Healthcare HR teams connect each employee to a position, department and location while coordinating recruiting, onboarding, leave, payroll, benefits, reviews and training. Clinical Staff Assignments add a healthcare-specific path: a credentialing owner records the license, issuer, facility and privilege scope, attaches source evidence and follows review decisions through assignment and active service.
approval waits for the credential reviewer
| Number | Name | Employee | Facility code | Privilege scope | Expiry date | |
|---|---|---|---|---|---|---|
| CSA-96725 | Amara Dela Cruz, emergency department | Rohan Okafor | HOSP-NORTH | Emergency medicine | 18 Oct | |
| CSA-14631 | Owen Farouk, surgical ward | Sofia Mensah | HOSP-SOUTH | Inpatient surgery | 16 Oct | |
| CSA-64535 | Nkiru Patel, cardiac unit | Owen Farouk | CLINIC-EAST | Cardiac diagnostics | 17 Oct | |
| CSA-25936 | Sofia Mensah, pediatric clinic | Esme Haddad | CLINIC-WEST | Pediatric primary care | 08 Oct | |
| CSA-66107 | Jae Ramirez, imaging center | Mira Velasquez | SURG-CENTER | Diagnostic radiology | 19 Oct |
Credential Reviewer decides whether the evidence supports the assignment.
Every feature works on the same records. Pick one to see the screen your team works in.
Review clinician credentials against source evidence before assigning facility privileges.
Clinical staff assignments
| Number | Employee | License type | Expiry date | Status | Owner | |
|---|---|---|---|---|---|---|
| CSA-87543 | Mira Velasquez | Registered nurse | 12 Oct | Submitted | Amara Dela Cruz | |
| CSA-88725 | Owen Farouk | Nurse practitioner | 12 Oct | Verified | Sofia Mensah | |
| CSA-85051 | Amara Dela Cruz | Physician | 14 Oct | Assigned | Lina Kovacs | |
| CSA-61897 | Nkiru Patel | Radiologic technologist | 07 Oct | Active | Mira Velasquez | |
| CSA-99536 | Esme Haddad | Clinical pharmacist | 16 Oct | Expired | Sofia Mensah |
Connect requisitions, candidates, interviews and offers to the hiring decision.
Applications
| Application number | Candidate | Requisition | Recruiter | Applied at | Stage | |
|---|---|---|---|---|---|---|
| APP-76795 | Talia Moretti | Pharmacy technician opening | Sofia Mensah | 11 Oct | Applied | |
| APP-63863 | Hugo Nwosu | Emergency nurse, night shift opening | Owen Farouk | 10 Oct | Screen | |
| APP-97920 | Noor Benitez | Pediatric nurse practitioner opening | Mira Velasquez | 12 Oct | Phone interview | |
| APP-96609 | Samir Whitcomb | Surgical technologist opening | Sofia Mensah | 11 Oct | Onsite | |
| APP-53475 | Mina Calder | Pediatric nurse practitioner opening | Owen Farouk | 15 Oct | Offer |
Keep employees, positions, changes and onboarding work connected through each transition.
Onboarding tasks
Give managers the dates, hours and balances they need for time decisions.
Approval conditions
| Request number | Employee | Leave type | Start date | End date | Approver | |
|---|---|---|---|---|---|---|
| LR-94784 | Lina Kovacs | Parental bonding leave | 22 Oct | 25 Oct | Tariq Sato | |
| LR-35836 | Amara Dela Cruz | Annual vacation leave | 06 Oct | 08 Oct | Tariq Sato | |
| LR-11603 | Mira Velasquez | Jury duty leave | 27 Oct | 01 Nov | Nkiru Patel | |
| LR-45544 | Esme Haddad | Parental bonding leave | 15 Oct | 20 Oct | Rohan Okafor | |
| LR-59329 | Lina Kovacs | Unpaid personal leave | 24 Oct | 31 Oct | Amara Dela Cruz |
Organize pay runs, employee statements and tax filing records by period.
