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ERP.AI Core HR

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 Industries
Manufacturing teams3 of 4
  • Professional services1 of 4
  • Multi-location businesses2 of 4
  • Manufacturing teams3 of 4
  • Technology companies4 of 4

Manufacturing teams

Keep employee records, leave and joining or leaving work organized across your workforce.

Typical roles
  • Employee
  • Manager
  • HR Specialist
  • HR Manager
  • Admin
Also built for
  • Professional services
  • Multi-location businesses
  • Manufacturing teams
  • Technology companies

What changes for this team

configured at rollout

Manufacturers need dependable employee information across plants, offices and support teams, even when production, timekeeping and payroll run elsewhere. Core HR specifies the employee foundation: identity, organization, effective position assignments, leave, documents and joining or leaving tasks. Its calendars support leave-day calculation; they do not add shift scheduling, attendance capture or production staffing.

Prepare a new employee's first day

Bring the proposed employment, position and start date into one reviewed change. Coordinate required HR, manager, IT and Facilities tasks with clear assignees. Keep required evidence visible, including actual provider outcomes where needed, before independent readiness confirmation.

Preserve position capacity

Use approved whole-seat capacity and dated assignments for hires and transfers. Concurrent future reservations must fit the same interval without overfilling it. A partly occupied position and a fully occupied one have different availability; reducing capacity cannot silently displace an employee.

Calculate leave from the actual schedule

Use the effective work pattern and holiday calendar for each date. A full scheduled day counts as one day; partial absence uses the scheduled-hours basis. Keep actual use, unused reservations and corrections separate so a cancellation does not erase absence already taken.

Keep sensitive information appropriately restricted

Team managers can coordinate operational absence and task status without broad access to identity, medical or tax files. Required document status follows configured rules and reviewed evidence. The record does not itself certify an employee's legal eligibility or establish a safety qualification.

Finish leaving tasks with evidence

Apply the approved separation at its effective boundary and revoke internal employee or manager access. Track equipment and external account outcomes separately. A request sent to another system is still outstanding until the required result is known or an explicitly permitted independent waiver is recorded.

Employee onboarding for this team

  1. 01

    Prepare

  2. 02

    Approve hire

    Approval required

    Prepare a new employee's first day · Keep sensitive information appropriately restricted · Finish leaving tasks with evidence

  3. 03

    Onboard

  4. 04

    Confirm readiness

    Approval required

    Preserve position capacity

  5. 05

    Start

    Calculate leave from the actual schedule

Same records, same gates. The configuration changes how the process runs for this team.

Workspace previews

Pending Leave ApprovalsLeaveRequests
SubmittedYou
  • LR-98027 WY 4 d
  • LR-18034 EL 2 d
  • LR-66679 DN 8 d
  • LR-67817 JT 8 d
  • LR-78102 DJ in 8 d
LR-98027
Employee
WY
OperationalLabel
OL-167
StartDate
13 Sep
EndDate
19 Sep
Days
28,398.60
Leave management →
My TeamEmployees
StatusActiveOnLeave
Active
EMP-38551DPR-14090 full name
EMP-45789DPR-12060 full name
EMP-94391DPR-110150 full name
OnLeave
EMP-34602DPR-140170 full name
EMP-71095DPR-110490 full name
EMP-58659DPR-120310 full name
Pending Hire ApprovalsHRChanges
KindHireRehireSubmitted
  • HRC-60858 YW 220 in 11 d
  • HRC-46413 ZA 250 in 10 d
  • HRC-47343 TA 880 3 d
  • HRC-29157 CT 420 5 d
  • HRC-69564 WK 440 in 6 d
HRC-60858
Employee
YW
Kind
Hire
EffectiveDate
28 Sep
Status
Submitted
PreparedBy
WP
Employee records →

Typical roles

Roles and permissions

Admin is configured as a role at rollout; the spec has no matrix column for it yet.

Employee

Uses the authenticated self-service identity and narrowly assigned tasks; peer directory visibility contains only names, titles and manager relationships. Manager tree access is calculated at request time from applied effective assignments and valid grants. It is cycle-safe, restricted by employer and allowed scope, and does not bypass document/field classification on joins, notifications, exports, snapshots or private-object retrieval. Services have named action scopes and cannot supply a human decision. A grant can reduce/temporarily delegate allowed preparation but cannot invent a role or bypass actual-person conflict checks.

Permissions
  • Read own permitted profile, LeaveBalances, LeaveRequests and own EmployeeVisible documents
  • Edit PreferredName, PersonalEmail, HomeAddress and WorkPhone through auditable permitted self-service actions
  • Prepare own draft LeaveRequests, submit, request bounded cancellation and confirm own elapsed daily absence under approved policy without editing approval or ledger fields
Pending Policy AcknowledgmentsPolicyAssignments
StatusPendingOverdue
Pending
PA-68578CP-68578 days outstanding
PA-32884CP-33014 days outstanding
PA-98127CP-658922 days outstanding
Overdue
PA-55052CP-616517 days outstanding
PA-66201CP-382019 days outstanding
PA-67237CP-17101 days outstanding
Manager

An explicitly granted Manager role operates within the current cycle-safe direct/indirect reporting tree; a Manager pointer alone is not authorization.

