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HRMS with Expense Mgmt

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  1. HRMS with Expense Mgmt
  2. Proto assistance
Reference

Put an AI agent to work in HRMS with Expense Mgmt

Use Proto to configure and inspect the HRMS with your team.

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: Prepare the employee and position references for a transfer review.
  • Recruiter: Find an application's requisition and show which interview feedback is still outstanding.
  • Payroll Admin: Compare a run's period, statements and statement lines and independently calculated pay before approval.
  • L&D Admin: List training records nearing expiration and their linked employees.

What stays with a person

  • A person approves a requisition, offer, leave request or payroll run.
  • Proto can organize the case and identify the records to check; it should not replace the accountable owner's decision.
  • Confirm access and test a rejected case before using an assistant in a live cycle.

A person approves a requisition, offer, leave request or payroll run. Proto can organize the case and identify the records to check; it should not replace the accountable owner's decision. Confirm access and test a rejected case before using an assistant in a live cycle.

Set up HRMS with Expense Mgmt 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