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HFP 6 capabilities connected Install the published app Copy the reviewed HRMS & People starting point into your workspace.

HRMS & People

At a glance Published facts and operating context. Who it’s for Professional services HRMS for firms managing professionals, staffing requisitions, talent candidates, utilization entries, compensation statements, leave, onboarding, payroll, and practice leader workspaces. Application structure The public page preview uses the same structure as the production product pages. What’s inside The catalog page is generated from the latest full source app. Scale and support Start quickly without blocking the path to production operations. Operational assistance Use AI as an operating layer over the same records your team uses. How it works Install the app, then shape the workflow around how the business actually runs. Comparison Start from a working system instead of a blank canvas. Rollout A practical rollout path from first click to real team usage. Technical proof The catalog app is a source. Your install is a separate app copy. FAQ Common questions.
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Features
HRMS & People
At a glance Who it’s for Application structure What’s inside Scale and support Operational assistance How it works Comparison Rollout Technical proof FAQ
HFP Open the live workspace Install the HRMS for Professional Services starting point.
Start free
Human Resources

HRMS for Professional Services

Professional services HRMS for firms managing professionals, staffing requisitions, talent candidates, utilization entries, compensation statements, leave, onboarding, payroll, and practice leader workspaces.

Start free See live preview
Live Preview
HRMS for Professional Services · Published starting point
ERP•AI
Overview People & Utilization Command Center pageProfessional Leave Administration pageTalent Recruitment pageProfessional Directory pageProfessional Payroll Run Console pageConsultant Onboarding Tracker page
HRMS & PeopleHRMS for Professional Services
01
People & Utilization Command Center pagePeople & Utilization Command Center page is included as part of the published app starting point.
02
Professional Leave Administration pageProfessional Leave Administration page is included as part of the published app starting point.
03
Talent Recruitment pageTalent Recruitment page is included as part of the published app starting point.
04
Professional Directory pageProfessional Directory page is included as part of the published app starting point.
05
Professional Payroll Run Console pageProfessional Payroll Run Console page is included as part of the published app starting point.
06
Consultant Onboarding Tracker pageConsultant Onboarding Tracker page is included as part of the published app starting point.
Install HRMS for Professional Services
Product snapshot

HRMS for Professional Services at a glance.

Connected tables
27Tables included in the app
Configured fields
328Configured across the schema
Seeded tables
17Tables with starting records
Workflow starters
10Workflow starting points
Ready reports
4Analytics and summaries
Suggested roles
4Suggested roles and scopes
Built for

HRMS for Professional Services teams

Professional services HRMS for firms managing professionals, staffing requisitions, talent candidates, utilization entries, compensation statements, leave, onboarding, payroll, and practice leader workspaces.

  • Daily teams

    Run HRMS for Professional Services with the tables and views needed for repeated operational work.

  • Approvals and visibility

    Track exceptions, review work, and keep the team aligned from a shared workspace.

  • Ready to extend

    Start from a real app structure, then adapt fields, screens, Proto workflows, and reports.

What you get

Views, records, and workflow controls.

The public page preview uses the same structure as the production product pages.

See the live workspace ↓
Application structurePublished
ERP•AI
OverviewOperational dashboardCore recordsWorkflow control
Tables3Installed starting point
01
Operational dashboardTrack active work, exceptions, owners, and recent activity from the same workspace.
02
Core recordsWork from filtered, grouped, and role-aware table views instead of static templates.
03
Workflow controlUse Proto to model the real process around the data after installation.
At a glance

What’s inside.

The catalog page is generated from the latest full source app.

People & Utilization Command Center page

People & Utilization Command Center page is included as part of the published app starting point.

Professional Leave Administration page

Professional Leave Administration page is included as part of the published app starting point.

Talent Recruitment page

Talent Recruitment page is included as part of the published app starting point.

Professional Directory page

Professional Directory page is included as part of the published app starting point.

Professional Payroll Run Console page

Professional Payroll Run Console page is included as part of the published app starting point.

Consultant Onboarding Tracker page

Consultant Onboarding Tracker page is included as part of the published app starting point.

Built for scale

Structured enough to grow with the team.

Start quickly without blocking the path to production operations.

  • Multi-user by default

    Use roles and workspace permissions to let different teams operate from the same app.

  • Structured records

    Data lives in typed tables with views, forms, references, and audit-friendly history.

  • Workflow-ready

    Proto workflows can be connected to the schema and adapted after install.

  • API-accessible

    Use the app through UI workflows or API surfaces as your implementation matures.

Operational assistance

Assistants that work inside the app.

Use AI as an operating layer over the same records your team uses.

Assistant queueReady
01
Data steward

Checks incomplete records, highlights stale work, and keeps the app ready for action.

02
Workflow runner

Uses Proto workflows and app data to move routine steps forward with an audit trail.

03
Reporting helper

Turns operational data into summaries that managers can review without exporting the app.

Workflow handoff

The process lives beside the data.

Install the app, then shape the workflow around how the business actually runs.

Open the workspace ↗
  1. 01
    Install the appCreate a new app in your workspace from the published catalog copy.
  2. 02
    Review the schemaStart with 27 tables and the included relationships, forms, and views.
  3. 03
    Adapt the workflowUpdate fields, Proto workflows, permissions, and reports around the process you actually run.
  4. 04
    Invite the teamBring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.
Compared

Blank setup vs a published app.

Start from a working system instead of a blank canvas.

ConsiderationBeforePublished app
Starting pointBeforeBlank app, spreadsheet import, and manual setup.Published appPublished app copy with schema, views, forms, and defaults.
WorkflowBeforeProcess lives outside the system.Published appProto workflows can run beside the records they operate on.
IterationBeforeChanges require rebuilding the system from scratch.Published appEdit fields, views, permissions, and workflows after install.
AccessBeforeShared credentials or duplicated sheets.Published appWorkspace users, roles, and app-level permissions.
Time to value

Install, adapt, operate, scale.

A practical rollout path from first click to real team usage.

  1. Day 1Install

    Create the app, inspect the included schema, and open the first records.

  2. Week 1Adapt

    Rename fields, add missing views, and connect the first Proto workflow.

  3. Month 1Operate

    Move real work through the app and refine reports from production usage.

  4. Quarter 1Scale

    Invite more teams, connect APIs, and standardize the operating model.

Workspace-safe by design.

The catalog app is a source. Your install is a separate app copy.

App copy isolation

Install creates a separate app for your workspace rather than editing the catalog source.

Audit-ready changes

Records, schema changes, and workflow actions stay tied to your workspace history.

Open extension path

Start from the catalog app, then connect APIs, Proto workflows, reports, and team-specific screens.

FAQ

Common questions.

What gets installed with HRMS for Professional Services?+

The published app copy is installed into your workspace with its schema, views, forms, and configured starting data according to the publication settings.

Can I change the app after installing it?+

Yes. The installed app is yours to edit. You can change tables, fields, views, permissions, workflows, and reports.

HRMS for Professional Services

Install the published starting point. Adapt it to your operating model.

Professional services HRMS for firms managing professionals, staffing requisitions, talent candidates, utilization entries, compensation statements, leave, onboarding, payroll, and practice leader workspaces.

Start free See live preview

The installed workspace is a separate, editable app copy.

HRMS & People

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