@sparkerp/plugin-sdk 0.1.0 → 1.0.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (174) hide show
  1. package/bundle/blocks.json +169 -0
  2. package/bundle/catalog.json +614 -5
  3. package/bundle/docs/applications/hcm/admin-access-policies.md +38 -0
  4. package/bundle/docs/applications/hcm/admin-approval-hierarchies.md +33 -0
  5. package/bundle/docs/applications/hcm/admin-data-transfer.md +40 -0
  6. package/bundle/docs/applications/hcm/admin-hcm-users.md +35 -0
  7. package/bundle/docs/applications/hcm/admin-logs.md +57 -0
  8. package/bundle/docs/applications/hcm/admin-permissions-catalog.md +64 -0
  9. package/bundle/docs/applications/hcm/ai-intelligence-overview.md +37 -0
  10. package/bundle/docs/applications/hcm/ai-intelligence-people-risk.md +33 -0
  11. package/bundle/docs/applications/hcm/ai-intelligence-recruitment.md +37 -0
  12. package/bundle/docs/applications/hcm/ai-intelligence-tools.md +39 -0
  13. package/bundle/docs/applications/hcm/analytics-operations.md +31 -0
  14. package/bundle/docs/applications/hcm/analytics-overview.md +31 -0
  15. package/bundle/docs/applications/hcm/analytics-people.md +36 -0
  16. package/bundle/docs/applications/hcm/analytics-tools.md +35 -0
  17. package/bundle/docs/applications/hcm/assets-audits.md +30 -0
  18. package/bundle/docs/applications/hcm/assets-custody.md +36 -0
  19. package/bundle/docs/applications/hcm/assets-inventory.md +34 -0
  20. package/bundle/docs/applications/hcm/assets-maintenance.md +25 -0
  21. package/bundle/docs/applications/hcm/assets-software-licenses.md +27 -0
  22. package/bundle/docs/applications/hcm/attendance-core.md +46 -0
  23. package/bundle/docs/applications/hcm/attendance-exceptions.md +33 -0
  24. package/bundle/docs/applications/hcm/attendance-location.md +25 -0
  25. package/bundle/docs/applications/hcm/attendance-policies.md +23 -0
  26. package/bundle/docs/applications/hcm/attendance-reports.md +20 -0
  27. package/bundle/docs/applications/hcm/benefits-allowances.md +39 -0
  28. package/bundle/docs/applications/hcm/benefits-analytics.md +25 -0
  29. package/bundle/docs/applications/hcm/benefits-employee-processes.md +44 -0
  30. package/bundle/docs/applications/hcm/benefits-plans.md +60 -0
  31. package/bundle/docs/applications/hcm/communications-announcements.md +31 -0
  32. package/bundle/docs/applications/hcm/communications-history.md +23 -0
  33. package/bundle/docs/applications/hcm/communications-notifications.md +31 -0
  34. package/bundle/docs/applications/hcm/communications-templates.md +35 -0
  35. package/bundle/docs/applications/hcm/compensation-allowances-benefits.md +44 -0
  36. package/bundle/docs/applications/hcm/compensation-analytics.md +30 -0
  37. package/bundle/docs/applications/hcm/compensation-bonus-incentive.md +35 -0
  38. package/bundle/docs/applications/hcm/compensation-cycles.md +49 -0
  39. package/bundle/docs/applications/hcm/compensation-equity.md +36 -0
  40. package/bundle/docs/applications/hcm/compensation-salary.md +47 -0
  41. package/bundle/docs/applications/hcm/compliance-analytics.md +25 -0
  42. package/bundle/docs/applications/hcm/compliance-audits-calendar.md +52 -0
  43. package/bundle/docs/applications/hcm/compliance-employee-tracking.md +41 -0
  44. package/bundle/docs/applications/hcm/compliance-regulatory.md +31 -0
  45. package/bundle/docs/applications/hcm/country-packs-admin.md +33 -0
  46. package/bundle/docs/applications/hcm/country-packs-compliance.md +31 -0
  47. package/bundle/docs/applications/hcm/country-packs-localization.md +37 -0
  48. package/bundle/docs/applications/hcm/country-packs.md +102 -0
  49. package/bundle/docs/applications/hcm/dashboard.md +38 -0
  50. package/bundle/docs/applications/hcm/designations.md +32 -0
  51. package/bundle/docs/applications/hcm/emp-documents-analytics.md +27 -0
  52. package/bundle/docs/applications/hcm/emp-documents-core.md +33 -0
  53. package/bundle/docs/applications/hcm/emp-documents-letters.md +40 -0
  54. package/bundle/docs/applications/hcm/emp-documents-signatures.md +24 -0
  55. package/bundle/docs/applications/hcm/emp-documents-workflow.md +32 -0
  56. package/bundle/docs/applications/hcm/employee-directory.md +55 -0
  57. package/bundle/docs/applications/hcm/employee-documents.md +51 -0
  58. package/bundle/docs/applications/hcm/employee-info-background.md +41 -0
  59. package/bundle/docs/applications/hcm/employee-info-core.md +32 -0
  60. package/bundle/docs/applications/hcm/employee-info-documents.md +31 -0
  61. package/bundle/docs/applications/hcm/employee-info-other.md +21 -0
  62. package/bundle/docs/applications/hcm/employee-movements.md +46 -0
  63. package/bundle/docs/applications/hcm/employee-reference-data.md +40 -0
  64. package/bundle/docs/applications/hcm/employee-relations-analytics.md +23 -0
  65. package/bundle/docs/applications/hcm/employee-relations-cases.md +26 -0
