HelmDesk by Sails Software

HelmDesk: take the helm.

Requests, approvals, people and workplace operations in one place, for IT, HR, Finance and Operations teams.

Overview

What is HelmDesk?

HelmDesk is part of the Sails Software product suite. It brings requests, people, workplace and operations into one place: where employees ask for help, where approvals happen and where organizational records are kept.

At a glance
Modules
15, with 4 core modules always on
Teams
IT, HR, Finance, Operations
AI assistant
Helmsman
Sign-in
Microsoft or Google single sign-on
Capabilities

One place for how work gets done.

Service desk

Helmsman takes requests one question at a time, resolves what it can and opens a ticket with an owner for the rest. Shared queues for IT, HR, Finance and Operations, with response clocks and escalation.

Workflows and approvals

A no-code builder for approval processes, one inbox to approve, decline or ask for details, and delegation with reminders. Requesters and approvers see the same chain.

People ops

One record per person, linked to documents, letters and history. Transfers and exits take effect on a set date, and access, equipment and transport follow.

Talent, hiring and learning

Availability and allocations with a bench view, CV match scores, a hiring pipeline with interview scheduling, probation cycles and courses with expiring certificates.

Workplace, assets and operations

Room booking, asset assignment with employee acknowledgement, compliance tasks that need evidence, timesheets, licenses, repairs and an on-call roster.

Administration, AI and security

Role-based access, masked sensitive data and logged access. Helmsman answers from your own handbook and policies, on a hosted model or your own servers. Decisions stay with people.

Getting started

Four steps to go live.

  1. 01

    Connect

    Connect single sign-on and the systems you already use, such as Microsoft Entra ID, Google, greytHR and Microsoft Teams.

  2. 02

    Choose

    Switch on the modules you need. The four core modules are always on, and nothing is deleted when a module is switched off.

  3. 03

    Load

    Bring in your people, assets and policies, so Helmsman answers from your own handbook.

  4. 04

    Go live

    Employees raise requests, approvers work from one inbox and every change is logged.

Who uses it

Built for the teams that keep a company running.

Teams

ITHRFinanceOperationsManagers and approversEmployees

Integrations

Microsoft Entra IDGooglegreytHRMicrosoft TeamsEmail
FAQ

Frequently asked questions.

What is HelmDesk?

HelmDesk by Sails Software brings service desk requests, approvals, people operations and workplace operations into one place for IT, HR, Finance and Operations teams.

What does Helmsman do?

Helmsman is the HelmDesk AI assistant. It handles requests one question at a time, resolves what it can and opens a ticket with an owner for the rest. It answers from your own handbook and policies, and decisions stay with people.

Which systems does HelmDesk connect to?

Microsoft Entra ID, Google, greytHR, Microsoft Teams and email. Your HR system stays the source of record for the data it owns.

How does HelmDesk protect sensitive data?

Role-based access, encrypted and masked sensitive details, and logged access. Totals are never shown for groups of fewer than three people.

Ready when you are

See HelmDesk on your own processes.

Book a walkthrough and the Sails Software product team will show you HelmDesk using the way your teams work today.