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  1. HRMS with Expense Mgmt
  2. Get started
Get started

Get HRMS with Expense Mgmt running in four steps.

Prepare a focused first operating cycle for HRMS with Expense Mgmt.

  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 Expense Mgmt. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open HRMS with Expense Mgmt 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 and create your ERP.AI account. Use Proto to configure HRMS with Expense Mgmt for your business. Name the people who own employee records, hiring, leave and payroll decisions.

Prepare the first operating cycle

Choose a small employee group and one payroll calendar. Bring its departments, positions, managers, leave types and current balances. Add one approved opening, one candidate case, a leave request, a timesheet and a known pay period. Let each person work through their actual access and approval queue.

Review before release

Check employee references and dates, then compare the payroll run with its statements and expected totals. Rehearse a rejected decision and a correction. Confirm the next owner sees the result in the right view. Use implementation to extend the scope after the pilot.

Set up HRMS with Expense Mgmt your way.

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

How to get started