End-user instruction center

ERPat User Guide

Learn how to use active ERPat modules through role-based instructions, standard operating procedures, field legends, standards, compliance reminders, and step-by-step workflows. Every guide is synchronized from the owning module and versioned whenever its instructions change.

Active modules58
Published guides478
SOPs3
Updated this month123
01Getting StartedBeginner-friendly first steps SOPStandard ProceduresRequired operational workflows AaLegends & FieldsStatus, badge, and field meanings Controls & ComplianceReview points and reminders

End-user guides from active ERPat modules

Showing 478 of 478 synchronized guides.

Offboarding Reference Public

FAQ & Troubleshooting

Troubleshooting and frequently asked questions for the ERPat Offboarding module: missing menu, template matching, clearance blockers, exception closures, automation not firing, connectors, plus a glossary.

100%helpful
Compensation How-to Guide Public

Run a Payroll

Prepare, initialize and process a payroll run from finalized attendance and compensation settings, then generate its payslips.

100%helpful
automationcutoffinitializepayroll runpayslip generation
Offboarding Reference Public

Getting Started

Enable the ERPat Offboarding module, run its migrations, grant the twelve permissions, review the setups, load the optional demo seed, and walk through your first offboarding case end to end.

100%helpful
Production Reference Public

Labor & Downtime

Advanced Manufacturing Labor & Downtime Record who worked on which work order and for how long, and log the periods when a machine or station was not producing — two shop-floor…

100%helpful
Offboarding Reference Public

Daily Operations

Day-to-day guide to running offboarding cases in ERPat: start a case, work the checklist, assets, access actions and sign-offs, then reach final clearance, hold, reschedule, or immediate separation.

100%helpful
Helpdesk Reference Public

Permissions Reference

Every Helpdesk RBAC permission key — grouped by pillar — with its label, action, level, and what it gates. Filterable.

100%helpful
Kiosk Reference Public

Getting Started

A practical first-run checklist for enabling Kiosk, granting the right permissions, preparing your starter data, and training the first users.

100%helpful
Assets Reference Public

Import, Export & Labels

The three bulk tools on the register toolbar: importing whole inventories from a spreadsheet, exporting a filtered file that imports back cleanly, and printing QR asset labels.

100%helpful
Warehouse How-to Guide Public

How to Receive Stock into a Warehouse

Step-by-step instructions to log an incoming delivery, record accepted and rejected units, and put stock away into a location.

100%helpful
inboundput awayreceivingstockhow-to
Notes Reference Public

Administration and Controls

How administrators keep Notes secure and reliable: permissions, menus, settings, public pages, API surfaces, migrations, and change management.

100%helpful