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 HR
You should perform the following tasks in the HR tab:
Creating employees: All new employees are created in HR, where they are also assigned to a payroll. You cannot create employees directly in Payroll.
Managing personal details: Employee names, addresses, dates of birth, and contact information.
Manage salary: Including rates and allowances.
Managing employment details: Job titles, start dates, employment types, and job history.
Setting working patterns: Contracted hours, working days, and FTE.
Managing organisational structure: Teams, departments, and locations.
Managing leave: Holiday requests, absence tracking, and leave balances.
What you do in Payroll
You should perform the following tasks in the Payroll tab:
Processing payroll: Run payrolls, perform calculations, add one-off payments and deductions
Managing pay-specific employee details: Add or edit pensions, benefits, statutory deductions, 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.
Quick reference: Where to edit employee information
As a general rule, most employee information can only be edited in the HR tab, unless it relates directly to a payroll.
Which data do you want to edit? | Which module? | Where to edit the employee’s data | Help link |
|---|---|---|---|
Personal details, including name, title, date of birth. | HR | HR > Profile > Personal > Personal Details | |
Address details | HR | HR > Profile > Personal > Personal Details | |
Payment details | HR | HR > Profile > Personal > Payment Details | |
Work patterns | HR | HR > Employee Admin > Main Details | |
Leave profile (formerly work profile) | HR | HR > Employee Admin > Main Details | |
Employment details, including employment type, start / end date, and job history. | HR | HR > Employee Admin > Employment | |
Record staff as a re-joiner or leaver | HR | HR > Employee Admin > Employment | |
Pay Point / Payroll | HR | HR > Employee Admin > Payroll Payroll > Employee > Employment & Position | This information is read only once set up. |
Salary, rates, and pay grades. | HR | HR > Profile > Employment > Salary | |
Benefits | HR and Payroll | For general recording of benefits (that don’t affect payroll), you can add these to the employee’s profile in HR > Employment > Benefits For benefits which affect a user’s pay, you must add these to the employee’s record in Payroll > Benefits. | |
Pensions | Payroll | Payroll > Pension membership | |
Costing details | Payroll | Payroll > Costing details | |
HMRC starter checklist / student loans | Payroll | Payroll > HMRC starter checklist | |
Deductions and loans | Payroll | Payroll > Deductions & Loans | |
Statutory deductions (tax, NI, student loans, court orders) | Payroll | Payroll > Statutory Deductions |