Throughout Cintra People HR, you will see references to both “Employee Profile” and “Employee Admin”.
Employee Profile stores detailed employee data and records.
Employee Admin manages employee settings, access, roles, and organisational configurations.
Finding an employee
Employee Directory
You can locate employees through the Employee Directory. This is available to all users.
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Profile
For users with HR and admin permissions, you can search for employees using the Employee Finder within the Profile section. To do this:
Select Profile in the side menu.
Type the name of the employee into the search box.
Select the name of the employee from the list of matching names.
Their profile and you can start viewing / editing their profile.
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Organisation
HR and admin users can also locate users within the Organisation section. To do this:
Select Organisation in the side menu.
All employees are listed under the Employees tab. You can edit any user by clicking their edit icon -
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Alternatively, click the Employees tab then:
Select whether the user is joining, active, former, or active.
You can filter the list of employees by selecting their division / team, or by entering part of their name and clicking Search.
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Once you’ve selected an employee, you can starting making admin changes to them.
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Editing an Employee Profile
Each employee has a profile which contains all the HR data about the employee. You can also select Employee admin to change their settings, roles etc.
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Above the user’s name and profile picture, a series of tabs let you record information about the user. When you select a tab, further tabs will appear in the area below. All these tabs will have the following sub-tabs:
Within the Audit tab, you can view all the changes that have been made to the employee’s record. It is read only.
Within the Records tab, you can view, create, or upload additional information about the employee. See Create an employee record from a template.
To change which fields are available in an employee’s profile, see Set up categories and fields.
Personal tab
Within the Personal details tab, you will find:
Personal details including names, addresses, contact numbers, and an “About me” bio.
Additional information including gender, pronouns, nationality, NI number, ethnicity and languages.
Medical history
Within the Contacts tab, you can access information about dependents, next-of-kin, and emergency contacts.
Within the Payment details tab, select whether the user is to be paid by cash, cheque, or by entering their banking details (sort code and account number).
Employment tab
Within the Work details tab, you can edit the user’s employee number, type, job title, start / end dates, work location, and other work contact details. Editing some of this information will take you to the Employee admin section.
The Salary tab lets you manage an employee’s salary, allowance, rates, and pay grades. For more information, see Complete employee setup in Payroll.
The Job History and Rights to Work tabs let you add further information and upload relevant documents.
The Benefits tab lets you record any additional benefits relating to the employee. However, if you are adding any benefit information that can affect payroll, such as pensions or other Benefits in Kind, you should do this in the Payroll tab. See Complete employee setup in Payroll.
The Discipline tab lets you record any disciplinary or grievance information.
Performance tab
The tabs within Performance relate to the employee’s reviews and performance. You can also record the employee’s competencies here.
Learning tab
The tabs within the Learning tab let you record all courses and qualifications belonging to the employee.
Assets tab
This tab lets you record any assets (such as equipment) that have been loaned to or are being used by the employee.
Employee admin
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To access employee admin from an employee profile, click Employee Admin.
To return to an employee’s profile from employee admin, select Options, then Open Employee Profile.
For more information, see this Admins and HR Managers topic.