# Cintra

> Knowledge base documentation for Cintra.

## Cintra People

- [Getting started with Cintra People](https://help.cintra.co.uk/docs/getting-started-with-cintra-people.md)
- [What is Cintra People?](https://help.cintra.co.uk/docs/what-is-cintra-people.md): Manage employee information and HR processes seamlessly with Cintra People Payroll and HR. Access payslips, request holidays, and maintain records securely.
- [Moving from Payroll to integrated HR+Payroll](https://help.cintra.co.uk/docs/moving-to-integrated-payroll.md)
- [Sign in to Cintra People](https://help.cintra.co.uk/docs/sign-in-to-cintra-people.md)
- [Navigating around Cintra People](https://help.cintra.co.uk/docs/navigating-around-cintra-people.md)
- [Getting started as an employee](https://help.cintra.co.uk/docs/cintra-people-for-employees.md)
- [Browsing the employee directory](https://help.cintra.co.uk/docs/directory.md)
- [Help and support](https://help.cintra.co.uk/docs/help-and-support.md)
- [Moving from cintra.cloud to cintrapeople.com](https://help.cintra.co.uk/docs/moving-from-cintra-cloud-to-cintra-people.md): Cintra People is moving to a new web address. Update your bookmarks and saved logins to ensure seamless access to your account and data.
- [My account and security](https://help.cintra.co.uk/docs/my-account-and-security.md)
- [Change your password](https://help.cintra.co.uk/docs/change-your-password.md)
- [Forgot your password?](https://help.cintra.co.uk/docs/forgot-your-password.md)
- [Setting up multi-factor authentication (MFA)](https://help.cintra.co.uk/docs/setting-up-multi-factor-authentication-mfa.md)
- [Change your authentication method](https://help.cintra.co.uk/docs/changing-your-authentication.md)
- [Account preferences and daily digest emails](https://help.cintra.co.uk/docs/account-preferences-and-leave-daily-digest-emails.md): Configure your Cintra People HR preferences, including notifications, digest emails, and security settings, tailored to your user role.
- [Offline notifications](https://help.cintra.co.uk/docs/offline-notifications.md)
- [Customising the dashboard](https://help.cintra.co.uk/docs/customising-the-dashboard.md)
- [Update your personal details](https://help.cintra.co.uk/docs/change-your-phone-number-and-other-details.md)
- [Setting up and using passkeys](https://help.cintra.co.uk/docs/setting-up-and-using-passkeys.md): Passkeys offer a secure, fast login alternative to traditional passwords, using biometrics or PINs for easy access across devices.
- [Employees](https://help.cintra.co.uk/docs/employee-management.md)
- [Understanding employees and users](https://help.cintra.co.uk/docs/how-employee-management-works-integrated-help.md)
- [Manage the employee directory](https://help.cintra.co.uk/docs/manage-the-employee-directory.md): Access the Cintra People HR Directory to view employee details, manage roles, and customise columns for enhanced organisational insights.
- [Manage employees](https://help.cintra.co.uk/docs/add-an-employee-to-hr.md)
- [Guide to managing employees in HR and Payroll](https://help.cintra.co.uk/docs/adding-a-new-employee-end-to-end.md)
- [Add new employees individually](https://help.cintra.co.uk/docs/adding-new-employees.md): Learn how to add employees to Cintra People HR, from individual entries to bulk uploads, and configure their profiles efficiently.
- [Complete employee setup in Payroll](https://help.cintra.co.uk/docs/payroll-tasks-after-adding-an-employee.md): Manage employee payroll details, including pensions, benefits, and HMRC checklists, ensuring accurate data and compliance in your HR system.
- [Bulk import employees](https://help.cintra.co.uk/docs/adding-new-employees-in-bulk.md): Easily add employees in bulk or one at a time using CSV uploads in Cintra People HR. Streamline your onboarding process today!
- [Find an employee in HR](https://help.cintra.co.uk/docs/find-and-edit-an-employee-in-hr.md)
- [Edit an employee profile in HR](https://help.cintra.co.uk/docs/edit-an-employee-profile.md)
- [Process leavers (offboarding)](https://help.cintra.co.uk/docs/processing-leavers-offboarding.md): Streamline your employee offboarding process with essential steps to revoke access and manage actions efficiently before archiving former employees.
