HUMAN RESOURCES / 01
Candidates records
Candidates records is available in the publisher-maintained product.
Human Resources
HRMS for Financial Services
HRMS for Financial Services gives human resources teams an editable human resources workspace for Candidates, Departments, Employees, Holidays, and Job Openings with focused pages for Financial Services HR Command Center, Leave & Coverage Controls, and Regulated-Role Recruitment. Install it as a starting operating model, then adapt fields, forms, pages, and workflow rules to the team's process.
Sign up to install. Sign in to return to your workspace.
Schema, views, workflows, and roles stay connected in one workspace.
Operating threadFinancial Services HR Command Center
- 01Review prioritiesOpen Financial Services HR Command Center to review the records…
- 02Keep work currentCreate and update operational records as work moves forward.
- 03Track outcomesUse the app's human resources views to monitor progress and…
One connected Human Resources workspace — schema, views, workflows, and roles included.
- 26 Tables included in the app
- 307 Configured across the schema
- 10 Workflow starting points
- 4 Analytics and summaries
- 4 Suggested roles and scopes
What's inside
HRMS for Financial Services, ready to run.
HRMS for Financial Services gives human resources teams an editable human resources workspace for Candidates, Departments, Employees, Holidays, and Job Openings with focused pages for Financial Services HR Command Center, Leave & Coverage Controls, and Regulated-Role Recruitment. Install it as a starting operating model, then adapt fields, forms, pages, and workflow rules to the team's process.
HUMAN RESOURCES / 02
Departments records
Departments records is available in the publisher-maintained product.
HUMAN RESOURCES / 03
Employees records
Employees records is available in the publisher-maintained product.
HUMAN RESOURCES / 04
Holidays records
Holidays records is available in the publisher-maintained product.
HUMAN RESOURCES / 05
Job Openings records
Job Openings records is available in the publisher-maintained product.
HUMAN RESOURCES / 06
Financial Services HR Command Center page
Financial Services HR Command Center page is available in the publisher-maintained product.
WORKSPACE / 07
Financial Services HR Command Center
Workforce risk and compliance overview for certifications, access readiness, compensation controls, leave coverage, and regulated-role staffing.
How it works
From published app to your operation.
Workforce risk and compliance overview for certifications, access readiness, compensation controls, leave coverage, and regulated-role staffing.
- 01
Activate the app
Add the publisher-managed product to your workspace and start using it with your organization data.
- 02
Review the schema
Start with 26 tables and the included relationships, forms, and views.
- 03
Configure the workflow
Set workspace roles, permissions, and supported workflow options for the process you run.
- 04
Invite the team
Bring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.
Built for the whole team
One workspace, every role.
Operators, managers, and builders work from the same Human Resources app.
Daily teams
Run HRMS for Financial Services with the tables and views needed for repeated operational work.
Approvals and visibility
Track exceptions, review work, and keep the team aligned from a shared workspace.
Ready to configure
Connect supported settings, roles, integrations, and reports without changing the publisher-managed product.
Rollout
From install to operating model.
Adopt the app at your pace — start on day one, then configure, operate, and scale.
- Day 1
Activate
Start using the app, review the included process, and add the first workspace records.
- Week 1
Configure
Set roles, workspace options, and the first supported integration or Proto workflow.
- Month 1
Operate
Move real work through the app and refine reports from day-to-day usage.
- Quarter 1
Scale
Invite more teams, connect APIs, and standardize the operating model.
FAQ
Common questions.
What do I get when I activate HRMS for Financial Services?
The app becomes available to your workspace with its supported schema, views, forms, and workflows. It starts with no records — your organization uses the shared product with its own access and data.
Who owns and maintains the app?
The publisher owns and maintains the base app. Your organization controls its workspace data, users, roles, and available settings.
Start
Start with the complete application.
HRMS for Financial Services installs as a normal ERP·AI app in your workspace — edit tables, views, workflows, and roles freely. ERP·AI handles product access and any implementation support.
Product access
Published app
Install a working Human Resources workspace with real structure on day one.
- 26 Tables
- 307 Fields
- 10 Proto
- 4 Reports
Operational rollout
Scoped to your team
Configure, migrate, validate, and launch the processes your team runs every day.
- Process and role configuration
- Data migration and integrations
- Launch and ongoing support
Support
Bring us the real operation.
Questions about fit, migration, or rollout? Talk with the team that can connect the software to the way your operation works.
support@erp.ai