HR and payroll built for trust and compliance.
Financial services teams handle confidential information, important approvals and detailed records every day. ConnectSimpli helps you manage employee data, control access to sensitive HR and payroll information, organise compliance documents and keep payroll records in one place. Give your team a clearer view of its people and processes without adding more admin.
Free up to 5 employees No card required Role-based access controls
We know the pressures your team is under.
Sensitive records, controlled access
Employee and payroll information needs careful handling. Use role-based permissions to control who can view or update records and help keep confidential information limited to authorised users.
Compliance records that are easy to find
Keep contracts, qualifications, screening records and other important documents organised. Set reminders for documents that need review or renewal, so your team can follow up on time.
Multiple offices, one workforce view
Manage employee records, attendance and payroll information across different offices and departments. Keep your information together to make routine HR administration and reporting easier.
Control who can see sensitive information.
Not every employee needs access to every HR record. ConnectSimpli lets you set permissions for different roles, helping you control who can view, create, edit or delete information across supported modules.
Keep employee and payroll documents organised, and use access controls and activity records to support your internal processes. This helps your business manage confidential information more carefully while keeping the right information available to authorised team members.
- Set role-based access for HR and payroll records
- Control view, create, edit and delete permissions
- Keep employee documents organised
- Track changes through available activity logs
- Limit access to sensitive information by role
Bring new employees on board with clear records.
A well-organised onboarding process helps new employees get started while ensuring the right documents are collected. ConnectSimpli helps you manage digital contracts, employee details and onboarding checklists, with qualifications and relevant certificates stored centrally.
Use reminders to help track documents that need attention and keep onboarding information easier to retrieve when required. Your firm remains responsible for setting and carrying out the checks required for its roles and regulatory obligations.
- Collect employee details and onboarding documents
- Manage digital contracts and e-signatures
- Organise relevant screening and compliance records
- Track qualifications and certificate expiry
- Keep an accessible record of onboarding steps
Keep payroll consistent across your offices.
When employees work across departments or locations, payroll information can become harder to manage. ConnectSimpli brings employee details and payroll records together, helping your team manage pay, payslips, allowances and bonuses through one system.
Use workforce and payroll reports to review key information, support internal checks and prepare data for management or audit requests. A central view can reduce repeated data entry and make routine reporting easier.
- Manage payroll information and payslips
- Record relevant allowances, bonuses and deductions
- Support UK payroll processes and tax handling
- Review workforce and payroll reports
- Keep payroll information organised across locations
The HR tools financial services teams rely on.
Bring employee records, access controls, payroll and documents together in one platform. ConnectSimpli helps financial services firms manage everyday HR tasks while keeping workforce information organised.
Frequently asked questions
How does ConnectSimpli help protect employee and payroll information?+
ConnectSimpli provides role-based access controls to help you decide who can view or manage different types of HR and payroll information. Configure permissions to suit your internal responsibilities and data-handling practices.
Can ConnectSimpli manage employees across several offices?+
Yes. You can organise employee records, teams, attendance and payroll information across different locations from one platform, helping keep your HR processes consistent.
Can we store compliance documents and qualifications?+
Yes. You can keep contracts, qualifications, certificates and other relevant employee documents organised, with reminders to help identify documents that may need updating.
Can ConnectSimpli support employee screening and onboarding?+
ConnectSimpli supports digital onboarding workflows, document collection and checklists. Your firm can use these tools to organise its process, while ensuring any screening and background checks meet the requirements for the relevant role.
Can ConnectSimpli help with payroll reporting?+
Yes. You can manage payroll information and access workforce and payroll reports to support internal reviews, management reporting and preparation for audit requests.
Is ConnectSimpli suitable for small financial services firms?+
Yes. ConnectSimpli offers Core HR free for up to five employees, with paid options for firms that need additional modules or a larger workforce. This allows smaller firms to start with core employee management and expand as their needs change.
Ready to simplify HR for financial services?
Spend less time searching for records and managing routine admin. Bring employee information, access controls, payroll and documents together with ConnectSimpli.
Free Core HR for up to 5 employees. No card required.