Talent Suite for Financial Services
Coordinate financial-services hiring, onboarding, employee registrations and required learning alongside performance, goals and engagement. Dedicated HR, manager and employee workspaces bring candidate screening, regulatory-requirement records and workforce readiness into the talent process.
What’s inside
Built around the app’s existing pages and records.
Hiring and candidate screening
Manage job openings, candidates and screening-check records alongside workforce roles, departments and locations.
Employee onboarding
Maintain onboarding task templates and individual tasks, then follow new-hire and overdue onboarding work.
Registrations and regulatory requirements
Keep employee registrations and regulatory-requirement records with workforce information to support registration and renewal tracking.
Required learning and completion
Maintain courses and enrollment records to follow required learning and outstanding completions.
Performance, benefits and engagement
Manage review cycles, reviews and goals, with benefit elections and surveys available for the wider employee lifecycle.
Workforce readiness by role
Use HR administration, manager oversight and employee self-service workspaces, supported by a financial-services workforce dashboard.
How it works
HR Admin Center
Coordinate financial-services hiring, onboarding, employee registrations and required learning alongside performance, goals and engagement. Dedicated HR, manager and employee workspaces bring candidate screening, regulatory-requirement records and workforce readiness into the talent process.
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01
Review hiring and candidate screening
Manage job openings, candidates and screening-check records alongside workforce roles, departments and locations.
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02
Follow the operational work
Maintain onboarding task templates and individual tasks, then follow new-hire and overdue onboarding work.
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03
Monitor progress and exceptions
Use HR administration, manager oversight and employee self-service workspaces, supported by a financial-services workforce dashboard.
Built for
The teams that need this app.
Every role works in the same shared product.
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Daily teams
Run Talent Suite for Financial Services with the tables and views needed for repeated operational work.
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Approvals and visibility
Track exceptions, review work, and keep the team aligned from a shared workspace.
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Ready to configure
Connect supported settings, roles, integrations, and reports without changing the publisher-managed product.
Built for scale
Structured enough to grow with the team.
Start quickly without blocking the path to live operations.
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Multi-user by default
Use roles and workspace permissions to let different teams operate from the same app.
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Structured records
Data lives in typed tables with views, forms, references, and audit-friendly history.
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Workflow-ready
Workflows run against isolated workspace data while the publisher maintains the product logic.
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API-accessible
Use the app through UI workflows or API surfaces as your implementation matures.
What you get
Views, records, and workflow controls.
The public page preview uses the same structure as the published product pages.
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Operational dashboard
Track active work, exceptions, owners, and recent activity from the same workspace.
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Core records
Work from filtered, grouped, and role-aware table views instead of static spreadsheets.
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Workflow control
Use workflows to operate the supported process around your workspace data.
The loop
The process lives beside the data.
Activate the app, configure your workspace, and run the real business process.
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01
Activate the app
Add the publisher-managed product to your workspace and start using it with your organization data.
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02
Review the schema
Start with 43 tables and the included relationships, forms, and views.
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03
Configure the workflow
Set workspace roles, permissions, and supported workflow options for the process you run.
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04
Invite the team
Bring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.
AI and operators
Assistants that work inside the app.
Use AI as an operating layer over the same records your team uses.
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Data steward
Checks incomplete records, highlights stale work, and keeps the app ready for action.
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Workflow runner
Uses workflows and app data to move routine steps forward with an audit trail.
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Reporting helper
Turns operational data into summaries that managers can review without exporting the app.
Compared
Blank setup vs a published app.
Start from a working system instead of a blank canvas.
| Consideration | Before | Published app |
|---|---|---|
| Go-live | Blank app, spreadsheet import, and manual setup. | Publisher-maintained app with schema, views, forms, and defaults. |
| Workflow | Process lives outside the system. | Workflows can run beside the records they operate on. |
| Iteration | Changes require rebuilding the system from scratch. | Configure workspace settings, roles, permissions, and supported workflow controls. |
| Access | Shared credentials or duplicated sheets. | Workspace users, roles, and app-level permissions. |
Time to value
Activate, configure, operate, scale.
A practical rollout path from first click to real team usage.
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Day 1
Activate
Start using the app, review the included process, and add the first workspace records.
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Week 1
Configure
Set roles, workspace options, and the first supported integration or workflow.
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Month 1
Operate
Move real work through the app and refine reports from day-to-day usage.
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Quarter 1
Scale
Invite more teams, connect APIs, and standardize the operating model.
Technical proof
Workspace-safe by design.
The publisher maintains the product while your workspace data stays isolated.
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Publisher-owned product
The publisher maintains the app and releases improvements without handing over the base product.
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Workspace data isolation
Your records, access settings, and activity stay isolated and tied to your workspace history.
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Governed extension path
Connect approved APIs, workflows, reports, and screens through product-supported extension points.
FAQ
Common questions.
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What do I get when I activate Talent Suite for Financial Services?
The app becomes available to your workspace with its supported schema, views, forms, and workflows. It starts with no records — your organization uses the shared product with its own access and data.
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Who owns and maintains the app?
The publisher owns and maintains the base app. Your organization controls its workspace data, users, roles, and available settings.
Explore the app