Approval waits for the payroll manager
| Run number | Calendar | Period start | Period end | Pay date | Gross total | |
|---|---|---|---|---|---|---|
| PR-51528 | UK agency staff, weekly | 20 Oct | 22 Oct | 30 Oct | 360 | |
| PR-26768 | Canada salaried staff, monthly | 26 Oct | 04 Nov | 07 Nov | 40 | |
| PR-96848 | UK clinical staff, monthly | 06 Oct | 10 Oct | 16 Oct | 730 | |
| PR-99404 | US per diem staff, weekly | 19 Oct | 22 Oct | 29 Oct | 450 | |
| PR-95824 | US per diem staff, weekly | 12 Oct | 16 Oct | 24 Oct | 500 |
Track plan eligibility context, employee coverage and contribution amounts.
Approval conditions
| Employee | Plan | Coverage tier | Effective from | Employee contribution | Employer contribution | |
|---|---|---|---|---|---|---|
| Tariq Sato | Supplemental life plan | EE | 08 Oct | 570 | 450 | |
| Mira Velasquez | Enhanced dental plan | EE+Spouse | 20 Oct | 310 | 430 | |
| Mira Velasquez | Enhanced medical plan | EE+Child | 18 Oct | 780 | 470 | |
| Owen Farouk | Vision care plan | Family | 05 Oct | 340 | 540 | |
| Rohan Okafor | High deductible medical plan | EE | 24 Oct | 830 | 170 |
Connect review cycles, employee goals, course work and durable training records.
Training records
| Employee | Title | Completion date | Expiration date | Status | |
|---|---|---|---|---|---|
| Amara Dela Cruz | Basic life support certification | 05 Oct | 13 Oct | Expiring soon | |
| Lina Kovacs | Advanced cardiac life support | 06 Oct | 15 Oct | Expiring soon | |
| Esme Haddad | Pediatric resuscitation course | 06 Oct | 12 Oct | Expiring soon | |
| Lina Kovacs | Infection prevention annual training | 13 Oct | 21 Oct | Expiring soon | |
| Jae Ramirez | Patient privacy refresher | 12 Oct | 14 Oct | Expiring soon |
Clinical assignment review ships ready to use. One step needs a named approval before the work moves on: Review credential evidence (Credential Reviewer).
Record the clinician, facility, privilege scope and expiry date.
Collect source observations and documents for the current assignment.
A credential reviewer decides against the recorded revision.
Connect the reviewed person to the intended facility and scope.
HR confirms the reviewed assignment is active.
Open any clinical staff assignment to see its credential verifications, the roles that work on it, its process stages and its approvals on one page.
Employee, Facility code, Privilege scope and Expiry date.
Each line is linked to this clinical staff assignment.
Admin, Credentialing Specialist and Credential Reviewer, each with their own permissions.
Submit assignment, with the role that acts.
Review credential evidence, with who decides.
HOSP-NORTH · Submitted
| Parent | Description | Observed on |
|---|---|---|
| Sofia Mensah | Verify active RN license with state board | 13 Oct |
| Amara Dela Cruz | Confirm surgical privileges at main campus | 15 Oct |
| Nkiru Patel | Check certification expiry before assignment | 17 Oct |
Signed in as Credential Reviewer
| Decision | Approver | |
|---|---|---|
| Review credential evidenceA credential reviewer decides against the recorded revision. | Credential Reviewer | |
| Approve leave requests, job requisitions | HR Manager | |
| Approve clinical staff assignments | Credential Reviewer | |
| Approve leave requests, Timesheets | Manager | |
| Approve payroll runs | Payroll Manager |
Everyone opens Healthcare HRMS to the work that is theirs. Pick a role to see what it starts with.
Maintains organization settings, user access and record configuration.
Owns employee changes, hiring oversight and workforce policies.
This is the first screen this role sees.
