Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- HRMS with Grievance Management
- Electronic signature
- Calendar
- Banking
- Tax filing portals
- Learning provider
HRMS with Grievance Management · Available now
Example screen with sample data
Keep each employee's work history and HR decisions together.
HRMS with Grievance Management keeps the employee register, position structure and employment history alongside the work that follows a hire. Recruiters prepare requisitions, track applications and interviews, and prepare offers.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewActive employee register×
HRMS with Grievance Management · Employees
New employee
Active employee register
Employees in one list
Employees in view
6Active
6| Employee ID | Full name | Department | Position | Manager | Hire date | |
|---|---|---|---|---|---|---|
| EMP-7021 | Naomi Adebayo | Payroll | Employee relations manager, Central | Naomi Adebayo | 31 Oct | |
| EMP-7064 | Pablo Serrano | Learning and Development | Payroll specialist, Central | Pablo Serrano | 13 Oct | |
| EMP-7108 | Radhika Joshi | Workplace Resolution | Employee relations manager, Central | Samir Rahman | 14 Oct | |
| EMP-7155 | Elliot Marsh | Workplace Resolution | Grievance advisor, North | Marta Kowalska | 18 Oct | |
| EMP-7202 | Ayla Demir | Employee Relations | Field supervisor, West | Ayla Demir | 30 Oct |
6 of 6 records
EMP-7021Employees · EMP-18258
ActiveFull nameNaomi Adebayo
DepartmentPayroll
PositionEmployee relations manager, Central
ManagerNaomi Adebayo
Hire date31 Oct
Requisition approvalEMP-18258 · EMP-7021
Admin approves the opening after HR review.
Waiting for Admin
ApproveReturn
- Tables, ready to use
- 36
- Saved views
- 14
- Roles with set permissions
- 8
- Reports and dashboards
- 8
Features
See the employee work in context
Every feature works on the same records. Pick one to see the screen your team works in.
People records
Keep the employee register, position structure and dated employment changes connected.
- Set the structure
- Keep the current record
- Record the change
- Employees
- Employment history
- Departments
- Positions
- Job titles
- Pay grades
OverviewActive employee register×
HRMS with Grievance Management · People records
New
Active employee register
Employees
| Employee ID | Full name | Department | Position | Manager | Hire date | |
|---|---|---|---|---|---|---|
| EMP-7021 | Naomi Adebayo | Payroll | Employee relations manager, Central | Naomi Adebayo | 31 Oct | |
| EMP-7064 | Pablo Serrano | Learning and Development | Payroll specialist, Central | Pablo Serrano | 13 Oct | |
| EMP-7108 | Radhika Joshi | Workplace Resolution | Employee relations manager, Central | Samir Rahman | 14 Oct | |
| EMP-7155 | Elliot Marsh | Workplace Resolution | Grievance advisor, North | Marta Kowalska | 18 Oct | |
| EMP-7202 | Ayla Demir | Employee Relations | Field supervisor, West | Ayla Demir | 30 Oct |
6 of 6 records
EMP-7021Employees · EMP-18258
ActiveFull nameNaomi Adebayo
DepartmentPayroll
PositionEmployee relations manager, Central
ManagerNaomi Adebayo
Hire date31 Oct
Recruiting
Link open positions to requisitions, candidate applications, interviews and offers.
- Open the seat
- Follow one candidacy
- Decide the offer
- Job requisitions
- Positions
- Job titles
- Candidates
- Applications
- Interviews
OverviewRequisitions awaiting approval×
HRMS with Grievance Management · Recruiting
New
Requisitions awaiting approval
Job requisitions
| Requisition number | Position | Department | Headcount | Hiring manager | Status | |
|---|---|---|---|---|---|---|
| JR-93377 | HR investigator, remote | Learning and Development | 1 | Elliot Marsh | Pending Approval | |
| JR-10121 | Payroll specialist, Central | Payroll | 14 | Elliot Marsh | Pending Approval | |
| JR-40399 | Employee relations manager, Central | Payroll | 8 | Marta Kowalska | Pending Approval | |
| JR-69432 | Payroll specialist, Central | Payroll | 18 | Viola Conti | Pending Approval | |
| JR-46614 | Compliance analyst, Central | Learning and Development | 23 | Pablo Serrano | Pending Approval |
6 of 6 records
HR investigator, remoteJob requisitions · JR-93377
Pending ApprovalDepartmentLearning and Development
Headcount1
Hiring managerElliot Marsh
Onboarding
Give each hire a checklist and dated tasks with named assignees.
