1. HRMS with Org Chart
  2. Get started
Get started

Get HRMS with Org Chart running in four steps.

Choose a reporting chain and prepare the first HR operating cycle.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up HRMS with Org Chart. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open HRMS with Org Chart in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your ERP.AI account, then use Proto to configure HRMS with Org Chart for your business. Name the HR Business Partner, recruiter, payroll owner and the person who will review the first reporting chain.

Prepare the first operating cycle

Choose one department and its current employees. Bring position codes, manager relationships, location details and the payroll calendar for a representative period. Pick an open requisition, a leave request and a payroll run for rehearsal. Keep source identifiers and effective dates available for reconciliation.

Review before release

Compare the Employees page with the underlying employee and position records. Rehearse a hire and a manager change, then review who can see salary and identity data. Follow a submitted leave request and pending payroll run to their named decision makers. Expand only after the record owners agree on the result.

Review implementation and pricing.

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