HR Software for Finance

Secure, accurate data, streamlined HR processes, and a better employee experience—that’s the kind of asset performance that’ll put a smile on everyone’s face. Let go of time-consuming, unsafe manual processes, and graduate to award-winning HR software full of powerful features:


• A central source of data

• Customizable approval processes and workflows with automated reminders

• 40+ instant, shareable reports

• Employee satisfaction survey with eNPS^®

• Employee self-service

• And more!

You have high standards for your customers’ data security. With enterprise-level security in BambooHR, you can be confident those same high standards apply for candidate and employee data. We’ll keep your data safe with:

• A centralized database: Keep employment, benefit, and compensation data secure and accessible.

• Native multi-factor authentication (free for all BambooHR customers): Protect sensitive people data at no additional cost.

• Employee self-service and mobile access: Give employees access to easily keep personal details accurate.

• E-signatures: Record employee consent or acknowledgement without the need for scanning or double-entry.

• Document and file management: Keep important employee and company documents secure with the option to share or lock access to especially sensitive documents.

BambooHR makes it possible to customize your employee database, so you can track anything from accounting certifications to t-shirt size. Instead of keeping these extra details on a separate spreadsheet, you can store them alongside other employee data you’re already collecting.

A faster, more modern hiring and onboarding experience can help you keep up with the financial sector’s drive to digitization and make a lasting good impression on a competitive talent pool. BambooHR helps you provide a seamless, noteworthy experience.

• Recruit quickly with the BambooHR^® Applicant Tracking System. With a few clicks, you can post openings on Indeed, Glassdoor, and ZipRecruiter, and share on social media sites. Customizable offer letter templates help you seal the deal efficiently and professionally.

• Keep hiring moving smoothly with the BambooHR^® Hiring app. The app puts the speed and power of the ATS in HR’s pocket, making it easier to communicate with candidates, team members, and hiring managers from anywhere.

• Make better first impressions with BambooHR^® Onboarding. Customizable new hire packets with e-signatures get new hires ready and rolling before their first day, so they can focus on making connections.

Like work flexibility, employee well-being is becoming an increasing priority in the workplace as organizations try to build cultures that attract and retain talent. Financial organizations need to listen to employees to find out which efforts are working and what’s standing in the way of company growth. BambooHR^® Employee Satisfaction with eNPS gets right to the heart of the matter with a brief, anonymous survey that collects an eNPS rating from each employee with a follow-up question inviting elaboration. Here’s the bottom line:


• For employees: With just two questions and assured anonymity, it’s simple to fill out and comfortable to give candid answers.

• For you: With smart analytics and built-in tools to fine-tune data, your organization’s strengths and weaknesses are easy to read and track as you build a better employee experience.

Your employees have worked hard to get the education and expertise necessary to make it in finance. Keep them engaged with new opportunities to learn and grow their strengths. BambooHR^® Performance Management kicks inefficient and infrequent annual reviews to the curb with:

• Shorter, more frequent manager and self assessments

• Collaborative goal setting for continuous improvement

• Peer reviews to get a more complete picture

• Automated reminders to keep everyone on task

• Performance reporting for employees, departments, and the whole organization