  66. package/bundle/docs/applications/hcm/employee-relations-conflicts-feedback.md +25 -0
  67. package/bundle/docs/applications/hcm/employee-relations-processes.md +34 -0
  68. package/bundle/docs/applications/hcm/employee-services-daily.md +32 -0
  69. package/bundle/docs/applications/hcm/employee-services-manager.md +21 -0
  70. package/bundle/docs/applications/hcm/employee-services-more.md +41 -0
  71. package/bundle/docs/applications/hcm/employee-services-overview.md +43 -0
  72. package/bundle/docs/applications/hcm/expenses-analytics.md +26 -0
  73. package/bundle/docs/applications/hcm/expenses-claims.md +47 -0
  74. package/bundle/docs/applications/hcm/expenses-self-service.md +30 -0
  75. package/bundle/docs/applications/hcm/expenses-setup.md +43 -0
  76. package/bundle/docs/applications/hcm/health-safety-analytics.md +26 -0
  77. package/bundle/docs/applications/hcm/health-safety-incidents.md +44 -0
  78. package/bundle/docs/applications/hcm/health-safety-medical.md +25 -0
  79. package/bundle/docs/applications/hcm/health-safety-training.md +29 -0
  80. package/bundle/docs/applications/hcm/helpdesk.md +28 -0
  81. package/bundle/docs/applications/hcm/holiday-calendar.md +69 -0
  82. package/bundle/docs/applications/hcm/hr-policies.md +64 -0
  83. package/bundle/docs/applications/hcm/hr-settings.md +98 -0
  84. package/bundle/docs/applications/hcm/index.md +272 -0
  85. package/bundle/docs/applications/hcm/industry-it-software.md +52 -0
  86. package/bundle/docs/applications/hcm/job-classifications.md +48 -0
  87. package/bundle/docs/applications/hcm/learning-analytics.md +21 -0
  88. package/bundle/docs/applications/hcm/learning-assessments.md +22 -0
  89. package/bundle/docs/applications/hcm/learning-catalog.md +25 -0
  90. package/bundle/docs/applications/hcm/learning-certifications.md +27 -0
  91. package/bundle/docs/applications/hcm/learning-enrollment.md +26 -0
  92. package/bundle/docs/applications/hcm/learning-instructors-providers.md +21 -0
  93. package/bundle/docs/applications/hcm/leave-accrual-and-carryforward.md +30 -0
  94. package/bundle/docs/applications/hcm/leave-balance.md +26 -0
  95. package/bundle/docs/applications/hcm/leave-dashboard-and-reports.md +32 -0
  96. package/bundle/docs/applications/hcm/leave-encashment.md +27 -0
  97. package/bundle/docs/applications/hcm/leave-requests.md +26 -0
  98. package/bundle/docs/applications/hcm/leave-setup.md +30 -0
  99. package/bundle/docs/applications/hcm/leave-team-and-calendar.md +25 -0
  100. package/bundle/docs/applications/hcm/navigation-and-approvals.md +61 -0
  101. package/bundle/docs/applications/hcm/offboarding-and-exit.md +71 -0
  102. package/bundle/docs/applications/hcm/onboarding-documents-verification.md +43 -0
  103. package/bundle/docs/applications/hcm/onboarding-orientation-probation.md +65 -0
  104. package/bundle/docs/applications/hcm/onboarding-overview.md +47 -0
  105. package/bundle/docs/applications/hcm/onboarding-provisioning-assets.md +48 -0
  106. package/bundle/docs/applications/hcm/onboarding-reports.md +38 -0
  107. package/bundle/docs/applications/hcm/onboarding-templates-checklists.md +38 -0
  108. package/bundle/docs/applications/hcm/onboarding-to-confirmation.md +45 -0
  109. package/bundle/docs/applications/hcm/org-structure.md +53 -0
  110. package/bundle/docs/applications/hcm/org-units.md +86 -0
  111. package/bundle/docs/applications/hcm/organizations.md +81 -0
  112. package/bundle/docs/applications/hcm/payroll-analytics.md +31 -0
  113. package/bundle/docs/applications/hcm/payroll-post-run.md +40 -0
  114. package/bundle/docs/applications/hcm/payroll-runs.md +30 -0
  115. package/bundle/docs/applications/hcm/payroll-setup.md +38 -0
  116. package/bundle/docs/applications/hcm/payroll-tax.md +21 -0
  117. package/bundle/docs/applications/hcm/payroll-transactions.md +43 -0
  118. package/bundle/docs/applications/hcm/performance-analytics.md +23 -0
  119. package/bundle/docs/applications/hcm/performance-appraisals.md +50 -0
  120. package/bundle/docs/applications/hcm/performance-continuous-feedback.md +23 -0
  121. package/bundle/docs/applications/hcm/performance-cycles-and-goals.md +54 -0
  122. package/bundle/docs/applications/hcm/performance-okrs.md +33 -0
  123. package/bundle/docs/applications/hcm/performance-pips.md +29 -0
  124. package/bundle/docs/applications/hcm/performance-ratings.md +25 -0
  125. package/bundle/docs/applications/hcm/positions.md +67 -0
  126. package/bundle/docs/applications/hcm/recruitment-agencies-and-sources.md +26 -0
  127. package/bundle/docs/applications/hcm/recruitment-analytics.md +25 -0
  128. package/bundle/docs/applications/hcm/recruitment-candidates.md +33 -0
  129. package/bundle/docs/applications/hcm/recruitment-offers.md +32 -0
  130. package/bundle/docs/applications/hcm/recruitment-pipeline.md +46 -0
