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Set up connections through ERP.AI and Proto workflows, with every change logged.
- Contractors HRMS
- Document store
- Payroll service
- Identity directory
HRMS for Contractors keeps a contractor assignment connected to the organization, worker, owner, profile, agreed rate, scope and effective dates. Operations staff prepare the engagement and record line-level compliance observations.
verified waits for the compliance reviewer
| Number | Name | Organization | Employee | Owner | Effective date | |
|---|---|---|---|---|---|---|
| CE-21849 | Electrical inspection, West Annex | Northbank Survey Group | Tomas Ibarra | Mira Solano | 14 Oct | |
| CE-76789 | Roof repair, Harbor Depot | Stonepath Safety Services | Samir Haddad | Owen Calder | 16 Oct | |
| CE-19351 | Site survey, North Yard | Harborline Site Services | Hana Mori | Mira Solano | 24 Oct | |
| CE-41484 | HVAC commissioning, Tower B | Harborline Site Services | Leila Okafor | Samir Haddad | 24 Oct | |
| CE-92060 | Concrete testing, East Wing | Stonepath Safety Services | Nadia Kassem | Samir Haddad | 21 Oct |
Independent Approver reviews the engagement revision and records a verdict.
Every feature works on the same records. Pick one to see the screen your team works in.
Keep a contractor assignment tied to its worker, owner, organization and dated terms.
Contractor engagements
| Number | Name | Employee | Organization | Agreed rate | Rate unit | |
|---|---|---|---|---|---|---|
| CE-72466 | Electrical inspection, West Annex | Hana Mori | Westhaven Facilities | 250 | Hour | |
| CE-98267 | Roof repair, Harbor Depot | Tomas Ibarra | Blue Mesa Construction | 230 | Day | |
| CE-56764 | Site survey, North Yard | Priya Menon | Northbank Survey Group | 580 | Deliverable | |
| CE-24725 | HVAC commissioning, Tower B | Mira Solano | Harborline Site Services | 420 | Hour | |
| CE-47327 | Concrete testing, East Wing | Jonah Whitmore | Northbank Survey Group | 740 | Day |
Keep the profile and rate basis visible on each engagement.
Approval waits for the independent approver
| Number | Name | Revision | Owner | Effective date | Status | |
|---|---|---|---|---|---|---|
| CE-69931 | Electrical inspection, West Annex | 640 | Samir Haddad | 14 Oct | Verified | |
| CE-24213 | Roof repair, Harbor Depot | 790 | Mira Solano | 01 Nov | Verified | |
| CE-68381 | Site survey, North Yard | 110 | Priya Menon | 16 Oct | Verified | |
| CE-22612 | HVAC commissioning, Tower B | 170 | Nadia Kassem | 12 Oct | Verified | |
| CE-85116 | Concrete testing, East Wing | 890 | Owen Calder | 24 Oct | Verified |
Work through observations and supporting documents before verification.
Approval conditions
| Parent | Description | Observed on | Source reference | Outcome | |
|---|---|---|---|---|---|
| Exterior lighting, South Campus | Liability coverage ends before assignment | 25 Oct | ENG-2026-041 | Pending | |
| Roof repair, Harbor Depot | Tax declaration missing signature | 15 Oct | ENG-2026-058 | Pending | |
| Exterior lighting, South Campus | Site induction record awaiting review | 12 Oct | ENG-2026-063 | Pending | |
| Site survey, North Yard | Trade license expires next month | 21 Oct | ENG-2026-071 | Pending | |
| Fire panel upgrade, Civic Center | Permit scope differs from work order | 15 Oct | ENG-2026-085 | Pending |
Record the reviewer, revision and verdict on the engagement being decided.
Approval conditions
| Source | Source revision | Reviewer | Decision | |
|---|---|---|---|---|
| Plumbing retrofit, Warehouse 4 | 130 | Jonah Whitmore | Pending | |
| Fire panel upgrade, Civic Center | 80 | Dev Arora | Pending | |
| Concrete testing, East Wing | 270 | Jonah Whitmore | Pending | |
| Electrical inspection, West Annex | 330 | Mira Solano | Pending | |
| Plumbing retrofit, Warehouse 4 | 330 | Leila Okafor | Pending |
Give missing evidence and unresolved compliance work an owner and due date.
