HRIS & AI Staff Comms
CareVerity ECM & Care Compliance System with CareVerity Training Academy.
DR
Demo Registered Manager
Registered Manager demo role view
CareVerity HRIS & AI Staff Communication Assistant
HR records, compliance reminders, communication templates and AI-assisted drafts awaiting approval.
AI supports drafting only. It must not make employment decisions, decide misconduct, determine outcomes, dismiss, demote, suspend or issue warnings. Human review and approval are mandatory before sending.
Approval requiredcompanyId filteredNo automatic decisions
Demo mode active. Do not enter real staff or service user data until production database, login, role permissions, audit logs, backups and tenant separation are enabled. All HRIS demo drafts are local-only and must not contain real staff information.
HR Dashboard Filters
Visible dashboard filters for HR records, reminders and communication registers. Production queries must apply companyId before any branch, role or manager filter.
Staff active count
8
TEST-COMPANY-001 staff only
New starters
2
Probation and onboarding monitored
Probation reviews due
1
Review invitation template ready
Training expiring soon
4
Reminder drafts available
DBS expiring soon
2
Renewal reminder workflow
Right-to-work checks due
1
Document follow-up required
Supervisions due
3
Manager reminders available
Return-to-work meetings due
1
Absence workflow monitored
HR drafts awaiting approval
0
Generated drafts stay unsent
HR messages sent this month
12
Demo communication register
Performance support cases open
1
Supportive meeting workflow
Conduct concern cases open
1
Formal process warning active
Non-compliance reminders open
2
Training/document follow-up
Documents expired
3
Role-restricted HR action
Policy acknowledgements pending
5
Policy update notification ready
HRIS Core Module
Main HRIS areas prepared for staff files, compliance reminders and audit-safe staff communication.
Staff Register
Staff Documents
Training and Compliance
DBS / Right to Work / Visa / Certificate Tracking
Supervision and Appraisal
Probation Reviews
Absence and Return to Work
Performance Support
Conduct and Concern Records
Investigation / Meeting Invitations
HR Letters and Emails
SMS Notifications
Policy Updates
HR Audit Trail
HR AI Drafts Awaiting Approval
Tenant rule: Company A HR records must never be visible to Company B. Every HR query, AI draft, document, SMS, email and audit entry must filter by companyId.
Create AI-Assisted HR Draft
Select a staff member, template and facts. The assistant creates a draft only; it never sends or decides an HR outcome.
Editable HR Communication Templates
| Template | Category | Subject | Sensitivity | Approval | Review | SMS rule |
|---|---|---|---|---|---|---|
| Welcome Email | Positive / onboarding | Welcome to [Company Name] | positive | Approval required | Manager review | No detailed SMS |
| Congratulations / Recognition Email | Positive / onboarding | Congratulations and Thank You | positive | Approval required | Manager review | No detailed SMS |
| Recognition / Appreciation Message | Positive / onboarding | Recognition and Appreciation | positive | Approval required | Manager review | SMS reminder allowed |
| Training Completion Congratulations | Positive / onboarding | Training Completion Congratulations | positive | Approval required | Manager review | SMS reminder allowed |
| Promotion / Role Change Congratulations | Positive / onboarding | Promotion / Role Change Congratulations | positive | Approval required | Manager review | No detailed SMS |
| Training Reminder | Routine HR | Training Reminder - Action Required | routine | Approval required | Manager review | SMS reminder allowed |
| Supervision Reminder | Routine HR | Supervision Meeting Reminder | routine | Approval required | Manager review | SMS reminder allowed |
| Probation Review Invitation | Routine HR | Probation Review Meeting Invitation | routine | Approval required | HR manager review | No detailed SMS |
| Return-to-Work Meeting Invitation | Routine HR | Return-to-Work Meeting Invitation | routine | Approval required | HR manager review | No detailed SMS |
