1. HRMS with Org Chart
  2. Use Proto with this system
Reference

Put an AI agent to work in HRMS with Org Chart

Ask Proto to prepare HRMS work for the named reviewer.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md
  2. Give it a role

    Assign the agent its own user and one of the 8 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • 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.

What 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.

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 HRMS with Org Chart your way.

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

How to get started