--- title: "Tour of the Cintra iQ layout" slug: "tour-of-the-cintra-iq-layout" updated: 2026-06-10T13:11:25Z published: 2026-06-10T13:11:25Z canonical: "help.cintra.co.uk/tour-of-the-cintra-iq-layout" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt > Use this file to discover all available pages before exploring further. # Tour of the Cintra iQ layout Once you have logged into Cintra iQ, you will be presented with the Cintra iQ home screen, from where you can access all the features and data within the system. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/PB7mjdCuyCYVeJOQkh7VQRB-RR4OvLHJig.png) ## Menu and toolbar ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/vWh6cjyXLkV0fArVkagSPXrbgsbqFSZ2Bw.png) The Cintra iQ menu at the top of the screen lets you access all the key areas of the system. To find out more, use the Cintra Help search or consult the [list of guides](/iq/docs/list-of-user-guides). The buttons below the menu will change, depending on what area of Cintra iQ you have selected: - **New**: If you have selected a [folder](/iq/docs/tour-of-the-cintra-iq-layout#folders) (e.g. jobs or personnel records), then clicking NEW will launch a wizard (step-by-step guide) to help you create a new record. See [Managing and organising records](/iq/docs/managing-and-organising-records-in-cintra-iq). - **Open**: If you have selected a record in the [navigator](/iq/docs/tour-of-the-cintra-iq-layout#navigator), this button will open it, the same as double-clicking the record. - **Save/Save All/Print/Delete**: These buttons will only be available if you have opened a record/form and made changes. - **Find**: A text search for records within the [navigator](/iq/docs/tour-of-the-cintra-iq-layout#navigator). - **Cut/Copy/Paste**: Applies only to active fields within forms you have opened. - **Batch**: Lets you [input batches of data](/iq/docs/guide-batch-input-of-payroll-data) into iQ. - **AE**: See [Automatic enrolment](/iq/docs/guide-automatic-enrolment). - **Calc(ulate)**: See [Payroll calculations](/iq/docs/how-do-i-perform-a-payroll-calculation). - **Workflow**: See [Payroll workflow](/iq/docs/guide-payroll-workflow). - **Payslip**: Open the payslip of the employee selected in the [navigator](/iq/docs/tour-of-the-cintra-iq-layout#navigator). - **R(eport) pack**: See [Report packs](/iq/docs/payroll-report-packs). - **Arch(ive)**: See [Report archive](/iq/docs/what-is-the-report-archive). - **Org (Organisations) Chart**: See [Guide: Organisation charts and posts](/iq/docs/guide-organisation-charts-and-posts) - **Email H(istory)**: See [Guide: Email notifications](/iq/docs/guide-email-notifications). - **FBI**: File by internet, which lets you [send information to HMRC](/iq/docs/guide-paying-hmrc). - **Users**: See [How do I manage users?](/iq/docs/how-do-i-manage-cintra-iq-users) ## Folders Selecting any folder will display all the contents of that folder in the Navigator. You can use Filters to control which records from that folder are displayed. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/spz1zFZaZNxlXV27cWrHwqjyFQP-vsZzUQ.png) | Folder | What is it? | More information | | --- | --- | --- | | **Employer Settings** | | | | Pay Spines | Stores and manages salary progression frameworks for grading employee pay, including automatic increments and historical pay records | [Guide: Pay spines, points, and grades](/iq/docs/guide-pay-spines-points-and-grades) | | Grades | Organises employee roles into salary bands and can link to pay spines for payment management | [Guide: Pay spines, points, and grades](/iq/docs/guide-pay-spines-points-and-grades) | | Jobs | Used for defining job titles and their associated attributes within the organisation | [Guide: Jobs](/iq/docs/guide-jobs) | | Posts | Represents individual positions or assignments, often tied to specific employees, allowing tracking of role history and changes | [Guide: Posts and post history](/iq/docs/guide-posts) | | Work Patterns | Records standard or custom working schedules (days/hours) for employees, which are used for calculating pay, absence, and leave. | [Guide: Working patterns](/iq/docs/guide-working-patterns) | | Non-Working Days | Used to track excluded dates such as bank holidays and closure days, ensuring correct calculation of leave and sickness. | [Guide: Non-working / excluded days](/iq/docs/guide-non-working-days-excluded-days) | | Company Vehicle | Manages records related to company car allocations and benefits. | [Guide: Mileage schemes](https://cintra.freshdesk.com/support/solutions/articles/204000026328-guide-mileage-schemes) | | **People** | | | | Personnel Records | Collection of employee documents, communications, and key personal information. | [Employee records section](/iq/docs/employee-records-1) | | Employment Records | Tracks employment lifecycle data such as contracts, start and end dates, and changes to employment status. | [Employee records section](/iq/docs/employee-records-1) | ## Navigator The Navigator area of the Cintra iQ home-screen displays lists of records, based on the folder selected. In addition: - You can add filters the list by clicking the ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/VJmCH8aZRNf3nWJJDmSw5Ln2-2IHBdSzRQ.png) icon. Click ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/oQXorS8UtLoqcDZ8zdgbX2bi6su0yRDmeA.png) to remove any filters. See [Guide: filters](/iq/docs/guide-record-filters). - The icons below let you build a [collection of records](/iq/docs/managing-and-organising-records-in-cintra-iq) and refresh the list. > [!NOTE] > **Note:** If you can't some records that you expect to see, you may have a filter applied. This will be shown in the bottom-right of the screen.![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/-ZoQVSHSFEawlgkZ7VY-Z4gGqU_u5Lvmfg.png) > > > > ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/Ml-Zk5_bLJf52LjeV_AIwa0atujrlGffyQ.png) ## Search ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/F5k0OEBFS8F24G1VG97Tdk7t8ciBbNOWeg.png) A text search for records within the [navigator](/iq/docs/tour-of-the-cintra-iq-layout#navigator). This works the same as the Find button at the top of the screen. ## Forms The list of forms will change, depending on which folder you have selected. Select any record in the Navigator, then click a form to view its details. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/lA9l2X4pXW1WuEalJQF-gx8h6fj-cf7udQ.png) The blue icon indicates forms that can be customised. The grey icon indicates forms that can't be customised. For more information on customising forms, speak to your Cintra representative. ## Filters / Email Notifications / Letters / Reports ### ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/hsavwt1jtYgonYLrigRuVs_YPm8Q_yNERQ.png) **Filters**: These let you identify and select common records. See [Guide: filters](/iq/docs/guide-record-filters). **Email Notifications**: See [Guide: Email notifications](/iq/docs/guide-email-notifications) **Letters**: [Guide: Letters](/iq/docs/introduction-to-letters) **Reports**: See [Guide: User-defined reports](/iq/docs/guide-user-defined-reports) and [How do I generate listing and payroll reports?](/iq/docs/how-do-i-generate-listing-and-payroll-reports)