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ERP.AI HR & Payroll

HR & Payroll

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Modules

Core HRThe employee record, assignments and the org chart, documents with verification and expiry, tax details, salary structures, onboarding checklists and exits. RecruitingRequisitions against approved positions, candidates through stages, interviews with feedback, and offers approved against the band before they are sent. Leave & attendanceLeave policies and balances, requests and approval, work patterns, shifts and rosters, daily attendance from devices, and the timesheets with a line per day that payroll reads at cutoff. PayrollPay components, calendars and periods, inputs from attendance and benefits, gross-to-net calculation under statutory rules and the employee's tax details, review, approval, payslips, the bank file and the payment behind each payslip.
BenefitsPlans with premiums and employer contributions, eligibility and enrolment windows, coverage levels, dependants and nominees, and the deductions payroll takes from them. ComplianceStatutory rules and their bands as effective-dated data, monthly and year-end returns built from posted pay runs, employee tax statements, the tax year lock, policy acknowledgement and the documents that expire. Payroll accountingLedger accounts and cost centres, the payroll journal drafted for every approved run, allocation by cost centre and timesheet line, accruals with their reversals, reconciliation of clearing and liability accounts, and the period lock.

HR & Payroll

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Processes

Pay runInputs, calculation, payroll approval, payment authorisation and posting, with held amounts reconciled separately. Hire to payFrom offer approval to the first payslip, with verified bank details, salary approval and separate payment authorisation. Leave request to payrollHow a leave request becomes a balance movement, an attendance status and, where the leave is unpaid, a loss-of-pay day in the run, with the manager's gate in the middle.
Roster to payFor hourly and shift staff: publish the roster, capture the punches, correct the gaps, approve the timesheet, lock at cutoff and pay hours, overtime and shift premiums. Exit to final settlementNotice, documented terminal amounts, clearance, final payroll approval and separate payment authorisation before closure. Year-end close and filingReconciling the year's runs to the returns filed, correcting what is wrong, producing the year-end statement and employee tax certificates, filing, resetting the year-to-date counters and locking the tax year.

HR & Payroll

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Industries

Professional and technology firmsMonthly salaried staff, variable pay and bonus schemes, flexible benefits, remote allowances, and a finance team that wants cost by practice or client. Shift-based operationsPlants, warehouses, stores, hotels and care facilities: rosters, biometric attendance, overtime rules, shift premiums, hourly and monthly staff on different calendars, and joiners and leavers every week.
Multi-entity groupsSeveral employing companies under one management: separate registrations, calendars and bank accounts, moves between entities, shared-services cost attribution, and one headcount and cost view across the group. Grant-funded and not-for-profit organisationsCharities, research institutes and programme delivery bodies: staff funded by several grants, hourly cost allocation and configurable funder reporting, fixed-term contracts that follow the grant, and reports each funder can audit.

HR & Payroll

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Reference

Roles and permissionsWho does what: each role with the screens they live in, the records they may change, and the separations payroll requires. Reports and dashboardsThe numbers HR, payroll and finance run on, each with what it answers and who reads it, built on the same payslip lines as the journal. Data modelThe tables, their keys and how they relate, for the consultant or IT team migrating into it or integrating with it.
IntegrationsWhat an HR and payroll team connects: attendance devices, banks, tax and social insurance portals, the accounting ledger, benefit providers, job boards, identity and expense systems. ImplementationHow an organisation goes live: mapping entities, calendars and rules, loading people and year-to-date, running parallel payrolls, then switching one calendar at a time. Agent and APIThe intended HRMS agent contract: scoped identities, payroll drafts and human approval boundaries.

HR & Payroll

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All systems
Modules
Core HRThe employee record, assignments and the org chart, documents with verification and expiry, tax details, salary structures, onboarding checklists and exits.RecruitingRequisitions against approved positions, candidates through stages, interviews with feedback, and offers approved against the band before they are sent.Leave & attendanceLeave policies and balances, requests and approval, work patterns, shifts and rosters, daily attendance from devices, and the timesheets with a line per day that payroll reads at cutoff.PayrollPay components, calendars and periods, inputs from attendance and benefits, gross-to-net calculation under statutory rules and the employee's tax details, review, approval, payslips, the bank file and the payment behind each payslip.BenefitsPlans with premiums and employer contributions, eligibility and enrolment windows, coverage levels, dependants and nominees, and the deductions payroll takes from them.ComplianceStatutory rules and their bands as effective-dated data, monthly and year-end returns built from posted pay runs, employee tax statements, the tax year lock, policy acknowledgement and the documents that expire.Payroll accountingLedger accounts and cost centres, the payroll journal drafted for every approved run, allocation by cost centre and timesheet line, accruals with their reversals, reconciliation of clearing and liability accounts, and the period lock.
Processes
Pay runInputs, calculation, payroll approval, payment authorisation and posting, with held amounts reconciled separately.Hire to payFrom offer approval to the first payslip, with verified bank details, salary approval and separate payment authorisation.Leave request to payrollHow a leave request becomes a balance movement, an attendance status and, where the leave is unpaid, a loss-of-pay day in the run, with the manager's gate in the middle.Roster to payFor hourly and shift staff: publish the roster, capture the punches, correct the gaps, approve the timesheet, lock at cutoff and pay hours, overtime and shift premiums.Exit to final settlementNotice, documented terminal amounts, clearance, final payroll approval and separate payment authorisation before closure.Year-end close and filingReconciling the year's runs to the returns filed, correcting what is wrong, producing the year-end statement and employee tax certificates, filing, resetting the year-to-date counters and locking the tax year.
Industries
Professional and technology firmsMonthly salaried staff, variable pay and bonus schemes, flexible benefits, remote allowances, and a finance team that wants cost by practice or client.Shift-based operationsPlants, warehouses, stores, hotels and care facilities: rosters, biometric attendance, overtime rules, shift premiums, hourly and monthly staff on different calendars, and joiners and leavers every week.Multi-entity groupsSeveral employing companies under one management: separate registrations, calendars and bank accounts, moves between entities, shared-services cost attribution, and one headcount and cost view across the group.Grant-funded and not-for-profit organisationsCharities, research institutes and programme delivery bodies: staff funded by several grants, hourly cost allocation and configurable funder reporting, fixed-term contracts that follow the grant, and reports each funder can audit.
Reference
Roles and permissionsWho does what: each role with the screens they live in, the records they may change, and the separations payroll requires.Reports and dashboardsThe numbers HR, payroll and finance run on, each with what it answers and who reads it, built on the same payslip lines as the journal.Data modelThe tables, their keys and how they relate, for the consultant or IT team migrating into it or integrating with it.IntegrationsWhat an HR and payroll team connects: attendance devices, banks, tax and social insurance portals, the accounting ledger, benefit providers, job boards, identity and expense systems.ImplementationHow an organisation goes live: mapping entities, calendars and rules, loading people and year-to-date, running parallel payrolls, then switching one calendar at a time.Agent and APIThe intended HRMS agent contract: scoped identities, payroll drafts and human approval boundaries.
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Get started

