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  1. HRMS with Document Vault
  2. Implementation plan
Reference

How an HRMS with Document Vault rollout works

Set up people, ownership and pay calendars before running an operating cycle.

  1. Map people and positions

    Confirm department, location, manager, position and employment status for the pilot population.

  2. Configure policy records

    Review leave types, pay grades, benefit plans, course assignments and payroll calendars.

  3. Rehearse decisions

    Follow a requisition, leave request, timesheet and pay run with the relevant owners.

  4. Reconcile results

    Compare employee references, dated events, statement lines and final totals before expanding.

What the customer provides

Provide employee identifiers, organization structure, pay schedules, leave rules, benefit plan details and named decision owners. Choose a small pilot population with a complete hire and pay path. Have the owners resolve conflicting source records before import.

Changing it afterwards

Review effective dates and downstream references when a position, manager, salary, calendar or policy changes. Record the lifecycle event and check the next payroll and reporting period with its owner.

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

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