Where is capacity changing?
Compare active employees and open requisitions by department and position.
From Workforce records
- Financial Services HRMS
- Reports and analytics
Reports for the questions your team asks
Read workforce, hiring, leave, payroll, review and training activity from linked records.
Overview×
Financial Services HRMS · Overview
Financial Services HRMS dashboard
This quarter
Timesheets in view
6Total total hours
240Submitted
6Week start in 14 days
6Leave requests by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 38 | ||
| Submitted | 21 | 55% | |
| Approved | 13 | 62% | |
| Rejected | 9 | 69% |
Leave requests by status
Sample counts per stage
Questions to answer
Which decisions are waiting?
Review submitted leave, timesheets and payroll runs by their status.
From Leave and time
What expires soon?
Look at training expiration dates with the employee and course context.
From Workforce records
More reports
Workforce by department Grouped
Show active employees grouped by department and position.
Requisition coverage List
Compare requested headcount, status and target start date by requisition.
Candidate progression List
Count applications by requisition and stage.
Leave demand List
Compare submitted and approved requests by start date and department through Employees.
Time approval List
Show weekly hours and timesheet status by employee.
Payroll period totals List
Compare gross and net totals by run, calendar and pay date.
Review completion List
Count reviews by cycle, reviewer and status.
Training expiry List
List training records by expiration date, course and employee.
Set up Financial Services HRMS your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.