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
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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 478 synchronized guides.

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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…

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KPI Matrix Reference Public

Scoring & Rating Bands

Reference & Standards Scoring & Rating Bands How a raw number — a 96% attendance rate, a 3.2-hour resolution time — becomes a fair 1.00–5.00 score, and how those scores roll up…

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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…

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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…

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KPI Matrix Reference Public

Workflows & SOPs

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…

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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)…

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KPI Matrix How-to Guide Public

05 — Calculation Engine

05 — Calculation Engine How every metric is computed, scheduled, cached, and how auto-trigger salary upgrades work. Status: Implemented as…

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KPI Matrix Reference Public

Core Concepts & Data Flow

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…

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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…

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KPI Matrix Overview Public

KPI Overview

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…

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