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- HRMS with Expense Mgmt
- Who it's for
- People operations teams
People operations teams
A people operations team can connect a worker's leave, goals and training history to the same employee record. HR Business Partner checks changes and review cycles; L&D Admin manages course completion and renewal. 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
Employee lifecycle
Start with an employee whose manager changes. Record the effective date and former manager in employment history, then check the current assignment in the register.
Hiring and changes
Use the requisition, application, offer and employment history records to keep the reason for a move visible. Ask the next owner to check the linked employee or candidate before advancing the work.
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
Choose a midyear cycle, confirm the subject and reviewer, and follow submission through acknowledgement. Then inspect a completed course and the training record's expiration date.
A people operations team can connect a worker's leave, goals and training history to the same employee record. HR Business Partner checks changes and review cycles; L&D Admin manages course completion and renewal. 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.