Contact us Request a demo
Contact us Request a demo
Contact us Request a demo
Contact us Request a demo
Contact us directly on +44 (0)131 449 7071

HR CASE MANAGEMENT FOR FINANCIAL SERVICES

Improve outcomes and organisational resilience

See it in action
financial-services-hr-2

Used and Trusted by:

finance-logos-1-tsb
NHS Digital
finance-logos-5-hastings-insurance_
North East Ambulance Service
finance-logos-2-spire
Barking, Havering and Redbridge NHS Trust
Untitled design
Arqiva

Take Control Of Your HR case management

HR teams operating in the financial services industry tend to shoulder a great deal of responsibility. 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.

Workpro is designed to streamline your case management process and de-risk any employee issues. Intuitive and highly-adaptable, it acts as a secure hub for your HR cases, ensures all cases are handled effectively, and provides the in-depth reporting needed to maintain full oversight.

tsb-logo-v2

"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."

HR
UK
Financial Services

Burtons

"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."

HR
UK
Manufacturing

patient-ombudsman-logo-v2

"Workpro is easy for our team to navigate. The product is also highly customizable, allowing us to reflect how we want our workflows to operate within the system."

Complaints
Canada
Healthcare

lgsco-logo-v2

"The Workpro team supported us to make our system as straightforward and simple to use as it can be, yet flexible enough to adapt to our changing business needs."

Complaints
England
Ombudsman

Smart HR Case Management

Configurable software that supports your processes

Eliminate inefficiencies and improve productivity

Capture and manage HR cases from a centralised platform – equipped with the configurable workflows, templates, alerts and reminders required to streamline case management and deliver consistent outcomes. Workpro is designed to support your team, and take the pain out of day-to-day tasks.

Stay on top of your caseload

For managers charged with monitoring performance and improving HR service to the business, Workpro provides flexible dashboards, the ability to assign cases and tasks for optimal resource utilisation, and a full suite of reporting tools that enable you to analyse trends and identify the root cause of persistent issues.

Woman sitting at a desk using a laptop

Ensure compliant case handling

Workpro is designed to ensure that all HR cases are handled in-line with relevant law and agreed process. Easily categorise issues for FCA regulatory reporting,  gather and organise important evidence in case files, restrict access to sensitive data, and maintain a full audit trail of every action taken. 

Putting you in control

Workpro can be configured to suit the needs of your business. Every workflow, automation, dashboard and report can be customised to ensure full alignment with your processes, and our team is always on hand to ensure that you are fully-equipped to take advantage of our software’s feature-set.

An all-in-one solution

Key Features

  • 20 configurable HR case types
  • User and team dashboards
  • Alerts and reminders
  • Auto-populated letter and email templates
  • Standard reports library
  • UK based cloud hosting
Read more about Workpro Features

Workpro Connect for HR

Optional HR Case Portal

Workpro Connect is an optional module for your main Workpro HR system.

It is a self serve case portal that ensures line managers have the tools and information they need to manage their team's cases the right way - with support from the central HR team as needed.

Read about Workpro Connect for HR

Prefer to watch a video?

Workpro Explained In 4 Minutes

We are an employee-owned organisation and our team provide customers with individual service. Find out more in this short video.

Clear and intuitive HR case tracking

Key features

Workpro HR software is cloud hosted in secure, UK based data centres. It can be used 'out-of the box' but is also highly flexible, customisable and scalable.

Log & track all casework


  • Efficient case capture tools
  • Task and case assignment
  • Alerts and reminders
Log & track all casework

Respond & resolve


  • 20 configurable HR case types
  • Document management
  • Auto-populated templates
Respond & resolve

Management information


  • Comprehensive dashboards
  • Standard and adhoc reports
  • Flexible search and filtering
Management information

Security & maintenance


  • Full audit trail 
  • System admin tools
  • Data protection 
  • Secure UK based hosting
Security & maintenance
Read more about Workpro Features
Woman making a call on a mobile phone

See our software in action

Book a live overview

Book a product overview and find out why HR professionals love our cloud-based HR case management software.

Book your live overview