Module
HRMS
Personnel, time, leave, benefits, training, and payroll — payroll posts straight to the general ledger.
10 groups · 27 sections · 179 screens
Workforce
The people, the jobs they hold, and how they are performing.
RecordsEmployeesOpen a worker for their work relationships, right to work, compliance, talent profile, goals, reviews and offboarding. A rehire is a new relationship and the same person, which is what keeps continuous service right.OpenViewPossible Duplicate EmployeesEvery employee whose name matches another record together with an email, a national identifier (such as an Iqama number), the same position and hire date, or the same person record. Open both to compare. Different people: choose Not a duplicate and say why (or say why when saving with Create anyway), and the pair leaves this list.OpenWorkspaceOrganization ChartThe reporting line, graphically. Drag a person onto another to change their manager.OpenRecordsPositionsThe seats on the organization chart: each one a job, in a department and a location, with the headcount it is budgeted for and the grade it is paid in. People are hired into positions.OpenRecordsPersonnel ActionsPromotions, transfers and pay changes, each approved by somebody other than whoever asked and applied to the employee on the day it takes effect — with the history of what changed from what.Open
RecordsPerformance CyclesThe period, the rating scale and whether ratings have to fit a distribution.OpenRecordsPerformance ReviewsPerformance and potential are different axes, and conflating them is what makes a nine-box impossible to build later.OpenRecordsGoalsHow a goal is judged has to be agreed before the period rather than argued after it, which is what the measure and target are for.OpenRecordsGoal Check-insWhere each goal stood at each check-in, the owner’s update and the manager’s answer.OpenViewCheck-in StatusEach goal’s check-in clock: the cycle’s cadence, the last check-in, when the next is due, and which are overdue.OpenRecordsDevelopment PlansWhat a person will do to grow: actions with due dates, linked to courses and skills. Activating a plan enrols its courses.OpenRecordsDevelopment ActionsThe steps of each plan: a course (enrolled, and closed when completed), a skill to a level, mentoring, a stretch assignment.OpenRecordsReview WorkflowsThe steps a performance review passes through, per review type or chosen on a cycle: self review, manager review, calibration, approval, acknowledgement.OpenRecordsReview Workflow StepsEach step, in order: what it is, who acts (the employee, their manager, the manager’s manager, or a role) and how many days it has.OpenViewReview HistoryEvery move of every review: who started, submitted, approved, sent back or acknowledged it, and what they said.OpenRecordsTalent ProfilesThe nine-box as its two axes, plus flight risk, mobility and what the person themselves says they want — which is not the same as what has been planned for them.OpenRecordsSuccession PlansA plan is for a POSITION, not for a person — planning succession for a person is how you end up with no plan when they are promoted.OpenRecordsSuccession CandidatesWhether the candidate knows matters: a plan they have been told about and one they have not are different instruments.Open
Learning & Development
Required training and who has done it, certifications and licenses, skills, and the learning platform.
Learning
12Courses, who must take them and by when, sessions, paths, evaluations, and who is compliant.
RecordsTraining CoursesOpenRecordsCourse EnrollmentsWho is on which course, how far they have got, and what they scored.OpenRecordsTraining Assignment RulesWho must take a course or a learning path -- by job, position, department, location or as new hires -- by when, and how often again. Run daily, or now.OpenRecordsTraining SessionsInstructor-led dates: where (or the link), who teaches, how many places, who registered and who attended.OpenRecordsSession AttendanceWho registered for each session, who was wait-listed and who attended.OpenRecordsLearning PathsCourses in order. A sequential path enrols the next course when the one before it is completed.OpenRecordsLearning Path CoursesThe courses of each path and their order.OpenRecordsLearning Path AssignmentsWho is on which path and how far along -- completion %.OpenRecordsCourse EvaluationsWhat people thought of a course after completing it: ratings from 1 to 5 and comments.OpenViewCompletion HistoryEvery completion ever recorded -- a recurring course keeps each round -- with whether it was on time and until when it counts.OpenViewCompliance TrainingEvery assigned course and whether each person is compliant today -- completed, and the completion still valid -- with what is overdue. Filter to compliance courses for the mandatory-training report.OpenViewProgramme EffectivenessPer course: how many finish, how well they score, and what they thought of it.Open
Certifications & Skills
6What people hold and when it lapses, what they can do, and what their jobs need.
