Automation of HR management processes in the bank

Company

PIN Bank

Region

Ukraine

Industry

Banking

Background

PINbank – a bank with more than 20 years of history. Provides all types of banking services. Member of the Individual Deposit Guarantee Fund since 2000. PINbank is represented by 34 departments in 11 regions of Ukraine.

Problem

1

The bank already had an automated personnel management system. It stored data on employees, but it was not integrated with the accounting systems of other departments.

2

Management of employment and dismissal, vacations, and business trips took a long time. These processes were coordinated by e-mail or paper documents.

3

Long and inefficient process of agreeing on a business trip budget. Due to this, the cost of buying tickets and booking hotels increased.

4

The routine process of compiling a business trip report took a lot of time, and it was easy to lose reporting documents.

Task

1.

Speed ​​up service and be able to serve the customer remotely

2.

Automate and switch “paper” HR processes to electronic format

3.

Integrate Nectain with the existing stuff management system

Solution

After the implementation of Nectain, the automated processes of employment and dismissal, approval, and processing of business trips take place as integral business processes – from application and approval, to request and report to the finance department.

Integration of the internal document management system with the staff management and accounting systems of the enterprise.

Collection of all data on employees in a single database, which is integrated with the accounting systems of all departments of the enterprise.

Automatically create a business trip request and its confirmation.

Automatically generate a business trip report. The system allows to creation and coordination of reports on group business trips within a single application.

Controllers have the ability to create service documents directly on the card of the document to which they belong using pre-configured templates.

A separate integration with the company's ERP was implemented for the accounting and tax processing departments, which allowed linking the document created in the Nectain system with the documents stored in the ERP.

Automatic notification of the administrative department about the timing of tickets and hotel reservations.

Result

The efficiency of the personnel department has increased. Personnel management processes are faster, employee loyalty has increased.
75% less time is spent on employment and dismissal processes, granting vacations, and arranging business trips. Reduced time for compensation and payments.
Customer service has accelerated several times.
1. of Users: 1 500+ 50 000 EURO = project implementation budget

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