OneDesk for Finance HR Professional Services Automation

HR in the Finance sector, managing talent development projects or compliance training is crucial. OneDesk helps you organize these internal service projects and monitor their success effectively.

How does OneDesk help my HR team?

Finance HR: Resource Client Engagements & Track Billable Hours

HR teams in the Finance sector, OneDesk aids in managing projects like compliance training rollouts or talent development programs. You can plan project schedules, track employee participation, and manage resources for HR initiatives. Our platform helps streamline communication and reporting for these critical projects. Ensure your workforce is skilled and compliant with organized project management.

Streamline Compliance & HR Queries with Secure Ticketing​

HR teams in Finance, manage sensitive employee inquiries about compensation, benefits, or compliance training using OneDesk ticketing. Secure email and portal forms ensure privacy. Custom views like 'Compliance Training Sign-ups' or 'Urgent Payroll Adjustments' help manage workflows. SLAs ensure timely responses to critical HR matters. Reporting tracks completion rates for mandatory training.

Secure HR Portal for Clients of Your Financial Firm​

If your financial firm has distinct client groups needing HR-related information (e.g., business clients using payroll services), provide a secure portal. They can access relevant HR documents or submit service inquiries via ticket forms. Live chat can quickly address common questions about HR services you offer. This ensures efficient and professional HR support for your specific client segments.

Streamline HR & Compliance for Finance Professionals.​

HR in the Financial Services sector manages talent while ensuring strict compliance. OneDesk's automations provide valuable support. Our platform allows you to set up workflows for employee onboarding, performance reviews, and mandatory compliance training. HR-related requests or ethics concerns can be automatically triaged with discretion. They are then routed to the appropriate HR manager or compliance officer. You can also use automated replies for common policy questions. OneDesk’s versatile automations help maintain a compliant and well-managed workforce. This is crucial for the integrity of your financial firm.

Streamline HR Processes in Finance Firms​

HR managers in finance, finding and keeping top talent in a tough, regulated industry is key. OneDesk helps simplify HR processes, from careful onboarding to performance reviews. Its strong features make it easy to manage compliance training, track certifications, and handle sensitive employee info securely. The system's versatility lets you shape workflows for the specific needs of financial roles. As your firm gets bigger, OneDesk’s unique scalability ensures your HR operations can support that growth well.

Get started free

Evaluate OneDesk for yourself with our completely free 14-day trial. 

Scroll to Top
Cookie Consent with Real Cookie Banner