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 390 of 395 synchronized guides.

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KPI Matrix Reference Public

KPI Templates

Using KPI Matrix · Manager KPI Templates A template is a scorecard: which of the 29 metrics count for a role, and how much each category and metric is weighted. Build it once, and…

Tools Hub Reference Public

Module Research Notes

Evidence gathered from the current Tools Hub module files — controllers, models, configs, and migrations — before writing these user guide pages.

Timeline Reference Public

Module Research Notes

Evidence gathered from the current Timeline module files — controllers, models, configs, and migrations — before writing these user guide pages.

KPI Matrix Reference Public

Salary Recommendations

Using KPI Matrix · Manager Salary Recommendations Where a performance score becomes a pay decision — safely. After a cycle calculates, the engine proposes a salary-step change for…

KPI Matrix Reference Public

Team Matrix

Using KPI Matrix · Manager Team Matrix The working grid of the module: every scored employee in one sortable table, with their template, composite score, rating and progress — and…

KPI Matrix How-to Guide Public

01 — Data Sources Inventory

01 — Data Sources Inventory Document: 01_DATA_SOURCES_INVENTORY.md Module: KPI Matrix (Employee Performance Management) Author: AI Research Agent Date: February 2026 Status…

User Guide Getting Started Public

Getting Started with the User Guide

Find the right guide fast using search, module and role filters, and the quick collections on the portal home page.

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User Guide Overview Public

User Guide Portal Overview

One searchable portal for every ERPat module's instructions, SOPs, field legends and troubleshooting guides.

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Timeline Reference Public

Data and Screen Reference

A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Timeline module package.

School Reference Public

Guidance & Clinic Playbook

Guide for guidance counselors and clinic staff in ERPat School: manage student-support cases, work the confidential child-protection/anti-bullying safeguarding surface (RA 7610/RA 10627), and handle restricted, audited learner health records.