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HRMS with AI Chatbot · Available now

Follow each employee from offer through payroll and development.

HRMS with AI Chatbot gives HR, recruiting and payroll teams a shared record of each employee's work life. A requisition connects to applications, interviews and offers.

  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewLeave approval inbox
HRMS with AI Chatbot · Leave requests

Leave approval inbox

approval waits for the approver

New leave request
Leave requests in view
6
Submitted
6
Request numberEmployeeLeave typeStart dateEnd dateApprover
LR-44032Owen MercerJury duty leave12 Oct17 OctPriya Nair
LR-91208Priya NairParental leave02 Nov04 NovMateo Ruiz
LR-31721Owen MercerJury duty leave29 Oct06 NovOwen Mercer
LR-73354Amira HaddadJury duty leave18 Oct20 OctNadia Rahman
LR-54764Owen MercerPersonal leave26 Oct29 OctPriya Nair
6 of 6 records
Jury duty leaveLeave requests · LR-44032
Submitted
EmployeeOwen Mercer
Start date12 Oct
End date17 Oct
ApproverPriya Nair
Requisition approvalLR-44032 · Jury duty leave

Hiring Manager reviews the opening; Recruiter records approval.

Waiting for Hiring Manager
ApproveReturn
Example screen with sample data
Tables, ready to use
36
Saved views
15
Roles with set permissions
8
Reports and dashboards
8
Features

Work from the employee record

Every feature works on the same records. Pick one to see the screen your team works in.

People records and benefits

Keep employee identity, position, history and benefit enrollment connected.

  • Workforce
  • Organization
  • History and coverage
  • Employees
  • Departments
  • Positions
  • Job titles
  • Locations
  • Pay grades
Explore people records and benefits
OverviewActive employee register
HRMS with AI Chatbot · People records and benefits

Active employee register

Employees

New
Employee IDFull nameDepartmentPositionManagerLocation
EMP-1042Maya SerranoInformation TechnologyBenefits analyst, ChicagoElena VossSeattle headquarters
EMP-1087Idris OkaforTalent AcquisitionIT support lead, SeattlePriya NairSeattle headquarters
EMP-1123Priya NairInformation TechnologyIT support lead, SeattleLinh TranRemote US workforce
EMP-1168Elena VossInformation TechnologyCustomer success manager, DenverLinh TranChicago finance office
EMP-1214Mateo RuizPeople OperationsLearning coordinator, BostonOwen MercerChicago finance office
6 of 6 records
EMP-1042Employees · EMP-63400
Active
Full nameMaya Serrano
DepartmentInformation Technology
PositionBenefits analyst, Chicago
ManagerElena Voss
LocationSeattle headquarters
Example screen with sample data
Process

Follow a hire into the first pay run

Requisition to first pay ships ready to use. 3 steps need a named approval before the work moves on: Requisition approval (Hiring Manager), Offer approval (Recruiter) and Payroll approval (Hiring Manager).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Requisition

    Record the position, headcount and hiring owner.

    Jury duty leaveLR-44032 · Recruiter
    RequisitionBy Recruiter
  2. Requisition approval

    Review the opening before sourcing starts.

    Jury duty leaveLR-44032 · Hiring Manager
    Requisition approvalBy Hiring Manager
    ApprovalHiring Manager reviews the opening; Recruiter records approval.
  3. Candidate review

    Connect each application and interview to its opening.

    Jury duty leaveLR-44032 · Recruiter
    Candidate reviewBy Recruiter
  4. Offer approval

    Check compensation and record the named decision.

    Jury duty leaveLR-44032 · Recruiter
    Offer approvalBy Recruiter
    ApprovalAdmin checks the pay grade; Recruiter records the named approval.
  5. Onboarding

    Assign the worker and dated start tasks.

    Jury duty leaveLR-44032 · HR Business Partner
    OnboardingBy HR Business Partner
  6. Payroll approval

    Review the first run and employee statements.

    Jury duty leaveLR-44032 · Payroll Admin
    Payroll approvalBy Payroll Admin
    ApprovalThe named approving employee reviews the run.
Inside a record

Keep external handoffs accountable

Open any leave request to see the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Employee, Start date, End date and Approver.

