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HRMS with Workforce Analytics
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HRMS with Workforce Analytics · Available now

Connect employee changes to reviewed workforce measures.

HRMS with Workforce Analytics brings employee and organization records together with dated workforce snapshots. A snapshot belongs to an organization and an organization unit, has an as-of date, and carries headcount, hire, separation, average headcount and hiring cost values.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewSnapshots awaiting validation
HRMS with Workforce Analytics · Workforce snapshots

Snapshots awaiting validation

validation waits for the HR business partner

New workforce snapshot
Workforce snapshots in view
6
Total headcount
163
Loaded
6
NumberNameAs of dateStatusHeadcountOwner
WS-84124September 2026 workforce, North region19 OctLoaded25Mei Tan
WS-45677September 2026 workforce, South region18 OctLoaded39Kofi Mensah
WS-34700August 2026 workforce, North region13 OctLoaded32Kofi Mensah
WS-22443August 2026 workforce, South region04 NovLoaded27Kofi Mensah
WS-87900Q3 2026 engineering workforce29 OctLoaded22Pavel Marin
6 of 6 records
September 2026 workforce, North regionWorkforce snapshots · WS-84124
Loaded
As of date19 Oct
Headcount25
OwnerMei Tan
Review the snapshotWS-84124 · September 2026 workforce, North region

The named reviewer records the decision against the snapshot revision.

Waiting for Hiring Manager
ApproveReturn
Example screen with sample data
Tables, ready to use
47
Saved views
12
Roles with set permissions
7
Reports and dashboards
8
Features

See the reporting cut and its open work

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

Workforce snapshots

Set an as-of date and organization unit before comparing workforce results.

  • Scope
  • Time
  • Authority
  • Workforce snapshots
  • Workforce measures
  • Employees
  • Employment history
  • Organization units
  • Organizations
Explore workforce snapshots
OverviewSnapshots awaiting review
HRMS with Workforce Analytics · Workforce snapshots

Snapshots awaiting review

Workforce snapshots

New
NumberNameAs of dateStatusRevisionOwner
WS-79577September 2026 workforce, North region28 OctValidated600Ravi Desai
WS-36914September 2026 workforce, South region27 OctValidated310Pavel Marin
WS-42066August 2026 workforce, North region24 OctValidated770Samir Nasser
WS-79336August 2026 workforce, South region23 OctValidated870Ravi Desai
WS-40871Q3 2026 engineering workforce23 OctValidated110Kofi Mensah
6 of 6 records
September 2026 workforce, North regionWorkforce snapshots · WS-79577
Validated
As of date28 Oct
Revision600
OwnerRavi Desai
Example screen with sample data
Process

From employee change to dated result

Workforce snapshot review ships ready to use. One step needs a named approval before the work moves on: Review the snapshot (Hiring Manager).

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

  1. Define the reporting scope

    Choose the organization, unit and as-of date.

    September 2026 workforce, North regionWS-84124 · HR Business Partner
    Define the reporting scopeBy HR Business Partner

  2. Prepare the snapshot

    Record the dated workforce result and its owner.

    September 2026 workforce, North regionWS-84124
    Prepare the snapshot

  3. Check the measures

    Compare values with source references and employee events.

    September 2026 workforce, North regionWS-84124 · HR Business Partner
    Check the measuresBy HR Business Partner

  4. Review the snapshot

    Have the named reviewer decide on the current revision.

    September 2026 workforce, North regionWS-84124 · Hiring Manager
    Review the snapshotBy Hiring Manager
    ApprovalThe named reviewer records the decision against the snapshot revision.

  5. Publish the result

    Share the reviewed cut for period comparison.

    September 2026 workforce, North regionWS-84124
    Publish the result

Start with Workforce snapshot review

Inside a record

Keep outside confirmations traceable

Open any workforce snapshot to see its follow-up actions, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    As of date, Headcount and Owner.

  2. 2
    Follow-up actions

    Each line is linked to this workforce snapshot.