- Start the checklist
- Assign each action
- Review completion
- Onboarding checklists
- Onboarding tasks
- Employees
- Offers
- Employment history
OverviewOffers awaiting approval×
HRMS with Grievance Management · Onboarding
New
Offers awaiting approval
Offers
| Offer number | Candidate | Position | Base salary | Currency | Status | |
|---|---|---|---|---|---|---|
| OFF-55099 | Felix Brandt | Mediation coordinator, South | 80 | USD | Pending Approval | |
| OFF-21951 | Alina Popescu | Field supervisor, West | 320 | EUR | Pending Approval | |
| OFF-33202 | Noura Saleh | People partner, East | 90 | GBP | Pending Approval | |
| OFF-33508 | Felix Brandt | Grievance advisor, North | 930 | CAD | Pending Approval | |
| OFF-73780 | Neha Kapoor | Grievance advisor, North | 590 | INR | Pending Approval |
6 of 6 records
Felix BrandtOffers · OFF-55099
USDPositionMediation coordinator, South
Base salary80
StatusPending Approval
Leave and time
Review dated leave requests and weekly timesheets against employee balances.
- Maintain policy records
- Review requests
- Close the week
- Leave types
- Leave balances
- Leave requests
- Timesheets
- Time entries
- Employees
OverviewLeave awaiting decision×
HRMS with Grievance Management · Leave and time
New
Leave awaiting decision
Approval waits for the approver
| Request number | Employee | Leave type | Start date | End date | Approver | |
|---|---|---|---|---|---|---|
| LR-26187 | Viola Conti | Medical recovery leave | 19 Oct | 21 Oct | Elliot Marsh | |
| LR-17175 | Yuna Choi | Certified sick leave | 29 Oct | 07 Nov | Pablo Serrano | |
| LR-74811 | Viola Conti | Certified sick leave | 28 Oct | 04 Nov | Naomi Adebayo | |
| LR-18997 | Samir Rahman | Vacation leave | 26 Oct | 29 Oct | Pablo Serrano | |
| LR-27002 | Yuna Choi | Unpaid leave | 29 Oct | 01 Nov | Samir Rahman |
6 of 6 records
Medical recovery leaveLeave requests · LR-26187
SubmittedEmployeeViola Conti
Start date19 Oct
End date21 Oct
ApproverElliot Marsh
Payroll
Prepare pay runs, employee statements and tax filings against named payroll calendars.
- Set the calendar
- Prepare the run
- Decide and record
- Payroll calendars
- Payroll runs
- Pay statements
- Pay statement lines
- Tax jurisdictions
- Tax filings
OverviewPayroll approval queue×
HRMS with Grievance Management · Payroll
New
Payroll approval queue
Payroll runs
| Run number | Calendar | Period start | Period end | Pay date | Gross total | |
|---|---|---|---|---|---|---|
| PR-93796 | Field team, weekly | 13 Oct | 15 Oct | 19 Oct | 230 | |
| PR-87714 | Final settlement, on demand | 21 Oct | 29 Oct | 02 Nov | 400 | |
| PR-10328 | Canada team, biweekly | 15 Oct | 24 Oct | 29 Oct | 80 | |
| PR-39955 | Head office, semimonthly | 30 Oct | 07 Nov | 16 Nov | 290 | |
| PR-23057 | Bonus payroll, quarterly | 27 Oct | 02 Nov | 04 Nov | 670 |
6 of 6 records
Field team, weeklyPayroll runs · PR-93796
Pending ApprovalPeriod start13 Oct
Period end15 Oct
Pay date19 Oct
Gross total230
Net total410
Performance and learning
Keep employee goals, reviews, course enrollment and completed training together.
