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ERP.AI HRMS with Leave Management

HRMS with Leave Management

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HRMS with Leave Management

Core HR, payroll and leave and attendance, in one system.

Set leave policies, route requests through approvals and track employee leave balances in one HR workspace.

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Explore the specification

HRMS with Leave Management · Illustrative data · Planned system
ERP•AI
Human resources › HRMS with Leave Management
Offer Documents Access First payroll Review
Pending Leave RequestsLeaveRequests
SubmittedYou
  • LR-71448 LT-2941 20 6 d
  • LR-33092 LT-1205 23 in 12 d
  • LR-83518 LT-6778 5 3 d
  • LR-89767 LT-6313 11 12 d
  • LR-17970 LT-5939 15 in 9 d
LR-71448
Employee
LF
LeaveType
LT-2941
StartDate
11 Sep
EndDate
19 Sep
DaysRequested
20
Open Shift SchedulesShiftSchedules
StatusDraftPublishedPeriodEnd >= today
10 Sep03 Oct ShiftSchedules SS-36006, 10 Sep to 17 Sep, Published SS-15050, 14 Sep to 22 Sep, Published SS-19246, 16 Sep to 23 Sep, Published SS-66442, 17 Sep to 24 Sep, Draft SS-27170, 21 Sep to 26 Sep, Draft SS-13867, 24 Sep to 03 Oct, Draft SS-27170SS-19246SS-13867SS-15050SS-66442SS-36006 today · 17 Sep
  • ShiftSchedules: SS-27170, 21 Sep to 26 Sep, Draft
  • ShiftSchedules: SS-19246, 16 Sep to 23 Sep, Published
  • ShiftSchedules: SS-13867, 24 Sep to 03 Oct, Draft
  • ShiftSchedules: SS-15050, 14 Sep to 22 Sep, Published
  • ShiftSchedules: SS-66442, 17 Sep to 24 Sep, Draft
  • ShiftSchedules: SS-36006, 10 Sep to 17 Sep, Published
Today's ShiftShiftAssignments
YouWorkDate = today
  1. SA-24701 · Scheduled sa-986SHF-588909 Sep → 16 SepScheduled
  2. SA-20378 · Swapped sa-948SHF-873821 Sep → 30 SepSwapped
  3. SA-29975 · Cancelled sa-864SHF-101805 Sep → 07 SepWorked
  4. SA-16901 · Worked sa-909SHF-471915 Sep → 22 SepNoShow
  5. SA-48114 · NoShow sa-306SHF-925623 Sep → 26 SepScheduled
Pending Timesheet ApprovalsTimesheets
SubmittedYou
  • TMS-32398 FK in 3 d
  • TMS-50257 VL in 9 d
  • TMS-85478 HB in 6 d
  • TMS-36321 ZE in 7 d
  • TMS-18972 XW in 10 d
TMS-32398
Employee
FK
WeekStart
20 Sep
WeekEnd
26 Sep
TotalHours
40.00
OvertimeHours
22,893.03

Timesheets.Status flips Draft → Computed, the rollup formulas refresh, and RequiresHRReview is flagged if total OT exceeds the configured threshold.