  131. package/bundle/docs/applications/hcm/recruitment-requisitions-and-openings.md +33 -0
  132. package/bundle/docs/applications/hcm/roles-permissions.md +129 -0
  133. package/bundle/docs/applications/hcm/separation-clearance.md +33 -0
  134. package/bundle/docs/applications/hcm/separation-documents.md +28 -0
  135. package/bundle/docs/applications/hcm/separation-final-settlement.md +24 -0
  136. package/bundle/docs/applications/hcm/separation-reports.md +23 -0
  137. package/bundle/docs/applications/hcm/separation-resignation.md +43 -0
  138. package/bundle/docs/applications/hcm/settings-extensibility.md +31 -0
  139. package/bundle/docs/applications/hcm/settings-general.md +29 -0
  140. package/bundle/docs/applications/hcm/settings-integrations.md +14 -0
  141. package/bundle/docs/applications/hcm/settings-module-defaults.md +41 -0
  142. package/bundle/docs/applications/hcm/settings-process.md +28 -0
  143. package/bundle/docs/applications/hcm/shift-scheduling.md +33 -0
  144. package/bundle/docs/applications/hcm/talent-analytics.md +26 -0
  145. package/bundle/docs/applications/hcm/talent-career.md +31 -0
  146. package/bundle/docs/applications/hcm/talent-competencies-skills.md +30 -0
  147. package/bundle/docs/applications/hcm/talent-profiles.md +40 -0
  148. package/bundle/docs/applications/hcm/talent-succession.md +42 -0
  149. package/bundle/docs/applications/hcm/teams-and-tags.md +46 -0
  150. package/bundle/docs/applications/hcm/timesheets.md +33 -0
  151. package/bundle/docs/applications/hcm/travel-advances-expenses.md +34 -0
  152. package/bundle/docs/applications/hcm/travel-analytics.md +28 -0
  153. package/bundle/docs/applications/hcm/travel-bookings.md +35 -0
  154. package/bundle/docs/applications/hcm/travel-requests.md +38 -0
  155. package/bundle/docs/applications/hcm/workforce-org-design.md +22 -0
  156. package/bundle/docs/applications/hcm/workforce-planning-analytics.md +26 -0
  157. package/bundle/docs/applications/hcm/workforce-planning-core.md +36 -0
  158. package/bundle/docs/applications/hcm/workforce-planning-scenarios.md +29 -0
  159. package/bundle/docs/guides/add-app-owned-roles-and-permissions.md +144 -0
  160. package/bundle/docs/guides/extend-a-shipped-application.md +132 -0
  161. package/bundle/docs/guides/index.md +2 -0
  162. package/bundle/docs/reference/entity-aggregation-config.md +1 -1
  163. package/bundle/docs/reference/entity-document-generator-config.md +1 -1
  164. package/bundle/docs/tutorial/01-create-the-plugin.md +7 -1
  165. package/bundle/docs/tutorial/07-return-due-reminder-job.md +28 -5
  166. package/bundle/docs/tutorial/08-menus-i18n-publish.md +5 -5
  167. package/bundle/manifest.json +4 -4
  168. package/bundle/schemas/page.schema.json +13 -0
  169. package/bundle/schemas/plugin-manifest.schema.json +13 -0
  170. package/bundle/validators/block-engine.mjs +167 -7
  171. package/bundle/validators/page-engine.mjs +226 -21
  172. package/erp-cli/authoring-root.mjs +12 -1
  173. package/erp-cli/erp.mjs +334 -4
  174. package/package.json +1 -1
@@ -0,0 +1,38 @@
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+ ---
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+ title: Access Policies
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+ audience: tenant
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+ ---
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+
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+ # Access Policies (HCM Administration)
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+
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+ This page documents the shipped **Access Policies** screen
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+ (`hcm-admin-console`) — real, tenant-wide security settings for HCM. Not
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+ for plugin developers.
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+
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+ ## What you can configure
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+
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+ - **Session Policy** — Idle Timeout (minutes), Absolute Timeout (hours),
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+ Concurrent Session Limit.
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+ - **Security Policy** — CAPTCHA After Failed Attempts, Allowed Login
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+ Start/End Hour, and an Enforce Strict Sessions toggle.
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+
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+ The page loads the real current values when you open it, and Save writes
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+ both policies back for real — these are genuine tenant-wide security
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+ controls, not a mock settings form.
