How HR and Payroll work together

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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 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

Edit an employee profile

Address details

HR

HR > Profile > Personal > Personal Details

Edit an employee profile

Payment details

HR

HR > Profile > Personal > Payment Details

Edit an employee profile

Work patterns

HR

HR > Employee Admin > Main Details

Assign work patterns to employees

Leave profile (formerly work profile)

HR

HR > Employee Admin > Main Details

Changing an employee’s leave profile

Employment details, including employment type, start / end date, and job history.

HR

HR > Employee Admin > Employment

Edit an employee profile

Record staff as a re-joiner or leaver

HR

HR > Employee Admin > Employment

Process leavers (offboarding)

Archived employees

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

Edit an employee profile

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.

Edit an employee profile

Benefits: Where to enter each type of benefit

Pensions

Payroll

Payroll > Pension membership

Pension membership

Costing details

Payroll

Payroll > Costing details

Costing details

HMRC starter checklist / student loans

Payroll

Payroll > HMRC starter checklist

HMRC starter checklist

Deductions and loans

Payroll

Payroll > Deductions & Loans

Deductions and loans

Statutory deductions (tax, NI, student loans, court orders)

Payroll

Payroll > Statutory Deductions

Tax

National insurance

Student loans

Court orders