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- HRMS with Org Chart
- Who it's for
- People operations teams
People operations teams
Teams with people operations teams need a shared answer to who works where, who reports to whom and which work needs a decision. The employee register anchors the current picture; linked records explain how that picture changed.
How HRMS with Org Chart is set up for you
Organization
Use employment history for dated people changes, leave requests for approval decisions and performance reviews for each review cycle.
Decisions
Review the source status and named owner before acting on a queue. A submitted request and an approved one have different operating meaning.
Evidence
Keep the dated employee event, request or run that explains a current result. A summary is most useful when someone can inspect the underlying record.
Teams with people operations teams need a shared answer to who works where, who reports to whom and which work needs a decision. The employee register anchors the current picture; linked records explain how that picture changed.
Start with an active employee, one manager change, one leave request and one review cycle. Compare the current record with its dated transactions and the employee named on each request. Use the Employees page to check workforce distribution and individual employee detail against the chosen population. Review the department parent, position reporting relationship and employee manager together.
For the first operating cycle, name the person who enters each record and the person who makes each decision. Walk through a normal case and an exception. For example, a position can be Open while its requisition is still pending approval; the team should know which owner resolves that difference. A leave request can be Approved while the balance is dated earlier; compare the dates before drawing a conclusion.
[Plan the rollout](/hrms-with-org-chart/implementation) and [review the records](/hrms-with-org-chart/data-model).
Features to start with
Roles on the team
- Employee
- Self-service record entry on leave, timesheets and goals; read-only on pay, benefits and performance.
- L&D Admin
- Record entry on the learning catalog and training records; read-only on employees and positions.
- HR Business Partner
- Record entry on people and performance tables; read-only on pay and benefits.
- Admin
- Superuser: full record CRUD on all 33 HRMS tables, plus every view, report and app setting.
Set up HRMS with Org Chart your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.