| Meeting Reminder | Routine HR | Meeting Reminder | routine | Approval required | Manager review | SMS reminder allowed |
| Request to Check Email | Routine HR | Please Check Your Email | routine | Approval required | Manager review | SMS reminder allowed |
| Performance Concern Meeting Invitation | Concern / support | Invitation to Discuss Performance Support | concern | Approval required | HR manager review | No detailed SMS |
| Informal Performance Concern Email | Concern / support | Informal Performance Support Discussion | concern | Approval required | HR manager review | No detailed SMS |
| Conduct Concern Meeting Invitation | Concern / support | Invitation to Discuss Workplace Concern | concern | Approval required | HR manager review | No detailed SMS |
| Lateness Concern Meeting Invitation | Concern / support | Invitation to Discuss Timekeeping | concern | Approval required | HR manager review | No detailed SMS |
| Absence Concern Meeting Invitation | Concern / support | Invitation to Discuss Attendance | concern | Approval required | HR manager review | No detailed SMS |
| Request to Attend Office | Routine HR | Request to Attend Office Meeting | routine | Approval required | Manager review | SMS reminder allowed |
| Document Expiry Reminder | Routine HR | Document Expiry Reminder | routine | Approval required | Manager review | SMS reminder allowed |
| DBS Renewal Reminder | Routine HR | DBS Renewal Reminder | routine | Approval required | HR manager review | SMS reminder allowed |
| Right-to-Work Documentation Reminder | Routine HR | Right-to-Work Documentation Reminder | routine | Approval required | HR manager review | SMS reminder allowed |
| Training Certificate Expiry Reminder | Routine HR | Training Certificate Expiry Reminder | routine | Approval required | Manager review | SMS reminder allowed |
| Annual Leave Reminder | Routine HR | Annual Leave Reminder | routine | Approval required | Manager review | SMS reminder allowed |
| Timesheet / Rota Compliance Reminder | Routine HR | Timesheet / Rota Compliance Reminder | routine | Approval required | Manager review | SMS reminder allowed |
| Rota / Shift Confirmation | Routine HR | Rota / Shift Confirmation | routine | Approval required | Manager review | SMS reminder allowed |
| Policy Update Notification | Routine HR | Policy Update Notification | routine | Approval required | Manager review | SMS reminder allowed |
| Meeting Confirmation | Routine HR | Meeting Confirmation | routine | Approval required | Manager review | SMS reminder allowed |
| Non-Compliance Reminder | Concern / support | Compliance Action Required | concern | Approval required | HR manager review | No detailed SMS |
| Failure to Complete Training Reminder | Concern / support | Training Completion Action Required | concern | Approval required | HR manager review | No detailed SMS |
| Failure to Submit Documents Reminder | Concern / support | Document Submission Action Required | concern | Approval required | HR manager review | No detailed SMS |
| Request to Discuss Concerns | Concern / support | Request to Discuss Concerns | concern | Approval required | HR manager review | No detailed SMS |
| Investigation Meeting Invitation | Formal / sensitive HR | Investigation Meeting Invitation | formal | Approval required | HR manager review | No detailed SMS |
| Disciplinary Meeting Invitation Draft | Formal / sensitive HR | Disciplinary Meeting Invitation - Draft for HR Review | formal | Approval required | HR manager review | No detailed SMS |
| Grievance Meeting Invitation Draft | Formal / sensitive HR | Grievance Meeting Invitation - Draft for HR Review | formal | Approval required | HR manager review | No detailed SMS |
| Outcome Letter Draft Placeholder | Formal / sensitive HR | Outcome Letter Draft - HR Review Required | formal | Approval required | HR manager review | No detailed SMS |
| Written Warning Draft Placeholder | Formal / sensitive HR | Written Warning Draft - HR Review Required | formal | Approval required | HR manager review | No detailed SMS |
