HRMS guides
Triostack HRMS is your system of record for people — from offer letter to exit. It holds structured employee records and documents, runs onboarding checklists, tracks attendance and leave with manager approvals, and supports performance reviews and goals against a shared framework.
Because it's part of TriostackOne, the same employee record feeds Payroll, LMS, and access permissions across the suite. The Free plan covers core records and a basic onboarding checklist for up to 10 employees; Starter adds attendance and leave and onboarding workflows (up to 50 employees); Business adds performance tracking, org and role management, and unlimited employees.
Before you start
- A CSV of current employees — at minimum name, role, department, manager, and start date.
- Your leave types and attendance rules (working days, holidays, shifts) for each location.
- Your org chart: who reports to whom.
1. Import employee records
Import your current employees from CSV. Each employee gets a structured, secure record with personal details, documents, and job history, organized by department and location. Take care with the department and manager fields — approvals, reporting lines, training assignment, and payroll all depend on them.
2. Store employee documents
Keep each employee's documents on their record rather than in shared folders, so HR can find an ID proof, contract, or certificate in seconds, and access follows the same role-based permissions as the rest of the suite.
3. Model your org chart and roles
On Business and above, model your org chart and keep reporting lines and roles up to date. Reporting lines drive manager-based approvals, and role changes update a person's access across TriostackOne automatically through TriostackOne Identity.
4. Build onboarding workflows
Create onboarding checklists that guide new hires through documentation, tasks, and approvals, with steps assigned to HR, IT, and the hiring manager. Every plan includes a basic onboarding checklist; Starter and above add configurable onboarding workflows, so every new hire gets a consistent first 90 days.
5. Configure attendance and leave
On Starter and above, set up attendance and leave: working hours, shifts, holidays, and leave types, with manager approval workflows built in. Managers approve time off from one view instead of a spreadsheet, and policies can stay consistent across offices and locations.
Approved attendance and leave flow straight into Triostack Payroll, so pay runs start from the same data — see the Payroll guide.
6. Run performance review cycles
On Business and above, run review cycles and track goals against a shared performance framework. Goals, reviews, feedback, and competency ratings live on each employee's record all year, not buried in an annual form, so managers across the company assess people against the same criteria.
7. Connect learning and payroll
With Triostack LMS, new employee records, transfers, and promotions can trigger the right training automatically. With Triostack Payroll, the employee record, salary changes, attendance, and leave feed every pay run with no separate employee list to maintain.
Best practices
- Get departments, managers, and locations right before turning on Payroll or LMS — both read from them.
- Keep one onboarding template per role family rather than one per person; adjust templates as you learn what new hires actually need.
- Publish your leave policy before switching on approvals, so employees and managers know the rules the system enforces.
- Set goals at the start of a review cycle, not the end, so reviews measure progress against something agreed.
Plans & availability
What each Triostack HRMS plan includes. Some steps in this guide need a specific plan — check here before you start.
Free
Get started with employee records for a small team.
- Up to 10 employees
- Core employee records
- Basic onboarding checklist
- Community support
Starter
For growing teams managing attendance and onboarding.
Everything in Free, plus:
- Up to 50 employees
- Attendance & leave management
- Onboarding workflows
- Standard support
Business
Most popularFor HR teams running performance cycles across the org.
Everything in Starter, plus:
- Unlimited employees
- Performance tracking
- Org & role management
- Priority support
Enterprise
For organizations that need HR security and control at scale.
Everything in Business, plus:
- Unlimited employees & locations
- Advanced security & audit controls
- Custom onboarding & implementation
- Dedicated support
Connected apps
How Triostack HRMS works with the rest of TriostackOne.
Triostack Payroll
Employee data flows directly into payroll processing.
Read guideTriostack LMS
Assign training to employees based on role and department.
Read guideTriostackOne Identity
Role changes update platform-wide access automatically.
Frequently asked questions
How many employees can I manage on each plan?
Up to 10 on Free, up to 50 on Starter, and unlimited on Business. Enterprise adds unlimited employees and locations with advanced security and audit controls.
Does HRMS data flow into payroll?
Yes. Triostack Payroll reads attendance, leave, and salary changes straight from HRMS, so each pay run starts pre-filled.
Can training be assigned automatically to new hires?
Yes, with Triostack LMS. When a new employee record is created, LMS can enroll them in onboarding or compliance courses based on role or department.
Does HRMS support multiple office locations?
Yes. Records, attendance policies, and HR processes can be kept consistent across offices, teams, and locations. Enterprise adds unlimited locations.