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- Financial Services HRMS
- Get started
Get Financial Services HRMS running in four steps.
Set up the first entity, employee population and operating cycle.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Financial Services HRMS. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Financial Services HRMS in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and open HRMS for Financial Services with Proto. Name the HR Business Partner and Payroll Admin who will own the first operating cycle.
Prepare the first operating cycle
Bring one entity, its departments, positions, employees and payroll calendar. Set a leave type and use a real hiring, leave and timesheet case. Agree who approves the offer, requests and payroll run.
Review before release
Check role access, employee references, effective dates and pay period boundaries. Have each owner walk through the handoff they receive and the decision they make. Confirm external signing, banking, learning and filing arrangements with their owners.
Set up Financial Services HRMS your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.