1. HRMS with Exit Management
  2. Get started
Get started

Get HRMS with Exit Management running in four steps.

Set up a first departure cycle with clear HR and payroll owners.

  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 Exit Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open HRMS with Exit Management 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 to set up HRMS with Exit Management. Use Proto to configure your employee, checklist, task and payroll records with the people who will run the departure process.

Prepare the first operating cycle

Choose one department, one payroll calendar and a representative employee departure. Confirm the current employee links, effective termination date, task owners and due dates. Name the HR Business Partner who coordinates the checklist and the Payroll Admin who reviews the relevant run and statement.

Review before release

Rehearse a blocked task, a date mismatch and a final pay review. Have the next owner open the records and explain the current state. Confirm the approval decision and task evidence are recorded before expanding. See implementation and roles.

Set up HRMS with Exit Management your way.

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

How to get started