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+
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+ ## Known gaps
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+
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+ - **IP allow/deny lists and allowed-countries aren't editable here** —
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+ those values exist and can be read via a direct API call, but this
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+ screen has no editor for list-type fields yet (a real platform
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+ limitation in how this page's action-chain engine handles lists, not an
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+ oversight).
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+ - **No access-policy "wizard"** (subjects/resources/conditions/scoped
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+ rules) — this screen covers real, existing tenant-wide security
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+ settings, not a general-purpose access-control rule builder. Field/
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+ record/menu/screen-level permission control lives in the separate,
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+ tenant-wide Permission Designer instead, not on this screen.
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+
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+ ## Related
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+
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+ - [HCM Roles & Permissions](./roles-permissions.md)
@@ -0,0 +1,33 @@
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+ ---
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+ title: Approval Hierarchies
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+ audience: tenant
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+ ---
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+
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+ # Approval Hierarchies (HCM Administration)
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+
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+ This page documents the shipped **Approval Hierarchies** screen
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+ (`hcm-admin-console`) — a real, read-only view of every approval workflow
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+ definition running across HCM. Not for plugin developers.
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+
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+ ## What you see
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+
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+ A grid of every real workflow definition (name, description, status,
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+ version, last updated) — the same underlying engine that actually runs
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+ approvals for leave, transfers, promotions, resignations, expenses,
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+ timesheets, and everything else in HCM. This isn't a mock summary; it's
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+ the real definitions.
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+
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+ ## What isn't here
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+
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+ - **You can't create, edit, publish, version, or clone a hierarchy from
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+ this screen** — that stays in Studio's own Workflow Designer, the
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+ correct place to author a real workflow.
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+ - **Dollar-limit approval tiers** (e.g. "a manager can approve expenses up
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+ to $500") are a real, separate feature managed in Studio's own Approval
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+ Permissions screen, not shown here.
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+ - No visual drag-and-drop canvas, no conflict detection, no import/export
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+ JSON on this screen.
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+
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+ ## Related
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+
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+ - [HCM Navigation & Approvals](./navigation-and-approvals.md)
@@ -0,0 +1,40 @@
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+ ---
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+ title: Data Export & Data Import
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+ audience: tenant
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+ ---
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+
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+ # Data Export & Data Import (HCM Administration)
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+
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+ This page documents two shipped **Administration** screens
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+ (`hcm-admin-console`) for bulk moving data in and out of a small set of
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+ HCM reference tables. Not for plugin developers.
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+
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+ ## Data Export
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+
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+ Pick an entity from the list (currently Leave Type Category, Leave Type,
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+ Organization Tag) and **Export** — downloads a real CSV of every row.
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+
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+ ## Data Import
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+
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+ Pick the same entity, upload a CSV, and each row is created as a real
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+ record — one at a time, its own transaction and permission check, exactly
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+ like creating it by hand. If one row is bad (e.g. missing a required
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+ field), that row fails cleanly and every other valid row still gets
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+ created — one bad row never blocks the rest of your file.
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+
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+ CSV headers must match the entity's real field names directly — there's
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+ no column-mapping step.
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+
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+ ## Known gaps
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+
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+ - **Only 3 entities are supported** — not an arbitrary-entity picker.
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+ - **No XLSX or JSON**, CSV only.
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+ - **No dedup/merge on import** — every row is a create, not an
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+ upsert.
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+ - **No mapping wizard** — your CSV's column headers need to already match
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+ the real field names.
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+ - **No filtering on export** — it's the whole table or nothing.
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+
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+ ## Related
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+
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+ - [HCM Permissions Catalog](./admin-permissions-catalog.md)
@@ -0,0 +1,35 @@
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+ ---
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+ title: HCM Users
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+ audience: tenant
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+ ---
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+
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+ # HCM Users (HCM Administration)
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+
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+ This page documents the shipped **HCM Users** screen (`hcm-admin-console`)
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+ — a real, live view over the platform's own user accounts. Not for plugin
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+ developers.
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+
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+ ## What you see
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+
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+ Search and filter by status, with a grid of Username, Email, Mobile,
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+ Status, and Created date — real accounts, not a mock list. Click a user
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+ to open a detail drawer with their full record and four real actions:
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+ **Activate**, **Deactivate**, **Lock**, **Unlock**.
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+
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+ ## What isn't here
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+
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+ This screen deliberately doesn't duplicate everything a user account can
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+ do — it covers status management only:
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+
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+ - **Creating a user, resetting a password, or issuing a temporary
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+ password** — not here; these stay in Studio's own user management
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+ screens.
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+ - **Assigning HCM roles** — go to [HCM Roles & Permissions](./roles-permissions.md)
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+ instead; role assignment isn't duplicated on this screen.
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+ - **Bulk import/export of users, or editing role assignments by ID** —
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+ Studio only.
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+
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+ ## Related
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+
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+ - [HCM Roles & Permissions](./roles-permissions.md)
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+ - [HCM Permissions Catalog](./admin-permissions-catalog.md)
@@ -0,0 +1,57 @@
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+ ---
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+ title: System Logs, Audit Logs & Activity Logs
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+ audience: tenant
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+ ---
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+
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+ # System Logs, Audit Logs & Activity Logs (HCM Administration)
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+
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+ This page documents three shipped **Administration** screens
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+ (`hcm-admin-console`) — three different lenses over the exact same real
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+ audit event log, not three separate logging systems. Not for plugin
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+ developers.