Permissions
  • Read team directory fields FullName, WorkEmail, WorkPhone, Position, Department, Location, current Manager, HireDate and employment status
  • Read only operational lifecycle summaries and absence dates/day fractions/status relevant to team work
  • Approve ordinary LeaveRequests and confirm policy-qualified unused cancellations only when AssignedApproverUser is self, policy allows Manager and actual subject/preparer differs
Pending Leave ApprovalsLeaveRequests
SubmittedYou
  • LR-98027 WY 4 d
  • LR-18034 EL 2 d
  • LR-66679 DN 8 d
  • LR-67817 JT 8 d
  • LR-78102 DJ in 8 d
LR-98027
Employee
WY
OperationalLabel
OL-167
StartDate
13 Sep
EndDate
19 Sep
Days
28,398.60
HR Specialist

Prepares delegated employee work and coordinates documents, tasks and acknowledgments without applying protected lifecycle decisions.

Permissions
  • Prepare hire/profile proposals under explicit DelegatedPreparation AccessGrants
  • Maintain permitted PreferredName, PersonalEmail, HomeAddress and WorkPhone only with employee request/evidence and protected edit history
  • Prepare legal-name, NationalID, DOB, employer, manager, position or status changes for HR Manager review, not direct edits
Recent Hires (last 30 days)EmploymentSpells
last 30 daysdue todayStatusActiveOnLeaveEnded
Active
ES-15317ENT-1006
ES-40924ENT-5043
OnLeave
ES-74649ENT-7068
ES-67262ENT-5974
Ended
ES-78718ENT-9797
ES-12835ENT-2369
HR Manager

The HR Manager/HRBP domain role owns employee lifecycle, organization, policy and protected HR work within explicit employer/department grants.

Permissions
  • Prepare HRChanges for Employees, EmploymentSpells, Positions, PositionAssignments, departments, titles, entities, schedules, leave policies and other HR masters
  • Approve hire/lifecycle/master/policy/readiness/closure/retention/migration decisions independently of preparer/material editors and subject conflicts
  • Apply only approved current revisions at evidenced effective boundaries
Pending Hire ApprovalsHRChanges
KindHireRehireSubmitted
  • HRC-60858 YW 220 in 11 d
  • HRC-46413 ZA 250 in 10 d
  • HRC-47343 TA 880 3 d
  • HRC-29157 CT 420 5 d
  • HRC-69564 WK 440 in 6 d
HRC-60858
Employee
YW
Kind
Hire
EffectiveDate
28 Sep
Status
Submitted
PreparedBy
WP

Modules

  • Expiring Documents (next 60 days)Verified
    EmployeeSafe LabelDue DateExpiration Date

    HR reporting

    Understand your workforce with clear reporting periods, effective history and protected employee information.

  • Incomplete OnboardingOnboarding
    Checklist NumberEmployeeStart DateTarget Completion

    Onboarding & offboarding

    Coordinate the practical work around an employee's arrival, move or departure and verify what is complete.

  • Pending Leave ApprovalsSubmitted
    Request NumberEmployeeOperational LabelStart Date

    Leave management

    Calculate leave from each person's work pattern and keep requests, approvals and balances in agreement.

  • Pending Hire ApprovalsHire
    Change NumberEmployeeKindEffective Date
    Rehire

    Employee records

    Keep employee information current, give people useful self-service and protect their private details.

  • Recent Hires (last 30 days)Active
    EmployeeEntityStart DateActual Start At

    Employee changes

    Review employee changes, apply them on the right date and preserve the history behind every decision.

  • Open PositionsPlanned
    Position CodeJob TitleDepartmentLocation

    Organization & positions

    Keep reporting lines, position capacity and employee assignments aligned as the organization changes.

  • Pending Policy AcknowledgmentsPending
    EmployeePolicyVersionEffective From

    Documents & policies

    Keep required employee evidence and policy acknowledgments current, with access matched to the information.

Relevant reports

Reports

Leave Utilization

Within a disclosed leave year/type/entity day-unit basis, reconcile posted earned and carry-in amounts, taken, unconsumed reservations, corrections, expiry and available/advance authority. Show actual used days separately from future commitments; never sum the same closed-year carryout and new-year carry-in as newly earned leave. No medical inference or universal statutory/sick-leave norm; any operational comparison policy is reviewed and privacy-limited.

