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HRMS with Org Chart
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HRMS with Org Chart · Available now

Keep every person and reporting line in view.

HRMS with Org Chart keeps each employee attached to a position, department, location and manager. Departments can have a parent, and positions can report to other positions.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewOffers awaiting approval
HRMS with Org Chart · Offers

Offers awaiting approval

Approval conditions

New offer
Offers in view
6
Total base salary
3,090
USD
1
EUR
1
Offer numberCandidatePositionBase salaryCurrencyStart date
OFF-54367Dario ContiCustomer support manager, East230USD23 Oct
OFF-37821Anya RaoPeople director, HQ360EUR30 Oct
OFF-68394Dario ContiChief operating officer, HQ580GBP28 Oct
OFF-23062Celia TanPeople director, HQ660CAD19 Oct
OFF-87658Theo BauerFinance director, HQ750INR19 Oct
6 of 6 records
Dario ContiOffers · OFF-54367
USD
PositionCustomer support manager, East
Base salary230
Start date23 Oct
StatusPending approval
Open a requisitionOFF-54367 · Dario Conti

Admin records the requisition decision after the designated review.

Waiting for Admin
ApproveReturn
Example screen with sample data
Tables, ready to use
36
Saved views
15
Roles with set permissions
8
Reports and dashboards
8
Features

See the workforce and the work behind it

Every feature works on the same records. Pick one to see the screen your team works in.

Organization and employee records

Keep each employee connected to a department, position and reporting line.

  • People
  • Organization
  • History
  • Departments
  • Employees
  • Positions
  • Job titles
  • Locations
  • Employment history
Explore organization and employee records
OverviewActive employee register
HRMS with Org Chart · Organization and employee records

Active employee register

Employees

New
Employee IDFull nameDepartmentPositionManagerLocation
EMP-8013Imani OkoroExecutive LeadershipEngineering director, remoteImani OkoroRemote engineering team
EMP-8057Andrés MolinaExecutive LeadershipRecruiting manager, HQBeatriz DuarteNorth recruiting hub
EMP-8105Shreya BanerjeeTalent AcquisitionPeople director, HQLars HolmRemote engineering team
EMP-8150Lars HolmTalent AcquisitionRegional operations lead, WestBeatriz DuarteRemote engineering team
EMP-8196Salma NasserExecutive LeadershipEngineering director, remoteBeatriz DuarteRemote engineering team
6 of 6 records
EMP-8013Employees · EMP-87550
Active
Full nameImani Okoro
DepartmentExecutive Leadership
PositionEngineering director, remote
ManagerImani Okoro
LocationRemote engineering team
Example screen with sample data
Process

From open seat to reporting line

From open position to reporting line ships ready to use. 2 steps need a named approval before the work moves on: Open a requisition (Admin) and Approve an offer (Admin).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Structure the organization

    Check departments, positions and employee managers together.

    Dario ContiOFF-54367 · HR Business Partner
    Structure the organizationBy HR Business Partner

  2. Open a requisition

    Review the position and approve the recruiting need.

    Dario ContiOFF-54367 · Hiring Manager
    Open a requisitionBy Hiring Manager
    ApprovalAdmin records the requisition decision after the designated review.

  3. Review candidates

    Follow applications and interview recommendations.

    Dario ContiOFF-54367 · Recruiter
    Review candidatesBy Recruiter

  4. Approve an offer

    Check the terms against the position and pay grade.

    Dario ContiOFF-54367 · Recruiter
    Approve an offerBy Recruiter
    ApprovalAdmin records the offer decision after the designated review.

  5. Start employment

    Create the employee record and assigned joining work.

    Dario ContiOFF-54367 · HR Business Partner
    Start employmentBy HR Business Partner

  6. Maintain reporting lines

    Keep current managers and dated changes in agreement.

    Dario ContiOFF-54367 · HR Business Partner
    Maintain reporting linesBy HR Business Partner

Start with From position to reporting line

Inside a record

Connect the systems around HR

Open any offer to see the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Position, Base salary, Start date and Status.