RecordsCertifications & LicensesWhat each person holds and when it expires. Alerts go at 90, 60 and 30 days and on expiry, and a renewal task is raised.OpenRecordsSkillsThe skill catalogue: what can be held, grouped by category, on a scale of 1 to its top level.OpenRecordsSkills InventoryWho has which skill at what level, where the level came from -- self, manager, course or certification -- and whether it is verified.OpenRecordsJob Skill RequirementsWhat a job (or one position) needs, and at what level. The gaps are measured against these.OpenRecordsSkills a Course TeachesCompleting the course raises the skill to this level, verified, as from the course.OpenViewSkill GapsEach person against what their job requires: the level held, the level needed, and the gap.Open
LMS Integration
3An external learning platform -- Aspire or any other -- connected by file or HTTP.
RecordsLMS ConnectorsAn external learning platform -- Aspire, or any other -- exchanging courses, enrolments and completions by file (CSV, Excel, text) or over HTTP, with the field mapping and the schedule.OpenViewLMS Sync RunsEvery exchange with a learning platform: what was read, created, updated and refused.OpenRecordsLMS Error LogRows a platform sent that could not be taken, and why. Put the mapping or the master data right, then reprocess.Open
Hiring
A request for a post, who signed for it, everybody who applied, and what has to be ready for a first day.
Recruiting & Onboarding
25A request for a post, who signed for it, where it was advertised, everybody who applied, who was seen, who was appointed — and what has to be ready for their first day.
WorkspaceRecruiting DashboardThe funnel by stage and its conversion, time to fill and time to hire, which sources produce hires, offer acceptance, and whether every hire went through the required steps.OpenWorkspaceOnboarding DashboardHow many accepted offers turned into people who started, every joiner's checklist and how far it has got, and the tasks overdue by who owns them.OpenWorkspaceOffboarding DashboardWho is leaving and who has left, and the offboarding tasks each department owes -- access, equipment, final pay -- with the overdue ones first.OpenWorkspaceEEO Applicant FlowSelection rates by race and ethnicity, sex, veteran and disability status from applicants' voluntary self-identification, with the four-fifths comparison. Counts only; small groups are suppressed.OpenRecordsHiring RequisitionsA request for a post: what it is, which grade, where, what it costs for a year, and why it is needed. Send it for signature and it collects the approvals its value calls for; only an approved vacancy can be advertised.OpenViewHiring ApprovalsEvery signature a vacancy is waiting for, in the order they are collected. The level being waited on is the one whose earlier levels have all signed — nothing below it can be decided first.OpenRecordsJob PostingsWhere a vacancy was advertised, and for how long. One vacancy can be advertised on several channels at once — the staff portal and a newspaper are two postings against one request. Attach the published advertisement to the posting and it stays with the record of the appointment.OpenRecordsCandidatesEverybody who has been in front of this company for a post, whether they applied or were found. Somebody already employed here is marked internal, which is what makes an internal move visible as one.OpenViewApplicationsEvery application received against a vacancy, and what stage it has reached. This is the screen that answers "how many applied, how many were shortlisted, how many were interviewed, and who was selected" — counted from the record rather than from a spreadsheet somebody keeps.OpenRecordsInterviewsWho is being seen, by whom, when, and what came of it. A round with no feedback is a meeting nobody can act on, which is why the outcome sits on the row.OpenViewInterview PanelsEvery seat on every interview panel: who sits, as what, what they recommended and what they gave out of 100. A panelist marks their own row with Score.OpenViewCandidate RankingEverybody who applied for a vacancy, in the order the interview panels put them. Candidates on the same score share a rank. Selecting anyone ranked below a candidate still in the running is allowed — with the reason kept on the record.OpenRecordsOffersOffers out to candidates, and where each one is in its approval and response cycle.OpenViewJoining & LeavingEvery checklist actually running: whose it is, what is done, what is overdue. A new joiner's access, card and desk are on one of these, and so is what a leaver still has to hand back.OpenRecordsOnboarding ChecklistsWhat has to happen before somebody can start, and what has to happen when they leave. A sign-in to raise, an identity card to print, a desk to allocate, assets to hand back — held as a template so nobody