- [Archive employees](https://help.cintra.co.uk/docs/archived-employees.md): Learn how to archive employees to save licenses, access their data later, and restore them when needed in your organisation's HR system.
- [Delete a user](https://help.cintra.co.uk/docs/deleting-users-and-teams.md)
- [Manage teams](https://help.cintra.co.uk/docs/manage-teams.md)
- [Creating, importing, and editing teams](https://help.cintra.co.uk/docs/setting-up-editing-teams.md): Learn how to create, edit, and manage teams in Cintra People HR, including roles, approvals, and team structures for effective organisation.
- [Setting up virtual teams](https://help.cintra.co.uk/docs/setting-up-virtual-teams.md): Create Virtual Teams for cross-departmental projects and complex approval flows, enhancing collaboration and efficiency in your organisation.
- [Deleting a team](https://help.cintra.co.uk/docs/deleting-a-team.md)
- [Bulk employee updates](https://help.cintra.co.uk/docs/bulk-employee-updates.md)
- [Backfill employee numbers](https://help.cintra.co.uk/docs/employee-numbers-backfill-tool.md): Efficiently allocate Employee Numbers with the Backfill Tool, ensuring consistency and order for all employees, including archived ones.
- [Bulk update employee profile fields](https://help.cintra.co.uk/docs/bulk-update-employee-profiles-profile-fields.md): Update employee profiles in bulk with our powerful CSV tool. Easily manage data in Cintra People HR using Google Sheets or Excel.
- [Bulk update employee profile tables](https://help.cintra.co.uk/docs/bulk-update-employee-profiles-profile-tables.md): Update employee profiles in bulk with our powerful CSV tool. Ensure accurate data management in Cintra People HR with easy-to-follow steps.
- [Employee templates and AI tools](https://help.cintra.co.uk/docs/employee-record-generation.md)
- [Create an employee record from a template](https://help.cintra.co.uk/docs/using-employee-record-templates.md)
- [Bulk creating employee records](https://help.cintra.co.uk/docs/bulk-employee-record-creation.md): Streamline your HR process with the Bulk Employee Record Creation tool, allowing you to generate multiple employee records and salary review letters effortlessly.
- [Managing employee record templates](https://help.cintra.co.uk/docs/creating-employee-record-templates.md): Streamline employee record creation with templates in Cintra People HR. Upload, map data, and easily manage documents like contracts and reviews.
- [AI content generation: Employee records](https://help.cintra.co.uk/docs/ai-content-generation-employee-records.md): Create and edit Company Documents and Employee Records effortlessly with our AI Content Generation tool. Streamline your documentation process today!
- [Setup and config](https://help.cintra.co.uk/docs/hr-configuration.md)
- [Employee profiles](https://help.cintra.co.uk/docs/employee-profiles.md): Manage employee data efficiently with customisable profiles, mandatory fields, and self-service access in Cintra People HR. Streamline your HR processes today!
- [Employee numbers](https://help.cintra.co.uk/docs/employee-numbers.md)
- [Set up categories and fields](https://help.cintra.co.uk/docs/categories-fields.md): Learn how to create Categories & Fields in Cintra People HR to manage employee records effectively, ensuring proper security and access settings.
- [Edit categories and fields](https://help.cintra.co.uk/docs/making-changes-to-categories-fields.md): Edit, delete, and restore Categories & Fields easily. Manage security access and move Sub Categories for better organisation in your admin profile.
- [Linked fields](https://help.cintra.co.uk/docs/linked-fields.md): Learn how to create Linked Fields in Employee Profiles to display up-to-date data like Salary from Job History tables with enforced sort order.
- [Org charts](https://help.cintra.co.uk/docs/configuring-your-org-chart.md): Build and configure your Org Chart in Cintra People HR by adding employees and setting reporting lines for effective team management.
- [Office locations](https://help.cintra.co.uk/docs/office-locations.md): Manage your Office Locations and Zones for employees, enhancing visibility and capacity planning in your organisation's Directory and Onboarding Portal.
