LeaveTypereferenceyes→ LeaveTypes
Entityreferenceyes→ Entities
CountryCodetextNull global candidate within entity
EmploymentTypereference→ EmploymentTypes
EffectiveFromdateyesInclusive
EffectiveTodateExclusive
LeaveYearStarttextyesMonth-day start, approved leap-day rule and year identity
AccrualMethodselectyesAnnual, Monthly, PerPayPeriod, Lump
AccrualRatenumberyesDays per eligible period/event; nonnegative
AccrualSchedulelongtextyesBoundary timing, approved external pay-period IDs/dates or lump entitlement events
ProrationlongtextyesExplicit employment/type fraction, service-period overlap and rounding; no automatic universal part-time factor
AnnualEarnCapnumberMaximum positive earned/adjusted days per leave year
CarryoverCapnumberyesNonnegative limit on eligible unused balance
CarryoverExpiryDaysnumberFinite expiry offset where policy applies; null means no configured expiry
NegativeBalanceLimitnumberyesNonnegative allowed overdraw magnitude;0 prohibits negative Available
AdvanceReservationLimitnumberyesAdditional finite future-year reservation authority before earnings post; does not count as accrued days
RequiredApproverselectyesManager, HR Manager
FractionPrecisionnumberyesApproved decimal precision for day fractions
EligibilityRuleslongtextyesEmployment/date/country/type rules, documentation and absence threshold; EligibleForLeave false blocks unless independently approved explicit policy exception
RolloverRuleslongtextyesOld-year reserved portions, source-bucket consumption, caps/expiry and cross-year allocation handling
Changereferenceyes→ HRChanges
StatusselectyesDraft, Active, Superseded
LeaveDaysFrozen daily fraction, leave-year and balance allocation with explicit reserved/taken/cancelled evidence.transaction
FieldTypeRequiredDetails
DayNumbertextyesUnique request/version/local-date/fraction identity
Requestreferenceyes→ LeaveRequests
Employeereferenceyes→ Employees
DatedateyesLocal leave date, inclusive request endpoints
Schedulereferenceyes→ WorkSchedules
Policyreferenceyes→ LeavePolicies
Balancereferenceyes→ LeaveBalances
ScheduledHoursnumberyesFrozen approved work hours after holiday/nonwork reductions
AbsentHoursnumberyesRequested hours up to ScheduledHours;0 for nonwork dates
FractionnumberyesAbsentHours / ScheduledHours if positive schedule, otherwise0; full scheduled day is1 even for part-time
ReservedFractionnumberyesCurrent unused committed fraction; effective ledger projection
TakenFractionnumberyesActual/policy-confirmed elapsed absence fraction
CancelledFractionnumberyesReleased unused request portion
FundingBucketslongtextyesFrozen earned/carryover/advance portions and expiries; expiry cannot erase a reserved source silently
StatusselectyesCalculated, Reserved, Approved, Taken, Cancelled, Corrected
ConfirmedByreference→ Users. Employee or assigned Manager factual absence confirmation; null only for expressly approved elapsed-day service policy
ConfirmedAtdatetimeActual confirmation; automatic elapsed-day confirmation must be explicit in approved policy and attributable
SourceModeselectyesNative, MigrationHistory
ConfirmationModeselectyesUnconfirmed, Human, PolicyElapsedDay
LeaveEntriesAppend-only signed day ledger; each business effect changes explicit balance buckets atomically.transaction
FieldTypeRequiredDetails
EntryNumbertextyesUnique employee/type/year/policy/period/action or daily request effect
Balancereferenceyes→ LeaveBalances
Dayreference→ LeaveDays
Policyreferenceyes→ LeavePolicies
KindselectyesOpening, Accrual, CarryIn, CarryOut, CarryExpiry, Reserve, Release, Take, TakeReversal, Adjustment, AccrualReversal
AccruedDeltanumberyesSigned change to Accrued
CarryoverDeltanumberyesSigned change to Carryover
TakenDeltanumberyesSigned change to Taken
PendingDeltanumberyesSigned change to Pending; Take moves equal amount Pending down/Taken up
PeriodKeytextyesUnique eligibility/earn event or leave-day action; no duplicate accrual/release
EffectiveDatedateyesLeave-year/period effective date
PostedAtdatetimeyesActual atomic ledger commit
ActorUserreferenceyes→ Users. Responsible actor/service scope; service cannot invent approval
Decisionreference→ ApprovalDecisions
ReversalOfreference→ LeaveEntries. Bounded opposite original contribution, once
StatusselectyesPosted
SourceModeselectyesNative, MigrationBaseline
MigrationBatchreference→ MigrationBatches
TransferDaysnumberyesNonnegative rollover amount for CarryOut/CarryIn;0 for other kinds; old closed-year marker does not spend historic balance again
Counterpartreference→ LeaveEntries. Paired old-year CarryOut/new-year CarryIn identity; both committed once
FundingEvidencelongtextyesExact source earned/carryover/advance buckets and prior effect IDs; bounded reversals cannot free an unrelated allocation
