1. HRMS + Payroll for SMB
  2. Work with Proto
Reference

Put an AI agent to work in HRMS + Payroll for SMB

Ask Proto to help inspect records and prepare work for a human decision.

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: Find an open requisition and summarize its applications before a hiring review.
  • HR Business Partner: Check an employee's current assignment and related employment change dates.
  • Payroll Admin: Compare a run's dates and totals with its employee statements and filing records.
  • L&D Admin: Find training records approaching expiration and identify their employee and course.

What stays with a person

  • The assigned reviewer decides whether a requisition or offer should be approved.
  • The named approver decides time and leave; the pay approver decides on a run.
  • Give Proto a specific record and ask it to prepare the facts for review.
  • Keep payment execution and tax submission with the responsible external service and human owner.

The assigned reviewer decides whether a requisition or offer should be approved. The named approver decides time and leave; the pay approver decides on a run. Give Proto a specific record and ask it to prepare the facts for review. Keep payment execution and tax submission with the responsible external service and human owner.

Usage is metered according to the selected plan. Review [pricing](/hrms-payroll-for-smb/pricing) before a broader rollout.

Set up HRMS + Payroll for SMB your way.

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

How to get started