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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 Modules
Employee records1 of 7
  • Employee records1 of 7
  • Organization & positions2 of 7
  • Employee changes3 of 7
  • Leave management4 of 7
  • Onboarding & offboarding5 of 7
  • Documents & policies6 of 7
  • HR reporting7 of 7

Employee records

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

Pending Hire ApprovalsHRChanges
Employee recordsOrganization & positionsEmployee changesLeave managementOnboarding & offboardingDocuments & policiesHR reporting
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
Records in this module
  • Employees
  • Users
  • AccessGrants
  • Entities
  • EmploymentTypes
  • EmploymentSpells
  • EmergencyContacts
  • Dependents
  • HRChanges
  • RetentionActions

Find the person behind the record

A stable person identity connects the employee’s service history, position assignments and documents. Rehire uses that established identity with a new employment episode, preserving the earlier departure and any break in service. Matching an email address alone cannot merge two people or restore an old account’s authority.

The authenticated user mapping establishes self-service access. An employee record is not itself a login, and a technical account marked active does not prove current employment. Current roles, entity scope and access grants are checked separately.

  • Retain legal and preferred names for their appropriate purposes.
  • Keep work contact details distinct from personal contact channels.
  • Preserve current and original employment dates with their stated basis.
  • Record rehire eligibility separately from employment and access status.
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
Employee changes →

Show the employment position that applies today

The employee profile reflects the approved employment episode and primary assignment at the current effective boundary. It identifies the employer, department, location, employment type, position and manager. Earlier arrangements remain available through their dated history.

An approved future hire stays pending until the applicable start conditions and actual commencement are confirmed. Future transfers or separations are scheduled changes, rather than immediate replacements of today’s profile. People on an approved leave of absence remain employed even when their operating status shows they are away.

My Profile gives Employee the permitted personal view. My Team gives Manager the current direct and indirect reporting scope, with privacy limits preserved. Recent Hires (last 30 days) and Upcoming Work Anniversaries help authorized teams follow real effective events and the configured service-date basis.

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

Let employees maintain their own details

Employee can update the permitted self-service information, including preferred name, personal email, home address and work phone. Emergency contacts and dependent records belong to the same protected subject scope. Concurrent edits retain their version and actual updater rather than silently overwriting another change.

Information How it is handled
Preferred and contact details Limited self-service with recorded changes
Employment, manager or position Reviewed HR change with an effective date
Emergency contacts Subject and authorized HR access, including alternate details
Dependent information Protected recordkeeping for permitted downstream use

An employee’s self-service permissions do not allow them to approve leave, alter their employment status or change the reviewed contents of a submitted HR action. Material corrections use the appropriate HR workflow.

Upcoming Work AnniversariesEmployees
NextAnniversary >= todaynext 30 daysStatusActiveOnLeave
Active
EMP-59412DPR-140820 full name
EMP-94330DPR-140410 full name
EMP-65794DPR-15040 full name
OnLeave
EMP-33889DPR-120410 full name
EMP-22527DPR-140540 full name
EMP-98805DPR-120560 full name

Protect details beyond the profile screen

National identity information, date of birth, home address, personal channels and sensitive documents require the applicable HR or self-service access. HR Specialist receives explicitly granted fields and document classes for their work. HR Manager access is also bounded by subject, entity, classification and purpose.

Manager receives safe work information and operational absence or task status. Reporting responsibility does not expose medical notes, identity documents, dependent details or emergency-contact information. Peer organization views are limited to the permitted names, titles and reporting chain.

These restrictions apply to exports, joined views, notifications and document retrieval as well as the visible profile. Technical Admin access requires its own authorized purpose and scope; the administrative role does not make every private HR record readable.

My ProfileEmployees
You
Employee IDFull NamePosition.Job TitleDepartmentLocation
EI-271830Pending emp-280DPR-110LCT-110
EI-260200Active emp-391DPR-130LCT-120
EI-689770OnLeave emp-744DPR-130LCT-110
EI-548370Terminated emp-885DPR-110LCT-150
EI-929950Rehireable emp-615DPR-130LCT-140
EI-627430Pending emp-630DPR-110LCT-140

Preserve a usable history

Approved employee changes retain what was proposed, the exact decision and the effective result. Backdated corrections are reviewed against dependent employment, assignment and policy history. A later correction does not delete the original record of what the organization knew or did.

Retention follows the configured entity and information-class rules, including holds and confirmed storage outcomes. Separation does not itself authorize deletion of every record, and a deletion request is distinct from a confirmed result. A minimal audit record preserves the authorized action without republishing removed private content.

Headcount and Tenure Distribution use their disclosed employment populations and cutoff dates. Benefits status remains information for the external benefits owner; the profile does not establish enrollment, calculate pay or certify legal eligibility.

Modules

  • Pending Hire ApprovalsHire
    Change NumberEmployeeKindEffective Date
    Rehire

    Employee records

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

  • Open PositionsPlanned
    Position CodeJob TitleDepartmentLocation

    Organization & positions

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

  • 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 Leave ApprovalsSubmitted
    Request NumberEmployeeOperational LabelStart Date

    Leave management

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

  • 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 Policy AcknowledgmentsPending
    EmployeePolicyVersionEffective From

    Documents & policies

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

  • 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.

Roles and permissions

HR Manager

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

Permissions and records
  • 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
  • Review escalated LeaveRequests, unused cancellations and LeaveEntries corrections independently of the employee/request preparer
  • Employees
  • EmploymentSpells
  • HRChanges
  • AccessGrants
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
Manager

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

Permissions and records
  • 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
  • Confirm factual elapsed team LeaveDays under approved policy without editing balance buckets
  • HRChanges
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 and records
  • 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
  • Coordinate OnboardingChecklists and assigned ChecklistTasks
  • AccessGrants
  • EmergencyContacts
  • Dependents
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
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 and records
  • 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
  • Maintain own EmergencyContacts and Dependents except external benefits IsCovered authority
  • EmergencyContacts
  • Dependents
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

Related processes

Pending Hire ApprovalsHire
Change NumberEmployeeKindEffective Date
Rehire

Employee onboarding

Prepare a complete employee record, coordinate the work and confirm readiness before employment starts.

5 stages · 2 approvals

Pending Hire ApprovalsHire
Change NumberEmployeeKindEffective Date
Rehire

Employee change

Review promotions, transfers and employment changes with a clear effective date and complete history.

6 stages · 1 approval

Pending Hire ApprovalsHire
Change NumberEmployeeKindEffective Date
Rehire

Policy and document review

Assign the right obligations, verify evidence and record each employee's actual policy acknowledgment.

7 stages · 2 approvals

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