- Plan the cycle
- Capture feedback
- Keep learning history
- Performance cycles
- Goals
- Performance reviews
- Courses
- Course enrollments
- Training records
OverviewReviews in progress×
HRMS with Grievance Management · Performance and learning
New
Reviews in progress
Performance reviews
Self2
2025 manager midyearPR-22469
2025 manager midyearPR-64992
Add
Manager1
2025 leadership calibrationPR-33893
Add
Peer1
2026 manager midyearPR-79626
Add
Upward1
2026 HR annual reviewPR-51489
Add
Skip-level1
2026 probation, springPR-51741
Add
Process
Follow the hire through first pay
Hire to pay ships ready to use. 3 steps need a named approval before the work moves on: Requisition approval (Admin), Offer approval (Admin) and Payroll approval (Payroll Admin).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Requisition approval
Check headcount and the position before opening the search.
EMP-7021EMP-18258 · RecruiterRequisition approvalBy RecruiterApprovalAdmin approves the opening after HR review. -
Candidate selection
Keep each application and interview tied to the opening.
EMP-7021EMP-18258 · Hiring ManagerCandidate selectionBy Hiring Manager -
Offer approval
Review pay and start date before sending the offer.
EMP-7021EMP-18258 · RecruiterOffer approvalBy RecruiterApprovalAdmin checks proposed pay and approves the offer. -
Employee onboarding
Assign the hire and complete dated tasks.
EMP-7021EMP-18258 · HR Business PartnerEmployee onboardingBy HR Business Partner -
Time and leave
Decide submitted requests and weekly hours.
EMP-7021EMP-18258 · EmployeeTime and leaveBy Employee -
Payroll approval
Reconcile the run and statements before release.
EMP-7021EMP-18258 · Payroll AdminPayroll approvalBy Payroll AdminApprovalAdmin approves the run after Payroll Admin reconciles it.
Inside a record
Bring external outcomes back to the record
Open any employee to see its applications, the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Full name, Department, Position and Manager.
- 2Applications
Each line is linked to this employee.
- 3Who works on it
L&D Admin, Recruiter and Payroll Admin, each with their own permissions.
- 4Process stages
Employee onboarding and Time and leave, with the role that acts.
- 5Approvals
Requisition approval and Offer approval, with who decides.
Active employee registerEMP-7021×
HRMS with Grievance Management · Employees
Log activity
EMP-7021
Naomi Adebayo · Active
1
Record details
Full nameNaomi Adebayo
DepartmentPayroll
PositionEmployee relations manager, Central
ManagerNaomi Adebayo
2
Applications
EMP-7021
| Application number | Candidate | Requisition |
|---|---|---|
| APP-38860 | Noura Saleh | Compliance analyst, Central |
| APP-81926 | Mina Aoki | HR investigator, remote |
| APP-56206 | Noura Saleh | Grievance advisor, North |
- Applications
- 6
3
Who works on it
- L&D AdminManage course enrollments, Courses, training records
- RecruiterManage Applications, Candidates, Interviews, job requisitions…
- Payroll AdminManage pay statement lines, pay statements, payroll calendars…
4
Process stages
- Employee onboardingHR Business Partner
- Time and leaveEmployee
5
Approvals
- Requisition approvalAdminApproved
- Offer approvalAdminWaiting
Approvals
Keep decisions with the right owner
OverviewApprovals×
HRMS with Grievance Management · Overview
Approvals
Signed in as Admin
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- LR-26187Medical recovery leaveSubmitted0dActions
- LR-17175Certified sick leaveSubmitted2dActions
- LR-74811Certified sick leaveSubmitted5dActions
- LR-18997Vacation leaveSubmitted3dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Requisition approvalCheck headcount and the position before opening the search. | Admin | |
| Offer approvalReview pay and start date before sending the offer. | Admin | |
| Payroll approvalReconcile the run and statements before release. | Payroll Admin |
3 approval rules · set per role in Proto
Roles
A workspace for each role
Everyone opens HRMS with Grievance Management to the work that is theirs. Pick a role to see what it starts with.
