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HRMS + PM for IT Companies

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  1. HRMS + PM for IT Companies
  2. Agent
Reference

Put an AI agent to work in HRMS + PM for IT Companies

Use Proto to prepare and check people-work handoffs.

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: Show open requisitions and applications waiting at the next stage.
  • HR Business Partner: List employee changes awaiting review; ask Admin for the onboarding task queue.
  • Employee: Find the submitted timesheet and leave request for the current period.
  • Payroll Admin: Compare a pay run with its statement periods and approved time.

What stays with a person

  • A suggestion is not an approval.
  • The responsible person checks the underlying record, resolves missing details and records the decision using their permitted role.
  • Proto should identify the employee and period it used, and should ask before changing a record that affects pay or access. [Review roles](/hrms-pm-for-it-companies/roles) before enabling assistant access.

A suggestion is not an approval. The responsible person checks the underlying record, resolves missing details and records the decision using their permitted role. Proto should identify the employee and period it used, and should ask before changing a record that affects pay or access.

[Review roles](/hrms-pm-for-it-companies/roles) before enabling assistant access.

Set up HRMS + PM for IT Companies your way.

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

Start now Download Proto

How to get started