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 modules48
Published guides395
SOPs3
Updated this month395
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 27 of 395 synchronized guides.

kpi_matrix × Beginner ×
KPI Matrix Reference Public

Assignments & Manual Entry

Using KPI Matrix · Manager Assignments & Manual Entry An assignment puts one employee into one cycle against one template — it's the thing the engine actually scores. This page…

KPI Matrix Reference Public

FAQ & Troubleshooting

Reference FAQ & Troubleshooting The questions people actually ask, and the quick fixes for the things that look broken but usually aren't. Grouped by theme — expand any question…

KPI Matrix Reference Public

Glossary & Legends

Reference Glossary & Legends The dictionary for the whole module: every term you'll meet, and the exact status vocabularies with the colour each badge uses. When a word or a…

KPI Matrix How-to Guide Public

KPI Matrix Module — Documentation Package

KPI Matrix Module — Documentation Package Module: KPI Matrix (Employee Performance Management) Target System: ERPat ERP System (CodeIgniter 3 / PHP 8.2+) Documentation Date…

KPI Matrix Reference Public

Review Cycles

Using KPI Matrix · Manager Review Cycles A review cycle is the period you're evaluating — a month, a quarter, a year — tied to a template. Everything the module scores happens…

KPI Matrix Reference Public

Your Performance

Using KPI Matrix · Employee Your Performance — the “KPIs” tab If you're an ordinary employee, this is the only KPI screen you'll ever see — and it's entirely read-only. It lives…

KPI Matrix How-to Guide Public

02 — KPI Categories & Metrics Definition

02 — KPI Categories & Metrics Definition Document: KPI Categories, Individual Metrics, Scoring Scales, Weights & Aggregation Module: KPI Matrix (Employee Performance Management)…