  2. 2
    Linked records

    Records linked to this offer.

  3. 3
    Who works on it

    Recruiter, CHRO / VP People and Admin, each with their own permissions.

  4. 4
    Process stages

    Approve an offer and Start employment, with the role that acts.

  5. 5
    Approvals

    Open a requisition and Approve an offer, with who decides.

Offers awaiting approvalDario Conti
HRMS with Org Chart · Offers

Dario Conti

Customer support manager, East · USD

Log activity
1
Record details
PositionCustomer support manager, East
Base salary230
Start date23 Oct
StatusPending approval
3

Who works on it

  • RecruiterManage Applications, Candidates, Interviews, job requisitions…
  • CHRO / VP PeopleView Applications, benefit enrollments, benefit plans…
  • AdminManage Applications, benefit enrollments, benefit plans…
4

Process stages

  • Approve an offerRecruiter
  • Start employmentHR Business Partner, Employee
5

Approvals

  • Open a requisitionAdmin
    Approved
  • Approve an offerAdmin
    Waiting
Example screen with sample data
Approvals

Give each decision its owner

OverviewApprovals
HRMS with Org Chart · Overview

Approvals

Signed in as Admin

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • OFF-54367Dario Conti
    Customer support manager, EastRequested by Employee
    USD0dActions
  • OFF-37821Anya Rao
    People director, HQRequested by Employee
    EUR3dActions
  • OFF-68394Dario Conti
    Chief operating officer, HQRequested by Employee
    GBP5dActions
  • OFF-23062Celia Tan
    People director, HQRequested by Employee
    CAD5dActions

Who approves what

DecisionApprover
Open a requisitionReview the position and approve the recruiting need.Admin
Approve an offerCheck the terms against the position and pay grade.Admin
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens HRMS with Org Chart 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 approvals

Leave approvals

Leave requests · Employee

Request numberEmployeeLeave typeStart dateEnd dateApprover
LR-17608Lars HolmAnnual vacation31 Oct03 NovFarida Bekele
LR-24402Mila NovakBereavement leave25 Oct29 OctEthan Price
LR-97763Salma NasserParental leave23 Oct26 OctEthan Price
LR-32344Beatriz DuartePersonal leave24 Oct01 NovEthan Price
LR-16485Lars HolmPersonal leave30 Oct03 NovFarida Bekele
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Read the current organization clearly

Questions about reporting lines, hiring, leave, payroll and learning.

Overview
HRMS with Org Chart · Overview

HRMS with Org Chart dashboard

This quarter

Leave requests in view
6
Submitted
6

Offers by status

How far records got this quarter

StageReachedStep
Draft40
Pending approval1743%
Approved424%
Sent250%

Base salary by status

Sample totals per stage

0
-4000Draft
-1000Pending approval
-4000Approved
-6000Sent
-2000Accepted
Example screen with sample data
  1. 01Headcount by department

    How many Active or on leave employees sit in each department and parent department?

  2. 02Manager span

    How many direct reports does each current employee manager have?

  3. 03Position capacity

    Which positions are Open or Filled, and how does recorded headcount compare with employees attached?

  4. 04Recruiting pipeline

    Which application stages and requisitions need recruiter attention?

  5. 05Leave utilization

    What is accrued, pending and taken by leave type at the balance date?

  6. 06Payroll run summary

    Which periods are pending approval, posted or paid, and what are their recorded gross totals?

  7. 07Review progress

    Which reviews are submitted or still in progress in a cycle?

  8. 08Training expiry

    Which employee training records are approaching or past expiration?

All reports and dashboards

Who it's for

Fit the way your team operates

See how HRMS with Org Chart fits your kind of team.

Multi-location employers

Keep employee, position and payroll context consistent across work locations.

Growing teams

See how hiring changes the current reporting chain and planned seats.

People operations teams

Coordinate employee changes, leave, reviews and learning through named owners.

Controls

Keep decisions with named people

Each stage, from open position to reporting line, names the role that acts and the status it records, so a change is never anonymous.

