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.
Showing 390 of 395 synchronized guides.
Introduction Core Concepts & Data Flow Five objects, one pipeline. Once you can name a Template, a Cycle, an Assignment, a Score and a Recommendation — and see how data flows…
Complete end-user guide for the ERPat KPI Matrix module: templates, review cycles, assignments, automated scoring across 29 metrics, dashboards, and salary-progression recommendations.
Introduction Getting Started Enable the module, create its tables, grant the right people access, and switch on the nightly auto-calculation — then confirm the sidebar group…
KPI Matrix — API The KPI Matrix module exposes two JSON APIs, both built on ERPat's stateless JWT-bearer surfaces and both reusing the module's src/Services/* (the same business…
Using KPI Matrix · Manager KPI Overview The manager workspace's landing page — a quick, org-wide read on how performance is distributed and who's at the top. It's the first thing…
Reference & Standards Permissions & Roles Who can see and do what. The module has just two permission keys and one master toggle — but the way they combine gives you a clean split…
Reference & Standards Salary Progression The module's most strategic output: a transparent, auditable path from a performance rating to a salary-step change. It follows the…
Reference & Standards The 29 Metrics The complete catalogue. Every metric the KPI Matrix can score — what it measures, which way is “good”, whether it computes automatically, the…
Reference · Workflows Workflows & SOPs The whole module, wired together. Seven end-to-end Standard Operating Procedures — from designing a scorecard to running a full review…
00 — Background: KPI Matrix Module Document: 00_BACKGROUND.md Module: KPI Matrix (Employee Performance Management) Author: AI Research Agent Date: February 2026 Status…