  3. 3
    Who works on it

    Each role sees what its permissions allow.

  4. 4
    Process stages

    Prepare the snapshot and Publish the result, with the role that acts.

  5. 5
    Approvals

    Review the snapshot, with who decides.

Snapshots awaiting validationSeptember 2026 workforce, North region
HRMS with Workforce Analytics · Workforce snapshots

September 2026 workforce, North region

Loaded

Log activity
1
Record details
As of date19 Oct
Headcount25
OwnerMei Tan
2
Follow-up actions

September 2026 workforce, North region

TitleDue dateStatus
Confirm missing hire dates02 NovOpen
Reconcile contractor headcount14 OctIn progress
Review late separation records20 OctOpen
Follow-up actions
6
4

Process stages

  • Prepare the snapshot
  • Publish the result
5

Approvals

  • Review the snapshotHiring Manager
    Approved
Example screen with sample data
Approvals

Review the exact snapshot revision

OverviewApprovals
HRMS with Workforce Analytics · Overview

Approvals

Signed in as Hiring Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • LR-33455LR-33455
    Requested by Amina Diallo
    Submitted0dActions
  • LR-56955LR-56955
    Requested by Ines Almeida
    Submitted1dActions
  • LR-74798LR-74798
    Requested by Ines Almeida
    Submitted3dActions
  • LR-25690LR-25690
    Requested by Amina Diallo
    Submitted5dActions

Who approves what

DecisionApprover
Review the snapshotHave the named reviewer decide on the current revision.Hiring Manager
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens HRMS with Workforce Analytics to the work that is theirs. Pick a role to see what it starts with.

HR Business Partner

Owns employee, position, lifecycle and performance records; reads statements and enrollments.

This is the first screen this role sees.

OverviewLeave approval inbox

Leave approval inbox

Leave requests · HR Business Partner

Request numberEmployeeStart dateEnd dateStatusApprover
LR-33455Amina Diallo26 Oct31 OctSubmittedLucia Ortega
LR-56955Ines Almeida26 Oct02 NovSubmittedSamir Nasser
LR-74798Ines Almeida16 Oct20 OctSubmittedRavi Desai
LR-25690Amina Diallo14 Oct20 OctSubmittedInes Almeida
LR-86857Mei Tan22 Oct25 OctSubmittedSora Kim
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Explain what changed in the workforce

Use dated workforce measures and source records to answer people questions.

Overview
HRMS with Workforce Analytics · Overview

HRMS with Workforce Analytics dashboard

This quarter

Leave requests in view
6
Submitted
6

Workforce snapshots by status

How far records got this quarter

StageReachedStep
Draft40
Loaded2050%
Validated1470%
Reviewed964%

Headcount by status

Sample totals per stage

4.0k0
4.0kDraft
3.0kLoaded
2.0kValidated
2.0kReviewed
2.0kPublished
Example screen with sample data
  1. 01Headcount by organization

    Compare snapshot headcount by organization and its defined units at each as-of date.

  2. 02Hiring and separation movement

    Read hire and separation counts alongside average headcount for a dated snapshot.

  3. 03Hiring cost by reporting cut

    Compare hiring cost across snapshots and inspect source references on measure lines.

  4. 04Snapshot review status

    Find the status, revision and owner for each dated snapshot.

  5. 05Evidence and follow-up

    Show open actions and evidence documents linked to a snapshot.

  6. 06Requisition pipeline

    Compare requisitions by status, department and target start date.

  7. 07Leave request schedule

    Show approved leave by employee and requested start and end dates.

  8. 08Training expiry

    Find training records marked expiring soon or Expired with their expiration dates.

All reports and dashboards

Who it's for

Fit the reporting cut to your organization

See how HRMS with Workforce Analytics fits your kind of team.

Multi-entity businesses

Review workforce results by legal organization and effective reporting unit.

Growing teams

Connect planned openings and actual hires to a dated workforce result.