  2. 2
    Linked records

    Records linked to this leave request.

  3. 3
    Who works on it

    Employee, Payroll Admin and CHRO / VP People, each with their own permissions.

  4. 4
    Process stages

    Leave and time review, with the role that acts.

  5. 5
    Approvals

    Requisition approval and Offer approval, with who decides.

Leave approval inboxJury duty leave
HRMS with AI Chatbot · Leave requests

Jury duty leave

Submitted

Log activity
1
Record details
EmployeeOwen Mercer
Start date12 Oct
End date17 Oct
ApproverPriya Nair
3

Who works on it

  • EmployeeManage Goals, leave requests, time entries, Timesheets
  • Payroll AdminManage pay statement lines, pay statements, payroll calendars…
  • CHRO / VP PeopleView Applications, benefit enrollments, benefit plans…
4

Process stages

  • Leave and time reviewEmployee
5

Approvals

  • Requisition approvalHiring Manager
    Approved
  • Offer approvalRecruiter
    Waiting
Example screen with sample data
Approvals

Put each decision with its owner

Employee enters personal leave, time and goals and reads permitted pay, benefits, review and training information.

OverviewApprovals
HRMS with AI Chatbot · Overview

Approvals

Signed in as Hiring Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • LR-44032Jury duty leave
    Requested by Owen Mercer
    Submitted3dActions
  • LR-91208Parental leave
    Requested by Priya Nair
    Submitted3dActions
  • LR-31721Jury duty leave
    Requested by Owen Mercer
    Submitted2dActions
  • LR-73354Jury duty leave
    Requested by Amira Haddad
    Submitted5dActions

Who approves what

DecisionApprover
Requisition approvalReview the opening before sourcing starts.Hiring Manager
Offer approvalCheck compensation and record the named decision.Recruiter
Payroll approvalReview the first run and employee statements.Hiring Manager
3 approval rules · set per role in Proto
Example screen with sample data
Roles

A workspace for each role

Everyone opens HRMS with AI Chatbot to the work that is theirs. Pick a role to see what it starts with.

Employee

Self-service record entry on leave, timesheets and goals; read-only on pay, benefits and performance.

This is the first screen this role sees.

OverviewTraining expiry follow-up

Training expiry follow-up

Training records · Employee

Expiring soon3
Maya Serrano, privacy trainingData privacy basics
20 Oct
Priya Nair, conduct trainingBenefits enrollment guide
28 Oct
Mateo Ruiz, incident reportingBenefits enrollment guide
28 Oct
Add
Expired3
Idris Okafor, manager feedbackCustomer data stewardship
14 Oct
Elena Voss, secure devicesSecure device handling
24 Oct
Amira Haddad, interviewingCustomer data stewardship
12 Oct
Add
Example screen with sample data
Reports

See the cases behind the totals

Answer workforce, recruiting, leave, pay and development questions from linked records.

Overview
HRMS with AI Chatbot · Overview

HRMS with AI Chatbot dashboard

This quarter

Timesheets in view
6
Total hours
240
Submitted
6

Leave requests by status

How far records got this quarter

StageReachedStep
Draft39
Submitted2256%
Approved1359%
Rejected969%

Number of leave requests by status

Sample counts per stage

1000
60Draft
80Submitted
90Approved
100Rejected
100Cancelled
Example screen with sample data
  1. 01Workforce by department

    Count Employees by Department and Status, retaining the department parent structure.

  2. 02Requisition pipeline

    Compare job requisitions by Department, Recruiter and Status.

  3. 03Application funnel

    Count Applications by Requisition and Stage.

  4. 04Leave balance and request

    Compare leave balances Available and Pending with dated leave requests by Employee and leave type.

  5. 05Timesheet review

    Sum Timesheets total hours by Employee, week start and Status.

  6. 06Payroll run totals

    Compare payroll runs gross total, net total and employee count by Calendar and pay date.

  7. 07Review completion

    Count performance reviews by Cycle, review type and Status.

  8. 08Training validity

    Count training records by Course, Status and expiration date.

Controls

Review dates, status and authority

Each stage of requisition to first pay names the role that acts and the status it records, so a change is never anonymous.