is relying on remembering it.OpenRecordsPipeline StagesThe stages an application passes through, and which of them mean shortlisted, interviewed, offered and hired. Counting a funnel is only possible because these are records rather than words in a column.OpenRecordsHiring Approval RulesWhich vacancies need signing for, and by whom. The people are named on the rule's Approval Levels, which is the same screen a purchase order uses — one delegation of authority, written once.OpenRecordsInterview ScorecardsWhat a panel marks a candidate on, how much each criterion counts, and how the panel’s view becomes a recommendation — set before anybody is interviewed. One for a vacancy, one for a job, or the company’s default.OpenRecordsCandidate MessagesWhat a candidate is told when their application arrives, reaches a stage, is invited to interview, is not taken further or is made an offer. Switch a message on to send it by itself.OpenViewMessages to CandidatesEvery message written to a candidate -- by itself or by hand, sent, held, opted out or failed -- and why.OpenRecordsOffer Letter TemplatesThe letter an offer is sent with. Send writes it from the default template, files it as a PDF on the offer and sends it for the candidate's electronic signature.OpenRecordsTask DepartmentsWhich department does the onboarding and offboarding tasks of each owner role, and who answers for them. The offboarding dashboard counts each department's tasks, overdue ones first.OpenRecordsRecruiting SettingsWhether offers go out for electronic signature and who countersigns them, how long an applicant's self-identification link works, and the smallest group the EEO report will show.OpenRecordsCareers SiteThe company's public careers site: its live postings on the careers-site channel, each with an apply form that works without signing in. Closed until you open it; at an unguessable address until you choose a public one. Internal postings are never shown there (employees see them under Internal Jobs).OpenReportCalendar InvitationsInvitations sent from interviews, performance reviews and check-ins: who was invited to what, when, and how often it was sent. Sending again after a change updates the same calendar entry; cancelling removes it from every calendar.Open
Time & Leave
What was scheduled, what was worked, and what was taken.
RecordsTimesheetsHours entered, then evaluated against the rule that governs the person so that what a manager approves is what will be paid.OpenRecordsTime EntriesOpenReportWho’s InWho is clocked in, on a break or out right now, with the status they last gave and where.OpenViewClock PunchesEvery clock-in, clock-out, break and status, with the server’s time, where it came from and, where asked for, the position. Never edited: a wrong one is put right by a punch correction.OpenViewPunch CorrectionsA missed or wrong punch put right, with the reason, decided by somebody other than whoever asked and never by the employee themselves. Those an employee asks for wait in their manager’s Team Approvals too.OpenReportPunch ExceptionsThe last two weeks’ missed punches: a clock-in never clocked out, a break never ended, and -- for people whose policy requires punches -- a scheduled day with no punch and no leave.OpenRecordsWork SchedulesThe pattern somebody is meant to work. A cycle need not be seven days: four on, four off is eight.OpenRecordsSchedule AssignmentsOpenRecordsShiftsA shift that ends before it starts runs past midnight, which puts its hours on two dates.OpenRecordsRosterOpenRecordsOvertime RulesOvertime is a conclusion, not an entry. The rules of the country a person is paid in apply to them, and the most specific wins: an agreement over a regional rule over the national one.OpenRecordsTime PoliciesHow time is captured and counted for a pay group, the people an overtime rule governs, or the whole company: clock punches required or hours typed allowed, whether the browser’s position is asked for, rounding, and a premium for working a holiday.OpenRecordsTime ExceptionsWhat the daily check found: a shift with no time against it, a no-show, a late start, a very long day, overtime nobody approved, a timesheet nobody submitted. Correct the time where time is kept; mark here what was done.Open
RecordsLeave RequestsOpenRecordsLeave BalancesEverything earned, less what has been taken and what is asked for but not yet decided.OpenRecordsLeave MovementsEvery accrual, day taken and carry-over, so a balance can be explained rather than trusted.OpenRecordsWho Is OffBooked and requested absence, for a manager looking at cover.OpenRecordsLeave TypesWhat a day off can be called, how entitlement to it accrues, and what it costs. Every leave request and every balance is against one of these.OpenRecordsHoliday CalendarsOpen
Employee Travel
Asking to go, and claiming back what it cost.