Pending Shift SwapsShiftSwaps
StatusRequestedCounterAccepted
Requested
SS-33784SA-7096
SS-71202SA-8641
SS-47052SA-4218
CounterAccepted
SS-91397SA-9803
SS-87889SA-5619
SS-55395SA-2335
Timesheets Ready For PayrollTimesheets
ManagerApprovedWeekEnd <= current PayPeriod end
Timesheet NumberEmployeeWeek StartWeek EndRegular Hours
TMS-96591XA07 Sep14 Sep2,956.67
TMS-60216MW05 Sep09 Sep38,667.69
TMS-67393XN28 Sep02 Oct30,379.76
TMS-23545BE18 Sep24 Sep20,480.87
TMS-11739RD14 Sep20 Sep2,654.13
TMS-65594SG05 Sep14 Sep35,678.49
My Leave RequestsLeaveRequests
You
Request NumberLeave TypeStart DateEnd DateDays Requested
LR-43121LT-802424 Sep28 Sep22
LR-11435LT-439416 Sep22 Sep20
LR-19537LT-938905 Sep12 Sep28
LR-94076LT-893507 Sep10 Sep23
LR-21654LT-475816 Sep22 Sep25
LR-64246LT-828717 Sep20 Sep11
My Weekly TimesheetTimesheets
YouWeekStart = current week
Timesheet NumberWeek StartWeek EndTotal HoursRegular Hours
TMS-6212117 Sep24 Sep40.0019,565.29
TMS-9815621 Sep27 Sep40.0019,012.48
TMS-7427319 Sep27 Sep40.0025,002.40
TMS-1972419 Sep24 Sep40.0018,582.07
TMS-6874129 Sep05 Oct40.0044,522.30
TMS-9993717 Sep26 Sep40.0021,050.38
FMLA TrackerLeaveRequests
FMLA
EmployeeStart DateEnd DateDays RequestedStatus
DX11 Sep20 Sep16Draft
TF10 Sep17 Sep27Submitted
AD11 Sep19 Sep17ManagerApproved
PX06 Sep09 Sep15HRApproved
TL11 Sep14 Sep12Approved
PP18 Sep20 Sep14Rejected
Bad Punches QueueAttendanceEvents
no matched assignment or Valid = false
Event NumberEmployeeEvent TypeEvent Date TimeSource
AE-17649SHClockIn08 SepBiometricClock
AE-28255SDClockOut20 SepBadgeClock
AE-26128UJBreakStart17 SepMobileApp
AE-48009YPBreakEnd17 SepWeb
AE-79073VKClockIn25 SepManual
AE-32963ZFClockOut06 SepImported
Attendance Anomalies (Today)Timesheets
has absence flagsWorkDate = today
EmployeeWork DateAbsence CategoryNotesApprover
EE14 SepAC-1345Draft tms-405FL
VX26 SepAC-6924Submitted tms-348ES
UW18 SepAC-2787Computed tms-990LF
AP12 SepAC-8239ManagerApproved tms-236MR
WJ18 SepAC-3670Locked tms-520YC
FV09 SepAC-2581Exported tms-914LZ
My Leave BalancesLeaveBalances
YouFiscalYear = current
Leave TypeOpening BalanceAccruedTakenPending
LT-8713660780180900
LT-1380620530110480
LT-324460250560300
LT-553890780950230
LT-809067020012090
LT-89258108049070

Illustrative records generated from the specification. Explore the views to inspect the planned operating model.

Explore the specification

Built for your team.

HR and payroll teams who want people data and pay in one place.

Defined tables
16
Operational views
12
Defined roles
6
Reports
8

Defined in the planned system specification.

What’s inside.

Set leave policies, route requests through approvals and track employee leave balances in one HR workspace.

Core HR

Employee records, org chart and documents

Core HR
NumberNameStatusUpdated

Payroll

Pay runs, deductions and payslips

Timesheets Ready For PayrollManagerApproved
Timesheet NumberEmployeeWeek StartWeek End

Leave and attendance

Balances, rosters and time capture

My Leave Balances
Leave TypeOpening BalanceAccruedTaken

Recruiting

Openings, candidates and offers

Open Shift SchedulesDraft
Schedule NumberNameLocationPeriod Start

Performance

Goals, reviews and calibration

Performance
NumberNameStatusUpdated

Compliance

Statutory filings and policy acknowledgement

Compliance
NumberNameStatusUpdated
Workflow handoff

Hire to pay

Core HR, payroll and leave and attendance, in one system.

Start now ↗
  1. 01
    Offer
  2. 02
    Documents
  3. 03
    Access
  4. 04
    First payroll
  5. 05
    Review

Built for your team

FMLA TrackerFMLA
EmployeeStart DateEnd DateDays Requested

HR Manager

Owns the leave function across the organization. Sole authority to approve FMLA, long-Bereavement, and long-Unpaid LeaveRequests. Owns the LeavePolicies and Holidays catalogs and reviews any Timesheet flagged RequiresHRReview = true.

Attendance Anomalies (Today)
EmployeeWork DateAbsence CategoryNotes

Manager

Line manager with scope over direct reports only. Approves leave and timesheets for own reports, builds the shift roster for own team, and reviews attendance anomalies for own reports.

Scheduler / Workforce Planner

Cross-team shift planner for larger orgs. Builds and publishes ShiftSchedules across multiple teams in an assigned planning unit, balances coverage, and resolves over- / under-staffing before publish.

Bad Punches Queue
Event NumberEmployeeEvent TypeEvent Date Time
Clock Out

Time-Clock Admin

Manages the time-clock device fleet — biometric clocks, badge readers, kiosks. Investigates bad punches, fixes missing ClockOuts, voids duplicate events, and audits the GeoLocation trail for mobile clock-ins.

My Weekly Timesheet
Timesheet NumberWeek StartWeek EndTotal Hours

Employee

Self-service access to own record. Submits leave requests, clocks in / out, submits the weekly Timesheet, requests shift swaps, and views own LeaveBalances.

Operational visibility

Reports and dashboards

Explore what each report measures and the records behind it.

  • Leave Balance Summary

    Per Employee per LeaveType: opening balance, YTD accrued, YTD taken, pending, balance. Drills into Department × Location × Manager. The HR Manager's monthly accrual-audit landing report.

