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- HRMS with Expense Mgmt
- Who it's for
- Growing teams
Growing teams
A growing team can use an approved opening as the starting point for an employee hire. The Recruiter follows the application and offer; the HR Business Partner then checks the new employee assignment and onboarding work. Start with the employee record and give each decision to the person who owns it. The HR Business Partner checks the current assignment, the Recruiter manages hiring work, and the Payroll Admin reviews the pay cycle. An employee can see the result of their own leave, goals and pay statement.
How HRMS with Expense Mgmt is set up for you
Requisitions and onboarding
Begin with a small employee group, its departments, positions and named managers. Reconcile the employee register before adding more people.
Hiring and changes
For a new analyst opening, compare the requisition position with the offer and the employee assignment. Record a later transfer as a dated employment event, preserving the former manager and position.
Time and pay
Agree leave types and pay calendars for the pilot. Review a request and a weekly timesheet, then compare the pay statements for the same employees.
Reviews and learning
Define cycle dates, course assignments and who records completions. Review an expiring training record before the next renewal period.
A growing team can use an approved opening as the starting point for an employee hire. The Recruiter follows the application and offer; the HR Business Partner then checks the new employee assignment and onboarding work. Start with the employee record and give each decision to the person who owns it. The HR Business Partner checks the current assignment, the Recruiter manages hiring work, and the Payroll Admin reviews the pay cycle. An employee can see the result of their own leave, goals and pay statement.
Choose one operating group and one payroll calendar. Load its departments, positions, employees and managers first. Then run a representative opening, leave request and pay period. The handoffs matter more than volume: each person should know which queue contains their next decision and which source record explains the result. Have a second person inspect a blocked case and verify the route back to its owner.
Use [the implementation plan](/hrms-with-expense-mgmt/implementation) to prepare the first cycle. The [data model](/hrms-with-expense-mgmt/data-model) shows how the employee connects to hiring, time, pay, reviews and training.
Features to start with
Roles on the team
- Employee
- Self-service record entry on leave, timesheets and goals; read-only on pay, benefits and performance.
- L&D Admin
- Record entry on the learning catalog and training records; read-only on employees and positions.
- Hiring Manager
- Read-only visibility into requisitions and the hiring pipeline.
- Recruiter
- Record entry across the hiring pipeline; read-only on employees.
- Payroll Admin
- Record entry on payroll and tax tables; read-only on employees, benefits, leave and timesheets.
- HR Business Partner
- Record entry on people and performance tables; read-only on pay and benefits.
- CHRO / VP People
- Read-only oversight across all 33 HRMS tables.
- Admin
- Superuser: full record CRUD on all 33 HRMS tables, plus every view, report and app setting.
Set up HRMS with Expense Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.