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 modules40
Published guides357
SOPs3
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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 357 synchronized guides.

kpi_matrix × Beginner ×
KPI Matrix Overview Public

ERPat

Complete end-user guide for the ERPat KPI Matrix module: templates, review cycles, assignments, automated scoring across 29 metrics, dashboards, and salary-progression recommendations.

KPI Matrix Reference Public

Getting Started

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 Reference Public

Glossary & Legends

Reference Glossary & Legends The dictionary for the whole module: every term you'll meet, and the exact status vocabularies with the colour each badge uses. When a word or a…

KPI Matrix Reference Public

Review Cycles

Using KPI Matrix · Manager Review Cycles A review cycle is the period you're evaluating — a month, a quarter, a year — tied to a template. Everything the module scores happens…

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 How-to Guide Public

00 — Background: KPI Matrix Module

00 — Background: KPI Matrix Module Document: 00_BACKGROUND.md Module: KPI Matrix (Employee Performance Management) Author: AI Research Agent Date: February 2026 Status…

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…