PolicyAssignmentsOne exact published policy version/content obligation for one employee/spell.transaction
FieldTypeRequiredDetails
AssignmentNumbertextyesUnique policy-version/employee/spell obligation
Employeereferenceyes→ Employees
Spellreferenceyes→ EmploymentSpells
Policyreferenceyes→ CompanyPolicies
VersiontextyesFrozen published Version
ContentHashtextyesExact assigned file hash
EffectiveFromdateyesEligibility start
AssignedAtdatetimeyesActual assignment creation
DueDatedateyesLocal acknowledgment due date
DaysOutstandingformulayesfx: elapsed local days since assignment while pending; freezes at completion
AcknowledgedByreference→ Users. Actual employee self identity; no default proxy
AcknowledgedAtdatetimeActual acceptance time
Receiptreference→ EmployeeDocuments
StatusselectyesPending, Acknowledged, Overdue, Superseded, Cancelled
ReminderStatelongtextyesUnique assignment/version/offset/channel keys, actual delivery and stop evidence
SourceModeselectyesNative, MigrationHistory
MigrationBatchreference→ MigrationBatches
DocumentRequirementsConfigured effective evidence requirement and access class, without a legal-compliance verdict.master
FieldTypeRequiredDetails
RequirementCodetextyesVersioned requirement identity
Entityreferenceyes→ Entities
AudienceRuleslongtextyesValidated country/type/department/position/employee criteria and precedence
DocumentTypeselectyesTaxForm, RightToWork, Visa, WorkPermit, Contract, NDA, PolicyAck, Certification, Medical, Other
ClassificationselectyesGeneralHR, Identity, Tax, Medical, PersonalContact, PolicyReceipt, Qualification
SafeLabeltextyesNeutral operational label appropriate for permitted manager notification
ManagerVisibletoggleyesAllows safe status/expiry only, not sensitive content/type/reason
VerificationRuleslongtextyesAcceptable evidence/version/expiry/reviewer/independence and renewal conditions
ReminderSchedulelongtextyesConfigured offsets, recipient classes and stop conditions
RetentionRulelongtextyesApproved jurisdiction/entity class rule, trigger and hold handling
EffectiveFromdateyesInclusive
EffectiveTodateExclusive
Changereferenceyes→ HRChanges
StatusselectyesDraft, Active, Superseded
DocumentAssignmentsScoped employee requirement result linked to reviewed current evidence; safe alerts are separate from files.transaction
FieldTypeRequiredDetails
AssignmentNumbertextyesUnique employee/spell/requirement-version
Employeereferenceyes→ Employees
Spellreferenceyes→ EmploymentSpells
Requirementreferenceyes→ DocumentRequirements
Documentreference→ EmployeeDocuments
SafeLabeltextyesCopied approved neutral label
ManagerVisibletoggleyesFrozen requirement visibility; current role scope still checked
AssignedAtdatetimeyesActual assignment time
DueDatedateRequired evidence date
ExpirationDatedateVerified linked evidence expiry; null is not expired
StatusselectyesMissing, PendingReview, Verified, ExpiringSoon, Expired, Revoked, Waived, Superseded
VerifiedByreference→ Users
VerifiedAtdatetimeActual evidence review
Decisionreference→ ApprovalDecisions. Required review/waiver evidence under applicable policy
ReminderStatelongtextyesDeduplication/actual outcome/stop records for neutral alerts
SourceModeselectyesNative, MigrationHistory
MigrationBatchreference→ MigrationBatches
ChecklistTemplatesImmutable reviewed lightweight task template, not a separate ITSM system.master
FieldTypeRequiredDetails
TemplateCodetextyesUnique name/version
TypeselectyesOnboarding, Offboarding, Transfer, Rehire
VersiontextyesPublished template version
AudienceRuleslongtextyesEntity/role/location/employment applicability
TaskDefinitionslongtextyesStable task keys, allowed category/assignee/required/due offset/start-blocking/waiver/provider outcome rules
ContentHashtextyesExact task definition/version hash
Changereferenceyes→ HRChanges
StatusselectyesDraft, Active, Superseded
ChecklistTasksStable assigned task with actual completion/waiver/external outcome evidence and minimal participant data access.transaction
FieldTypeRequiredDetails
TaskNumbertextyesUnique checklist/template-version/task key
Checklistreferenceyes→ OnboardingChecklists
TaskKeytextyesStable template key
TitletextyesSafe task label
CategoryselectyesHR, IT, Facilities, Manager, Employee, PayrollHandoff, Other
AssignedToreferenceyes→ Users. Scoped Employee/task participant or integration owner, not a new broad role
RequiredtoggleyesRequired closure item
RequiredForStarttoggleyesBlocks readiness/start unless explicitly waiver-eligible and approved
WaiverAllowedtoggleyesReviewed template policy
DueDatedateyesLocal task due date
StatusselectyesPending, InProgress, Completed, Overdue, Waived, Cancelled, Blocked
CompletedByreference→ Users
CompletedAtdatetimeActual completion time, not request/acknowledgment