Leave requests · HR Manager
| Request number | Employee | Leave type | Start date | End date | Approver | |
|---|---|---|---|---|---|---|
| LR-94784 | Lina Kovacs | Parental bonding leave | 22 Oct | 25 Oct | Tariq Sato | |
| LR-35836 | Amara Dela Cruz | Annual vacation leave | 06 Oct | 08 Oct | Tariq Sato | |
| LR-11603 | Mira Velasquez | Jury duty leave | 27 Oct | 01 Nov | Nkiru Patel | |
| LR-45544 | Esme Haddad | Parental bonding leave | 15 Oct | 20 Oct | Rohan Okafor | |
| LR-59329 | Lina Kovacs | Unpaid personal leave | 24 Oct | 31 Oct | Amara Dela Cruz |
Prepares clinician assignments and gathers source documents.
This is the first screen this role sees.
Clinical staff assignments · Credentialing Specialist
| Number | Name | Employee | Facility code | Privilege scope | Expiry date | |
|---|---|---|---|---|---|---|
| CSA-96725 | Amara Dela Cruz, emergency department | Rohan Okafor | HOSP-NORTH | Emergency medicine | 18 Oct | |
| CSA-14631 | Owen Farouk, surgical ward | Sofia Mensah | HOSP-SOUTH | Inpatient surgery | 16 Oct | |
| CSA-64535 | Nkiru Patel, cardiac unit | Owen Farouk | CLINIC-EAST | Cardiac diagnostics | 17 Oct | |
| CSA-25936 | Sofia Mensah, pediatric clinic | Esme Haddad | CLINIC-WEST | Pediatric primary care | 08 Oct | |
| CSA-66107 | Jae Ramirez, imaging center | Mira Velasquez | SURG-CENTER | Diagnostic radiology | 19 Oct |
Decides whether recorded credential evidence supports an assignment.
This is the first screen this role sees.
Clinical staff assignments · Credential Reviewer
| Number | Name | Employee | Facility code | Privilege scope | Expiry date | |
|---|---|---|---|---|---|---|
| CSA-96725 | Amara Dela Cruz, emergency department | Rohan Okafor | HOSP-NORTH | Emergency medicine | 18 Oct | |
| CSA-14631 | Owen Farouk, surgical ward | Sofia Mensah | HOSP-SOUTH | Inpatient surgery | 16 Oct | |
| CSA-64535 | Nkiru Patel, cardiac unit | Owen Farouk | CLINIC-EAST | Cardiac diagnostics | 17 Oct | |
| CSA-25936 | Sofia Mensah, pediatric clinic | Esme Haddad | CLINIC-WEST | Pediatric primary care | 08 Oct | |
| CSA-66107 | Jae Ramirez, imaging center | Mira Velasquez | SURG-CENTER | Diagnostic radiology | 19 Oct |
Coordinates candidate applications, interviews and offers.
This is the first screen this role sees.
Job requisitions · Recruiter
| Requisition number | Position | Department | Hiring manager | Headcount | Status | |
|---|---|---|---|---|---|---|
| JR-36127 | Emergency nurse, night shift | Cardiology | Rohan Okafor | 34 | Pending approval | |
| JR-49104 | Patient access coordinator, main campus | Pharmacy | Nkiru Patel | 20 | Pending approval | |
| JR-62815 | Pharmacy technician, evening shift | Cardiology | Rohan Okafor | 27 | Pending approval | |
| JR-95345 | Emergency nurse, night shift | Pharmacy | Amara Dela Cruz | 32 | Pending approval | |
| JR-20240 | Cardiac sonographer, day shift | Intensive Care | Lina Kovacs | 25 | Pending approval |
Reviews staffing, leave and hours for assigned employees.
This is the first screen this role sees.
Leave requests · Manager
| Request number | Employee | Leave type | Start date | End date | Approver | |
|---|---|---|---|---|---|---|
| LR-94784 | Lina Kovacs | Parental bonding leave | 22 Oct | 25 Oct | Tariq Sato | |
| LR-35836 | Amara Dela Cruz | Annual vacation leave | 06 Oct | 08 Oct | Tariq Sato | |
| LR-11603 | Mira Velasquez | Jury duty leave | 27 Oct | 01 Nov | Nkiru Patel | |
| LR-45544 | Esme Haddad | Parental bonding leave | 15 Oct | 20 Oct | Rohan Okafor | |
| LR-59329 | Lina Kovacs | Unpaid personal leave | 24 Oct | 31 Oct | Amara Dela Cruz |
Prepares pay cycles and reviews statement and filing records.