Distributed workforces

Compare people movement across locations and organization units at a shared cutoff.

Controls

Keep evidence and decisions together

Each stage of workforce snapshot review names the role that acts and the status it records, so a change is never anonymous.

OverviewWorkforce snapshot review
HRMS with Workforce Analytics · Process

Workforce snapshot review

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

Process stages
9
Approval steps
1
Roles involved
3
Tables touched
11
Prepare the snapshot
Any role with access
StatusDraft → Loaded
RecordsWorkforce snapshots, Organization units
Check the measures
HR Business Partner
StatusLoaded → Validated
RecordsWorkforce measures
Review the snapshotApproval
Any role with access
StatusValidated → Reviewed
RecordsReview decisions
Workforce snapshot review
  1. Start
    Prepare the snapshotDraft → Loaded
    Workforce snapshots
  2. Step
    Check the measuresLoaded → Validated
    Workforce measures
  3. Approval
    Review the snapshotValidated → Reviewed
    Review decisions
  4. Step
    Publish the resultReviewed → Published
    Workforce snapshots
  5. Step
    Resolve follow-upOpen → in progress → Completed
    HR Business Partner
Example screen with sample data

See each stage in detail

AI agent

Ask Proto to prepare the next review

Ask Proto to help prepare, inspect and explain a workforce reporting cut.

It can

  • HR Business Partner (HRBP): Compare a snapshot's hire and separation measures with dated employee changes.
  • Recruiter: Find open requisitions and summarize the stage of linked applications.
  • Payroll Admin: Prepare a run review using recorded time, leave and pay statement context.
  • CHRO / VP People: Compare published reporting cuts within permitted access.

Stays with a person

  • Proto can gather context and draft an explanation.
  • A named person still decides on a snapshot revision, employee change, requisition or pay run where approval is required.
  • Access to employee details follows the role and purpose assigned to the person asking.

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 Workforce Analytics
  • Recruiting sources
  • Scheduling and e-sign
  • Benefits carriers
  • Payroll and finance
  • Identity provider
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 47 tables
47tables
  • Workforce snapshots6
  • Workforce measures6
  • Review and evidence7
  • Employee lifecycle8
  • Hiring8
  • Time, performance and learning12
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. Define scope

    Agree the organizations, units, employee-to-unit mapping, reporting cutoff and included employee statuses.

  2. Prepare records

    Load people, organizational definitions, employee history and the operating records needed for the first cut.

  3. Configure access

    Assign the published roles and name the snapshot owner, reviewer and evidence participants.

  4. Rehearse

    Build a snapshot with a hire and separation, check its measures, return one finding and record a later decision.

  5. Use the result

    Publish the reviewed cut and compare it with the next dated period.

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 Workforce Analytics.

All questions
How do I get started?

Click Get started, then use Proto to configure HRMS with Workforce Analytics for your business. Begin with one organization unit, a dated employee population and a snapshot review.

What is a workforce snapshot?

It is a dated result for an organization and unit with headcount, hiring, separation and cost measures.

Can I compare two reporting periods?

Yes. Compare published snapshots with their as-of dates and unit definitions visible.

Where do the measures come from?

Measure lines carry values, observation dates and source references. Employee and employment history records provide movement context.

How is a snapshot reviewed?

A named reviewer records a decision and reason against a particular source revision.

What happens to an unresolved difference?

Keep the external reconciliation and assign a follow-up action with a due date and resolution.

Can the hiring team use it?

Recruiter and Hiring Manager have records for requisitions, applications, interviews and offers.

Does it include time and leave?

Yes. Leave requests, balances, timesheets and time entries connect to employee records.

How should we handle small groups?

Agree a privacy threshold and access rules before publishing a breakdown.

Can it connect to outside systems?

Yes. Choose the recruiting, signature, carrier, payroll or finance source that owns the event, then retain its reference for reconciliation.

Set up HRMS with Workforce Analytics 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

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