Financial Services HRMS

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  1. Financial Services HRMS
  2. AI assistance
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Put an AI agent to work in Financial Services HRMS

Ask Proto to help your team prepare and review HRMS records.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 8 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Recruiter: Summarize applications by stage for an open requisition.
  • HR Business Partner: Prepare a transfer checklist from the employee, position and history records.
  • Payroll Admin: Compare a run with its statements and call out totals requiring review.
  • L&D Admin: List training records nearing their expiration date.

What stays with a person

  • A person must decide on a requisition, offer, leave request and payroll release.
  • Review source records and access before applying a change.
  • External payment and filing confirmations belong to their service owners.

A person must decide on a requisition, offer, leave request and payroll release. Review source records and access before applying a change. External payment and filing confirmations belong to their service owners.

Set up Financial Services HRMS your way.

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

Start now Download Proto

How to get started