Trips & Expense Reports
5Permission to travel before the trip, what was spent on it, the policy each line is checked against, the per diem that applies, and the cards it was paid with. Moved here from Supply Chain: travel is something an employee does.
RecordsTravel RequestsWhat was approved before the trip. An expense type that needs pre-approval has nowhere to hide without one.OpenRecordsExpense ReportsEvery line is checked against the policy for its type on submission, and the breach is named on the line — which rule, and by how much.OpenRecordsExpense PolicyThe caps, the daily limits and the receipt thresholds each claim is measured against.OpenRecordsPer Diem RatesLodging, meals and incidentals by destination.OpenRecordsCorporate CardsWho holds which card, and the account it settles to. What a card paid is not owed to the claimant again.Open
Payroll
Gross to net, everything the calculation reads, and what is filed.
ViewPayroll ReadinessEach pay group’s period now due, how far its cycle has got, and what is still open before it can be run.OpenViewPayroll RunsOpenRecordsPayroll RegisterEvery payslip in every run, with what it cost the employer.OpenReportPayslip ExplainedEvery line of every payslip with the sentence that explains it — for the one conversation every payroll clerk has.OpenRecordsYear to DateWhat every tax rule actually reads: the wage bases, the thresholds and the limits are all year-to-date questions.OpenRecordsYear to Date by JurisdictionEach state, state program and locality on its own, as the W-2’s boxes 14 to 20 need it. Accumulated by payroll; correct the payslip and these follow.OpenRecordsRetroactive PayMoney owed for periods already paid, from a change dated backwards.OpenViewDirect DepositsWho is paid where, masked to the last four, and the pay periods each account is in force. A change is asked for, approved by somebody else, and paid from the next pay period.OpenViewPay FilesEach payroll run’s net-pay file for the bank, every version kept with its checksum and control totals. Made from Payroll Runs > Create pay file.OpenWorkspacePay File SettingsThe account net pay leaves from, the ACH identity the bank gave the company, balanced files and prenotes.Open
RecordsEarning CodesWhat money is called, how each kind is worked out, and whether it counts as wages.OpenRecordsDeduction CodesWhat comes out, in what order, and which taxes it reduces before it does.OpenRecordsPay GroupsWho is paid together, how often, and which engine calculates them.OpenRecordsPay CalendarThe periods a pay group is paid for, and when each one is paid.OpenRecordsWithholding (W-4)What each employee has told the employer to withhold. Nothing can be calculated for somebody with no setup on file.OpenRecordsLocal Tax AssignmentsThe cities, counties, school districts and PSDs each employee is taxed by, as a resident or as somebody who works there. The work and home locality on the employee record count as assignments too; this is for anything more.OpenRecordsRecurring EarningsPay that repeats every period without being re-entered.OpenRecordsEmployee DeductionsWhat comes out of a particular person’s pay, including garnishments and loans.OpenRecordsPayroll Tax AccountsWhich liability account each kind of tax is owed on when a payroll is posted. Anything left on 2110 stays where it always was.Open
WorkspaceStatutory FormsThe statutory payroll forms of the company’s country, and where each one is prepared.OpenWorkspaceTax & Payroll EnginesOutside providers that calculate the tax or run the whole payroll. Real calls, real credentials, sealed at rest.OpenRecordsTax ConstantsThe rates and wage bases in force for a year. Held as data because they change every year — check them against the current Publication 15-T.OpenRecordsWithholding TablesThe percentage-method brackets. "Multiple jobs" is the standard table with every threshold halved, which is what step 2(c) of the W-4 selects.OpenRecordsState RatesHow each state withholds: no tax, a flat rate, its graduated scale (State Brackets) or California’s DE 44. The note says which year each figure is from — check it against the state’s employer guide before a live run.OpenRecordsState BracketsThe graduated scales the state methods read. Only From and Rate matter to the calculation; a state with no married table withholds married filers on its single one.OpenRecordsState ProgramsWhat employees pay into in the state they work in: disability, family and paid leave, long-term care, employee unemployment — each with its own wage base, and each a line on the payslip and an entry in W-2 box 14.OpenRecordsLocal Tax JurisdictionsCities, counties, school districts, PA political subdivisions and transit districts, with their resident and non-resident rates and the rule that decides between them.OpenRecordsLocal BracketsA locality’s graduated resident scale — New York City’s, chiefly.OpenRecordsEngine ExchangesEvery exchange with an outside tax or payroll engine. When a provider and the ledger disagree six months later, this is what settles it.Open
Garnishments
2Court and agency orders, taken in priority within the legal limits, and remitted to each payee.
