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Financial Sector

All-In-One software for Financial Sector Workforce Management. Developed for Time and Attendance, Absence Management, Employee Scheduling and much more.

Financial Industry image
  • · •Automate Time and Attendance
  • · •Improve Payroll Accuracy
  • · •Manage Absences of all types
  • · •Build Work Schedules
  • · •Increase Transparency
  • · •Ensure Legislative Compliance

Financial services including banks, credit unions, insurance, accountancy, stock brokers and credit card companies are using Softworks Workforce Management (WFM). Our technology assists them to plan, schedule and manage their workforce while controlling and reducing associated costs.

Our software for Financial Workforce Management is a complete solution for managing and automating Time & AttendanceFlexible & Remote WorkingActivity Recording & Project TrackingEmployee SchedulingLegislative ComplianceLeave & Absence Management and Training & Skills Tracking.

Softworks solutions give Financial companies a clear picture of workforce activity through detailed Dashboards, KPIs and over 1000 Reports and event-driven Alerts. They get complete control and transparency concerning their workforce and associated costs. Managers receive real-time workforce data and make instant decisions based on those insights.

Benefits of Workforce Management Systems

  • Track employee Training and Certification like EFPA in the EU or CFA in the USA.
  • Implement Access Control to your building or sensitive areas.
  • Streamline data to Payroll and increase accuracy by eliminating manual entry errors.
  • Eliminate errors associated with paper-based scheduling and timesheets.
  • Ensure compliance with employment legislation and Health and Safety regulation.
  • Integrate with all leading ERP and Payroll Systems.
  • Reduce operating costs and increase productivity.
Screenshot of Softworks Workforce Management Software together with Softworks Self-Service App shown on mobile, and Facial Recognition Clocking Device next to it.

Areas We Help


Time and Attendance

Build a clear picture of employee time through detailed dashboards and reports. Reduce Payroll expenses through accurate time records and the identification of hidden costs.

Employee Scheduling

Manage and optimise rosters across the entire organisation. Enable effective staff scheduling and management across all job functions. Show accurate costing for the allocation, including premium rates or any overtime rules.

Absence Management

Manage sick leave, annual leave, maternity, parental, adoptive, carers and force majeure in a simple and efficient way. Reduce costs, save time and improve efficiency with a streamlined leave management process.

Employee Clocking Terminals


Employee Self-Service Portal and Mobile App

Employee Self-Service App enables employees to check rosters, clock in and out, request holidays, manage personal information and much more. Available on mobile or desktop.

HR Management

Securely store and manage employee information like personal or employment details using the Softworks HR module. Alternatively, integrate with your existing HR system.

Skills Management

Complete management solution to track employee Training and Certification like EFPA in the EU or CFA in the USA. Identify training needs and manage employee learning requirements. Includes automated alerts when employee certs or training are due to expire.

Action Manager

A single screen that allows managers to act upon any outstanding tasks, such as holiday requests, missed clocking and overtime approval.

Legislative Compliance

Our easy-to-use legislative compliance feature helps you ensure compliance with country-specific employment legislation and H&S regulation.

Available Clocking Systems

What We Do – The Softworks Story…

From Time and Attendance Tracking to a complete Workforce Management Solution…

What we have gained is better rostering, better control, comprehensive records, better reports and functionality to make changes or to test if proposed changes would work.

Bon Secours Health System

The automatic and to the minute Flexitime calculations and the automatic holiday calculations for employees have significantly reduced administration and manual tasks.


The System allows us to operate at multiple sites with the data being transferred to a central server.

Newbrook Nursing Home

Softworks has had a tremendous impact on the organization’s ability to be more efficient with time tracking, reporting, legislative compliance around confidentiality and privacy, and have better business outcomes.

Aids Committee of Toronto

Team leaders appreciate the fact that they can now plan more easily and that it’s much simpler to manage holidays and flexitime for their teams.

Fusion Antibodies

Employees find Softworks very user-friendly, they like the fact it’s easy to navigate and it’s updated in real-time, being able to check their clock cards and track actual time worked and bank time in lieu.

Aran Biomedical

Overall we are very happy with Softworks as it provides a much quicker and more accurate way of controlling everything from clock-in to wages payout and storing personnel information.


Request a free Demo!

Take the first step towards a complete workforce management solution. Talk to us today!