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+
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+ ## The shared data
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+
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+ All three screens read the platform's own Centralized Audit Framework —
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+ real, live events (6,900+ real rows in a typical tenant), not sample
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+ data. Every event has a Timestamp, an Actor/User, a Category, an
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+ Action/Activity, a Resource/Entity Type, a Record, a Module, a
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+ Result/Status, a Source, and a Correlation/Request ID. Click any row to
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+ open a detail drawer with the full field set plus IP Address and Region.
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+
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+ ## System Logs
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+
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+ The original, general-purpose view — free-text search plus Category and
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+ Success filters.
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+
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+ ## Audit Logs
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+
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+ The same data, relabeled for a security/compliance lens (Actor, Category,
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+ Action, Resource Type, Result), with a real date-range filter added on
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+ top (filter by when an event occurred, not just search by text).
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+
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+ ## Activity Logs
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+
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+ The same data again, relabeled for a "who did what" timeline lens (User,
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+ Activity Type, Activity, Entity, Status) — same filters as Audit Logs,
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+ just renamed to read like a user activity feed rather than a compliance
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+ log.
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+
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+ ## Known gaps
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+
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+ - **No before/after field diff** — the underlying table never records old
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+ vs. new values for a create/update/delete event, so the detail drawer
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+ shows a disclosure note here rather than fabricating a changes table.
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+ - **No login/authentication/security event category exists yet** — real
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+ categories observed are only `crud`, `configuration`, `job`,
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+ `communication`, `plugin`.
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+ - **IP Address and Correlation ID are always empty** in practice — shown
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+ as columns/fields but nothing currently populates them.
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+ - **Result is a plain success/fail flag**, not a richer
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+ success/failed/denied/partial/error breakdown.
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+ - **No tablet-specific compact layout** — tablet renders the same stacked
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+ layout as mobile.
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+
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+ ## Related
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+
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+ - [Data Export & Data Import](./admin-data-transfer.md)
@@ -0,0 +1,64 @@
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+ ---
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+ title: HCM Permissions Catalog
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+ audience: tenant
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+ ---
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+
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+ # HCM Permissions Catalog (HCM Administration)
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+
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+ This page documents the shipped **HCM Permissions** screen
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+ (`hcm-admin-console`) — a real governance catalog of every permission in
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+ HCM, layered on top of (never replacing) the platform's own real
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+ authorization engine. Not for plugin developers.
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+
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+ > **Not the same thing as [HCM Roles & Permissions](./roles-permissions.md).**
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+ > That screen is where you actually grant permissions to roles — this one
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+ > is a documentation/governance catalog of what permissions exist, what
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+ > they depend on, and which roles use them. Think of this as the
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+ > reference library; the Roles screen is where the real granting happens.
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+
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+ ## What you see
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+
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+ Search and filter a real, live catalog of permission entries — Module,
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+ Resource, Action are all sortable/filterable grid columns.
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+
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+ ## A permission's detail view
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+
26
+ Four tabs:
27
+
28
+ - **Overview** — the permission's own definition.
29
+ - **Dependencies** — other permissions this one depends on; add or remove
30
+ a dependency directly here.
31
+ - **Roles** — which roles actually use this permission.
32
+ - **Audit History** — a real, live change log for this specific
33
+ permission entry.
34
+
35
+ ## Lifecycle
36
+
37
+ A permission entry moves through **Activate**, **Deprecate**, and
38
+ **Deactivate** — each a real status change you can confirm persisted by
39
+ reopening the record.
40
+
41
+ ## Import/Export
42
+
43
+ Bulk import and export reuse the same [Data Export & Data Import](./admin-data-transfer.md)
44
+ screens — this entity is on their allow-list, not a separate mechanism.
45
+
46
+ ## Known gaps
47
+
48
+ - **No interactive permission-tree visualization** — module/resource/
49
+ action are grid columns you can sort and filter by, not a visual tree.
50
+ - **Dependency-cycle prevention only catches direct self-reference**, not
51
+ a longer chain (A depends on B depends on C depends on A) — the
52
+ underlying engine has no general graph-cycle check.
53
+ - **No multi-row bulk activate/deactivate** — use the single-record
54
+ lifecycle buttons in the detail drawer instead.
55
+ - **The grid doesn't always visually refresh right after a lifecycle
56
+ action** — the underlying change is always real and correct (confirmed
57
+ immediately in the detail drawer itself), but the grid row may need a
58
+ manual page reload to show it; a live-refresh convenience gap, not a
59
+ data-correctness one.
60
+
61
+ ## Related
62
+
63
+ - [HCM Roles & Permissions](./roles-permissions.md)
64
+ - [Data Export & Data Import](./admin-data-transfer.md)
@@ -0,0 +1,37 @@
1
+ ---
2
+ title: AI Dashboard, Employee Insights & Performance Insights
3
+ audience: tenant
4
+ ---
5
+
6
+ # AI Dashboard, Employee Insights & Performance Insights (HCM)
7
+
8
+ This page documents three shipped **AI & Intelligence** screens
9
+ (`hcm-ai-intelligence`). Not for plugin developers.
