1. HRMS + Payroll for SMB
  2. Get started
Get started

Get HRMS + Payroll for SMB running in four steps.

Prepare a small employee group and rehearse the first operating cycle.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up HRMS + Payroll for SMB. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open HRMS + Payroll for SMB in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to open HRMS + Payroll for SMB. Use Proto to set up your entity, team access and first pay calendar. Assign the people who will maintain employee records, review leave and approve payroll.

Prepare the first operating cycle

Choose a small group of employees with known salary, location, calendar and benefit details. Add their departments, positions and managers. Set leave types and balances, then submit a weekly timesheet and leave request. Prepare a dated payroll run and inspect the employee statements and lines. Include one unusual case so the approver has a real decision to check.

Review before release

Have HR Business Partner confirm worker records and Payroll Admin reconcile gross, deductions and net totals. Record the pay approval owner. Agree how payment confirmation and tax filing receipts will return to the run and filing records. Expand to the next calendar only after the pilot period is understood. See roles and integrations for the handoffs.

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