Documentation Index

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Working with HR and Payroll

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If you're using the integrated Cintra People solution, employee information is split between HR and Payroll. This article explains which tasks you perform in Payroll, which tasks are done in HR, and where to find help for each.

What you do in Payroll

You should perform the following tasks in the Payroll tab:

  • Processing payroll: Run payrolls, perform calculations, add salary and rates, add one-off payments and deductions

  • Managing pay-specific employee details: Add or edit pensions, benefits, sick pay schemes, costing details, and HMRC starter checklists for individual employees. See Edit employee payroll details.

  • Running payroll reports: View payroll summaries and run detailed reports on costs and payments. See Reporting.

  • Reviewing and authorising payments: See Payments.


What happens in HR

You should perform the following tasks in the HR tab:

  • Creating employees. All new employees are created in HR first, then assigned to a payroll. You cannot create employees directly in Payroll.

  • Managing personal details. Employee names, addresses, dates of birth, and contact information are edited in HR.

  • Managing employment details. Job titles, start dates, employment types, and job history are managed in HR.

  • Setting working patterns. Contracted hours, working days, and FTE are managed in HR.

  • Managing organisational structure. Teams, departments, and locations are set up and maintained in HR.

  • Managing leave. Holiday requests, absence tracking, and leave balances are managed in HR.


Quick reference: Where to edit employee information

Information type

Edit in

Help article

Personal details (name, address, date of birth)

HR

Find and edit an employee in HR

Employment details (job title, start date)

HR

Find and edit an employee in HR

Working patterns and contracted hours

HR

Find and edit an employee in HR

Salary and pay grades

HR

Find and edit an employee in HR

Payment details (bank account)

HR

Find and edit an employee in HR

Pensions

Payroll

Pension membership

Benefits

Payroll

Benefits

Costing details

Payroll

Costing details

HMRC starter checklist

Payroll

HMRC starter checklist