10
+
11
+ > **What "AI" means on this module, honestly:** nothing here is a machine
12
+ > learning model or a generative AI system. Every score, prediction, and
13
+ > recommendation across this whole module is computed by the platform's
14
+ > real, deterministic **Rule Engine** — chained business rules over your
15
+ > real data (tenure, performance ratings, attendance, skills, and so on),
16
+ > not a trained model. Think "explainable scoring system," not "AI that
17
+ > learns." Every number traces back to a real, inspectable calculation.
18
+
19
+ ## AI Dashboard
20
+
21
+ Cross-company workforce intelligence: headcount and attrition-rate KPIs
22
+ from real data, a real attrition-risk distribution (see
23
+ [Attrition Prediction](./ai-intelligence-people-risk.md)), and sentiment
24
+ aggregates (see [Employee Sentiment](./ai-intelligence-people-risk.md)).
25
+
26
+ ## Employee Insights
27
+
28
+ A per-employee intelligence layer — pick an employee and see their real
29
+ performance, attendance, and leave data pulled together in one view.
30
+
31
+ ## Performance Insights
32
+
33
+ Real average/group-by KPIs over your actual goals and appraisals data.
34
+
35
+ ## Related
36
+
37
+ - [Attrition Prediction, Workforce Forecasting & Employee Sentiment](./ai-intelligence-people-risk.md)
@@ -0,0 +1,33 @@
1
+ ---
2
+ title: Attrition Prediction, Workforce Forecasting & Employee Sentiment
3
+ audience: tenant
4
+ ---
5
+
6
+ # Attrition Prediction, Workforce Forecasting & Employee Sentiment (HCM)
7
+
8
+ This page documents three shipped **AI & Intelligence** screens
9
+ (`hcm-ai-intelligence`). See
10
+ [AI Dashboard](./ai-intelligence-overview.md#what-ai-means-on-this-module-honestly)
11
+ for what "AI" actually means here — real rule-based scoring, not a
12
+ trained model. Not for plugin developers.
13
+
14
+ ## Attrition Prediction
15
+
16
+ Each employee gets a real risk score computed by 16 chained rules —
17
+ banding tenure, performance, and absence, summing them, then banding the
18
+ result into a risk level. It's a real, explainable calculation, not a
19
+ black-box prediction — you can trace exactly why someone was flagged.
20
+
21
+ ## Workforce Forecasting
22
+
23
+ A real rule pipeline computes a closing headcount and workforce gap for a
24
+ period, from your actual current data.
25
+
26
+ ## Employee Sentiment
27
+
28
+ Real sentiment responses, classified by the rule engine, with real
29
+ aggregate KPIs.
30
+
31
+ ## Related
32
+
33
+ - [AI Dashboard, Employee Insights & Performance Insights](./ai-intelligence-overview.md)
@@ -0,0 +1,37 @@
1
+ ---
2
+ title: Recruitment Intelligence, Candidate Matching & Resume Screening
3
+ audience: tenant
4
+ ---
5
+
6
+ # Recruitment Intelligence, Candidate Matching & Resume Screening (HCM)
7
+
8
+ This page documents three shipped **AI & Intelligence** screens
9
+ (`hcm-ai-intelligence`). See
10
+ [AI Dashboard](./ai-intelligence-overview.md#what-ai-means-on-this-module-honestly)
11
+ for what "AI" actually means here. Not for plugin developers.
12
+
13
+ ## Recruitment Intelligence
14
+
15
+ Real aggregate counts and breakdowns over your actual requisitions,
16
+ applications, and interviews.
17
+
18
+ ## Candidate Matching
19
+
20
+ A 13-rule chained pipeline scores each candidate against a role: skills
21
+ match percentage, an experience-fit banding, and an overall explainable
22
+ score — real structured-field matching, not free-text resume parsing.
23
+
24
+ ## Resume Screening
25
+
26
+ **Important:** this screen does not actually read or parse resume files
27
+ — there's no OCR/NLP text-extraction pipeline anywhere in this platform.
28
+ It reuses the same structured candidate-profile matching as Candidate
29
+ Matching above (mandatory-requirement coverage, experience fit, overall
30
+ score), presented as a "screening" result. If you're expecting a system
31
+ that reads an uploaded resume PDF and extracts skills from it
32
+ automatically, that doesn't exist — every number here comes from
33
+ structured fields already on the candidate's profile.
34
+
35
+ ## Related
36
+
37
+ - [AI Dashboard, Employee Insights & Performance Insights](./ai-intelligence-overview.md)
@@ -0,0 +1,39 @@
1
+ ---
2
+ title: Skills Intelligence, Compensation Intelligence, AI Assistant & Recommendations
3
+ audience: tenant
4
+ ---
5
+
6
+ # Skills Intelligence, Compensation Intelligence, AI Assistant & Recommendations (HCM)
7
+
8
+ This page documents four shipped **AI & Intelligence** screens
9
+ (`hcm-ai-intelligence`). See
10
+ [AI Dashboard](./ai-intelligence-overview.md#what-ai-means-on-this-module-honestly)
11
+ for what "AI" actually means here. Not for plugin developers.
12
+
13
+ ## Skills Intelligence
14
+
15
+ Real skill-gap analytics — gap and gap-status computed server-side from
16
+ your actual employee skill records.
