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  1. HRMS with Document Vault
  2. Get started
Get started

Get HRMS with Document Vault running in four steps.

Prepare a small HR pilot from employee records through a reviewed pay run.

  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 with Document Vault. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open HRMS with Document Vault 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 and use Proto to configure the HR app for your organization. Name the HR Business Partner, Recruiter and Payroll Admin who will own the first cycle.

Prepare the first operating cycle

Bring employee identifiers, positions, departments, locations, pay grades and a payroll calendar. Choose a real requisition, leave request and timesheet for the rehearsal. Confirm the approval owner at each decision.

Review before release

Open the employee record from every linked case. Check the dates, status and next owner. Reconcile payroll totals to statements and lines. Extend the pilot only after the responsible team can follow each handoff.

See implementation.

Set up HRMS with Document Vault your way.

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

How to get started