Employee Directory
Find active employees, managers and onboarding status without exposing compensation.
Keep employee records and leave decisions clear for a small team.
| Request Number | Employee | Leave Type | Start Date | End Date | Days |
|---|---|---|---|---|---|
| LR-75878 | JP | Annual | 16 Sep | 24 Sep | 11 |
| LR-44789 | GZ | Sick | 25 Sep | 29 Sep | 4 |
| LR-20162 | LS | Personal | 14 Sep | 20 Sep | 7 |
| LR-66119 | BZ | Unpaid | 07 Sep | 13 Sep | 24 |
| LR-36465 | FL | Annual | 05 Sep | 10 Sep | 24 |
| LR-36021 | DZ | Sick | 06 Sep | 09 Sep | 8 |
Employees brings identity, job title, manager, dates and onboarding status together. HR / Payroll maintains the record while Admin binds it to the authenticated user. Changing a displayed employee number must not change who can access payroll or leave. Compensation and effective payroll configuration stay protected even when a colleague can find the person in Employee Directory. Leavers retain historical records and published documents under the agreed access policy; an inactive employee does not silently disappear from earlier payroll evidence.
| Employee ID | Full Name | Job Title | Manager | Hire Date |
|---|---|---|---|---|
| EI-590 | Full 735 | Owner emp-135 | PT | 05 Sep |
| EI-274 | Full 962 | Bookkeeper emp-997 | AA | 16 Sep |
| EI-462 | Full 830 | SalesRep emp-396 | PK | 21 Sep |
| EI-476 | Full 752 | HR emp-515 | MF | 06 Sep |
| EI-214 | Full 708 | Employee emp-786 | ML | 25 Sep |
| EI-673 | Full 685 | Admin emp-320 | NF | 14 Sep |
My Leave Balances reads an explicit employee, leave type and entitlement period. The balance retains approved entitlement, signed adjustments, taken days and future reservations. Submitted requests are visible as pending work. They do not supply their own entitlement and are not automatically treated as approved leave. HR / Payroll records the reason and actor behind any adjustment. The calculation follows the approved work calendar, including weekends, holidays and the supported partial-day policy for this business.
| Balance Number | Leave Type | Entitlement | Reserved | Taken |
|---|---|---|---|---|
| LB-76169 | Annual | 560 | 60 | 960 |
| LB-97345 | Sick | 390 | 600 | 350 |
| LB-36149 | Personal | 400 | 740 | 40 |
| LB-75887 | Unpaid | 390 | 530 | 130 |
| LB-98816 | Annual | 510 | 110 | 490 |
| LB-77770 | Sick | 90 | 470 | 740 |
Leave Awaiting Review shows assigned submitted requests. The reviewer must be a different authenticated person from the employee requesting leave. Approval checks the current entitlement and atomically reserves the required days so simultaneous requests cannot spend the same balance. When leave becomes Taken, its reservation moves to consumption once. A permitted cancellation releases the reservation once. Changes to the dates or calendar basis require another decision. A request beyond entitlement needs a documented adjustment or another supported leave type before approval.
Test requests across a weekend, a holiday and the entitlement-period boundary. Exercise two approvals competing for the same remaining days. Try self-approval and a direct link to another employee’s balance. Verify that cancelling future leave releases the reservation without rewriting previously taken leave or exposing compensation fields.
Before rollout, agree who prepares work, who can approve it and which source owns the final outcome. Map authenticated people to Employees and test those permissions through record links, exports and API calls. A hidden button alone cannot protect a business record. Retain the source revision, decision actor and effective configuration so a later change can be understood without reconstructing old settings.
Run the module with a small reconciled population before importing the full history. Record opening totals and identifiers, resolve duplicates, and compare results to the current business records. Where a connector supplies an outcome, test a retry, a rejected request and a delayed response. Preserve the evidence that explains each result. Agree the remaining manual work with the owner before releasing the application to the team.
Create customer invoices and follow the balance through to payment.
Keep supplier bills and employee reimbursements moving with clear decisions.
Keep journals, bank evidence and period results connected.
Give every lead an owner and every opportunity a next step.
Keep employee records and leave decisions clear for a small team.
Prepare pay with the right review and follow every payment outcome.
Find active employees, managers and onboarding status without exposing compensation.
| Employee ID | Full Name | Job Title | Manager | Hire Date |
|---|---|---|---|---|
| EI-590 | Full 735 | Owner emp-135 | PT | 05 Sep |
| EI-274 | Full 962 | Bookkeeper emp-997 | AA | 16 Sep |
| EI-462 | Full 830 | SalesRep emp-396 | PK | 21 Sep |
| EI-476 | Full 752 | HR emp-515 | MF | 06 Sep |
| EI-214 | Full 708 | Employee emp-786 | ML | 25 Sep |
| EI-673 | Full 685 | Admin emp-320 | NF | 14 Sep |
Own business decisions and company settings within the single-entity workspace. Independent approval requires a different authenticated person from the preparer or claimant.
View business reports and permitted employee compensationApprove assigned Invoices, above-threshold Bills, PaymentsMade, manual JournalEntries, PayrollRuns and AccountingPeriodsApprove LeaveRequests and ExpenseClaims as independent substituteManage approved CompanySettings and role grantsMaintain employee records and prepare payroll. Independently decide assigned leave and expenses within the approved policy.
Manage Employees, draft PayrollRuns, PayStatements and PayStatementLinesManage LeaveBalances with retained adjustment historyApprove assigned LeaveRequests and ExpenseClaims except own claimsView PayrollPayments outcomesUse own published payslips, leave requests and expense claims. Private documents remain scoped to the authenticated employee.
View own Employees record with protected configuration fields hiddenView own published PayStatements and PayStatementLinesView own LeaveBalancesCreate and edit own submitted LeaveRequests and ExpenseClaims before decision| Statement Number | Period End | Net Pay | Payment Method | Status |
|---|---|---|---|---|
| PS-15648 | 10 Sep | 34,310.59 | Bank | Draft |
| PS-42972 | 11 Sep | 13,977.40 | Check | Approved |
| PS-93881 | 10 Sep | 45,840.71 | Cash | PaymentPending |
| PS-30411 | 26 Sep | 14,738.11 | Bank | Paid |
| PS-93888 | 29 Sep | 35,225.02 | Check | Failed |
| PS-98461 | 18 Sep | 45,459.82 | Cash | Cancelled |
Review the calculation and track settlement for every employee.
5 stages · 1 approval
Use explicit entitlement and independent decisions for leave.
4 stages · 1 approval
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