17
+
18
+ ## Compensation Intelligence
19
+
20
+ Real compensation analytics computed from your actual salary planning
21
+ data.
22
+
23
+ ## AI Assistant
24
+
25
+ **Important:** this is not a free-text chat with an AI model. It's a
26
+ structured Q&A interface — a curated set of common HR questions, each
27
+ mapped to a real data lookup. Pick a question; get a real answer from
28
+ your real data. You can't ask it something outside that curated list.
29
+
30
+ ## AI Recommendations
31
+
32
+ Real rows, each synthesized from real KPI observations across this
33
+ module's own other screens (attrition risk level, sentiment, and more) —
34
+ not AI-generated text. Every recommendation traces back to a real
35
+ underlying number.
36
+
37
+ ## Related
38
+
39
+ - [AI Dashboard, Employee Insights & Performance Insights](./ai-intelligence-overview.md)
@@ -0,0 +1,31 @@
1
+ ---
2
+ title: Attendance, Leave, Payroll & Compensation Analytics
3
+ audience: tenant
4
+ ---
5
+
6
+ # Attendance, Leave, Payroll & Compensation Analytics (HCM)
7
+
8
+ This page documents four shipped **Analytics & Reports** screens
9
+ (`hcm-analytics-reports`) — real, read-only analytics, not sample data.
10
+ Not for plugin developers.
11
+
12
+ ## Attendance
13
+
14
+ Real attendance analytics across your company.
15
+
16
+ ## Leave
17
+
18
+ Real leave analytics.
19
+
20
+ ## Payroll
21
+
22
+ Real payroll analytics.
23
+
24
+ ## Compensation
25
+
26
+ Real compensation analytics.
27
+
28
+ ## Related
29
+
30
+ - [HCM Analytics, Headcount, Attrition & Workforce Analytics](./analytics-overview.md)
31
+ - [Workforce Cost & Report Builder](./analytics-tools.md)
@@ -0,0 +1,31 @@
1
+ ---
2
+ title: HCM Analytics, Headcount, Attrition & Workforce Analytics
3
+ audience: tenant
4
+ ---
5
+
6
+ # HCM Analytics, Headcount, Attrition & Workforce Analytics (HCM)
7
+
8
+ This page documents four shipped **Analytics & Reports** screens
9
+ (`hcm-analytics-reports`) — real, read-only analytics dashboards. Every
10
+ KPI, chart, and list on every screen in this module is wired to a real
11
+ Data Service, not sample data. Not for plugin developers.
12
+
13
+ ## HCM Analytics
14
+
15
+ The organization-wide analytics landing page.
16
+
17
+ ## Headcount
18
+
19
+ Headcount trends and breakdowns.
20
+
21
+ ## Attrition
22
+
23
+ Real attrition metrics and trends.
24
+
25
+ ## Workforce Analytics
26
+
27
+ A broader workforce composition view.
28
+
29
+ ## Related
30
+
31
+ - [Attendance, Leave, Payroll & Compensation Analytics](./analytics-operations.md)
@@ -0,0 +1,36 @@
1
+ ---
2
+ title: Performance, Recruitment, Training, Productivity & Diversity Analytics
3
+ audience: tenant
4
+ ---
5
+
6
+ # Performance, Recruitment, Training, Productivity & Diversity Analytics (HCM)
7
+
8
+ This page documents five shipped **Analytics & Reports** screens
9
+ (`hcm-analytics-reports`). Not for plugin developers.
10
+
11
+ ## Performance
12
+
13
+ Real performance analytics.
14
+
15
+ ## Recruitment
16
+
17
+ Real recruitment analytics.
18
+
19
+ ## Training
20
+
21
+ Real training/learning analytics.
22
+
23
+ ## Employee Productivity
24
+
25
+ A real proxy metric built from existing data — Time Utilization is
26
+ derived from your real attendance status mix, not a separately-tracked
27
+ productivity score.
28
+
29
+ ## Diversity & Inclusion
30
+
31
+ A real, aggregated breakdown — built by reusing existing headcount data,
32
+ not a separate D&I data set.
33
+
34
+ ## Related
35
+
36
+ - [HCM Analytics, Headcount, Attrition & Workforce Analytics](./analytics-overview.md)
@@ -0,0 +1,35 @@
1
+ ---
2
+ title: Workforce Cost & Report Builder
3
+ audience: tenant
4
+ ---
5
+
6
+ # Workforce Cost & Report Builder (HCM)
7
+
8
+ This page documents two shipped **Analytics & Reports** screens
9
+ (`hcm-analytics-reports`). Not for plugin developers.
10
+
11
+ ## Workforce Cost
12
+
13
+ Real cost analytics, built on top of your real Payroll data.
14
+
15
+ ## Report Builder
16
+
17
+ A genuine, working ad-hoc report builder — not a mock-up. Pick a data
18
+ source, a group-by field, a value field, and an aggregation (sum, count,
19
+ etc.), optionally pivot on another column, and optionally filter by one
20
+ condition (field, operator, value — equals, not-equals, greater/less
21
+ than, in-list, contains). Preview live, then **Run Selected Report**, and
22
+ **Save/Publish** it for reuse. Export the result as CSV.
