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 357 of 357 synchronized guides.
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…
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…
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 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…
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…
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…
02 — KPI Categories & Metrics Definition Document: KPI Categories, Individual Metrics, Scoring Scales, Weights & Aggregation Module: KPI Matrix (Employee Performance Management)…
A first-day walkthrough that helps a new clerk open the Inventory module, prepare units and brands, and add a first item.
Email-to-ticket via IMAP, outbound notifications, agent signatures, and the auto-close-inactive-tickets automation.