RecordsGarnishment OrdersChild support, tax levies and creditor orders: the case, the payee and where the money goes, and the order of precedence. Payroll takes them in priority order within the CCPA limits of their deduction code.OpenWorkspaceGarnishment RemittancesWhat each payroll run withheld under each order, one remittance per payee, its file (with the child support DED addenda) and the payment reference once it is sent.Open
Saudi Payroll
4GOSI contributions, the WPS salary file and end-of-service awards, for a company in Saudi Arabia.
RecordsGOSI RatesWhat GOSI takes, from whom and from when. A Saudi registered before 3 July 2024 pays 9.75% and the employer 11.75%; one registered since is on the new law’s rising annuity rate; for anybody else the employer pays 2% occupational hazards. On basic + housing, at least SAR 1,500 and at most SAR 45,000 a month.OpenWorkspaceGOSI StatementThe month’s contributions to GOSI, employee by employee — the contributory wage, the annuity, SANED and hazards shares — beside what the payslips actually deducted. Due by the 15th of the next month.OpenWorkspaceWPS Salary FileThe salary information file for an approved payroll run, for the bank to pay and Mudad to record. Each employee’s iqama or ID, bank and IBAN, and the pay split into basic, housing, other earnings and deductions.OpenWorkspaceEnd of ServiceWhat each employee would be owed on leaving: half a month’s wage for each of the first five years and a month for each after, on the last wage; a third, two thirds or all of it on resignation, by length of service (articles 84 and 85).Open
Labor Distribution & GL Interface
9What each payslip was for -- grant, property, program, fund, cost center, department, job -- and the payroll journal as a file for the general ledger that receives it, balanced, reconciled and sent.
WorkspaceGL Interface ConsoleChoose an interface and a payroll run: the control totals, anything that would stop the file, make it, send it, and take the specification and mapping workbook away.OpenRecordsGL InterfacesWhere payroll goes in the general ledger that receives it: the target system profile (Yardi Voyager journal ETL, or a generic CSV / JSON journal), its codes, the schedule and the transport. A new interface sends TEST files until Go live.OpenRecordsGL Interface MappingsWhich target account (and property, segments) each payroll amount goes to. The most specific rule wins: a code before *, then each dimension it names, then priority.OpenRecordsGL Interface Code CrosswalkA property, department, program, fund, grant, cost center or job as the target system codes it.OpenRecordsGL Interface Valid CodesThe receiving system's own chart and property list. With a list loaded, a code not on it stops the file.OpenViewGL Interface FilesEvery file made, version by version, with its checksum and control totals -- never changed, never deleted. Resend sends the same file again; Reprocess makes the next version after a correction.OpenViewGL Interface ExceptionsWhat stopped a file: a missing mapping, an invalid code, an imbalance, a control total that did not agree, a failed transmission. Correct the cause and Reprocess.OpenRecordsLabor SplitsThe standing distribution of an employee's (or a position's) pay, used where no time says otherwise: salaried people, holidays, retro and off-cycle pay.OpenViewPayslip AllocationsEach payslip split by what the work was for. The employer's taxes and benefit costs follow the gross.Open
Parallel Payroll
2The system being replaced and this one, side by side for each cycle until they agree.
