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 395 of 395 synchronized guides.

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.

Assets Reference Public

Locations

Catalog & Setup Locations A location is a physical place where an asset lives — a site, a building, a floor, a room. Locations form a small hierarchy (rendered as a Parent > Child…

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.

cutoffinitializepayroll runpayslip generationrun wizard
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…

Marketing Reference Public

Administration and Controls

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

Marketing Reference Public

Data and Screen Reference

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