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HRTEQ documentation

HRTEQ is the recruitment CRM and compliance layer for DMW-licensed Philippine agencies. These guides cover the objects you work with, the stage gate that governs every deployment, document control and audit obligations, what may lawfully be charged to a worker, and the HTTP API behind the app.

Compliance is a gate, not a report. Stage requirements are entry conditions on the stage an application is moving into. An application cannot enter a stage while a required document is missing, unverified or expired. Only an Owner or System Administrator can override a blocking requirement, and the override is written to the audit trail with the unmet set attached.

Start here

Three articles cover most of what a new agency needs before its first intake.

Browse by area

How the system fits together

Four objects carry almost everything. Getting them straight makes the rest of the docs read quickly.

  • An applicant is a person. They are created once and keep their own documents — passport, NBI clearance, PSA records.
  • A job order is demand from a principal, the overseas employer. It holds one or more positions, each with a quota.
  • An application is one applicant against one position. This is the object that moves through stages, holds the per-deployment documents, and carries the charges.
  • A stage has requirements. They are checked when an application tries to enter, and the officer who owns that stage is the one who may move it there.

Read Core concepts for the full object graph, then Stage gates for the rule engine.

Create an applicant

The API is the same one the app uses. Sign in, keep the session cookie, and echo the CSRF token on every write. The response returns the new id and the allocated applicantNo.

Terminal
# $API_URL is your deployment's API origin.
# In development that is http://localhost:4000.

curl -X POST "$API_URL/v1/applicants" \
  -H "Content-Type: application/json" \
  -H "X-CSRF-Token: $CSRF" \
  --cookie "hrteq_session=$SESSION" \
  -d '{
    "firstName": "Maria",
    "lastName": "Santos",
    "mobile": "+639171234567",
    "sourceChannel": "ONLINE_FORM",
    "dataPrivacyConsent": true
  }'

dataPrivacyConsent must be literally true, and at least one of mobile or email is required. See the API page for authentication, error codes and limits.

Every article

Get started

Quickstart
Provision an agency workspace, understand the DMW-aligned defaults that are seeded for you, and take one applicant from intake to a live pipeline card.
Core concepts
The five objects that carry almost everything in HRTEQ, why the deployment lifecycle lives on the application rather than the person, and how tenant isolation is enforced.
Roles and permissions
The nine staff roles, the read-all write-by-module matrix behind them, who may move an application into which stage, and who may override a blocking requirement.

Recruitment

Applicants
Intake, numbering, duplicate detection, source attribution and résumé parsing — everything that happens before an applicant is endorsed to a position.
Job orders and positions
How demand from a principal is recorded: job order fields, positions and quotas, validity and expiry, and which matching fields must never be published.
The pipeline board
How applications appear on the board, what a card tells you, how a move is attempted, and which parts of the current screen are real data versus placeholder.
Stage gates
The compliance engine: the five requirement types and exactly what satisfies each, blocking versus advisory, the order the checks run in, and how an override is recorded.
Interviews
Interview plans, the numbered participant queue, running a session live with the elapsed timer, and how a Passed result feeds the pipeline gate.
Endorsements and the portals
How an application is put in front of a principal, why contact details stay hidden until selection, and precisely what the applicant and employer portals can do today.

Documents & compliance

Documents and verification
Uploading, the verification queue, rejection reasons, expiry handling, file storage and access control, and the limits the API enforces on every upload.
Document type reference
All 27 seeded document types with their codes, categories, whether they attach to the applicant or the application, expiry tracking, and portal upload eligibility.
Audit trail
What the append-only audit log records, the full list of canonical action names, how gate overrides are snapshotted, and the reporting that does not exist yet.
Data privacy and retention
Consent capture under RA 10173, the three-year retention horizon, how the nightly retention sweep behaves, and which obligations still need a manual process.

Finance

Fees and payments
The seeded fee catalog, which costs may lawfully be collected from a worker and which may not, how charges and payments reconcile, and how financial clearance gates deployment.

Automation

Automation rules
The rule engine behind routing and deadline chasing: seven trigger types, eleven condition operators, seven action types, the run log, and the ten rules seeded by default.
Notifications, email and scheduled jobs
The twelve email templates, in-app notifications, staff messaging, and the five nightly sweeps that keep expiry, retention and stalled work visible.

Reference

Stage reference
Every seeded stage in order with its code, owning role and entry requirements, the six terminal stages, and all nineteen checklist codes.
Glossary of statuses
Plain-language meanings for every status and enumerated value you will meet in the interface, from applicant status through visa, welfare and invoice states.

Developers

HTTP API
How the API authenticates with a session cookie and a CSRF header, the response envelope and error codes, transport limits, a worked create-an-applicant example, and what is not available yet.

Get help

Email support@hrteq.com for account, data and compliance questions, or info@hrteq.com for anything commercial. Toll free: +63 1800 1 550 0097.

These docs describe what is built today. Where a capability is planned rather than shipped it is called out on the page rather than implied, so you can tell the difference before you promise it to a principal.