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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 Modules
Leave management4 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

Leave management

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

Pending Leave ApprovalsLeaveRequests
Employee recordsOrganization & positionsEmployee changesLeave managementOnboarding & offboardingDocuments & policiesHR reporting
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
Records in this module
  • LeaveTypes
  • LeavePolicies
  • WorkCalendars
  • WorkSchedules
  • LeaveRequests
  • LeaveDays
  • LeaveEntries
  • LeaveBalances
  • ApprovalDecisions
  • EmploymentSpells

Calculate the dates the employee will miss

A request includes both its start and end date. Its daily breakdown uses the approved employee work pattern, local calendar, holidays and date overrides in effect for each date. It does not assume that everyone works the same weekdays or hours.

A full scheduled working day counts as one day, including a part-time scheduled day. Partial absence is a fraction of that day’s scheduled hours; nonworking dates contribute no leave. The request retains this calculation and its policy, calendar and schedule versions.

  • Check employment and leave eligibility on the requested dates.
  • Reject overlapping absence that would use the same time twice.
  • Split cross-year requests into the relevant leave-year balances.
  • Resolve missing or conflicting policy settings before reservation.
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 →

Use the applicable policy without guessing

Country, employer and employment-type rules determine the eligible leave policy through configured precedence. Explicit exceptions require their authorized review. Documentation requirements retain a protected evidence path rather than exposing sensitive reasons to the line manager.

The policy defines its leave year, permitted negative balance, any advance reservation limit, fractional precision and earning rules. An advance reservation is authority to commit future time; it is not an accrual of days that have not yet been earned.

A material date, type or fraction change returns for calculation and review. An existing approval cannot follow a different daily breakdown automatically, and later schedule changes do not silently replace the basis of an accepted request.

Reserve the request through approval

Submitting a valid request reserves its eligible day fractions atomically against the relevant balances. Submitted requests and approved future leave both remain pending commitments. Approval changes the request’s authority without releasing the reserved days for another request.

For example, available time falls when a request is reserved. It does not fall a second time when the same days move into taken leave. Concurrent requests compare the current balance version so they cannot spend the same available days.

Leave eventBalance effect
SubmitReserve the requested eligible fractions
ApproveKeep those future fractions reserved
Take an elapsed dayMove the same fraction from pending to taken
Reject or cancel unused timeRelease only the unconsumed reserved fraction

Give the right person the decision

The assigned Manager reviews routine leave within current scope. HR Manager handles the policy’s required escalations or designated leave types. Actual-person conflict checks prevent self-approval, including through another role or an expired delegation.

Pending Leave Approvals presents the operational dates, duration and decision context. Manager receives safe documentation-readiness information where needed, rather than medical files or sensitive explanations. A broader reporting tree does not override those field restrictions.

Recognize absence as it happens

Daily confirmation moves only the elapsed approved fraction from pending to taken under the configured factual or elapsed-day rule. The whole future interval is not recorded as completed absence on its first day. Any required leave-of-absence employment change follows its own approved lifecycle event.

The assigned Manager or HR Manager confirms unused cancellation under policy before releasing reserved time. Correcting absence already taken or changing an earned balance requires independent HR Manager review. The original contribution remains visible, and a repeated request cannot release or reverse it twice.

Keep earnings and year-end movements explainable

Annual, monthly, per-pay-period and lump accrual methods use their configured period or entitlement event. Each earning has one stable identity, with explicit eligibility, proration, rounding and annual limits. A per-pay-period calendar can come from an external system without bringing payroll calculation into Core HR.

Year-end close resolves pending reservations before one paired carryover transfer under the approved cap. The old closing balance remains historical and cannot be spent again. Carryover preserves the source of reserved days. Expiry cannot silently remove the funding behind an approved future request. Cross-year allocations and corrections reconcile each affected balance instead of applying today’s rules to every historical day.

Opening migration uses reconciled balance buckets with reserved-day details. Historical accruals and taken leave remain evidence and are not posted again on top of those opening values. Leave Utilization reports earned, used, carried and pending time against that disclosed basis; medical or statutory conclusions are not inferred from a usage pattern.

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

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

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
  • LeaveRequests
  • LeaveEntries
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
  • LeaveRequests
  • LeaveDays
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
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
  • LeaveRequests
  • LeaveBalances
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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