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- Financial Services HRMS
- Data model
The tables behind Financial Services HRMS
Financial Services HRMS ships with 36 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 36
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
People
Employees connect to Positions, Departments, Locations, pay grades and employment history.
Hiring
Job requisitions connect to Candidates through Applications, then to Interviews and Offers.
Time and pay
Leave requests and Timesheets belong to Employees; payroll runs connect calendars, statements, statement lines and tax filings.
Development
Performance cycles connect Goals and performance reviews; Courses connect enrollments and training records.
Every table, by feature
- Workforce records7
- Recruiting and offers7
- Leave and time6
- Payroll and tax7
- Performance5
- Learning and onboarding6
- Shared and settings4
- Employees
Central person record for every worker; all suite transactions tie back to Employees.
Linked to Positions, Departments, Locations, Employees - Positions
Seat-level org entries that an Employee fills.
Linked to Job titles, Departments, Locations, Pay grades - Departments
Organizational departments with parent hierarchy and cost centers.
Linked to Departments, Employees - Job titles
Canonical job titles with job family, level and exempt status.
Linked to Pay grades - Pay grades
Salary bands tied to job titles and positions.
- Locations
Physical and remote locations where employees work.
Linked to Tax jurisdictions - Employment history
Every lifecycle event: hire, promotion, transfer, comp change, manager change, leave of absence, termination.
Linked to Employees, Positions
- Job requisitions
Approved positions opened to recruiting.
Linked to Positions, Job titles, Departments, Locations - Candidates
Person pool in the applicant tracking system.
Linked to Employees - Applications
A candidate applying to a requisition; the recruiting pipeline record.
Linked to Candidates, Job requisitions, Employees - Interviews
Scheduled interviews against an application with scorecards.
Linked to Applications, Employees - Offers
Offer letter, approval chain and e-signature state.
Linked to Applications, Candidates, Positions, Employees - Positions
Seat-level org entries that an Employee fills.
Linked to Job titles, Departments, Locations, Pay grades - Pay grades
Salary bands tied to job titles and positions.
- Leave types
Leave categories with country- and class-scoped accrual rules.
- Leave balances
Current leave balance per employee per leave type, maintained by accrual.
Linked to Employees, Leave types - Leave requests
Employee-submitted leave requests requiring manager approval.
Linked to Employees, Leave types - Timesheets
Weekly timesheet header per employee.
Linked to Employees - Time entries
Hours against a day, project or cost center.
Linked to Timesheets - Employees
Central person record for every worker; all suite transactions tie back to Employees.
Linked to Positions, Departments, Locations, Employees
- Payroll calendars
Named pay schedules per legal entity, country and currency.
- Payroll runs
A scheduled execution of payroll for a calendar and period.
Linked to Payroll calendars, Employees - Pay statements
Per-employee pay statement for a given payroll run.
Linked to Payroll runs, Employees - Pay statement lines
Earnings, benefit deductions, taxes and garnishments on a pay statement.
Linked to Pay statements, Tax jurisdictions - Tax jurisdictions
Tax-authority records driving withholding and filings.
- Tax filings
Payroll tax filings produced from a run and remitted to an authority.
Linked to Tax jurisdictions, Payroll runs - Benefit enrollments
Per-employee enrollment in a benefit plan with dependents and dates.
Linked to Employees, Benefit plans
- Performance cycles
Annual, mid-year and probation performance cycles.
- Performance reviews
Subject-by-reviewer review within a performance cycle.
Linked to Performance cycles, Employees - Goals
Employee goals tied to a performance cycle.
Linked to Employees, Performance cycles - Employees
Central person record for every worker; all suite transactions tie back to Employees.
Linked to Positions, Departments, Locations, Employees - Employment history
Every lifecycle event: hire, promotion, transfer, comp change, manager change, leave of absence, termination.
Linked to Employees, Positions
- Onboarding checklists
Per-hire or per-separation container of onboarding and offboarding tasks.
Linked to Employees - Onboarding tasks
Individual tasks that fan out to IT, Facilities, Payroll, HR, Manager and the new hire.
Linked to Onboarding checklists, Employees - Courses
Learning catalog of courses and certifications.
- Course enrollments
Employee enrollment in a course; the learning transaction record.
Linked to Courses, Employees - Training records
Durable, audit-safe record of completed training and certifications.
Linked to Employees, Courses - Employees
Central person record for every worker; all suite transactions tie back to Employees.
Linked to Positions, Departments, Locations, Employees
Keys and references
Use the employee identifier and exact reference fields to keep a person connected across modules. Keep requisition and application numbers distinct. A pay statement belongs to a run and an employee; a statement line belongs to the statement. An onboarding task belongs to its checklist.
Migration order
- Load departments, locations, job titles, pay grades and payroll calendars.
- Load positions and employees, including manager and calendar references.
- Load candidates, requisitions, applications and offer history.
- Load leave, time, payroll, performance and learning transactions.
- Reconcile totals, status values and cross references with each owning team.
Set up Financial Services HRMS your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.