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
SOPs3
Updated this month123
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 478 of 478 synchronized guides.

Tools Hub Reference Public

Data and Screen Reference

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

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Tools Hub Overview Public

Tools Hub

Public ERPat Tools Hub. A self-contained HMVC module that serves an SEO-friendly public directory of free HR, Payroll, Recruitment, Attendance, Compliance, Documents and Business tools at /tools, with per-tool detail pages, auto-discovery from tool.json manifests, view tracking, likes, comments (with admin moderation), versioning, sitemap and Open Graph.

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Procurement Reference Public

Administration and Controls

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

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Finance Reference Public

Data and Screen Reference

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

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Production Reference Public

Quality Control

Advanced Manufacturing Quality Control Define what to check, record the checks, and manage failures — the full quality chain from a reusable QC Plan, through inspections and…

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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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Lending Reference Public

Administration and Controls

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