Plan HRMS with Payroll: review the specification, configure the application and rehearse each pay calendar before launch.

Example workspace
Requisition ApprovalsJobOpenings
active waits for the hr manager
Approval conditions

HR Manager approves it (Status: PendingApproval → Active).

PendingApproval
  • JO-25789 PST-2540 690 in 4 d
  • JO-76469 PST-3162 570 12 d
  • JO-24569 PST-1512 180 10 d
  • JO-85547 PST-8379 30 in 3 d
  • JO-66717 PST-6352 940 today
JO-25789
Position
PST-2540
Department
DPR-110
HiringManager
ZX
Openings
690
BudgetedSalary
750

Active waits for the hr manager.

Recruiting →
  • 1

    Start with Proto

    Click Start now, then use Proto to configure HR & Payroll for your business. Set up your workflows, import your data and invite your team.

    Use the modules, process pages and data model to agree the payroll scope before the application is configured in the ERP.ai engine.

    Start now
  • 2

    Talk about a rollout

    Tell us about the employing entities and jurisdictions, pay calendars, attendance sources, bank formats and accounting systems. Identify the first calendar to move and the people who will verify the parallel run. We will come back with a phased plan and scope.

    Write to [email protected]
  • 3

    Bring your agent

    Include its work in the rollout scope. Once the application is configured, assign a separate identity with a scoped role and rehearse reads, drafts and human approval handoffs before enabling writes.

    $ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
    Download agent
RolesRoles and permissions

Who does what: each role with the screens they live in, the records they may change, and the separations payroll requires.

ReportsReports and dashboards

The numbers HR, payroll and finance run on, each with what it answers and who reads it, built on the same payslip lines as the journal.

Data modelData model

The tables, their keys and how they relate, for the consultant or IT team migrating into it or integrating with it.

IntegrationsIntegrations

What an HR and payroll team connects: attendance devices, banks, tax and social insurance portals, the accounting ledger, benefit providers, job boards, identity and expense systems.

RolloutImplementation

How an organisation goes live: mapping entities, calendars and rules, loading people and year-to-date, running parallel payrolls, then switching one calendar at a time.

APIAgent and API

The intended HRMS agent contract: scoped identities, payroll drafts and human approval boundaries.

Modules

  • Employee DirectoryOnboarding
    Employee NumberFull NameDepartmentPosition

    Core HR

    The employee record, assignments and the org chart, documents with verification and expiry, tax details, salary structures, onboarding checklists and exits.

  • Candidate PipelineApplied
    Candidate NumberFull NameJob OpeningSource
    Job Board

    Recruiting

    Requisitions against approved positions, candidates through stages, interviews with feedback, and offers approved against the band before they are sent.

  • Shift RosterPlanned
    EmployeeRoster DateShiftLocation

    Leave & attendance

    Leave policies and balances, requests and approval, work patterns, shifts and rosters, daily attendance from devices, and the timesheets with a line per day that payroll reads at cutoff.

  • Payroll
    Component CodeComponent NameComponent TypeCalculation Method

    Payroll

    Pay components, calendars and periods, inputs from attendance and benefits, gross-to-net calculation under statutory rules and the employee's tax details, review, approval, payslips, the bank file and the payment behind each payslip.

  • Benefit Enrolment RequestsPending
    Enrolment NumberEmployeeBenefit PlanCoverage Level
    Employee Spouse

    Benefits

    Plans with premiums and employer contributions, eligibility and enrolment windows, coverage levels, dependants and nominees, and the deductions payroll takes from them.

  • Statutory Filing CalendarPending
    Filing NumberLegal EntityFiling TypePeriod End
    Social Insurance Return

    Compliance

    Statutory rules and their bands as effective-dated data, monthly and year-end returns built from posted pay runs, employee tax statements, the tax year lock, policy acknowledgement and the documents that expire.

  • Pay Run ApprovalsPendingApproval
    Pay Run NumberLegal EntityRun TypePeriod End
    Off Cycle

    Payroll accounting

    Ledger accounts and cost centres, the payroll journal drafted for every approved run, allocation by cost centre and timesheet line, accruals with their reversals, reconciliation of clearing and liability accounts, and the period lock.

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