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HRMS with Document Vault

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  1. HRMS with Document Vault
  2. Work with Proto
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Put an AI agent to work in HRMS with Document Vault

Use an assistant to prepare HR worklists and explain linked records for human review.

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 open requisitions and summarize applications awaiting the next interview decision.
  • HR Business Partner: Gather the employee and position context for a proposed lifecycle change.
  • Payroll Admin: Compare pay run totals with employee statements and lines before approval.
  • L&D Admin: List training records whose expiration dates need follow-up.

What stays with a person

  • The responsible person checks the source record and makes each approval.
  • Verify employee identity, access rights, period and amount before changing a consequential status.

The responsible person checks the source record and makes each approval. Verify employee identity, access rights, period and amount before changing a consequential status.

Set up HRMS with Document Vault 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