Features
What PHI HR does — and what it does not
Every capability below carries its real status. LIVE means it is in production today. COMING SOON is on the roadmap and is not an entitlement on any plan. PLANNED means we intend to build it, with no date.
Employee records & onboarding
One permission-controlled record for every employee, kept accurate by the people it belongs to.

Employee records, statuses and history
LIVEA single secure record per employee, scoped strictly to your company.
Employee self-service portal
LIVEStaff maintain their own details, upload documents, book leave and log training.
Invitations and onboarding
LIVEInvite new starters and track their onboarding progress, with automated chasers every 7 days.
Profile completion scoring
LIVEDeterministic completion scoring that shows exactly which categories are still missing.
Profile completion reminders
LIVEPrivacy-safe reminders naming the missing categories, never the data itself. 24-hour cooldown, fully audited.
Emergency contacts
LIVECaptured as part of the profile completion model.
Bulk employee import
LIVEImport your existing staff list from a CSV template.
Essential and above
Bank detail capture
LIVEOptionally collect and securely store employee bank details ready to hand to your payroll provider. PHI HR does not run payroll or produce payslips.
Optional company setting; Company Admin only
Documents & compliance
Required documents tracked, reviewed and chased before anything expires.

Central document store
LIVEPermissioned uploads with a file-type allowlist per document kind.
Required-document configuration
LIVEDefine which documents each role or employee must hold.
Review and approval
LIVEPending → approved or rejected, with the reviewer's identity recorded.
Expiry monitoring and automated reminders
LIVECompany-configurable first notice (42 days by default), then 35, 14 and 7 days.
Right to Work, DBS and identity document tracking
LIVERecord, track and evidence Right to Work, DBS (Disclosure and Barring Service), passport, visa, BRP and driving licence documents. This is record-keeping and expiry monitoring — PHI HR is not a verification or checking service.
Qualifications and CV records
LIVEStore current CVs and qualification documents against each record.
Training and CPD records
LIVELog training and CPD (continuing professional development) with verification status and expiry alerts. No course catalogue or e-learning.
Document history and versioning
LIVEReplacements retain the original; deletions are request-and-approve with evidence kept.
AI-assisted document data capture
LIVEAssistive field extraction with mandatory human review. Assistive only — it does not verify documents.
Essential and above
Employment contracts & e-signature
Issue, sign, countersign and keep employment contracts with permanent evidence.

PDF contract issue
LIVEUpload your own employment contract as a PDF and send it for signature. PDF only — no DOC/DOCX and no template generation.
Essential and above
Visual signature field placement
LIVEDrag signature, initials, name, date, job title, company name and checkbox fields onto the exact page position.
Essential and above
Employee electronic signature
LIVEEmployees sign from any device with a drawn, typed or uploaded mark.
Essential and above
Employer authorised signatories
LIVENominate who may countersign on the company's behalf. Company Admin only, never delegated.
Essential and above
Sequential signing and countersignature
LIVEEmployee signs first, then your authorised signatory countersigns.
Essential and above
Contract readiness rules
LIVEContracts can only be prepared once the employee's record meets your minimum profile-completion threshold.
Essential and above
Rejection, correction and withdrawal
LIVEEmployees can reject or request a correction with a mandatory reason; you can withdraw an unsigned contract.
Essential and above
Replacement, renewal and supersede
LIVEIssue v2, v3 and beyond with full lineage, or supersede a signed contract without ever losing the original evidence.
Essential and above
Contract history and evidence
LIVEPermanent history, retained signed PDFs, SHA-256 version fingerprints, consent text, timestamps and device evidence.
Essential and above
Segregation of duties
LIVENobody can administer or sign their own contract — enforced in the database, not just the interface.
Essential and above
Contract templates and generation
PLANNEDBuilding your contract from a template inside PHI HR.
DOC / DOCX upload and conversion
PLANNEDWord document support alongside PDF.
Leave management
Straightforward leave for everyone, and Advanced Leave for genuinely complex workforces.

Leave requests, approvals and balances
LIVERequests, approval queues, running balances and half-days.
UK public holidays
LIVEPublic holiday calendars applied to entitlement.
Supporting evidence on requests
LIVEAttach evidence to a leave request where your policy requires it.
Entitlement engine
LIVEAccrual modes, pro-rata, rounding, carry-forward with expiry, first-year and mid-month start rules.
Professional and above
Multi-week working patterns
LIVEPer-day hours across a repeating multi-week cycle.
Professional and above
Part-time and FTE entitlement
LIVEFTE (full-time equivalent) fractions, weekly hours and part-time bases feed entitlement automatically.
Professional and above
Hours-worked accrual
LIVEAccrual from hours worked for bank, casual and zero-hours staff, with a worked-hours import.
Professional and above
Restricted periods and blackout dates
LIVEWarn or block leave in peak periods, with a controlled exceptional-request route.
Professional and above
Senior approvals
LIVEEscalated review queue for exceptional and restricted-period requests.
Professional and above
Attendance — clock in and out
COMING SOONRecording attendance against working patterns.
Administration, security & notifications
Delegate precisely what you choose, and keep an evidenced trail of everything.

Departments, job titles, employment types and locations
LIVEStructure your organisation your way, including multiple work locations.
Company Admin and HR Admin roles
LIVECompany Admin holds full authority; HR Admin and staff roles are separated.
Delegated administration for contracts
LIVEGrant a Contracts Officer exactly the permissions they need — they provably cannot see bank, identity or pay data. Eight permission keys are live today.
Restricted employee directory
LIVEDelegated officers see only name, status and job title — by design.
Audit trail
LIVECompany and per-domain audit events across contracts, leave, documents and training.
Company data isolation
LIVEEvery table is company-scoped and membership-gated, with row-level security enabled throughout.
Automated email and in-app notifications
LIVEThe full contract signing lifecycle, document expiry and onboarding reminders, all with delivery logging.
HR dashboard and action centre
LIVEHeadcount, who is on leave, pending starts, outstanding actions and recent activity.
Delegated permissions for leave, documents, compliance and training
COMING SOONExtending delegated administration beyond contracts and employee summary.
Enhanced reporting
COMING SOONDeeper workforce reporting beyond today's dashboards and lists.
Custom company branding
COMING SOONApply your own identity across the employee experience.
Expenses, mileage and company assets
COMING SOONExpense and mileage claims, and a company property register.
Data exports and downloadable reports
PLANNEDExporting your data as CSV, PDF or XLSX. Today, CSV is inbound only (employee import and worked hours).
Single sign-on and multi-factor authentication
PLANNEDSSO/SAML and MFA on top of the current password and reset controls.
Open API and integrations
PLANNEDProgrammatic access and third-party integrations.
Organisation chart
PLANNEDA visual hierarchy browser. Reporting lines are recorded today, but there is no chart view.
Things PHI HR does not do
Stated plainly, so you can rule us in or out quickly.
- Payroll processing, payslips or HMRC submissions
- Rota management, shift scheduling or cover management
- Right to Work, DBS or identity verification (we track and evidence documents)
- Term-time-only entitlement automation
- Data exports, downloadable reports or a report builder
- An organisation chart
- A public API or third-party integrations
- Single sign-on or multi-factor authentication
- A course catalogue or e-learning
- Contract generation from templates, or DOC/DOCX upload
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Three questions and the package finder will tell you — including when a cheaper plan is enough.