ViewLegacy Payroll RegistersThe payroll register of the system being replaced, one per cycle: Import a CSV, text or Excel file -- employee rows (gross, net, taxes, deductions, benefits, employer costs, accruals, liabilities), GL rows (account, debit, credit) and labor allocation rows.OpenViewParallel Payroll ComparisonsLegacy register against a TRANXACT run, category by category and employee by employee, with a tolerance and a sign-off. Go-live is ready after two cycles in a row are signed off.Open
Reward
What is offered beyond pay, and where a person sits in the range.
WorkspaceBenefits DashboardEligibility and enrollment, open-enrollment progress, life events, dependents waiting on proof, and -- in the United States -- ACA compliance, carrier files and garnishments, each figure a link to its list.OpenRecordsBenefit PlansWhat is offered, who carries it, and what a period of it costs the employee and the employer. Every election is against one of these.OpenRecordsBenefit ElectionsWhat each person chose, what tier they are on, and what it costs them and the employer each period.OpenRecordsPlan YearsThe year a benefit runs for, and the window in which anybody may change their mind without a life event.OpenRecordsDependentsOpenRecordsLife EventsWhat lets somebody change their choices outside open enrollment, and how long they have. The window is computed from the event, not typed.OpenRecordsBenefit EnrollmentsOpen
Carriers & ACA
5Enrollment and contribution files for carriers and recordkeepers, and the Affordable Care Act forms.
RecordsCarriers & RecordkeepersWho is sent what: an insurer (Aflac, Prudential ...) its 834 enrollment file, a 401(k) or 457 recordkeeper (Vanguard, Nationwide ...) its contribution file after each payroll, in its own layout, and how it is delivered.OpenWorkspaceCarrier FilesEvery 834, contribution and eligibility file built, sealed: download, send, resend, regenerate a corrected version, and the delivery log of every attempt.OpenWorkspaceACA Full-Time StatusWho is full time under the ACA, month by month -- by look-back measurement or monthly hours -- and why.OpenWorkspaceACA Forms (1095-C / 1094-C)Form 1095-C lines 14, 15 and 16 for every month, the 1094-C transmittal, printing, AIR-shaped XML and corrections.OpenRecordsACA SettingsThe measurement method and periods, the affordability safe harbor, and the employer (ALE member) on the 1094-C. Mark which plans are minimum essential coverage and minimum value with "Plan ACA flags".Open
RecordsPay PositionWhere everybody sits in their range. A compa-ratio of 1.00 is the midpoint.OpenRecordsSalary GradesA range, not a number. Everything worth deciding about pay is a question about position in range.OpenRecordsSalary Grade StepsThe steps of a grade: step 1 on hire, the next after a year’s service. A grade with no steps is paid anywhere in its range.OpenRecordsSalary StructuresOpenRecordsCompensation CyclesA review, its budget, and whether the proposals fit inside it.OpenRecordsCompensation AwardsWhat the matrix said and what the manager asked for. The gap between them is what a committee reviews.OpenRecordsEquity GrantsOpenRecordsTotal RewardsThe whole package: pay, bonus target, what the employer puts into benefits and taxes, equity and leave.Open
Signatures
2Documents sent to the other party to sign electronically, and who may sign them for the company.
WorkspaceE-SignatureContracts, orders and agreements sent to the other party to sign, and how far each one has got. One is sent from the document itself; the signed copy comes back onto the record with a certificate of who signed it and when.OpenWorkspaceSigning AuthorityWho may sign these documents on behalf of the company, and up to what value. The authority comes from a role; the limits are set under Platform.Open
Compliance
What is owed to a government, what went wrong, and what was done about it.
Payroll Tax
7Three clocks — the money, the form and the annual reconciliation — and the fastest of them is the one that carries the penalty.
