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- Financial Services HRMS
- Who it's for
- Investment firms
Investment firms
An investment firm can use position and manager links to keep a changing team structure intelligible across hiring, pay and review work.
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 investment firm can use position and manager links to keep a changing team structure intelligible across hiring, pay and review work.
Start with a position change, a linked employment history event and a new manager. Check whether the payroll calendar remains correct for the employee. Review the next timesheet and performance reviewer against the effective transfer date.
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.
Use the transfer case to test the actual effective date. HR Business Partner compares the old and new positions and records the manager change in employment history. Payroll Admin checks whether the employee's entity, salary or calendar changes before the next run. The Employee named as approver reviews a submitted timesheet. HR Business Partner checks the named reviewer in the next performance cycle. Checking those linked records together catches a stale reporting line before it affects a pay or review decision.
Features to start with
Workforce records
Keep the employee register tied to the position, department, manager and pay context used by the rest of HR.
Performance
Use dated cycles, goals and reviews to make employee development decisions traceable.
Recruiting and offers
Follow each opening from approved headcount to a candidate decision and dated offer.
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.