Morgans | From HR hassles to seamless professionalism

Morgans’s story

The lowdown

Morgans is a dedicated financial advisory business offering a range of financial services to both private and public clients. Steve Goodwin, the Director of Morgans Employee Benefits, leads a dedicated team focused on Group Risk and Health Benefits. As their business expanded, Steve faced growing pains and compliance and data management issues made a robust HR solution essential.

We recently had a great conversation with Steve about how our platform has positively impacted Morgans’ HR processes, enhancing both professionalism and efficiency for the business.

Life before Employment Hero

Before making the switch to our platform, compliance issues and employee onboarding were major pain points, with staff information scattered across multiple locations.

Steve recalls the frustration: “From our perspective, we didn’t have one person with a dedicated IT or HR function… as the main business spun off into smaller individual companies, that function no longer existed.”

This disjointed approach led to delays in critical business actions and created an unprofessional image that could have a negative impact on the business. Steve and his team knew something had to change.

The struggles of inefficient data storage

For Morgans, the lack of a centralised data storage system was a significant obstacle. Steve remembers the difficulties: “When we were recently reviewing some staff files, I realised that some line managers were holding their own staff folders in separate locations, so if we needed to do a staff review, we were having to search in multiple places. Important information could easily be overlooked.”

Overhauling holiday planning

Leave management was another area in dire need of improvement. Morgans’ previous process involved employees requesting leave from their line manager and then marking their days off on an office calendar. A separate staff member would track entitlements and leave taken on a spreadsheet—a system ripe for errors and miscommunication.

“Our processes were out of date and things had to change,” Steve admits. “I wanted to make sure we had an easy way to evidence what leave staff had due to them, including any leave carried over from the previous year.”

Employment Hero to the rescue

Since adopting our platform in November, Morgans has seen a significant improvement in their HR processes.

“Having something like Employment Hero, you can add a degree of professionalism while also meeting your compliance requirements and accessing staff data quickly.”

Company-wide transparency

Morgans has achieved a new level of transparency across the business, allowing directors to send staff documents, handbooks and check certifications with ease. Now, directors receive digital confirmation that employees have read company documents, ensuring compliance and up-to-date employment information.

Improved manager responsibility

The introduction of our platform also brought about much-needed improvements in holiday approval procedures. Previously plagued by communication breakdowns, Morgans’ directors have now delegated holiday approval to line managers, distributing responsibility and reducing the burden on individual staff members. This shift has helped streamline operations and improve overall efficiency.

Streamlined data storage saves time and money

Steve recognised that Morgans needed a degree of professionalism while also achieving speed in sourcing data. With our platform, employees can quickly locate relevant information, saving both time and money.

Steve reflects on the impact:

“I needed to look for something the other week, and I spent 90 minutes searching for it in the system. My charge-out rate is £300 per hour, so it cost the company £450 for me to find that one document because it was misfiled. Employment Hero costs us £100 a month; it only takes a few instances like that to pay for itself.”

The impact? Efficiency and empowerment.

With streamlined operations, Morgans now manages HR tasks effectively, allowing them to focus on strategic growth. The commitment to efficient onboarding and data management continues to drive their success.

Morgans can now effectively manage their employees with ease, eliminating the stress of remembering every detail. Directors can easily allocate tasks to the right people, promoting a system of collective responsibility.

If you’d like to learn more about how we can help your business and be there for you as you scale – speak to one of our business specialists today.

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