WorkspacePayroll Tax WizardWork a payroll tax period step by step. A deposit run, a return and a year end are three different processes on three different clocks: a company that files perfectly and deposits late is penalised, and a company that deposits on time and files late is penalised less.OpenRecordsPayroll Tax RegistrationsOne per obligation, not one per authority: an income-tax withholding account and an unemployment account with the same state are different registrations with different numbers, different rates and different due dates.OpenRecordsPayroll Tax CalendarWhat is due and when. The deposit and the return are separate rows because they are separate obligations with separate penalties.OpenRecordsPayroll Tax PeriodsA run has a purpose as well as a period. The same pay period appears in a deposit run, a return and a year end at different times, computed the same way and reconciled against each other.OpenViewPayroll Tax LiabilitiesOne row per obligation. "Payroll tax" is not a number: it is six numbers to five authorities on four clocks, and the run total is the sum of these rather than the other way round.OpenRecordsPayroll Tax DepositsEvery deposit actually made. Separate from the liability because one liability can be deposited in instalments and one deposit can cover several liabilities, and the reconciliation between them is the annual step where errors are found.OpenRecordsPayroll Tax FindingsWhat the checks turned up. A negative net pay and a missing registration are both blocking, and for the same reason: somebody outside the company finds them first.Open
Health & Safety
1Incidents, near misses and what was done about them — in the terms the regulator measures.
Employee Relations & Records
3Disciplinary actions and their appeals, the legal holds on people's records, and AI-assisted decisions waiting for a person.
RecordsDisciplinary ActionsWarnings, suspensions, demotions and dismissals for cause, with the policy they rest on, the employee's acknowledgement and any appeal. Never deleted: an action given in error is rescinded and the record stays. Retained, held and exported like every personnel record.OpenReportLegal HoldsThe legal holds on people's records, active first. While a hold is active its records cannot be changed or deleted — that is why a save on a held employee is refused. Holds are placed and released under Platform › Legal Holds.OpenReportAI Decision ReviewsAI-assisted decisions about people that wait for a person: accept, override or reject, with the reason.Open
ViewW-4 SubmissionsForms W-4 employees signed in self service. Each took effect from the next pay period as a new withholding record (Employee Tax Setup); the old one is kept. A W-4 needs no approval -- acknowledge that HR has seen it.OpenViewForm I-9Employment eligibility: Section 1 is the employee’s, by their first day; Section 2 is yours, within three business days of it; Supplement B when a work authorization expires. Overdue forms come first. Numbers are sealed and shown as their last four. Retain until the later of 3 years after the first day and 1 year after employment ends.OpenViewFMLA CasesFamily and Medical Leave Act requests: eligibility when asked, the certification, your designation, and the hours used against the 12-week (or 26-week) entitlement. Designating here also decides the request in the self-service inbox. Medical certifications are filed on the case, not on the employee file.OpenRecordsFMLA SettingsHow this company applies FMLA: the entitlement, the 12-month method (one for everybody), whether paid leave runs at the same time, the eligibility rule, and whether the worksite has 50 employees within 75 miles.Open
Reporting
The catalog, headcount among it, and what comes next.
ReportReports & AnalyticsThe report catalog for this module, and the models behind it — dimensions and key figures you can rearrange, filter, total and export.OpenReportPredictive & PrescriptiveWhere this module’s measures are heading, how much that projection is worth, and what to do about it while there is still time.Open
More
Reachable by link
5These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or by their address — and they behave like any other list once open.
RecordsWork RelationshipsThe layer between a person and their assignments. A rehire is a new relationship and the same person — which is what keeps continuous service right.OpenRecordsIdentifiers & Right to WorkPassports, visas, work permits and licences. The status follows the expiry date, and the consequence column is what makes a lapse stop work rather than merely be noticed.OpenRecordsWorker ComplianceWhat has to be true about a worker before they may do the work — and what happens if it is not.OpenRecordsOffboardingLeaving, including retirement — the exit conversation, the final pay, the assets, the access, and the obligations that outlive the employment.OpenViewPayroll Tax Run StepsEvery step of every run, with who ran it and who approved it.Open