Reducing Administrative Burdens in the Financial Services Sector

Modernising HR Practices at Hennelly Finance

Identifying the Problem

Hennelly Finance faced outdated HR processes, lacking performance review reminders and heavily relying on Excel sheets for employee leave management. This led to misplaced information and confusion.

“All our HR documents were stored in different locations.”, Ruth Hennelly, Managing Director at Hennelly Finance.

About Hennelly Finance

“We’re trusted by individuals, families, and organisations to help them achieve the ‘big things’​ in life that really matter.”, Ruth Hennelly.

Hennelly Finance is a family-run business specialising in financial services, including retirement planning, investments, and health insurance savings. They also provide expertise in employee benefits solutions for companies. They are fully regulated by the Central Bank of Ireland and members of Brokers Ireland.

Enhancing Efficiency and Productivity

Ruth shared that HRLocker enabled both her and the staff to save significant time. This up-to-date HR solution allowed them to focus more on their customers and business, reducing the burden of people management tasks.

“It can quickly become a nightmare if you’re relying on paperwork and filing cabinets.”, Ruth Hennelly.

Streamlined Online Employee Onboarding

For Hennelly Finance, HRLocker’s Onboarding module significantly simplified their work life. Ruth appreciated the “self-service” nature of the process, allowing new hires to add all necessary information and upload essential forms and documents online.

“HRLocker ensures a seamless and paperless transition and helps centralise all documents.”, Ruth Hennelly.

HRLocker’s Employee Onboarding feature enables Hennelly Finance to access and manage employee records, contracts, and processes more easily in a secure online environment.

Efficient Leave Management and Attendance Tracking

Hennelly Finance struggled with managing employees’ different leave requests. HRLocker’s HR solution helped them organise all employees’ leaves effectively.

With HRLocker’s “Time On” and “Time Off” modules, it is easier to calculate pro rata entitlements and keep track of employees’ requests and remaining annual leave.

“There are no more messy and time-consuming email trails. We can pull reports on all aspects of the system and employees as well.”, Ruth Hennelly.

Ideal HR Software for Financial Services

Managing Director Ruth Hennelly shared that she would definitely recommend the HRLocker system in the financial services industry.

“HRLocker really made our lives a lot easier. I’d recommend it to anyone in the financial services industry.”, Ruth Hennelly.

With extensive experience in finance, she understands the numerous administrative tasks and compliance paperwork involved. Regardless of company size, administration and employee data management is one of the most time-consuming components.