Essentials: Setup guide

You should have completed the steps in the Leave: Setup guide before starting the steps below.

Categories & Fields Configuration

A Category is a section within an HR Process and Fields make up the data within the Category. Categories are grouped by the HR Processes supported in Cintra People HR - Personal, Employment, Performance, Learning & Assets. Every employee has access to these categories by using the navigation bar on the side menu.

Go to Profiles > Admin & Config > Categories: Records & Fields. 

Take a look through your current Employee Profile Categories & Fields to ensure you have the fields and security you require. It is important to do this as a first step, especially if you go on to add Employees and Field information using the CSV import as the CSV reflects your configuration.

Take a look at our support articles on Categories and Field Configuration and Employee Profiles for more information. 

Company Document Types

Company Documents are documents or files that are related to the company and can be shared by all employees, or at a team level. A Company Document can be a file, link or note that you wish to make available to multiple employees for acknowledgement.

Go to Company Docs > Config.

Company Documents can be categorised by Company Document Types for ease of access and navigation. We've set up some default Types - Company Policies, Office Documents, HR Documents & Employee Templates. Feel free to use these if they work for you, or alternatively create your own. You can add as many as you need and access is controlled within each Company Document Type. For more information, take a look at our support article on Company Documents. 

Work Profiles

Please note that only HR Managers & Admins have access to add and update Work Profiles.

Go to Leave > Admin & Config > Work Profiles. 

The Work Profile defines the working hours and allowances for a group of Employees. Every Employee must belong to a Work Profile, you may only need one for your organisation or you may need multiple to cater for all eventualities. 

For more info, see Work Profiles.

Checklists

Cintra People HR’s Checklist feature lets you set up clear actions to take to complete key processes across your business. You can also use these to set up workflow automation for Joiners and Leavers Checklists. 

If you would like to see more information on how Checklists work and how to configure these, please take a look at our Checklist Guide.

Reporting

Cintra People HR has reporting for both Employee Profile information and Leave reporting. The HR Reports match your Employee Profile configuration, allowing you to report on exactly what you choose to keep in Cintra People HR. The Leave Reports allow you to look into all types of absence across the Company, by Team or Individual. You can view these in a series of tables, charts or exports.

We have a guide for HR Reporting and an additional guide on Leave Reports. *

Notifications

Cintra People HR notifications allow you to stay in control of all dates your store within Employee Profiles, Employee Records or Company Documents. Set Notifications so you always know when the next Performance Review is, when a Record needs reviewing or when an Employee is reaching their employment anniversary.

This Notifications Guide will take you through how to configure date Notifications across the system.