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- HRMS with Expense Mgmt
- Frequently asked questions
Questions, answered
Answers about setup, hiring, leave, pay and learning.
HRMS with Expense Mgmt
10 questions
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How do I get started?
Click Get started, then use Proto to configure HRMS with Expense Mgmt for your business. Start with one employee group, its managers, a leave policy and one pay calendar.
What should we load first?
Load departments, positions, pay grades and calendars before employee assignments. Check manager references before importing transactions.
Who approves a leave request?
The request has an Approver linked to Employees. Agree who fills that role and rehearse both an approval and a rejection.
Can recruiters follow candidates across openings?
Candidates and Applications are separate records. Each application links a candidate to a requisition and carries its own stage.
How are interviews reviewed?
Each interview links to an application and interviewer, with a status, recommendation, rating and feedback.
What connects an accepted offer to onboarding?
The offer links to the candidate, application and position. The onboarding checklist and its assigned tasks organize the new-hire work.
How do we review payroll?
Start with the run, its calendar and period. Inspect each pay statement and its earning, deduction and tax lines. Reconcile the amount independently before approval.
Can employees see their own work?
The Employee role can manage goals, leave requests, time entries and timesheets, and view its configured pay, benefits and review records.
How do we monitor training renewal?
Training records keep completion and expiration dates and a current status. L&D Admin can review expiring records and the linked course.
Where do we set up external services?
Agree calendar, signature, banking, accounting and learning connections with their owners during implementation.
Set up HRMS with Expense Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.