HR

Leave Management

sub-spec 22A

Vacation, sick, parental, bereavement, and any custom leave types — accrued, requested, approved, and reflected in the schedule and T&A automatically. Replaces the spreadsheet your HR partner maintains and your scheduler ignores.

HR Case Management

sub-spec 22C

Manage warnings, formal investigations, suspensions, hearings, and appeals as first-class records with multi-step approval and immutable timelines. Closes the structural gap between Onboarding and Offboarding so a BPO can finally retire the parallel HRMS used for disciplinary records.

Performance Improvement Plans

sub-spec 22D

A structured, time-bound performance improvement program anchored to a parent HR case of type PIP — SMART goals, machine-measured progress, checkpoint reviews, and a clear outcome.

Employee Private Information

sub-spec 22E

HR-only handling of emergency contacts, home address, personal contact methods, and country-aware national identifiers (SIN, SSN, work permit) — with approval-gated change-request workflow and immutable history.

Approval-gated record-change workflow

Every change to an employee record — name, contact, department, title, salary, manager — flows through draft → submitted → approved → implemented. Nothing changes without sign-off; everything is timestamped.

Multi-step approval chains with delegation

Configure who has to sign off on each kind of change: direct manager, then HR partner, then payroll for salary changes. Delegation rules cover vacations and out-of-office automatically — no more changes stuck because Paul is on PTO.

Salary, role, leave, manager, location, and termination changes

Sixteen mandatory change types covering everything from a transfer between departments to a legal name update to a termination. Each type has its own required fields, approvers, and downstream effects (e.g., schedule re-flow on a manager change).

Point-in-time employee history with effective dates

Every change carries an effective date. You can pull a point-in-time view of any employee — "who was their manager on March 1st?" — for audit, legal, or payroll reconciliation. No row-overlap; no ambiguity.

Schedule future-dated changes with conflict detection

Approve a transfer effective two weeks out, the system queues it and applies it on the date — automatically. If a conflicting change comes in (say, a different transfer for the same date), the system flags the collision instead of silently overwriting.

Back-dated corrections with history protection

Need to correct a salary that should have changed last quarter? Back-dated changes split the affected history rows cleanly with a history-lock boundary, so you can fix the past without losing the audit of what actually happened.

Bulk record updates via CSV import

Upload a CSV of changes (annual merit increases, reorg moves), the system runs them as an async job, and you get a per-row status report. Beats clicking through 240 employees one at a time.

Department, position, location, and team management

Define your departments, positions, work locations, and teams once — they're the structural primitives every other module references. Move a team between departments and the org-chart, schedules, and reporting catch up automatically.