HRMS with Exit Management

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  1. HRMS with Exit Management
  2. Work with Proto
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Put an AI agent to work in HRMS with Exit Management

Use Proto to configure and inspect the employee departure process.

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

  • HR Business Partner: Show the employee, dated history and open exit checklist for review.
  • Payroll Admin: Find the relevant payroll period and employee statement for a final pay review.
  • Employee: Show assigned exit tasks and their due dates.
  • Admin: Help configure the roles, records and handoff views for a pilot.

What stays with a person

  • An assistant can prepare records and show exceptions.
  • An authorized person must make the employment decision and approve a payroll run.
  • The assigned worker must supply the real outcome and evidence for Admin to record on a task; a request sent to an external provider is only a request until its outcome is confirmed.
  • Usage is metered according to the plan you choose.

An assistant can prepare records and show exceptions. An authorized person must make the employment decision and approve a payroll run. The assigned worker must supply the real outcome and evidence for Admin to record on a task; a request sent to an external provider is only a request until its outcome is confirmed.

Usage is metered according to the plan you choose. See [pricing](/hrms-with-exit-management/pricing) for the current structure.

Set up HRMS with Exit Management 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