- [Leave](https://help.cintra.co.uk/docs/time-off.md)
- [View your leave](https://help.cintra.co.uk/docs/leave-overview-dashboard.md): Manage your leave effortlessly with Cintra People HR. View approvals, allowances, and team calendars for a clear overview of your holiday and sickness leave.
- [Request leave](https://help.cintra.co.uk/docs/request-leave.md): Learn how to request leave in Cintra People HR, including selecting dates, types of leave, and submitting your request for approval.
- [Time off in lieu (TOIL)](https://help.cintra.co.uk/docs/time-off-in-lieu-employee-training-guide.md): Learn about Time Off in Lieu (TOIL) and how to claim and use compensatory time off for extra hours worked in your organisation.
- [Report sickness and return to work](https://help.cintra.co.uk/docs/report-sickness-and-return-to-work.md): Report your sickness easily through Cintra People HR, manage leave requests, and submit return forms to keep your workplace informed.
- [Edit or cancel my leave requests](https://help.cintra.co.uk/docs/edit-cancel-my-leave-requests.md)
- [Overlapping requests](https://help.cintra.co.uk/docs/overlapping-requests.md): Manage leave and sickness requests seamlessly, even when dates clash. Learn how to amend or override requests for smooth workflow adjustments.
- [Manage employee leave](https://help.cintra.co.uk/docs/manage-employee-leave.md): Manage leave and sickness requests efficiently in Cintra People HR. Approve or reject requests and control who can submit them for your team.
- [Leave profiles (formerly work profiles)](https://help.cintra.co.uk/docs/work-profiles.md)
- [Guide: Leave profiles](https://help.cintra.co.uk/docs/guide-leave-profiles.md)
- [Create and edit leave profiles](https://help.cintra.co.uk/docs/work-profiles-allowances-working-hours.md): Learn about Work Profiles in Cintra People HR, which manage Leave & Sickness settings, working hours, and employee entitlements effectively.
- [Full and part-time equivalent leave profiles](https://help.cintra.co.uk/docs/work-profiles-full-part-time-equivalents.md): Set up part-time employee allowances with pro-rated entitlements using Cintra People HR. Create and manage Work Profiles efficiently for diverse working patterns.
- [Deleting and restoring leave profiles](https://help.cintra.co.uk/docs/deleting-and-restoring-work-profiles.md): Understand Work Profiles for managing Leave & Sickness settings, employee hours, and allowances in Cintra People HR. Customise for diverse employment terms.
- [Changing or moving leave years](https://help.cintra.co.uk/docs/changing-or-moving-leave-years.md): Understand Leave Years, their start months, and how to adjust allowances for Work Profiles effectively in your organisation's leave management.
- [Changing leave profiles during a leave year](https://help.cintra.co.uk/docs/changing-work-profiles-midway-through-a-leave-year.md): Learn how to adjust employee Work Profiles and allowances effectively, ensuring accurate leave entitlements and smooth transitions in your organisation.
- [Changing an employee's leave profile](https://help.cintra.co.uk/docs/how-do-i-change-an-employees-work-profile.md): Learn how to configure Work Profiles for Leave & Sickness settings, including changes and employee management, to optimise your workforce effectively.
- [Length of service](https://help.cintra.co.uk/docs/length-of-service.md): Length of Service rewards employees based on their tenure. Learn how to configure allowances and entitlements effectively for your organisation.
- [Rounding controls for pro-rata allowances](https://help.cintra.co.uk/docs/rounding-controls-for-pro-rata-allowances.md): Learn why rounding is crucial for leave allowances, especially for new hires, and explore pro-rata options and rounding methods for HR managers.
