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.

44 live5 coming soon6 planned

Employee records & onboarding

One permission-controlled record for every employee, kept accurate by the people it belongs to.

app.phihr.co.uk — Employee management
PHI HR employee management list with employment status, department and job title columns for a synthetic demo company.
  • Employee records, statuses and history

    LIVE

    A single secure record per employee, scoped strictly to your company.

  • Employee self-service portal

    LIVE

    Staff maintain their own details, upload documents, book leave and log training.

  • Invitations and onboarding

    LIVE

    Invite new starters and track their onboarding progress, with automated chasers every 7 days.

  • Profile completion scoring

    LIVE

    Deterministic completion scoring that shows exactly which categories are still missing.

  • Profile completion reminders

    LIVE

    Privacy-safe reminders naming the missing categories, never the data itself. 24-hour cooldown, fully audited.

  • Emergency contacts

    LIVE

    Captured as part of the profile completion model.

  • Bulk employee import

    LIVE

    Import your existing staff list from a CSV template.

    Essential and above

  • Bank detail capture

    LIVE

    Optionally 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.

app.phihr.co.uk — Compliance dashboard
PHI HR compliance dashboard showing required documents, missing uploads, items awaiting review and expiry monitoring across a synthetic demo workforce.
  • Central document store

    LIVE

    Permissioned uploads with a file-type allowlist per document kind.

  • Required-document configuration

    LIVE

    Define which documents each role or employee must hold.

  • Review and approval

    LIVE

    Pending → approved or rejected, with the reviewer's identity recorded.

  • Expiry monitoring and automated reminders

    LIVE

    Company-configurable first notice (42 days by default), then 35, 14 and 7 days.

  • Right to Work, DBS and identity document tracking

    LIVE

    Record, 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

    LIVE

    Store current CVs and qualification documents against each record.

  • Training and CPD records

    LIVE

    Log training and CPD (continuing professional development) with verification status and expiry alerts. No course catalogue or e-learning.

  • Document history and versioning

    LIVE

    Replacements retain the original; deletions are request-and-approve with evidence kept.

  • AI-assisted document data capture

    LIVE

    Assistive 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.

app.phihr.co.uk — DocSign requests
PHI HR DocSign document requests screen listing an acknowledgement request with progress and due date, using synthetic demo data.
  • PDF contract issue

    LIVE

    Upload 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

    LIVE

    Drag signature, initials, name, date, job title, company name and checkbox fields onto the exact page position.

    Essential and above

  • Employee electronic signature

    LIVE

    Employees sign from any device with a drawn, typed or uploaded mark.

    Essential and above

  • Employer authorised signatories

    LIVE

    Nominate who may countersign on the company's behalf. Company Admin only, never delegated.

    Essential and above

  • Sequential signing and countersignature

    LIVE

    Employee signs first, then your authorised signatory countersigns.

    Essential and above

  • Contract readiness rules

    LIVE

    Contracts can only be prepared once the employee's record meets your minimum profile-completion threshold.

    Essential and above

  • Rejection, correction and withdrawal

    LIVE

    Employees can reject or request a correction with a mandatory reason; you can withdraw an unsigned contract.

    Essential and above

  • Replacement, renewal and supersede

    LIVE

    Issue 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

    LIVE

    Permanent history, retained signed PDFs, SHA-256 version fingerprints, consent text, timestamps and device evidence.

    Essential and above

  • Segregation of duties

    LIVE

    Nobody can administer or sign their own contract — enforced in the database, not just the interface.

    Essential and above

  • Contract templates and generation

    PLANNED

    Building your contract from a template inside PHI HR.

  • DOC / DOCX upload and conversion

    PLANNED

    Word document support alongside PDF.

Leave management

Straightforward leave for everyone, and Advanced Leave for genuinely complex workforces.

app.phihr.co.uk — Advanced leave policies
PHI HR advanced leave policy configuration screen with accrual and entitlement rules for a synthetic demo company.
  • Leave requests, approvals and balances

    LIVE

    Requests, approval queues, running balances and half-days.

  • UK public holidays

    LIVE

    Public holiday calendars applied to entitlement.

  • Supporting evidence on requests

    LIVE

    Attach evidence to a leave request where your policy requires it.

  • Entitlement engine

    LIVE

    Accrual modes, pro-rata, rounding, carry-forward with expiry, first-year and mid-month start rules.

    Professional and above

  • Multi-week working patterns

    LIVE

    Per-day hours across a repeating multi-week cycle.

    Professional and above

  • Part-time and FTE entitlement

    LIVE

    FTE (full-time equivalent) fractions, weekly hours and part-time bases feed entitlement automatically.

    Professional and above

  • Hours-worked accrual

    LIVE

    Accrual from hours worked for bank, casual and zero-hours staff, with a worked-hours import.

    Professional and above

  • Restricted periods and blackout dates

    LIVE

    Warn or block leave in peak periods, with a controlled exceptional-request route.

    Professional and above

  • Senior approvals

    LIVE

    Escalated review queue for exceptional and restricted-period requests.

    Professional and above

  • Attendance — clock in and out

    COMING SOON

    Recording attendance against working patterns.

Administration, security & notifications

Delegate precisely what you choose, and keep an evidenced trail of everything.

app.phihr.co.uk — Company admin dashboard
PHI HR company administration dashboard showing active employee counts, department and location totals, and an Employees requiring attention list, using synthetic demo data.
  • Departments, job titles, employment types and locations

    LIVE

    Structure your organisation your way, including multiple work locations.

  • Company Admin and HR Admin roles

    LIVE

    Company Admin holds full authority; HR Admin and staff roles are separated.

  • Delegated administration for contracts

    LIVE

    Grant 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

    LIVE

    Delegated officers see only name, status and job title — by design.

  • Audit trail

    LIVE

    Company and per-domain audit events across contracts, leave, documents and training.

  • Company data isolation

    LIVE

    Every table is company-scoped and membership-gated, with row-level security enabled throughout.

  • Automated email and in-app notifications

    LIVE

    The full contract signing lifecycle, document expiry and onboarding reminders, all with delivery logging.

  • HR dashboard and action centre

    LIVE

    Headcount, who is on leave, pending starts, outstanding actions and recent activity.

  • Delegated permissions for leave, documents, compliance and training

    COMING SOON

    Extending delegated administration beyond contracts and employee summary.

  • Enhanced reporting

    COMING SOON

    Deeper workforce reporting beyond today's dashboards and lists.

  • Custom company branding

    COMING SOON

    Apply your own identity across the employee experience.

  • Expenses, mileage and company assets

    COMING SOON

    Expense and mileage claims, and a company property register.

  • Data exports and downloadable reports

    PLANNED

    Exporting your data as CSV, PDF or XLSX. Today, CSV is inbound only (employee import and worked hours).

  • Single sign-on and multi-factor authentication

    PLANNED

    SSO/SAML and MFA on top of the current password and reset controls.

  • Open API and integrations

    PLANNED

    Programmatic access and third-party integrations.

  • Organisation chart

    PLANNED

    A 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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