  • Leave Liability

    Dollar value of accrued unused Vacation and Comp-Time per Employee at current pay rate, by Department and Location. The finance bridge for the vacation-payable accrual line on the balance sheet.

  • Overtime Analysis

    OT and double-OT hours and dollar cost by Department × Manager × Location × WorkState for trailing 12 months with month-over-month delta. Highlights cost-of-OT trends, outlier employees, and CA-rule impact.

  • Attendance Anomaly Trends

    No-shows, tardies, and early departures per Employee, Manager, and Department over trailing 90 days, with severity-weighted score for disciplinary reference.

  • Shift Coverage

    Per Location per day: scheduled headcount, actual worked headcount, no-shows, late arrivals, variance. The Scheduler's daily roster-quality report.

  • FMLA Usage Tracker

    Active FMLA cases with Employee, total FMLA days used in trailing 12 months, remaining entitlement (12-week federal cap), and certification expiry dates. The HR Manager's compliance ledger.

  • Holiday Pay Reconciliation

    Per pay period: holiday hours paid (auto for salaried + worked-premium for non-exempt) per Employee per Holiday, reconciled against the Holidays catalog. The audit trail Payroll uses to verify holiday earnings on each pay run.

  • Payroll Export Audit

    Per pay period: Timesheets locked and exported to Payroll, with hours bundled by Employee and EarningCode bucket. The handoff-receipt that proves what this app sent and what Payroll received.

One connected workspace

Leave Balance Summarydrill-down

Per Employee per LeaveType: opening balance, YTD accrued, YTD taken, pending, balance. Drills into Department × Location × Manager. The HR Manager's monthly accrual-audit landing report.

opens
My Leave BalancesLeaveBalances
Leave TypeOpening BalanceAccruedTakenPending
LT-8713660780180900
LT-1380620530110480
LT-324460250560300
LT-553890780950230
opens
LB-51914LeaveBalances
LeaveType
LT-8713
OpeningBalance
660
Accrued
780
Taken
180
Pending
900
Balance
220
AsOfDate
19 Sep

owner Employee

Go from the big picture to the details behind it. Open any record to see its status, owner and history.

Illustrative records. Connections follow the authored specification.

Controls and automation

System checks

leave-request-approval-routing — appEventTrigger on LeaveRequests.record.created (Status: Submitted) → switch routes to Manager (normal) or HR Manager (FMLA / long Bereavement / long Unpaid) with a 48-hour SLA.

leave-balance-decrement-on-approval — appEventTrigger on LeaveRequests.record.updated (Status: Approved) → decrements LeaveBalances, writes balance-history audit, emails Employee.

monthly-leave-accrual-job — scheduleTrigger on the 1st of each month → iterates active Employees, increments LeaveBalances.Accrued per LeavePolicy, applies caps and carryover.

clock-in-out-on-time — webhookTrigger from time-clock devices and the mobile app → validates Employee + ShiftAssignment + GeoFence, creates AttendanceEvents, links to the day's Timesheet.

timesheet-submit-routing — appEventTrigger on Timesheets.record.updated (Status: Submitted) → routes to direct Manager for approval; on approval flips Status: ManagerApproved and locks Employee edits.

timesheet-overtime-flag — code.executor on Timesheets.record.updated (Status: Computed) → applies OvertimeRules per WorkState (federal 40/wk; CA / AK / NV / CO daily 8/12), writes Regular / OT / DoubleOT / Holiday hours, flags RequiresHRReview if OT exceeds threshold.

shift-roster-publish — appEventTrigger on ShiftSchedules.record.updated (Status: Published) → emails affected Employees a roster summary, surfaces on home dashboard.

shift-swap-approval — appEventTrigger on ShiftSwaps.record.created (Status: Requested) → counter-party accept, then Manager approval, then swaps the ShiftAssignments.Employee references and notifies both.

attendance-anomaly-alert — scheduleTrigger daily at 10:00 local → detects no-shows, late arrivals, early departures; tags TimesheetEntries with AbsenceCategories and emails Manager with own-report exceptions.

payroll-export-on-period-end — scheduleTrigger per PayCalendar cutoff → locks ManagerApproved Timesheets, bundles hours rollup, sends to the Payroll Timecards feed via erpaiNode create. Integrations: inbound from Core HR (Employees, Manager hierarchy, EmploymentType, Location, WorkState), the time-clock device fleet (biometric / badge / kiosk via webhook), the mobile-app and web clocks, the geofence service, and the corporate calendar (US holidays per region). Outbound to Payroll (locked Timesheets as the inbound Timecard source — replaces hand-keyed entry), Benefits Administration (rolling 12-month average hours for ACA-eligibility tracking), email / SMS (approvals, roster publishes, swap requests, anomaly alerts), and the document store (FMLA paperwork, jury-duty receipts).

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