OverviewFrom open position to reporting line
HRMS with Org Chart · Process

From open position to reporting line

Each stage, the role that acts and the status it records

Process stages
9
Approval steps
2
Roles involved
6
Tables touched
21
Open a requisitionApproval
Hiring Manager, Recruiter
StatusPending approval → Approved
RecordsJob requisitions, Positions
Approve an offerApproval
Recruiter
StatusPending approval → Approved
RecordsCandidates, Pay grades, Positions
Review leave and time
Payroll Admin, Employee
StatusSubmitted → Approved
RecordsLeave requests, Timesheets, Employees
From open position to reporting line
  1. Start
    Open a requisitionPending approval → Approved
    Job requisitions
  2. Approval
    Approve an offerPending approval → Approved
    Candidates
  3. Step
    Review leave and timeSubmitted → Approved
    Leave requests
  4. Step
    Run payrollPending approval → Approved
    Payroll calendars
Example screen with sample data

See each stage in detail

AI agent

Ask Proto to prepare the next review

Ask Proto to prepare HRMS work for the named reviewer.

It can

  • HR Business Partner: List Active employees whose current manager and position reporting line need review.
  • Recruiter: Show Open requisitions and applications still at Applied or Screen.
  • Payroll Admin: Prepare the pending approval runs with their calendar, period and totals.

Stays with a person

  • A person with the configured role makes the requisition, offer, leave and payroll decisions.
  • Proto can prepare the relevant records and highlight inconsistencies.
  • It should use the viewer's permissions and keep sensitive employee details within that scope.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • HRMS with Org Chart
  • Signature service
  • Calendar
  • Banking and payment
  • Learning system
  • Tax filing channel
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 tables
36tables
  • Organization and employee records6
  • Recruiting and offers7
  • Onboarding and lifecycle5
  • Leave and time6
  • Payroll and benefits8
  • 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.

  1. Agree scope

    Choose a department, current employees, positions and managers for the first operating cycle.

  2. Load foundations

    Reconcile employee identities, department parents, position reporting links and payroll calendars.

  3. Rehearse decisions

    Walk through a requisition, offer, onboarding task, leave request and payroll approval with the named owners.

  4. Check outputs

    Compare the Employees page, manager spans, leave balances and a run statement with the underlying records.

  5. Extend

    Add more departments and periods after the first chain and decision handoffs agree.

Read the implementation plan

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

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for HRMS with Org Chart.

All questions
How do I get started?

Click Get started, then use Proto to configure HRMS with Org Chart for your business. Start with one department, its current employees and positions, and a reporting-chain review.

Where do I see the current organization?

Use the Employees page for workforce distribution by department, the filtered register and employee detail. Check employee manager, position reports to and department parent for the relevant relationship.

Who updates a manager relationship?

HR Business Partner maintains the employee and position records. Record the dated manager change in employment history so the current relationship has an explanation.

Can a position be open while its requisition awaits approval?

Yes. Position status and requisition status belong to different records. Review the position, hiring manager and approval state before recruiting.

Where does candidate progress live?

Applications carry the stage for each candidate and requisition. Interviews carries scheduled conversations, recommendation and feedback.

How are offers reviewed?

Offers record the candidate, position, salary, currency, start date and approval state. The reviewer compares the terms with the position and pay grade.

Where do employees request leave?

Leave requests store the leave type, dates, employee, approver and status. Leave balances show accrued, pending and taken amounts as of its date.

How does weekly time reach payroll review?

Timesheets group dated time entries for an employee. Payroll Admin can inspect approved time while preparing the relevant run.

How are payroll results organized?

Payroll runs ties a period to a calendar. Pay statements and pay statement lines carry each employee's details, while tax filings tracks jurisdiction obligations.

How do we follow training expiry?

Training records keep completion and expiration dates with Valid, expiring soon, Expired and Revoked states. L&D Admin owns learning record entry.

Set up HRMS with Org Chart your way.

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

Start now Download Proto

How to get started

A personal agent for your business

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