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What's New in Phase 5

Phase 5 turns the HR Tool's AI from something you ask into something that works alongside you. The landing page becomes an Agent Dashboard, and three agents watch your HR data, propose what to do, and wait for your approval.

This page is the summary. Each feature below links to its own page:

FeatureDedicated page
The revamped landing pageDashboard
Agent Dashboard, the three agents, the Inbox, audit trailsAI Agents
Hera's conversational sideAsk Hera
The AI-side org viewPeople
Connecting XagentCompany Settings

Headline featuresโ€‹

๐Ÿค– Agent Dashboardโ€‹

The page you land on after signing in is rebuilt around the agents: Needs your sign-off, Agents on duty, Agent activity, Headcount by department and Quick actions, with the Hera message box still at its centre.

Browse agents opens the agent dashboard itself โ€” Your agent workforce โ€” with a card per agent showing whether it is enabled.

See the landing page and the agent dashboard.

๐Ÿ”Ž Sourcing Agentโ€‹

Reads each candidate against the job description and proposes the next move โ€” shortlist, reject, invite to interview, or re-engage a candidate who went quiet. Where a proposal sends something, approving it sends it.

See Sourcing Agent ยท works alongside Recruitment and Candidates.

๐Ÿ“‹ Onboarding Agentโ€‹

Chases what has stalled across the whole joiner-to-leaver path โ€” unactivated invites, outstanding checklists, unsigned contracts, unacknowledged policies, missing mandatory policy assignments, and offboarding never finalised. It does not set pay or leave entitlements.

See Onboarding Agent ยท works alongside Onboarding Operations and Leave Management.

๐Ÿ“‘ Policy Agentโ€‹

Reads the policies you have already published and flags four things โ€” a mandatory policy that is not being acknowledged, one that has gone stale, a missing policy type, and one published to nobody. It reads your own documents only, and returns no legal citations.

See Policy Agent ยท works alongside Policy Management.

๐Ÿ’ฌ Hera is still hereโ€‹

Hera answers questions about your organisation, your employees and the HR tool โ€” and in Phase 5 you can also tell it what to do. Read requests are answered in the chat; change requests are filed as proposals in the same Inbox the agents use, for a person to approve.

See Ask Hera for the answer panels, conversation history and what to check before acting on an answer.

How agents behaveโ€‹

PermissionsHR and Admin roles only โ€” see Roles and Permissions
ApprovalAgents propose; a person approves. Proposals collect in the Inbox
TraceabilityEvery agent keeps a history trail and an event trail of decisions
AutonomyNot available in this release โ€” every agent action needs a human decision
No agent can act on its own

There is no autonomous mode in this release. Always needs your approval is the only setting available, and anything else is refused โ€” so every agent action reaches a person before it reaches a candidate or an employee record.

Under the hoodโ€‹

All three agents are powered by Xagent, connected under Company Settings โ†’ Integrations. Phase 5 also moved the existing AI features onto Xagent:

FeatureWhere you use it
Job description creationRecruitment Management
Candidate reviewerCandidates Management
Policy summarizerPolicy Management

These behave as before โ€” only the engine changed.

In progressโ€‹

Not yet available. Listed so you know what is coming, not as features to use today:

ComingWhat it will do
Hera CV handlingAccept PDF CVs and convert them into candidates or employees. Being fine-tuned โ€” see Attaching a CV
Performance AgentAnnounced; not yet available to enable
Leave AgentAnnounced; not yet available to enable
This page will keep changing

Phase 5 is actively shipping. Where an agent card shows Coming soon, that feature is built but not yet switchable โ€” check back rather than raising it as a fault.

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