Skip to main content Enter
ERP.AI Core HR

Core HR

Start now
Pricing Frequently asked questions Get started
Build with Proto

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

Start now
Pricing Frequently asked questions Get started
Build with Proto

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

Start now
Pricing Frequently asked questions Get started
Build with Proto

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

Start now
Pricing Frequently asked questions Get started
Build with Proto

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

Start now
Pricing Frequently asked questions Get started
Build with Proto
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.
Sign in
Sign in Start now
Core HR Industries
Multi-location businesses2 of 4
  • Professional services1 of 4
  • Multi-location businesses2 of 4
  • Manufacturing teams3 of 4
  • Technology companies4 of 4

Multi-location businesses

Coordinate employee records and local HR policies across your locations.

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

Businesses with several offices, branches or operating locations need consistent employee information without treating every local policy as identical. Core HR specifies employer and organization records, effective assignments, day-based leave and protected HR work. Local policy configuration and external provider responsibilities remain explicit, so a shared system does not imply one universal rule for every employee.

Know which organization applies today

Keep the employee's current employer, location, department, position and manager consistent with the accepted assignment. Approved future moves reserve the appropriate dated capacity without changing current headcount early. Cross-employer changes preserve linked service history and a clear boundary.

Use the correct leave basis

Resolve the applicable schedule, holiday calendar and reviewed policy for each date. A request crossing a year or an accepted location change needs the appropriate daily allocation. Missing or equally conflicting rules must be resolved before the request is submitted.

Give local teams the right access

Managers see current operational information for their eligible reporting tree. HR work follows employer, subject and purpose grants. A move or expired delegation changes current access; an old report or snapshot does not restore a former manager's access to personal information.

Follow the right document obligations

Assign the configured requirement and exact version to the employee who needs it. Track reviewed evidence and expiry without treating a file upload as legal certification. Managers receive only approved neutral status or reminders, while protected content remains separately controlled.

Understand the whole organization

Compare headcount at consistent cutoffs using the organization that applied then. Keep pending hires, employees on leave, ended employment and vacant capacity distinct. Review source coverage and small-group restrictions before sharing an analytical result across locations.

Employee onboarding for this team

  1. 01

    Prepare

  2. 02

    Approve hire

    Approval required

    Follow the right document obligations

  3. 03

    Onboard

  4. 04

    Confirm readiness

    Approval required

    Know which organization applies today · Give local teams the right access · Understand the whole organization

  5. 05

    Start

    Use the correct leave basis

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

Workspace previews

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 →
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 →
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
Documents & policies →

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.

  • 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.

  • 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.

  • Pending Policy AcknowledgmentsPending
    EmployeePolicyVersionEffective From

    Documents & policies

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

  • Open PositionsPlanned
    Position CodeJob TitleDepartmentLocation

    Organization & positions

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

  • 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 Hire ApprovalsHire
    Change NumberEmployeeKindEffective Date
    Rehire

    Employee records

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

Relevant reports

Reports

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

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

Org Span-of-Control

Direct employed-report count for each eligible employed manager at cutoff, with separate indirect descendants and effective reviewed target bands. Future/ended employees, vacant capacity and duplicate traversal do not inflate counts. Cycle/self-manager violations block publication; peer directory exposes only the safe name/title/tree projection, while restricted small-group reporting follows HR purpose rules.

Org Chart by DepartmentOrgSummaries
DepartmentTreeOrgDirectory
DepartmentManager TreeHeadcountAs Of
DPR-120MT-6233525 Sep
DPR-140MT-1043424 Sep
DPR-150MT-5251511 Sep
DPR-130MT-9122308 Sep
DPR-140MT-9221327 Sep
DPR-150MT-381913 Sep

Common questions

All questions
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.

  • This page

    Multi-location businesses

    Coordinate employee records and local HR policies across your locations.

  • Industry

    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.

ERP•AI workspace

Start now Core HR

Create your ERP.AI account and get started with Proto.

Start now Download agent
Previous · industry 1 of 4Professional servicesNext · industry 3 of 4Manufacturing teams

Customize for Multi-location businesses. With Proto, your desktop AI agent.

Ask Proto to help you customize Core HR.

Customize
for Multi-location businesses.
Ask: “Plan a setup for my industry.”
ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra
macOSWindowsLinux

Bring your first idea to Proto.

Keep this page open while you install Proto. Connect your account and model, then paste this into a new chat.

AI usage is paid separately. You can edit the prompt before copying.

ERP.AI

Business apps and the Proto desktop agent.

  • Business Apps
  • Proto
  • Workflows
  • Headless SaaS
  • Enterprise
  • Pricing
  • Contact
  • Terms of Service
  • Privacy Policy
  • Cookie Policy
© 2026 ERP•AI. All rights reserved.
System status

Your Privacy, Your Choice

We use essential cookies to run the site and optional cookies for features, analytics, and relevant content. See Cookie policy

Manage Your Cookie Preferences

We use cookies to enhance your experience, analyze site traffic, and serve relevant content. By clicking "Accept All," you agree to our use of cookies. You can customize your preferences at any time.

Learn more about how we use cookies

These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.

These cookies enable additional features that enhance your experience, such as live chat, video playback, personalized content recommendations, and remembering user preferences.

These cookies help us understand how visitors interact with our site by collecting anonymous usage data. This allows us to measure performance, detect issues, and continuously improve the user experience.

These cookies allow us and advertising partners, including X, to deliver ads tailored to your interests. They track browsing habits across sites to provide relevant advertising and measure ad effectiveness.