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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 References
Roles and permissions1 of 6
  • Roles and permissions1 of 6
  • Reports2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • AI assistant6 of 6

Roles and permissions

Give employees, managers and HR the access they need for their work.

Core HR separates everyday self-service, team coordination and HR decisions. Access follows the current person, employer and permitted purpose. Being listed as a manager, owning a task or administering the installation does not grant unrestricted access to employee information.

Permissions

Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.

Table HR Manager Manager HR Specialist Employee
master
OrgSummaries—No table-specific permission stated—No table-specific permission stated—No table-specific permission stated View: View peer-safe OrgSummaries only
transaction
LeaveRequests—No table-specific permission stated Specific actions: Approve ordinary LeaveRequests and confirm policy-qualified unused cancellations only when AssignedApproverUser is self, policy allows Manager and actual subject/preparer differs—No table-specific permission stated—No table-specific permission stated
EmployeeDocuments—No table-specific permission stated—No table-specific permission stated Specific actions: Upload EmployeeDocuments and verify assigned document classes only with current SensitiveAccess scope and requirement-defined review independence—No table-specific permission stated
EmergencyContacts—No table-specific permission stated—No table-specific permission stated Manage / maintain: Maintain EmergencyContacts and Dependents only for authorized subject/purpose with recorded request Manage / maintain: Maintain own EmergencyContacts and Dependents except external benefits IsCovered authority
Dependents—No table-specific permission stated—No table-specific permission stated Manage / maintain: Maintain EmergencyContacts and Dependents only for authorized subject/purpose with recorded request Manage / maintain: Maintain own EmergencyContacts and Dependents except external benefits IsCovered authority
  • HR ManagerApprove hire/lifecycle/master/policy/readiness/closure/retention/migration decisions independently of preparer/material editors and subject conflictsApply only approved current revisions at evidenced effective boundariesAccess full identity/personal/contact/dependent/document data only with current subject/entity/class/purpose grant
  • ManagerRead team directory fields FullName, WorkEmail, WorkPhone, Position, Department, Location, current Manager, HireDate and employment statusRead only operational lifecycle summaries and absence dates/day fractions/status relevant to team workReceive approved neutral document requirement/expiry status only when ManagerVisible is trueNo NationalID, DOB, gender, home/personal contact, emergency/dependent details, sensitive leave reason, medical documentation, tax/identity files or unrestricted file links
  • HR SpecialistMaintain permitted PreferredName, PersonalEmail, HomeAddress and WorkPhone only with employee request/evidence and protected edit historyPrepare legal-name, NationalID, DOB, employer, manager, position or status changes for HR Manager review, not direct editsRecord factual actual commencement under current DelegatedPreparation scope, without applying employment state or substituting for HR Manager readiness
  • EmployeeEdit PreferredName, PersonalEmail, HomeAddress and WorkPhone through auditable permitted self-service actionsNo access to peer PII or general employee records from a task assignment
Manage / maintain View Specific actions— No table-specific permission statedPermissions also apply to agents

How permissions work

3 rules

Every surface follows the permission

Screens, reports, exports, notifications, snapshots and private file retrieval apply the same current restrictions.

Access follows current responsibility

Historical records do not restore a former manager's access. Reassignment, separation and expired grants change current permissions even while an external account task remains unresolved.

Tasks have narrow scope

IT and Facilities participants receive access to their assigned checklist work without becoming broad HR readers.