This is the first screen this role sees.
Timesheets · Payroll Manager
| Timesheet number | Employee | Week start | Week end | Total hours | Approver | |
|---|---|---|---|---|---|---|
| TMS-56537 | Rohan Okafor | 17 Oct | 25 Oct | 40 | Esme Haddad | |
| TMS-58105 | Jae Ramirez | 19 Oct | 21 Oct | 40 | Sofia Mensah | |
| TMS-34565 | Mira Velasquez | 24 Oct | 27 Oct | 40 | Mira Velasquez | |
| TMS-95645 | Amara Dela Cruz | 16 Oct | 22 Oct | 40 | Esme Haddad | |
| TMS-11773 | Amara Dela Cruz | 17 Oct | 21 Oct | 40 | Sofia Mensah |
Maintains personal requests and follows assigned work.
This is the first screen this role sees.
Leave requests · Employee
| Request number | Leave type | Start date | End date | Status | |
|---|---|---|---|---|---|
| LR-17372 | Unpaid personal leave | 23 Oct | 25 Oct | Draft | |
| LR-40535 | Parental bonding leave | 21 Oct | 24 Oct | Submitted | |
| LR-28475 | Sick leave | 17 Oct | 26 Oct | Approved | |
| LR-84979 | Jury duty leave | 05 Oct | 08 Oct | Taken | |
| LR-98458 | Jury duty leave | 21 Oct | 23 Oct | Draft |
Ask operational questions using dated workforce, credential and pay records.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Submitted | 27 | ||
| Verified | 18 | 67% | |
| Assigned | 13 | 72% | |
| Active | 7 | 54% |
Sample totals per stage
Group assignments by status, facility code and expiry date to find work awaiting review.
Compare pending, accepted and rejected observations by assignment and license type.
Count applications by stage, requisition and recruiter.
Compare requests by status, leave type and approver across start dates.
Summarize submitted and approved hours by employee and week.
Review gross and net totals by calendar, period and run status.
List records by employee, status and expiration date.
Follow employee counts by department and manager using current employee records.
See how Healthcare HRMS fits your kind of team.
Each stage of clinical assignment 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
Ask Proto to help prepare workforce work while people retain the decisions.
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.
Name the HR, credentialing, recruiting, manager and payroll owners who will make decisions and maintain records.
Configure organizations, license definitions, departments, positions, locations, payroll calendars and leave types.
Import employees with current position and manager links, then clinical assignments with expiry and source evidence.
Test a returned credential review, approved leave request, recruiting offer and payroll approval with separate acting people.
Add credential source, payment, filing, carrier and signing connections needed for the first live scope.
$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 Healthcare for your business. Begin with one facility, its employees and clinical assignments, and a small reviewer group. Rehearse a submitted assignment and a returned decision before expanding.
The Credential Reviewer inspects verification evidence and records a decision against the current assignment revision. The Credentialing Specialist prepares the record; HR Manager confirms the active assignment.
Yes. Clinical assignments have expiry dates, training records have expiration dates, and follow-up actions have assigned people and due dates. Review the evidence before the assignment status changes.
A requisition leads to applications, interviews and offers. After an accepted offer and actual hire, HR creates the employee and onboarding records.
The named approver reviews a submitted leave request with its dates, type and balance context. Set the manager and HR authority during implementation.
Employees submit weekly timesheets with dated time entries. The named approver reviews the entries and records the decision before payroll uses them.
Payroll calendars, runs, statements and statement lines retain the period, totals and employee detail. Payment execution and tax remittance use connected services and their returned references.
Benefit plans and enrollments capture coverage choices and contributions. Courses, course enrollments and training records capture learning assignments and completion evidence.
Give access according to each role's work. Review employee identity, dependent, pay and performance details separately from broad team visibility. Rehearse access with real sample records before release.
Start free, then use Proto to change fields, steps and approvals before your team goes live.