Case Study: Morgans achieves streamlined HR and compliance with Employment Hero

A Employment Hero Case Study

Preview of the Morgans Case Study

Morgans champions professionalism with Employment Hero

Morgans, a financial advisory business, needed a better way to handle compliance, employee onboarding, and staff information management. With no dedicated HR or IT function, documents, contracts, policies, and leave records were scattered across multiple locations, making it difficult for directors to find key information quickly and manage holiday approvals efficiently.

Using Employment Hero, Morgans streamlined HR processes by centralising staff data, improving transparency, and digitising onboarding, document acknowledgements, certifications, and leave approvals. The result was a more professional, compliant, and efficient operation, with measurable time savings: one misplaced document took 90 minutes to find, costing about £450 in chargeable time, while Employment Hero costs only £100 per month and quickly paid for itself.


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Morgans

Steve Goodwin

Director


Employment Hero

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