Follow-up actions
| Source | Title | Due date | Status | Resolution | |
|---|---|---|---|---|---|
| Exterior lighting, South Campus | Renew liability certificate for West Annex | 25 Oct | Open | Certificate renewed and verified | |
| Exterior lighting, South Campus | Confirm tax form for roof crew | 11 Oct | In progress | Tax form received from vendor | |
| HVAC commissioning, Tower B | Resolve expired site access badge | 11 Oct | Completed | Access badge reissued | |
| HVAC commissioning, Tower B | Review missing safety orientation | 11 Oct | Open | Orientation completed on site | |
| Site survey, North Yard | Request revised scope for Tower B | 30 Oct | In progress | Revised scope approved |
Read the linked worker record and review weekly time beside the assignment.
Employees
| Employee ID | Name | Work email | Department | Location | Status | |
|---|---|---|---|---|---|---|
| CTR-1042 | Mira Solano | mira.solano@cedarspan.example | Procurement | South Campus grounds | Active | |
| CTR-1078 | Dev Arora | dev.arora@harborline.example | Procurement | Tower B plant room | On leave | |
| CTR-1124 | Nadia Kassem | nadia.kassem@northbank.example | Contractor Compliance | Warehouse 4 loading bay | Terminated | |
| CTR-1163 | Jonah Whitmore | jonah.whitmore@elmridge.example | Payroll Operations | Tower B plant room | Rehireable | |
| CTR-1190 | Leila Okafor | leila.okafor@bluemesa.example | Field Operations | West Annex job site | Active |
Contractor engagement review ships ready to use. One step needs a named approval before the work moves on: Independent approval (Independent Approver).
Record worker, organization and terms
Inspect observations and evidence
Confirm the record is ready for decision
Have a separate approver decide on the revision
Start the approved engagement
Record the end of the assignment
Open any contractor engagement to see its contractor compliance items, the roles that work on it, its process stages and its approvals on one page.
Organization, Employee, Owner and Effective date.
Each line is linked to this contractor engagement.
Admin, Engagement Owner and Compliance Reviewer, each with their own permissions.
Draft engagement and Verify engagement, with the role that acts.
Independent approval, with who decides.
Northbank Survey Group · Draft
| Parent | Description | Observed on |
|---|---|---|
| Exterior lighting, South Campus | Liability coverage ends before assignment | 25 Oct |
| Roof repair, Harbor Depot | Tax declaration missing signature | 15 Oct |
| Exterior lighting, South Campus | Site induction record awaiting review | 12 Oct |
The person who prepares the terms should hand the current revision to an Independent Approver.
Signed in as Independent Approver
| Decision | Approver | |
|---|---|---|
| Independent approvalHave a separate approver decide on the revision | Independent Approver | |
| Approve contractor engagements | Independent Approver |
Everyone opens Contractors HRMS to the work that is theirs. Pick a role to see what it starts with.
Maintains organization, person and profile configuration and controls access.
Prepares engagement terms and coordinates the assignment with the worker and organization.
This is the first screen this role sees.
Contractor engagements · Engagement Owner
| Number | Name | Organization | Employee | Owner | Effective date | |
|---|---|---|---|---|---|---|
| CE-21849 | Electrical inspection, West Annex | Northbank Survey Group | Tomas Ibarra | Mira Solano | 14 Oct | |
| CE-76789 | Roof repair, Harbor Depot | Stonepath Safety Services | Samir Haddad | Owen Calder | 16 Oct | |
| CE-19351 | Site survey, North Yard | Harborline Site Services | Hana Mori | Mira Solano | 24 Oct | |
| CE-41484 | HVAC commissioning, Tower B | Harborline Site Services | Leila Okafor | Samir Haddad | 24 Oct | |
| CE-92060 | Concrete testing, East Wing | Stonepath Safety Services | Nadia Kassem | Samir Haddad | 21 Oct |
Checks observations and supporting documents before the engagement is verified.