Employee
Self-service record entry on leave, timesheets and goals; read-only on pay, benefits and performance.
This is the first screen this role sees.
OverviewLeave schedule×
Leave schedule
Leave requests · Employee
Approved3
Family care leaveLR-77371
02 Nov
Unpaid leaveLR-49906
02 Nov
Certified sick leaveLR-47711
13 Oct
Add
Taken3
Family care leaveLR-18803
01 Nov
Unpaid leaveLR-96651
26 Oct
Jury service leaveLR-26853
17 Oct
Add
L&D Admin
Record entry on the learning catalog and training records; read-only on employees and positions.
This is the first screen this role sees.
OverviewTraining expiry watch×
Training expiry watch
Training records · L&D Admin
Expiring Soon3
Naomi Adebayo, intake practiceRetaliation prevention
11 Oct
Radhika Joshi, investigationRetaliation prevention
11 Oct
Ayla Demir, mediation basicsGrievance intake practice
31 Oct
Add
Expired3
Pablo Serrano, manager dutiesMediation foundations
02 Nov
Elliot Marsh, respectful dialogueManager response duties
23 Oct
Karim Haddad, case handlingManager response duties
21 Oct
Add
Hiring Manager
Read-only visibility into requisitions and the hiring pipeline.
This is the first screen this role sees.
OverviewOpen requisitions×
Open requisitions
Job requisitions · Hiring Manager
Approved3
Payroll specialistEmployee Relations
Employee relations managerLearning and Development
Mediation coordinatorLearning and Development
Add
Open2
HR investigatorCorporate Administration
Mediation coordinatorWorkplace Resolution
Add
On Hold1
Employee relations managerCorporate Administration
Add
Recruiter
Record entry across the hiring pipeline; read-only on employees.
This is the first screen this role sees.
OverviewOpen requisitions×
Open requisitions
Job requisitions · Recruiter
Approved3
Payroll specialistEmployee Relations
Employee relations managerLearning and Development
Mediation coordinatorLearning and Development
Add
Open2
HR investigatorCorporate Administration
Mediation coordinatorWorkplace Resolution
Add
On Hold1
Employee relations managerCorporate Administration
Add
Payroll Admin
Record entry on payroll and tax tables; read-only on employees, benefits, leave and timesheets.
This is the first screen this role sees.
OverviewTimesheets awaiting decision×
Timesheets awaiting decision
Timesheets · Payroll Admin
| Timesheet number | Employee | Week start | Week end | Total hours | Approver | |
|---|---|---|---|---|---|---|
| TMS-91841 | Radhika Joshi | 27 Oct | 30 Oct | 40 | Viola Conti | |
| TMS-69878 | Karim Haddad | 29 Oct | 06 Nov | 40 | Pablo Serrano | |
| TMS-91366 | Yuna Choi | 30 Oct | 04 Nov | 40 | Samir Rahman | |
| TMS-46430 | Viola Conti | 01 Nov | 10 Nov | 40 | Radhika Joshi | |
| TMS-13091 | Naomi Adebayo | 23 Oct | 01 Nov | 40 | Karim Haddad |
6 of 6 records
HR Business Partner
Record entry on people and performance tables; read-only on pay and benefits.
This is the first screen this role sees.