The roles

HR Manager

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

Permissions and screens
  • 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
  • Prepare and authorize class-scoped AccessGrants under separation rules
  • Access full identity/personal/contact/dependent/document data only with current subject/entity/class/purpose grant
  • Prepare/review EmployeeDocuments, DocumentAssignments and PolicyAssignments in granted scope
  • Coordinate/check OnboardingChecklists and actual task outcomes
Pending Hire ApprovalsHire
Change NumberEmployeeKindEffective Date
Rehire
Pending Leave ApprovalsSubmitted
Request NumberEmployeeOperational LabelStart Date
Recent Hires (last 30 days)Active
EmployeeEntityStart DateActual Start At
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 screens
  • 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
  • Request promotion/transfer/manager changes through HRChanges, never apply them
  • Complete assigned ChecklistTasks and see team checklist readiness
  • Receive approved neutral document requirement/expiry status only when ManagerVisible is true
  • No NationalID, DOB, gender, home/personal contact, emergency/dependent details, sensitive leave reason, medical documentation, tax/identity files or unrestricted file links
Pending Leave ApprovalsSubmitted
Request NumberEmployeeOperational LabelStart Date
Recent Hires (last 30 days)Active
EmployeeEntityStart DateActual Start At
Incomplete OnboardingOnboarding
Checklist NumberEmployeeStart DateTarget Completion
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 screens
  • 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
  • Record factual actual commencement under current DelegatedPreparation scope, without applying employment state or substituting for HR Manager readiness
  • Upload EmployeeDocuments and verify assigned document classes only with current SensitiveAccess scope and requirement-defined review independence
  • Maintain EmergencyContacts and Dependents only for authorized subject/purpose with recorded request
  • Read safe Positions, Departments, Locations, CompanyPolicies and scoped operational employee views
Recent Hires (last 30 days)Active
EmployeeEntityStart DateActual Start At
Incomplete OnboardingOnboarding
Checklist NumberEmployeeStart DateTarget Completion
Pending Policy AcknowledgmentsPending
EmployeePolicyVersionEffective From
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 screens
  • 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
  • Acknowledge own exact PolicyAssignments version/content as actual subject
  • Complete assigned ChecklistTasks and provide permitted evidence
  • View peer-safe OrgSummaries only
  • No access to peer PII or general employee records from a task assignment
Pending Policy AcknowledgmentsPending
EmployeePolicyVersionEffective From
My Profile
Employee IDFull NamePosition Job TitleDepartment
Org Chart by DepartmentDepartmentTree
DepartmentManager TreeHeadcountAs Of
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
Agents

Being listed as a manager, owning a task or administering the installation does not grant unrestricted access to employee information.

AI assistant

A clear part for each person

  • Employee. Maintain permitted personal details, request leave, review own balances and acknowledge assigned policy versions. Complete narrowly assigned tasks and maintain own emergency contacts and dependent details where permitted. Legal identity, employment status, managers, positions and accepted balances require the appropriate HR action.
  • Manager. See the operational information needed for the current reporting team, request employee changes and review assigned eligible leave. Team coordination includes absence dates, appropriate checklist status and neutral document reminders. It does not expose medical reasons, identity or tax files, home addresses or family information.
  • HR Specialist. Prepare delegated hire and profile work, coordinate joining and leaving tasks, and follow up on documents and acknowledgments. Sensitive document work requires the assigned class and purpose. Preparation and factual evidence do not replace the HR Manager’s protected decisions.
  • HR Manager. Own employee lifecycle, organization, policies and protected HR decisions within explicit scope. This role includes the HRBP concept. An approver must be independent of the preparer, material editors and relevant subject conflicts. Detailed personal information still requires the applicable class, subject and purpose grant.
  • Admin. Configure identity, integration and technical settings. Additional technical activation may accompany a domain decision where configured. Admin is not an automatic HR approver or unrestricted reader of employee files; exceptional support access is separately authorized, limited and logged.

Keep decisions independent

Hire approval and first-day readiness are separate HR Manager decisions. The first accepts the proposed employment and dated position; the second checks the required start evidence. The person who materially prepared a change cannot approve it by switching roles or using a delegation.

Ordinary leave may be reviewed by the assigned Manager under the approved policy. Escalated requests and corrections use the required HR Manager authority. Approval does not change the reserved day balance; actual use, cancellation and correction each have their own traceable effect.

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