1. Small Business HRMS
  2. Work with Proto
Reference

Put an AI agent to work in Small Business HRMS

Use Proto to prepare HRMS configuration and review representative cases.

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

  • HR Business Partner: Prepare employee and position imports for review, then trace a transfer through employment history.
  • Recruiter: Compare an open requisition with its applications, interviews and draft offer.
  • Payroll Admin: Reconcile a run's period, statements, lines and totals before the approver decides.
  • L&D Admin: Find course enrollments due soon and the training records that follow completion.

What stays with a person

  • The named human owner decides employment, offer, leave and payroll matters; Admin records the named owner’s decision.
  • Proto can prepare a case and point to conflicting references; the person with authority reviews the underlying record and records the decision.
  • Connected bank, tax and learning results need their own confirmation. [Review roles](/hrms-for-small-business/roles) and [implementation](/hrms-for-small-business/implementation).

The named human owner decides employment, offer, leave and payroll matters; Admin records the named owner’s decision. Proto can prepare a case and point to conflicting references; the person with authority reviews the underlying record and records the decision. Connected bank, tax and learning results need their own confirmation.

[Review roles](/hrms-for-small-business/roles) and [implementation](/hrms-for-small-business/implementation).

Set up Small Business HRMS your way.

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

How to get started