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- Financial Services HRMS
- Integrations
Integrations
Decide which outside services provide signatures, payments, learning outcomes and filings.
- Financial Services HRMS
- Signature service
- Banking service
- Learning system
- Tax authority
Systems to connect
- Signature service. Connect the accepted offer and signature date to the organization’s signing process.
- Banking service. Send approved pay instructions only after the payroll owner has checked the run.
- Learning system. Bring course completion and certificate evidence into the employee training record.
- Tax authority. Keep the filing confirmation reference with the jurisdiction and payroll run.
How connections are governed
Assign a business owner to each connection and reconcile its result with the record in HRMS. Use a test case for accepted offers, completed courses, paid statements and filed taxes. The external confirmation should determine when the corresponding state is recorded.
Set up Financial Services HRMS your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.