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Banking, Financial Services and Insurance

Employee Administration for Banking, Financial Services and Insurance

Records, attendance, leave and the day-to-day HR that must simply work.

What this looks like in banking, financial services and insurance

The parts of employee administration that are specific to this sector, rather than general.

Branch Rosters and Attendance

Coverage through banking hours, across branches.

What this covers
  • Branch working hours
  • Staffing norms by branch size
  • Roster and relief
  • Field attendance and beat plans
  • Mobile attendance for field staff
  • Leave approval by branch
  • Missed punch regularisation
  • Attendance cut-off
  • Multi-branch consolidation

The general method — what employee administration covers, the questions it answers and what an engagement produces — is the same whatever the sector, and is set out on the employee information management page. What is above is the part that differs for banking, financial services and insurance.

Where to start

Most engagements begin with a review of how this runs in your business today, then a written process and the sequence to implement it.

See all HR topics for banking, financial services and insurance, or another industry.

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