OverviewActive employee register×
Active employee register
Employees · HR Business Partner
| Employee ID | Full name | Department | Position | Manager | Hire date | |
|---|---|---|---|---|---|---|
| EMP-7021 | Naomi Adebayo | Payroll | Employee relations manager, Central | Naomi Adebayo | 31 Oct | |
| EMP-7064 | Pablo Serrano | Learning and Development | Payroll specialist, Central | Pablo Serrano | 13 Oct | |
| EMP-7108 | Radhika Joshi | Workplace Resolution | Employee relations manager, Central | Samir Rahman | 14 Oct | |
| EMP-7155 | Elliot Marsh | Workplace Resolution | Grievance advisor, North | Marta Kowalska | 18 Oct | |
| EMP-7202 | Ayla Demir | Employee Relations | Field supervisor, West | Ayla Demir | 30 Oct |
6 of 6 records
CHRO / VP People
Read-only oversight across all 33 HRMS tables.
This is the first screen this role sees.
OverviewLeave awaiting decision×
Leave awaiting decision
Leave requests · CHRO / VP People
| Request number | Employee | Leave type | Start date | End date | Approver | |
|---|---|---|---|---|---|---|
| LR-26187 | Viola Conti | Medical recovery leave | 19 Oct | 21 Oct | Elliot Marsh | |
| LR-17175 | Yuna Choi | Certified sick leave | 29 Oct | 07 Nov | Pablo Serrano | |
| LR-74811 | Viola Conti | Certified sick leave | 28 Oct | 04 Nov | Naomi Adebayo | |
| LR-18997 | Samir Rahman | Vacation leave | 26 Oct | 29 Oct | Pablo Serrano | |
| LR-27002 | Yuna Choi | Unpaid leave | 29 Oct | 01 Nov | Samir Rahman |
6 of 6 records
Admin
Superuser: full record CRUD on all 33 HRMS tables, plus every view, report and app setting.
- Manage Applications, benefit enrollments, benefit plans, Candidates, course enrollments, Courses, Departments, Employees, employment history, Goals, Interviews, job requisitions, job titles, leave balances, leave requests, leave types, Locations, Offers, onboarding checklists, onboarding tasks, pay grades, pay statement lines, pay statements, payroll calendars, payroll runs, performance cycles, performance reviews, Positions, tax filings, tax jurisdictions, time entries, Timesheets, training records
Reports
Read the operating picture
Answer workforce, hiring, absence, pay, review and training questions from connected records.
Overview×
HRMS with Grievance Management · Overview
HRMS with Grievance Management dashboard
This quarter
Leave requests in view
6Submitted
6Employees by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Active | 31 | ||
| On Leave | 18 | 58% | |
| Terminated | 12 | 67% | |
| Rehireable | 8 | 67% |
Number of employees by status
Sample counts per stage
- 01Headcount by department
Group active employees by department and parent department.
- 02Recruiting funnel
Count applications by requisition and stage.
- 03Offer outcomes
Compare offers by status, position and start date.
- 04Leave usage
Compare accrued, taken, pending and available balances by employee and leave type.
- 05Timesheet review
Compare submitted and approved hours by employee and week.
- 06Payroll by calendar
Compare run gross and net totals by calendar and pay date.
- 07Review progress
Count reviews by cycle, type and status.
- 08Training expiry
Group training records by status and expiration date.
Who it's for
Adapt the same records to your team
See how HRMS with Grievance Management fits your kind of team.
Multi-location employers
Keep employee assignments, locations and pay calendars clear across a distributed workforce.
Growing hiring teams
Bring open positions, recruiting decisions and new hire tasks into one operating path.
People development teams
Follow employee goals, review cycles and completed learning with clear ownership.
Controls
Check the handoff before release
Each stage of hire to pay names the role that acts and the status it records, so a change is never anonymous.