23
+
24
+ ## Known gaps
25
+
26
+ - **Only one filter condition at a time** — not a fully dynamic
27
+ add/remove list of conditions.
28
+ - **No scheduling or emailing** of reports.
29
+ - **No drag-and-drop layout or chart visualizations** — results render as
30
+ a table.
31
+ - **No sharing/permissions UI or report templates** yet.
32
+
33
+ ## Related
34
+
35
+ - [HCM Analytics, Headcount, Attrition & Workforce Analytics](./analytics-overview.md)
@@ -0,0 +1,30 @@
1
+ ---
2
+ title: Asset Audits
3
+ audience: tenant
4
+ ---
5
+
6
+ # Asset Audits (HCM)
7
+
8
+ This page documents the shipped **Asset Audits** screen (`hcm-assets`) —
9
+ audit campaigns that verify your recorded assets match physical reality.
10
+ Not for plugin developers.
11
+
12
+ ## Running an audit
13
+
14
+ **New Audit** — name it, give it an Audit Number, Audit Type, an assigned
15
+ Auditor, a Start/End Date, and a Scope description of what's actually
16
+ being counted (e.g. "all laptops in the Mumbai office"). Only assets in
17
+ categories with **Audit Required** turned on (set in
18
+ [Asset Categories](./assets-inventory.md)) are pulled into an audit.
19
+
20
+ ## Reviewing results
21
+
22
+ The grid shows how many Assets were in scope and how many Exceptions were
23
+ found (missing, extra, or mismatched condition) for each audit, alongside
24
+ its Status. KPIs: Total Audits, In Progress, Completed. This never
25
+ silently rewrites your Inventory, Allocation, or Maintenance records for
26
+ you — you review and resolve exceptions yourself.
27
+
28
+ ## Related
29
+
30
+ - [Asset Inventory & Asset Categories](./assets-inventory.md)
@@ -0,0 +1,36 @@
1
+ ---
2
+ title: Asset Allocation & Returns
3
+ audience: tenant
4
+ ---
5
+
6
+ # Asset Allocation & Returns (HCM)
7
+
8
+ This page documents two shipped **Assets** screens (`hcm-assets`) covering
9
+ who has custody of an asset. Not for plugin developers.
10
+
11
+ ## Asset Allocation
12
+
13
+ **New Asset Allocation** — pick the Asset and the Employee, an
14
+ **Allocation Type** (Permanent, Temporary, Project, or Loan — a Loan or
15
+ Temporary allocation naturally implies you'll set an Expected Return
16
+ Date), the Condition at time of allocation, Department, Location, a
17
+ Reason, and Notes. New allocations go through **Submit for Approval**,
18
+ then once approved, **Mark In Use** and **Acknowledge** (the recipient
19
+ confirming they've received it) — tracked via the KPI row (Pending
20
+ Approval, Awaiting Acknowledgement, In Use).
21
+
22
+ ## Asset Returns
23
+
24
+ **New Asset Return** — pick the Asset, Employee, and (if applicable) the
25
+ specific Allocation being returned, a Return Type, Return Reason,
26
+ Requested/Scheduled Date, and Notes. The grid tracks the return's
27
+ **Outcome** separately from its Status, and reports damage explicitly —
28
+ the KPI row (Pending Returns, Damage Reported, Completed) makes it easy
29
+ to spot how often returned equipment comes back damaged. This creates its
30
+ own return record rather than editing the original allocation, so the
31
+ full history stays intact.
32
+
33
+ ## Related
34
+
35
+ - [Asset Inventory & Asset Categories](./assets-inventory.md)
36
+ - [Asset Maintenance](./assets-maintenance.md)
@@ -0,0 +1,34 @@
1
+ ---
2
+ title: Asset Inventory & Asset Categories
3
+ audience: tenant
4
+ ---
5
+
6
+ # Asset Inventory & Asset Categories (HCM)
7
+
8
+ This page documents two shipped **Assets** screens (`hcm-assets`). Not for
9
+ plugin developers.
10
+
11
+ ## Asset Inventory
12
+
13
+ **New Asset** — Asset Name, Asset Number, Asset Type, Category,
14
+ Manufacturer, Model, Serial Number, Purchase Date, Warranty Expiry, and
15
+ Condition. The grid shows Category, Location, Condition, Status, and who
16
+ it's Assigned To. KPIs: Total Assets, Available, Assigned, Under Repair —
17
+ so you can see at a glance how much of your inventory is actually sitting
18
+ idle vs. deployed.
19
+
20
+ ## Asset Categories
21
+
22
+ **New Asset Category** — Category Name/Code, an optional Parent Category
23
+ (to build a category hierarchy), Display Order, and three toggles that
24
+ control what a category actually enables downstream: **Allow Employee
25
+ Assignment** (can assets in this category be allocated to a person at
26
+ all), **Maintenance Enabled** (does this category get maintenance
27
+ tracking), and **Audit Required** (does this category get pulled into
28
+ audit campaigns). Set these deliberately — they change what other Assets
29
+ screens let you do with assets in this category, not just cosmetic
30
+ grouping.
31
+
32
+ ## Related
33
+
34
+ - [Asset Allocation & Returns](./assets-custody.md)