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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.

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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
HR reporting7 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

HR reporting

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

Expiring Documents (next 60 days)DocumentAssignments
Employee recordsOrganization & positionsEmployee changesLeave managementOnboarding & offboardingDocuments & policiesHR reporting
ExpirationDate >= todaynext 60 daysStatusVerifiedExpiringSoon
Verified
DA-20527SL-682
DA-41539SL-623
DA-92928SL-458
ExpiringSoon
DA-95685SL-509
DA-10126SL-486
DA-39362SL-681
Records in this module
  • OrgSummaries
  • OrgChartSnapshots
  • EmploymentSpells
  • PositionAssignments
  • VacancyEpisodes
  • EmploymentHistory
  • LeaveBalances
  • LeaveEntries
  • PolicyAssignments
  • DocumentAssignments
  • MigrationBatches

Know who is included in the result

A headcount report uses distinct employed people at its effective boundary. Active employees and eligible people on leave belong to the employed population. Pending future hires, reserved future assignments and ended employment episodes remain separate.

Organization dimensions follow the effective history for that period. Moving someone to another department today cannot move their earlier employment or separation into that department’s historical results. Coverage and late-data corrections are disclosed rather than filled with assumed facts.

Frozen organization snapshots retain the complete population, source versions and protected dimensions. A later replacement snapshot can address reviewed corrections while preserving the earlier captured evidence. Current worklists and historical snapshots therefore answer different, clearly dated questions.

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 →

Connect a result to the work behind it

Headcount by Location and Org Chart by Department provide defined current or as-of projections. My Team offers Manager a safe operational view of the current reporting chain. HR can follow permitted detail into employment episodes, assignments, changes and their approval evidence.

Open Positions and Incomplete Onboarding distinguish staffing plans from current employment. Recent Hires (last 30 days) and Recent Terminations (last 30 days) use bounded past ranges, so future scheduled events do not appear as completed activity.

Upcoming Work Anniversaries uses the configured current-spell basis, including year boundaries and the employer’s leap-day rule. It does not silently combine service before and after a rehire break. The appropriate audience receives only the permitted employee information.

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 →

Keep comparisons useful and private

Reporting question Basis that must stay consistent
How many people were employed? Effective employment population and cutoff
How quickly were seats filled? Vacancy episode and actual assignment start
How much leave remains? Leave-year buckets and reserved daily fractions
Which obligations need action? Applicable requirement or assigned policy version

Sensitive employee reasons and small-group detail follow the approved reporting restrictions. Manager access does not disclose medical files, identity data, home addresses or dependent information through a chart or export. Peer directory views use only safe names, titles and reporting relationships.

Technical Admin access does not confer universal HR-report access. The same subject, entity, classification and purpose checks apply to source records, downloaded files and captured snapshot content. A saved report is not an independent permission grant.

Recent Terminations (last 30 days)EmploymentHistory
Terminationlast 30 daysdue todayApplied
EmployeeEffective DateFrom DepartmentFrom ManagerSeparation Class
WC26 AugDPR-110DRVoluntary
HE01 SepDPR-150VYInvoluntary
AH05 SepDPR-110THRetirement
FW08 SepDPR-140WVEndOfContract
LL22 AugDPR-120SAOther
XJ04 SepDPR-120MEVoluntary

Begin with reconciled historical evidence

Migration preserves verified person and employment-episode identities, dated assignments, organizational history and accepted document or policy obligations. Opening leave balances retain their net buckets and reserved-day details. Historical events cannot be posted again as fresh employment, leave or notification effects.

HR Manager prepares and independently reviews the domain reconciliation through separate actual people. Any required Admin technical sign-off remains additional. Unresolved external account or handoff requests carry their original identities into follow-up rather than being treated as completed during import.

Core HR reports employee and organization facts. Compensation, payroll charges, recruiting funnel metrics and accounting journals remain outside this reporting contract; configured consumers can receive their permitted reference data through reviewed mappings.

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

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.

Reports

All 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

Turnover Rate

Effective nonvoid separation episodes in a bounded interval, classified by reviewed SeparationClass, divided by time-weighted distinct employed headcount over that same interval times100. Rehire is another episode, not erasure of separation. Voluntary/involuntary/other populations and duplicate/corrected events reconcile; zero/incomplete denominator is unavailable. Regrettable is optional reviewed HR-only data, not inferred from leave or performance. Sensitive reasons and small-group slices require restricted purpose/thresholds.

Recent Terminations (last 30 days)EmploymentHistory
Terminationlast 30 daysdue todayApplied
EmployeeEffective DateFrom DepartmentFrom ManagerSeparation Class
WC26 AugDPR-110DRVoluntary
HE01 SepDPR-150VYInvoluntary
AH05 SepDPR-110THRetirement
FW08 SepDPR-140WVEndOfContract
LL22 AugDPR-120SAOther
XJ04 SepDPR-120MEVoluntary

Time-to-Fill

Calendar days from each VacancyEpisodes.OpenedAt to the corresponding actual effective FilledAt, by frozen opening/fill department, job family and location. A transferred long-tenured employee fills the vacancy on the assignment date; original hire date is irrelevant. Open/frozen/withdrawn episodes are disclosed separately, with elapsed unresolved duration not mixed into completed averages. This reports seat occupancy, not recruiting funnel time.

Open PositionsPositions
StatusPlannedOpen
Planned
PST-15903DPR-15035 headcount
PST-57254DPR-13025 headcount
PST-60285DPR-13012 headcount
Open
PST-77786DPR-11011 headcount
PST-18715DPR-15017 headcount
PST-52965DPR-11013 headcount

Tenure Distribution

Current-spell tenure at cutoff for employed people in nonoverlapping bands [0,1), [1,3), [3,5), [5,10), [10,infinity) years, with median and historical organization dimensions. Breaks between spells are excluded; OriginalHireDate is a separate first-hire context, never silently substituted. Leap-day anniversaries follow the explicit entity rule.

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

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

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

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
  • EmploymentSpells
  • PositionAssignments
  • LeaveEntries
  • PolicyAssignments
  • DocumentAssignments
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

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
  • LeaveBalances
  • PolicyAssignments
  • OrgSummaries
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 Leave ApprovalsSubmitted
Request NumberEmployeeOperational LabelStart Date

Leave request to balance

Request time off, route the decision and reconcile reserved, taken and cancelled days.

7 stages · 3 approvals

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