OverviewHire to pay×
HRMS with Grievance Management · Process
Hire to pay
Each stage, the role that acts and the status it records
Process stages
9Approval steps
3Roles involved
6Tables touched
27Requisition approvalApproval
RecruiterStatusDraft → Pending Approval
RecordsJob requisitions
Offer approvalApproval
RecruiterStatusPending Approval → Approved
RecordsCandidates, Pay grades, Positions
Time and leave
EmployeeStatusSubmitted → Approved
RecordsLeave balances, Leave requests, Time entries
- StartJob requisitionsRequisition approvalDraft → Pending Approval
- ApprovalCandidatesOffer approvalPending Approval → Approved
- StepLeave balancesTime and leaveSubmitted → Approved
- ApprovalPay statement linesPayroll preparationDraft → Calculating → Pending Approval
- ApprovalPayroll AdminPayroll approvalPending Approval → Approved
AI agent
Prepare decisions with Proto
Use Proto to prepare HR work and bring decisions back to the right owner.
It can
- Recruiter: List open requisitions with candidates still at the interview stage and prepare a handoff for the Hiring Manager.
- HR Business Partner: Check an employee transfer against the current position, manager and dated history event.
- Payroll Admin: Find submitted time and leave records that need a decision before a pay run is reviewed.
- L&D Admin: Find training records marked expiring soon and identify the employee and course for follow-up.
Stays with a person
- A person decides whether to approve a requisition, offer, leave request or pay run.
- Proto can gather the linked records and point out inconsistencies, but the authorized owner reviews the evidence and records the outcome.
- External payment and filing confirmations must come from the respective systems.
Check the next payroll run's calendar and period. Show submitted timesheets and leave requests for its employees, then list the items their approvers still need to decide.
A person decides whether to approve a requisition, offer, leave request or pay run.
Data model
Your data, in tables you can change
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 36 tables36tables
- People records8
- Recruiting8
- Onboarding5
- Leave and time6
- Payroll9
- Performance and learning7
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Map the organization
Agree entities, countries, departments, locations, positions, pay grades and payroll calendars. Decide which people can edit each record.
Bring in employee records
Import a small group with managers, positions and hire dates. Compare the register with dated employment history.
Rehearse hiring
Use a vacant position, a requisition, an application, an interview and an approved offer. Carry the accepted outcome into an employee checklist.
Run time and pay
Submit leave and weekly hours, obtain the named decisions, then reconcile a payroll run and employee statements for one period.
Add development work
Open a review cycle and assign a course. Check review release, training completion and expiration monitoring.
Pricing
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
- No per-user or per-seat fees
- Viewing, editing, approving and exporting records in the app is free
- Pay only for machine work: API calls, imports, workflows and AI agents
- Prepaid credits from $5. Purchased credits never expire
Machine work rate card Included per $1 of credit
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
How do I get started?
Click Get started, then use Proto to configure employee, hiring and payroll records for your business. Pilot one department, one hiring case and one payroll calendar before adding more employees.
Where do employee details live?
The employee register holds the current position, department, manager, location, entity and payroll calendar. Employment history records dated changes.
How do we connect a candidate to a hire?
Link the application to a candidate and open requisition. Record interviews and an approved offer, then connect the accepted outcome to the employee and onboarding checklist.
Who reviews an offer?
The hiring team checks the position and pay grade, and Admin reviews proposed pay against the position's pay grade before the offer is sent.
Can employees submit their own leave and time?
Employees can enter leave requests, weekly timesheets and daily time entries. The named approver decides submitted work before payroll uses it.
How do we see available leave?
A leave balance belongs to an employee and leave type. It shows accrued, taken, pending and available amounts as of a date.
What makes a pay run ready for review?
Check the calendar, period, eligible employees, approved time and leave, employee statements, and gross and net totals before the run moves to approval.
How are reviews organized?
A performance cycle sets the dates. Goals and reviews link employees and reviewers to that cycle, with separate states for submission, calibration, release and acknowledgement.
Where do completed courses appear?
Course enrollments track assignments and progress. Training records retain completed learning, certificates and expiration dates.
What should we connect externally?
Plan the handoffs for offer signatures, interview calendars, banking, statutory filing and learning providers as needed for your operation.
Set up HRMS with Grievance Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.