Pending Leave ApprovalsLeaveRequests
SubmittedYou
  • LR-98027 WY 4 d
  • LR-18034 EL 2 d
  • LR-66679 DN 8 d
  • LR-67817 JT 8 d
  • LR-78102 DJ in 8 d
LR-98027
Employee
WY
OperationalLabel
OL-167
StartDate
13 Sep
EndDate
19 Sep
Days
28,398.60

Compliance Gaps

Current configured DocumentAssignments and PolicyAssignments missing/pending/expired/revoked/overdue evidence, with exact requirement/version, permitted owner and due date. Waived/superseded/no-longer-applicable obligations remain traceable and do not count as missing current evidence. This measures recordkeeping against configured rules; it is not a legal compliance finding, completed filing or right-to-work certification.

Pending Policy AcknowledgmentsPolicyAssignments
StatusPendingOverdue
Pending
PA-68578CP-68578 days outstanding
PA-32884CP-33014 days outstanding
PA-98127CP-658922 days outstanding
Overdue
PA-55052CP-616517 days outstanding
PA-66201CP-382019 days outstanding
PA-67237CP-17101 days outstanding

Headcount

Distinct people with applied Active/OnLeave employment at the exact entity-local cutoff, grouped by effective division/department/location/type and compared with the same cutoff three months earlier. Pending/future/unapplied starts, ended spells and vacant capacity are separate; seat reservations never count as employed people. Frozen OrgChartSnapshots identify full membership/dimensions and late-data successor versions.

Headcount by LocationOrgSummaries
LocationHeadcountComplete
LocationCountry CodeHeadcountDepartment CountAs Of
LCT-110CC-24512509 Sep
LCT-110CC-994391114 Sep
LCT-130CC-207371126 Sep
LCT-130CC-6896315 Sep
LCT-130CC-64351229 Sep
LCT-110CC-874231110 Sep

Common questions

All questions
How do I get started?

Click Start now, then use Proto to configure Core HR for your business. Set up your workflows, import your data and invite your team.

Related question
What does Core HR cover?

Employee records, organization and primary positions, effective employment changes, day-based leave, joining and leaving tasks, documents, policy acknowledgments and HR reporting. It is a focused foundation for everyday HR work, with configured handoffs to adjacent systems.

Related question
Is payroll included?

Payroll calculation, tax, payment and final-pay approval remain with a separate payroll owner. Core HR can share approved employee changes and track the agreed handoff. An external pay-period calendar may support leave accrual dates without adding payroll processing.

Related question
Does it manage recruiting or performance reviews?

Recruiting, offers, performance, compensation and learning administration are separate. Core HR starts from the approved hire information and manages the retained employee lifecycle. Position vacancy reporting measures seat occupancy rather than a recruiting funnel.

Related question
Can employees update their own information?

Employees can use permitted self-service fields, maintain eligible own contacts and dependent details, request leave and acknowledge assigned policies. Legal identity, employer, manager, position, status and accepted balances require the appropriate protected HR action. Own document access follows the configured visibility rule.

Related question
What can a manager see?

Operational information for the current eligible team, such as work contact details, reporting relationships, absence dates and relevant task status. Medical reasons, identity or tax files, home addresses and family information are separately protected. Reassignment or expired access changes what the manager can retrieve.

Related question
How are hires approved?

An independent HR Manager reviews the exact hire proposal and dated position. First-day readiness is another HR Manager decision against required evidence. Actual commencement and the approved date also control activation; reaching the calendar date alone does not invent an employee start or account outcome.

Related question
Can it handle future changes and rehires?

Yes, the specification preserves dated employment spells and assignments. Future changes do not alter today’s headcount early. Rehire uses the validated person identity with a new spell, retaining the earlier separation and history. Current access is reauthorized rather than copied automatically from the former employment.

Related question
How are leave balances kept consistent?

Submission reserves the calculated daily portions. Approval leaves that reservation in place. Actual use moves the same fraction from pending to taken once; cancellation releases only unused portions. Policies define schedules, accrual, carryover, expiry and any finite advance authority, including cross-year allocations.

Related question
Do uploaded documents prove compliance?

They provide configured recordkeeping evidence. Requirements, versions, reviewer evidence and expiry determine the recorded status. A copy on file or a missing-evidence report is not a legal eligibility conclusion, completed filing or certification. Sensitive copies and their retention need the appropriate access and policy review.

Related question
How is Core HR priced?

Ordinary manual work has no per-user fee. Metered machine work, retained data beyond the included allowances, agent execution and model usage follow the rate card. Implementation is separate. See pricing for the complete operation rates, credit packs and model-fee treatment.

Related question

Other industries

  • Industry

    Professional services

    Keep employee information and HR work aligned as teams and assignments change.

  • Industry

    Multi-location businesses

    Coordinate employee records and local HR policies across your locations.

  • This page

    Manufacturing teams

    Keep employee records, leave and joining or leaving work organized across your workforce.

  • Industry

    Technology companies

    Maintain a clear employee foundation as your organization grows and changes.

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