CompletionEvidencelongtextSubject-scoped evidence or authoritative external outcome ID
Decisionreference→ ApprovalDecisions. Independent HR Manager waiver/exception
IntegrationEventreference→ IntegrationEvents
ContentVersionnumberyesImmutable accepted task basis; material changes require reviewed successor
AccessGrantreference→ AccessGrants. Narrow subject/task visibility, never general HR data
RetentionActionsReviewed deletion/retention/hold action with actual protected-store outcome and minimal audit tombstone.transaction
FieldTypeRequiredDetails
RetentionNumbertextyesStable target/version/action identity
Employeereferenceyes→ Employees
TargetTabletextyesValidated protected source table/object
TargetIDtextyesExact record/object version
ActionselectyesHold, ReleaseHold, Retain, Delete, Anonymize
RuleSnapshotlongtextyesApproved entity/class rule, trigger, scope and exceptions
EligibleAtdatetimeEarliest permitted action time; not inferred from employment status alone
RequestedByreferenceyes→ Users
RequestedAtdatetimeyesActual request
Decisionreference→ ApprovalDecisions. Independent HR Manager, excludes requester/material editors
ExecutedByreference→ Users. Scoped operator/service after valid decision
ExecutedAtdatetimeActual confirmed deletion/hold execution
OutcomeEvidencelongtextStore result and minimal no-content audit; unclear outcome remains unresolved
StatusselectyesDraft, Submitted, Approved, Held, Requested, Confirmed, Uncertain, Rejected
IntegrationEventsAuthenticated inbound fact and outbound request/outcome identity; external status cannot rewrite HR-approved employment.transaction
FieldTypeRequiredDetails
IntegrationNumbertextyesStable configured namespace/event/action identity
DirectionselectyesInbound, Outbound
SystemtextyesVerified external IdP/payroll/ATS/benefits/document/task system
ExternalIDtextyesStable request/provider subject/source event ID
ActiontextyesExplicit allowed field/effect owner and mapping version
PayloadHashtextyesSame key changed payload conflicts
Employeereference→ Employees
Changereference→ HRChanges
ReceivedAtdatetimeyesActual ingress/prepared intent
AuthenticatedtoggleyesVerified source identity before processing
StatusselectyesPrepared, Verified, Sent, Acknowledged, Confirmed, Uncertain, Rejected, Conflict
ExternalResultIDtextAuthoritative external object/outcome identity
ConfirmedAtdatetimeActual confirmation, not a transport200
ReconciledByreference→ Users
EvidencelongtextyesMapping, source watermark, actual provider state and corrections
SourceModeselectyesNative, MigrationHistory
MigrationBatchreference→ MigrationBatches
MigrationBatchesIndependently reviewed nonposting HR cutover preserving people, employment, obligations and unresolved external work.transaction
FieldTypeRequiredDetails
BatchNumbertextyesUnique source/cutoff/import identity
SourceNamespacetextyesOriginal identity namespace
CutoffdatetimeyesAgreed old/new effect boundary
ManifestlongtextyesStable source IDs/hashes and mapped person/spell/seat/document/policy/task identities
ControlTotalslongtextyesPeople/spell/occupancy, leave buckets/reservations, evidence obligations and external outcomes
SourceWatermarkslongtextyesPreviously executed and still unresolved external action identities
PreparedByreferenceyes→ Users
Decisionreference→ ApprovalDecisions. Independent HR Manager domain approval
TechnicalDecisionreference→ ApprovalDecisions. Independent Admin import/access sign-off where policy requires
PreparedAtdatetimeyesActual preparation
ActivatedAtdatetimeAfter all controlled passes and reconciliation
StatusselectyesDraft, Validated, Submitted, Approved, Activated, Rejected
LeaveBaselineMethodselectyesNetBucketsWithReservedDetails
ReconciliationlongtextyesHistoric statuses do not create new accounts, accruals, notifications or lifecycle effects
OrgSummariesDeclared safe current/as-of reporting projection for organization and headcount screens.master
FieldTypeRequiredDetails
SummaryNumbertextyesUnique projection type/scope/cutoff
KindselectyesDepartmentTree, LocationHeadcount
Departmentreference→ Departments
Locationreference→ Locations
Entityreferenceyes→ Entities
CountryCodetextGoverned ISO location code
ManagerTreelongtextPeer-safe names/titles/manager IDs only, cycle-checked
HeadcountnumberyesDistinct applied employed people Active/OnLeave at cutoff
DepartmentCountnumberyesDistinct effective departments in eligible location population
DirectReportsnumberCurrent employed direct-report count for scoped manager nodes
AsOfdatetimeyesExact effective cutoff
Snapshotreference→ OrgChartSnapshots
AccessClassselectyesOrgDirectory, HRRestricted
CoverageselectyesComplete, Incomplete
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