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- Financial Services HRMS
- Who it's for
- Insurance teams
Insurance teams
An insurer can follow recruiting, license related training evidence and performance reviews in the same employee context.
How Financial Services HRMS is set up for you
People foundation
Connect each employee to a position, department, manager, entity and country.
Decision trail
Keep requisition, offer, leave and pay states with the owner who decided them.
Continuing record
Follow reviews, course enrollments and dated training evidence after hire.
An insurer can follow recruiting, license related training evidence and performance reviews in the same employee context.
Begin with a claims role, an open requisition and a course enrollment with a due date. Keep the training record expiration visible to L&D Admin. Use a performance cycle to confirm who reviews the employee after a transfer.
Choose one employing entity and one pay calendar for the first cycle. Rehearse a candidate hire, an employee leave request and a payroll approval using the same operating dates. Ask each owner to verify the record received from the prior stage. Keep the first scope small enough to spot a wrong manager, position or pay calendar before a wider rollout.
For the claims role, let Recruiter connect a candidate to the open requisition and keep the interview recommendation with the application. After acceptance, Admin follows the onboarding checklist and L&D Admin checks the employee's course enrollment. A completed course should have a separate training record with completion and expiration dates. During the next review cycle, HR Business Partner checks the reviewer against the employee's current manager and any transfer history before releasing the review.
Features to start with
Recruiting and offers
Follow each opening from approved headcount to a candidate decision and dated offer.
Performance
Use dated cycles, goals and reviews to make employee development decisions traceable.
Learning and onboarding
Give each new hire dated tasks and keep a separate record of course completion.
Roles on the team
- Hiring Manager
- Read-only visibility into requisitions and the hiring pipeline.
- Recruiter
- Record entry across the hiring pipeline; read-only on employees.
- Employee
- Self-service record entry on leave, timesheets and goals; read-only on pay, benefits and performance.
- L&D Admin
- Record entry on the learning catalog and training records; read-only on employees and positions.
- Payroll Admin
- Record entry on payroll and tax tables; read-only on employees, benefits, leave and timesheets.
- HR Business Partner
- Record entry on people and performance tables; read-only on pay and benefits.
- CHRO / VP People
- Read-only oversight across all 33 HRMS tables.
Set up Financial Services HRMS your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.