1. Hospital + HRMS + Accounting
  2. Features
  3. Workforce records
Feature · Workforce records

Workforce records

Employee, position and department context for hospital work and payroll periods.

OverviewActive employees
Hospital + HRMS + Accounting · Workforce records

Active employees

Employees

New
Employee IDFull nameDepartmentPositionLocationManager
EI-873Full 289DPR-140PST-9355LCT-140
EI-930Full 453DPR-110PST-3854LCT-130
EI-783Full 771DPR-110PST-5452LCT-110
EI-227Full 779DPR-130PST-7859LCT-110
EI-896Full 928DPR-110PST-8320LCT-130
6 of 6 records
EI-873Employees · EMP-84018
Full nameFull 289
DepartmentDPR-140
PositionPST-9355
LocationLCT-140
Payroll calendarPC-9398
Example screen with sample data

What you can do

Keep one employee record at the center

An employee record ties a person to a position, department, location, manager and payroll calendar. Hospital operations uses that same employee when it records a service episode. HR Manager checks these references before the employee appears in a hiring handoff, leave request or pay period. A department also carries a cost center and a department head, so the team can review where a person belongs without relying on a separate roster note.

A new starter may join a clinical department in one organization and later move to a support department. The employee row shows current assignment context. Employment history retains the effective date, event type, former and new position or manager, and salary values when applicable. A reviewer can compare the current record with that event rather than trying to reconstruct a move from the latest payroll result.

How the work is organized

  • Organization structure. Departments, positions, job titles, pay grades and locations provide the choices used on employee records.
  • Employee lifecycle. Employment history records hire, promotion, transfer, compensation and separation events with the employee who recorded them.
  • Development records. Courses, enrollments, training records, performance cycles, reviews and goals keep learning and review work linked to employees.

What to agree during setup

Agree how the hospital names departments and positions and who maintains them. Match each location to its country and tax jurisdiction before assigning employees. Decide which payroll calendar belongs to each employee and which HR Manager reviews changes to salary or manager. Check that historical events have the right effective date, especially if a department move falls inside an open pay period.

Training and performance work needs its own practical ownership. Decide who enters completed training, who records an expiring credential, and who opens a performance cycle. The course and review records support those conversations; they should point to the same employee that appears in operations and payroll.

Check the handoff on an actual case

Take one employee who moves from a ward position to a different department. Confirm the new position belongs to the intended department and location. Record the transfer with its effective date and old and new position. Check that the employee’s current department and manager reflect the intended destination. Then open a service episode for that employee and verify that operations sees the correct employee and department definition. Review the payroll calendar and pay grade before the next period is prepared.

What your team sees

  • Active employees — Current staff with their position, department, manager, location and payroll calendar together.
  • Service queue — Service work attached to a named employee and owner after the HR handoff.

Follow the work through

What it keeps track of

Data model
Employees
Central employee record that all workforce transactions reference.
Employment history
Durable lifecycle events: hire, promotion, transfer, comp change, separation.
Departments
Organizational departments with cost center and department head.
Positions
Seat-level organization entries filled by employees.
Job titles
Canonical job titles with family, level and pay grade.
Pay grades
Salary bands tied to job titles and positions.
Locations
Physical, remote and hybrid work locations with tax jurisdiction.
Courses
Learning catalog including mandatory compliance and clinical training.
Course enrollments
Employee enrollment in a learning course.
Training records
Durable record of completed training and certifications.
Performance cycles
Annual, mid-year and probation performance review cycles.
Performance reviews
Subject-by-reviewer review within a performance cycle.
Goals
Employee goals tied to a performance cycle.

Who uses it

Permissions
HR Manager
Maintains employee and structure records.
Payroll Officer
Checks the calendar and pay context.
Hospital Operations Owner
Uses the employee record when registering service work.

Set up Hospital + HRMS + Accounting your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started