Bankingrecruitment software

Talisman is recruitment software for banking agencies: one record for candidates and banks, regulatory reference requests tracked to completion confirmed before a placement, and approved hours running into PAYE for fixed-term cover, with umbrella and limited for day-rate contractors.

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Pick your desk

Six ways a banking agency places people. One record under all of them.

Temp
Temp banking recruitment
Shifts and cover, booked on the call and paid weekly.
See the desk →
Permanent
Permanent banking recruitment
Vacancy to placement fee on one job record.
See the desk →
Contract
Contract banking recruitment
Rates, status, extensions and self-bill.
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Shift
Shift banking recruitment
Rota patterns, bulk shifts and break rules.
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Executive Search
Executive Search banking recruitment
Retained assignments, from market map to offer.
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Multi-Desk
Multi-Desk banking recruitment
Perm, temp and contract on one shared record.
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Which desk is which

What each desk runs, and what it checks first.

Desk	What it runs	Checked before a placement	Pay and bill
Temp	Shifts and cover, booked on the call and paid weekly	Regulatory reference requests tracked to completion and AWR position, at the point of booking	Weekly, from approved timesheets, with the client invoiced in the same run
Permanent	Vacancy to placement fee on one job record	Regulatory reference requests tracked to completion and references, before the offer goes out	Placement fee on the placement, with the start date and rebate period attached
Contract	Rates, status, extensions and self-bill	Regulatory reference requests tracked to completion, plus contract status and IR35 position on the placement	Self-bill from approved hours; umbrella and limited arrangements
Shift	Rota patterns, bulk shifts and break rules	Regulatory reference requests tracked to completion, plus fatigue and break rules across the rota	Weekly pay queue built from the hours actually worked once approved
Executive Search	Retained assignments, from market map to offer	Regulatory reference requests tracked to completion at shortlist, with the assignment's confidentiality settings	Retainer milestones tracked against the assignment, then the placement fee
Multi-Desk	Perm, temp and contract on one shared record	Regulatory reference requests tracked to completion once, on the record every desk shares	PAYE for fixed-term cover, with umbrella and limited for day-rate contractors

Checks and clearances

Screened before the placement is confirmed

Regulated placements carry a screening trail. Each check sits on the candidate record with its date and its outcome, so the position is evidenced rather than remembered.

How documents and expiry work

Regulatory reference requests tracked to completion
Criminal record and credit screening where the role requires it
Right-to-work documents with expiry alerts
Professional qualifications on the candidate record

What the agents add

AI agents working on the banking desk in the background.

Sourcing Sam
Works the day's open bookings and matches candidates across every desk.
Compliance Clara
Flags regulatory reference requests tracked to completion coming up for expiry.
Timesheet Tommy
Reads submitted timesheets and preps PAYE for fixed-term cover, with umbrella and limited for day-rate contractors for review.
Growth Grace
Surfaces new bank leads worth a call.
Manager Max
Briefs the desk each morning on time to screen.

Meet the agents

Free guide · PDF

The AI Agents Guide for Banking Recruitment

Where agents help on a banking desk, and where they should not
Keeping regulatory reference requests tracked to completion current without chasing
Pay and bill: PAYE for fixed-term cover, with umbrella and limited for day-rate contractors

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Questions

Banking recruitment software questions.

Which banking desk type do I need?

Pick the desk that matches how you place candidates: Temp — shifts and cover, booked on the call and paid weekly; Permanent — vacancy to placement fee on one job record; Contract — rates, status, extensions and self-bill; Shift — rota patterns, bulk shifts and break rules; Executive Search — retained assignments, from market map to offer; Multi-Desk — perm, temp and contract on one shared record. All six run on the same record, so an agency can start with one and add another without a second system.

What checks does a banking placement need?

Regulated placements carry a screening trail. Each check sits on the candidate record with its date and its outcome, so the position is evidenced rather than remembered. The desk holds regulatory reference requests tracked to completion, criminal record and credit screening where the role requires it, right-to-work documents with expiry alerts, professional qualifications on the candidate record.

Can one system run all our banking desks?

Yes. Temp, perm, contract, shift and executive placements sit on one shared record, so a candidate the temp desk has booked is the same candidate the perm desk puts forward, with nothing re-keyed.

How is pay handled for banking candidates?

PAYE for fixed-term cover, with umbrella and limited for day-rate contractors, run from the hours approved on the timesheet, with the bank invoiced in the same straight-through run.