OverviewRequisition to first pay
HRMS with AI Chatbot · Process

Requisition to first pay

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
3
Roles involved
6
Tables touched
23
Requisition approvalApproval
Hiring Manager, Recruiter
StatusPending approval → Approved
Offer approvalApproval
Recruiter
StatusPending approval → Approved
RecordsPay grades, Positions, Offers
Onboarding
HR Business Partner
StatusPending → in progress → Completed
RecordsOnboarding checklists, Onboarding tasks, Employees
Requisition to first pay
  1. Start
    Requisition approvalPending approval → Approved
    Hiring Manager
  2. Approval
    Offer approvalPending approval → Approved
    Pay grades
  3. Step
    OnboardingPending → in progress → Completed
    Onboarding checklists
  4. Step
    Payroll preparationDraft → Calculating → pending approval
    Payroll calendars
  5. Approval
    Payroll approvalPending approval → Approved
    Payroll Admin
Example screen with sample data
AI agent

Prepare work with Proto

Use Proto to prepare HRMS setup and investigate records with a person deciding each approval.

It can

  • HR Business Partner: Prepare a list of active employees whose position or manager needs review before a transfer is recorded.
  • Recruiter: Summarize open requisitions, candidate stages and interview recommendations for the hiring manager.
  • Payroll Admin: Compare a pending run's period, employee count and statement totals before the named approver reviews it.
  • L&D Admin: Find training records marked expiring soon and identify the linked course and employee.

Stays with a person

  • Proto can prepare records and explain the linked information within the user's access.
  • A person decides an offer, leave request, timesheet or payroll approval.
  • The team remains responsible for checking external payment, calendar, learning and filing results.
Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • HRMS with AI Chatbot
  • Bank or payment provider
  • Tax authority portal
  • Calendar
  • Learning system
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 36 tables
36tables
  • People records and benefits10
  • Recruiting and offers8
  • Time and leave7
  • Payroll and tax9
  • Performance and goals4
  • Onboarding and learning6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set owners

    Name the HR, recruiting, payroll and learning operators and assign their roles. Review the approval path for requisitions, offers, leave, time and pay.

  2. Prepare structure

    Enter departments, positions, pay grades, locations, calendars, leave types, benefit plans and courses.

  3. Move people

    Import employees with their current assignments and dated employment history. Check a sample across entities and countries.

  4. Rehearse work

    Follow one candidate to an offer, one hire through onboarding, one leave and timesheet decision, and one payroll run to close.

  5. Release by cycle

    Begin with a defined pay period and named owners. Reconcile employee statements, filing follow-up and access before expanding.

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for HRMS with AI Chatbot.

All questions
How do I get started?

Click Get started, then use Proto to configure HRMS with AI Chatbot for your business. Pilot one department, one payroll calendar and a representative hire-to-pay cycle before expanding.

What is the central employee record?

Employees connect the person to their department, position, manager, location, pay grade and payroll calendar. Employment history keeps dated lifecycle changes.

How does recruiting link to a hire?

Job requisitions hold the opening. Applications connect a candidate to it; Interviews records feedback; Offers hold the proposed compensation and decision. HR then checks the accepted hire before establishing the employee.

Who enters leave and time?

Employee can enter leave requests, Timesheets and time entries. Each request or timesheet has a named approver for its decision.

Where are leave balances kept?

Leave balances keep accrued, taken, pending and available amounts for each employee and leave type, with an as-of date.

How is payroll reviewed?

Payroll Admin prepares payroll runs, pay statements and pay statement lines. A named approving employee is recorded on the run before posting.

Can employees see their pay statements?

The configured Employee role has read-only access to pay statements. Review access with a representative worker account during setup.

How are reviews organized?

Performance cycles define the period and deadlines. Performance reviews links a subject, reviewer and review type to that cycle; Goals track employee commitments.

Where does training evidence live?

Course enrollments record assignments and progress. Training records keep completed learning, certificate references and expiry dates.

What should I check before the first pay date?

Confirm each worker's entity, country, currency and calendar, then reconcile approved time, active benefits, run totals and individual statement lines.

Set up HRMS with AI Chatbot your way.

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

How to get started

A personal agent for your business

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