This is the first screen this role sees.
Contractor engagements · Compliance Reviewer
| Number | Name | Organization | Employee | Owner | Effective date | |
|---|---|---|---|---|---|---|
| CE-21849 | Electrical inspection, West Annex | Northbank Survey Group | Tomas Ibarra | Mira Solano | 14 Oct | |
| CE-76789 | Roof repair, Harbor Depot | Stonepath Safety Services | Samir Haddad | Owen Calder | 16 Oct | |
| CE-19351 | Site survey, North Yard | Harborline Site Services | Hana Mori | Mira Solano | 24 Oct | |
| CE-41484 | HVAC commissioning, Tower B | Harborline Site Services | Leila Okafor | Samir Haddad | 24 Oct | |
| CE-92060 | Concrete testing, East Wing | Stonepath Safety Services | Nadia Kassem | Samir Haddad | 21 Oct |
Records a decision on the engagement revision after reviewing its evidence.
This is the first screen this role sees.
Contractor engagements · Independent Approver
Connects contractor assignments with employee records and weekly time submissions.
This is the first screen this role sees.
Timesheets · HR Coordinator
| Timesheet number | Employee | Week start | Week end | Total hours | Status | |
|---|---|---|---|---|---|---|
| TMS-91753 | Tomas Ibarra | 29 Oct | 03 Nov | 40 | Submitted | |
| TMS-29795 | Nadia Kassem | 27 Oct | 01 Nov | 40 | Submitted | |
| TMS-24951 | Dev Arora | 26 Oct | 02 Nov | 40 | Submitted | |
| TMS-38631 | Leila Okafor | 24 Oct | 31 Oct | 40 | Submitted | |
| TMS-60532 | Jonah Whitmore | 01 Nov | 07 Nov | 40 | Submitted |
Reads assignment progress, decisions and time records for operational reporting.
This is the first screen this role sees.
Contractor engagements · Workforce Analyst
Answer assignment, evidence, decision and follow-up questions from linked records.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 26 | ||
| Verified | 16 | 62% | |
| Approved | 8 | 50% | |
| Active | 4 | 50% |
Sample counts per stage
Group assignments by organization and status to find work awaiting review.
Compare agreed rates and rate units on individual engagements.
List active assignments by end date and owner.
Group accepted, pending and rejected observations by parent engagement.
Show each document's verification flag and verifier beside its source engagement.
Read verdict, reviewer and decision date for each source revision.
List open actions with assignee, due date and source.
Show submitted weekly timesheets by worker and approver.
See how Contractors HRMS fits your kind of team.
Each stage of contractor engagement review names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Use Proto to prepare and inspect contractor engagement work.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 45 tablesStart with one team and one process, then add the rest once the basics are running.
Select an organization, worker population, owner and reviewer for a pilot.
Add Organizations, People, ContractorProfiles and Employees before creating engagements.
Record the assignment’s scope, rate unit, agreed rate and dates, then add a compliance observation and evidence reference.
Have a separate approver inspect the source revision and record a verdict; repeat with a returned case.
Assign an unresolved action and verify that its owner, due date and resolution are visible.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure HRMS for Contractors for your business. Begin with one organization, one worker, an engagement owner and an independent reviewer.
The contractor engagement holds the organization, employee, owner, profile, scope, agreed rate and dates.
Enter the agreed rate and choose Hour, Day or Deliverable as the rate unit on the engagement.
Evidence Documents link a dated reference to the source engagement and records who verified it.
Create a Follow Up Actions record against the engagement with an assignee, due date and resolution.
The Independent Approver records a Review Decisions verdict for the source revision after inspecting the engagement and evidence.
A State History entry can hold the source, actor, earlier and later status, revision and occurrence date. Ask the team to record a transition before relying on that trail.
Active assignments and the overview page show engagement state, effective dates and unresolved actions.
The engagement links to Employees; weekly Timesheets and Time Entries belong to the employee record.
Start free, then use Proto to change fields, steps and approvals before your team goes live.