HR & People Manager — Module Specification

/modules/hr-and-people-manager

Page purpose (Design Standard — non‑negotiable)

This page positions HR & People Manager as Primoro’s central system for managing people, compliance, and performance — replacing spreadsheets, disconnected HR tools, and manual processes with a single, app‑first experience for staff and managers.

HR & People Manager ensures that staff records, onboarding, absence, performance, compliance, and recognition are structured, auditable, and consistently applied across the practice.

Tone: professional, supportive, confidence‑building

Style: operational clarity — never corporate, never abstract

This page must communicate

• All people‑related processes live in one connected system
• HR workflows are structured, role‑based, and auditable
• Staff have app‑first self‑service without HR overhead
• Managers gain visibility without micromanagement
• Compliance, performance, and wellbeing are managed proactively

This page is not

• a generic HR database
• a payroll system
• a culture or social feed platform

Hero

HR & People Manager — manage people with clarity and consistency

Everything your practice needs to manage people — in one connected system.

From onboarding and training to performance, leave, and compliance, HR & People Manager replaces manual tracking with a structured, secure, app‑first experience that works for both staff and managers.

CTAs → Request a demo (/request-a-demo) → Explore the Primoro Platform

What HR & People Manager does

People‑first by design: HR & People Manager brings all staff‑related information and workflows into a single, secure system — supporting the full employee lifecycle.

The module enables practices to:

• maintain a complete, up‑to‑date staff directory
• automate onboarding, offboarding, and HR workflows
• manage leave, attendance, time, and compliance centrally
• support structured performance reviews and development
• recognise positive behaviour through praise and rewards
• give staff controlled self‑service access via the mobile app

All activity is permission‑controlled, logged, and designed to meet UK HR compliance standards.

Core capabilities (Design Standard)

1) Centralised staff records

• Single source of truth for all staff profiles
• Personal, employment, and role‑specific data in one place
• Clear reporting lines and organisational structure

Changes are permission‑controlled and fully audit‑tracked.

2) Onboarding & offboarding workflows

• Role‑based onboarding checklists generated automatically
• Tasks assigned across HR, managers, and IT via Task Manager
• Asset handover, access control, and probation reviews included

Offboarding workflows ensure nothing is missed when staff leave.

3) Leave, time & attendance management

• Staff request leave through approval workflows
• Attendance, overtime, and time‑in‑lieu tracked centrally
• Automatic calendar integration and conflict visibility

Supports Working Time regulations and fair scheduling.

4) Document management & compliance

• Secure storage of contracts, certifications, and policies
• Expiry tracking with proactive reminders
• Staff access their own documents via the app

Provides clear audit trails to support regulatory compliance.

5) Performance reviews & development

• Structured 1:1s, appraisals, and goal tracking (OKRs)
• Support for formal reviews and ongoing feedback
• Follow‑up actions tracked as tasks

Performance conversations are consistent, recorded, and actionable.

6) Praise, recognition & rewards

• Manager‑to‑staff and peer‑to‑peer recognition
• Powered by the Communications Hub with full visibility
• Optional linkage to Rewards Manager for incentives

Recognition is intentional, visible, and culture‑building — not noisy.

7) AI‑assisted HR guidance & insights

• AI‑assisted answers to HR policy and role questions (via Knowledge Base & Role IQ)
• Early indicators of engagement or attrition risk
• Workforce trends surfaced automatically

Designer intent: AI should reduce interruptions and highlight risk — not replace human judgement.

Staff self‑service (app‑first)

Staff can:

• view and update personal details
• request leave and track balances
• access HR documents and policies
• view goals, reviews, recognition, and tasks

Self‑service reduces HR queries while empowering staff.

How HR & People Manager is used

HR & People Manager supports practices to:

• reduce HR admin and manual tracking
• apply policies and processes consistently
• support staff performance, development, and wellbeing
• improve compliance visibility and audit readiness

It removes friction from HR — without removing oversight.

Visual guidance (for designers)

Design should emphasise trust, clarity, and control:

Staff views

• Simple, app‑first self‑service screens
• Clear status indicators (approvals, balances, tasks)

Manager views

• Team‑level visibility with minimal noise
• Clear approvals and reminders

HR views

• Oversight dashboards with drill‑down audit trails

Design principles

• Professional, not corporate
• Supportive, not intrusive
• Structure over free‑text

How it fits within Primoro

HR & People Manager works alongside:

• Task Manager (workflow execution)
• Communications Hub (approvals, announcements, recognition)
• Knowledge Base & Role IQ (policies, learning, AI guidance)
• Rewards Manager (optional incentives)
• AI Meetings (1:1s, performance reviews, HR discussions, and action tracking)

All people management workflows are handled within Primoro — without relying on external HR tools, note‑taking apps, or disconnected systems.

• Performance Dashboards (people insights, when enabled)

It forms the foundation of the People & Management Suite, connecting daily operations and workforce management.

Frequently asked questions

Can HR & People Manager replace our existing HR tools?

Yes. HR & People Manager is designed to manage people end‑to‑end within Primoro, including staff records, leave, performance, compliance, meetings, and workflows — without relying on external HR systems, spreadsheets, or note‑taking tools.

Is this suitable for practices without a dedicated HR team?

Yes. The module is designed for owner‑led and manager‑led practices, providing structure, enforced workflows, and clear visibility without requiring specialist HR software or expertise.

How are sensitive staff records kept secure?

All staff data is protected by role‑based access controls, audit trails, and permission‑controlled visibility. Staff only see their own information, managers see their teams, and HR or owners have oversight — aligned to UK data protection and employment requirements.

Does this include payroll processing?

No. HR & People Manager is not a payroll system. It manages time, attendance, and people data that can support payroll processes, while allowing practices to continue using their preferred payroll provider.

How do performance reviews and 1:1s work in practice?

Performance conversations are structured through scheduled 1:1s and review cycles, with outcomes and follow‑up actions recorded and tracked. When AI Meetings is enabled, meeting summaries and actions can be captured and linked directly to tasks.

Can staff access HR information themselves?

Yes. Staff have app‑first self‑service access to their documents, leave balances, goals, reviews, and tasks — reducing day‑to‑day HR queries and improving transparency.

How does AI support HR without automating decisions?

AI provides assistive guidance and early indicators, such as surfacing engagement risks or answering policy questions. All decisions, approvals, and records remain human‑controlled and reviewable.

Is HR & People Manager suitable for growing or multi‑site practices?

Yes. The module provides consistency, auditability, and visibility that scales across teams and locations, while maintaining local managerial control.

Final CTA

Manage and recognise your people with clarity, confidence, and consistency.

→ Request a demo (/request-a-demo) → Explore the Primoro Platform

HR & People Manager — Module Specification (Designer‑Ready) v1.0

Aligned to Primoro Design Standard