HR Dashboard Readiness Register
| Metric | Value | Evidence | Company scope |
|---|---|---|---|
| Staff active count | 8 | TEST-COMPANY-001 staff only | TEST-COMPANY-001 |
| New starters | 2 | Probation and onboarding monitored | TEST-COMPANY-001 |
| Probation reviews due | 1 | Review invitation template ready | TEST-COMPANY-001 |
| Training expiring soon | 4 | Reminder drafts available | TEST-COMPANY-001 |
| DBS expiring soon | 2 | Renewal reminder workflow | TEST-COMPANY-001 |
| Right-to-work checks due | 1 | Document follow-up required | TEST-COMPANY-001 |
| Supervisions due | 3 | Manager reminders available | TEST-COMPANY-001 |
| Return-to-work meetings due | 1 | Absence workflow monitored | TEST-COMPANY-001 |
| HR drafts awaiting approval | 0 | Generated drafts stay unsent | TEST-COMPANY-001 |
| HR messages sent this month | 12 | Demo communication register | TEST-COMPANY-001 |
| Performance support cases open | 1 | Supportive meeting workflow | TEST-COMPANY-001 |
| Conduct concern cases open | 1 | Formal process warning active | TEST-COMPANY-001 |
| Non-compliance reminders open | 2 | Training/document follow-up | TEST-COMPANY-001 |
| Documents expired | 3 | Role-restricted HR action | TEST-COMPANY-001 |
| Policy acknowledgements pending | 5 | Policy update notification ready | TEST-COMPANY-001 |
HR Dashboard Filter Register
| Filter | Current value | UI state | Tenant rule |
|---|---|---|---|
| Company | TEST-COMPANY-001 / London Quality Care Services demo | Visible filter placeholder | companyId required |
| Branch | Uxbridge | Visible filter placeholder | companyId required |
| Role | Care Worker / Emergency Cover / Care Coordinator | Visible filter placeholder | companyId required |
| Manager | Office Manager Test | Visible filter placeholder | companyId required |
| Status | Active / Inactive / Suspended / Leaver | Visible filter placeholder | companyId required |
| Due date | Next 7 days / 30 days / overdue | Visible filter placeholder | companyId required |
| Communication type | Positive / Routine / Concern / Formal | Visible filter placeholder | companyId required |
HRIS Staff Register with Required Audit Metadata
| staffId | companyId | staffCode | Full name | Role | Department | Branch | Employment type | Status | Right to work | DBS | Training | Supervision | createdBy | createdAt | updatedBy | updatedAt | auditLogId |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UAT-ST-SARAH-001 | TEST-COMPANY-001 | UAT-ST-SARAH-001 | Sarah Williams | Care Worker | Field care | Uxbridge | Permanent Care Worker | Active | Current | Current | Medication, moving and handling and safeguarding current | Due this month | Demo HR Administrator A | 04 June 2026 09:00 | Demo HR Administrator A | 04 June 2026 09:00 | HR-AUD-SARAH-001 |
| UAT-ST-AHMED-001 | TEST-COMPANY-001 | UAT-ST-AHMED-001 | Ahmed Khan | Emergency Cover Care Worker | Field care | Uxbridge | One-off / Emergency Cover Care Worker | Active | Current | Current | Emergency response current | Up to date | Demo HR Administrator A | 04 June 2026 09:05 | Demo HR Administrator A | 04 June 2026 09:05 | HR-AUD-AHMED-001 |
| UAT-ST-MARIA-001 | TEST-COMPANY-001 | UAT-ST-MARIA-001 | Maria Patel | Care Coordinator | Office | Uxbridge | Full-time | Active | Current | Current | Compliant | Due next month | Demo HR Administrator A | 04 June 2026 09:10 | Demo HR Administrator A | 04 June 2026 09:10 | HR-AUD-MARIA-001 |
HR AI Drafts Awaiting Approval / Staff File Register
| Draft ID | Title | Subject | Status | Approval required | Generated by | Generated at | Missing information |
|---|---|---|---|---|---|---|---|
| No drafts yet | Generate a draft | Not applicable | Draft | Yes | Demo HR Administrator A | 3 Oct 2026, 00:42 | Not tested yet |
HR AI Audit Trail
| Date/time | User | Role | Company | Staff member | Action | Draft ID | Note |
|---|---|---|---|---|---|---|---|
| 3 Oct 2026, 00:42 | Demo HR Administrator A | HR Administrator | TEST-COMPANY-001 | Sarah Williams | HRIS opened | N/A | Audit trail ready for AI drafts, approvals, rejections and final staff file save. |