HR Case Management For Financial Services
Improve outcomes and organisational resilience
Workpro is a cloud-based case management system that helps you track and manage everything from wellbeing issues to breaches of the FCA’s Consumer Duty.
Our software also provides detailed reporting and auditing functionality that simplifies regulatory compliance, and ensures total visibility of your HR caseload.
- Secure
- User Friendly
- Cost Effective

Used and Trusted by:




Take Control Of Your HR case management
In the Financial Services industry, HR teams shoulder a great deal of responsibility. Like all departments, your activities are heavily regulated and every case needs to be handled in a manner that’s compliant with a wide range of standards.
You're also responsible for supporting your employees, and your ability to effectively manage a broad range of different HR case types has an immediate bearing on employee satisfaction and retention rates.
Managing all of this can be challenging, but Workpro is designed to ease some of the burden.
It acts as a secure and centralised hub for all of your HR cases – prioritising usability and efficiency for department managers and HR colleagues alike.
It also features the tools required to guarantee operational oversight and ensure that all cases are reported to the appropriate regulators where necessary.
"I don’t think the transition of the new HR structure would have been as successful without Workpro. It has been key to the success of that. We would be lost without it now!"
"The team members are absolutely delighted with Workpro. They have picked up using the system brilliantly. It is intuitive and user friendly and you can easily work through the steps."
"Compared to the emails and spreadsheets we had before, Workpro provides us with the order that we need and the focus on enquiries. Ultimately it helps us provide support to our colleagues in the business which is what we are here to do."
The Smart Way To Manage HR Cases
Anticipating The Needs Of The Financial Services Industry
You work in a dynamic environment. The introduction of new regulations can dramatically alter the way that you need to track and record cases, and there’s no shortage of emergent trends to be aware of.
From workplace bullying to inclusion or equality issues, employee engagement or breaches of the Duty: Your job demands that you maintain visibility and control over an endless stream of increasingly complex and sensitive cases.
The move to a hybrid or remote working environment only adds to the challenge. Spreadsheets or unspecialised systems simply cannot keep up with the demands placed on busy HR teams operating in the Financial Services industry.
Luckily, Workpro is cut from different cloth. Refined over the years we’ve spent working with several Ombudsman organisations and groups like TSB Bank, it's intuitive and highly-adaptable; interfacing with 3rd party HR software to provide a ‘single source of truth’ for all of your HR cases.
Workpro is also designed with compliance in mind; it creates audit trails for all cases, allows you to link related incidents and provides a wealth of customisable dashboards that can be tweaked to ensure that you can quickly create the reports needed to meet your commitments.
In fact, everything about Workpro is fully customisable – from the categorisation lists used to sort your cases, through to the form fields that frontline workers will use to record pertinent details. It’s also designed with security in mind, and is fully GDPR compliant.
If you’re looking for an all-in-one solution that’s designed to help you improve outcomes for staff and your organisation, improve operational efficiency and ease the burden of legislative compliance, we’d encourage you to get in touch today.
HR case management software
Benefits at a glance
- Eliminate inefficiencies in the handling of HR cases
- Track every case and ensure consistent handling
- Highlight risks before they become problems
- Organise important evidence and keep information secure
- Identify trends and analyse root causes for improvement initiatives.
An all-in-one solution
Get up and running quickly
- 20 configurable HR case types
- User dashboards
- Alerts and reminders
- Letter and email templates
- Standard reports library

See our software in action
Book a product overview
Book a product overview and find out why HR professionals in the financial services industry love our cloud-based HR case management software.
Designed for HR Professionals
Clear and intuitive case tracking
With a built-in standard reports library and flexible report writing tools. Well categorised data ensures accurate, meaningful reporting.
Key features
Log & track all casework
Case Capture
Quickly record all case details, however they come in - email, letter, web, phone, text or via our optional Workpro Connect portal.
20 Configurable HR Case Types
'Ready to go’ HR workflows guide users through the correct process. Configurable to match your policies.
Document Management
Store all documentation in the case record and easily bundle it for sharing. Optional PDF editing and redaction.
Respond &
resolve
Alerts & Reminders
Highly visible alerts, reminders and tasks drive action, while any vulnerabilities or risks are flagged.
Auto-populated Templates
Email and letter templates are auto-populated with case data, with seamless MS Word integration.
Case & Task Ownership
Allocate and reassign case owners for full accountability. Tasks can be manually or system-generated.
Management information
Reporting & Analysis
Built-in standard reports library and flexible report writing tools. Well categorised data ensures accurate, meaningful reporting.
Performance Monitoring
Track casework using comprehensive dashboards, case and task views, with any issues highlighted.
Quick and Advanced Search
Everything is searchable, down to document level, with flexible filtering. Linked Case or Precedent Case tags.
Security & maintenance
Access & Audit
Authorised access only, with case-level restrictions. Full audit trail. Data encryption. Single sign-on option. UK based, ISO 27001 data centres.
User Admin Tools
Key system elements are maintainable by authorised administrators. e.g. lookup lists, fields, user permissions.
Data Protection
The integral file management utility lets you manage data and records according to data protection policies.
Used and trusted globally
What our customers say
"It has been such a smooth transition from scoping, through training to launch. The system has been so well received by our case handlers. And any snagging, which there inevitably is, has been dealt with in a timely manner. It’s a big thumbs up from me!"
Stephanie Dunn, HR People Services Manager, TSB Bank.