- [Work patterns](https://help.cintra.co.uk/docs/working-patterns.md)
- [Guide: Work patterns](https://help.cintra.co.uk/docs/guide-work-patterns.md)
- [Create work patterns](https://help.cintra.co.uk/docs/create-work-patterns.md)
- [Edit and delete work patterns](https://help.cintra.co.uk/docs/edit-and-delete-work-patterns.md)
- [Assign work patterns to employees](https://help.cintra.co.uk/docs/assign-work-patterns-to-employees.md)
- [Leave configuration](https://help.cintra.co.uk/docs/leave-configuration-1.md)
- [Configuring leave and sickness types](https://help.cintra.co.uk/docs/configuring-leave-sickness-types.md): Learn about Leave & Sickness Types, their configurations, and how they impact employee allowances and reporting in your organisation.
- [Managing public holidays](https://help.cintra.co.uk/docs/managing-public-holidays.md): Configure Public Holidays effortlessly with Cintra People HR. Import, add, or delete profiles to manage non-working days for your employees effectively.
- [Setting up approvers](https://help.cintra.co.uk/docs/setting-up-approvers.md): Set up Approval Flows in Cintra People HR for teams or individuals, streamlining leave, sick, and TOIL requests with ease.
- [Set up part-time employees](https://help.cintra.co.uk/docs/how-to-set-up-part-time-employees.md): Learn how to configure Part Time employees' leave and work profiles in Cintra People HR for accurate annual leave and rota management.
- [Compulsory days](https://help.cintra.co.uk/docs/compulsory-days.md): Configure Compulsory Leave and Work Days for employees, ensuring smooth scheduling and compliance with business requirements. Manage leave requests effectively.
- [Recurring requests](https://help.cintra.co.uk/docs/recurring-requests.md): Streamline leave management by enabling recurring requests for various leave types, making approvals easier for managers and saving time for employees.
- [Request attachments](https://help.cintra.co.uk/docs/request-attachments.md): Set mandatory or optional attachments in Appogee Leave for requests, ensuring users provide necessary documents for approvals and compliance.
- [Configuring return to work from sickness](https://help.cintra.co.uk/docs/configuring-return-to-work-from-sickness.md): Configure a Return to Work process for employees post-sickness, ensuring smooth communication with managers and efficient report closure.
- [Email templates](https://help.cintra.co.uk/docs/email-templates.md)
- [Leave management](https://help.cintra.co.uk/docs/leave-admin.md)
- [Backfill leave](https://help.cintra.co.uk/docs/backfill.md): HR Managers can record leave without approval, while Team Managers can backfill requests manually or in bulk. Learn the process for efficient leave management.
- [Enabling event driven allowances like jury service or maternity leave](https://help.cintra.co.uk/docs/event-driven-allowances.md): Learn about Event Related Absences in Cintra People HR, including maternity, bereavement, and jury service leave types and how to manage them effectively.
- [Preparing for a new leave year](https://help.cintra.co.uk/docs/how-to-prepare-for-a-new-leave-year.md): Ensure a smooth transition into the new Leave Year by managing allowances, carry over, and public holidays effectively for your employees.
- [Carrying over leave allowance](https://help.cintra.co.uk/docs/what-is-carry-over.md): Manage Carry Over in Work Profiles to automatically transfer unused leave allowances. Check settings and configure expiry for efficient leave management.
- [Time off in lieu (compensatory time)](https://help.cintra.co.uk/docs/time-off-in-lieu-compensatory-time.md): Learn about TOIL (Time Off in Lieu) and how employees can manage compensatory time requests through Cintra People HR for better leave tracking.
- [iCal team calendars](https://help.cintra.co.uk/docs/ical-team-calendars.md)
- [Team calendar](https://help.cintra.co.uk/docs/team-calendar.md): Manage your team's time off with Cintra People HR's Team Calendar, offering visibility and transparency for all employees. Set access and leave types easily.
- [Leave allowances](https://help.cintra.co.uk/docs/leave-allowances.md)
- [Allowance allocation](https://help.cintra.co.uk/docs/how-allowance-is-allocated.md): Explore Cintra People HR's Leave Allowance configurations, including pro-rated and Length of Service options, to optimise employee leave management.
- [When do accruals take place?](https://help.cintra.co.uk/docs/when-do-accruals-take-place.md): Manage accruals in Cintra People HR with flexible schedules: weekly, fortnightly, monthly, or twice a month. Set your preferences easily today!
- [New starter allowance](https://help.cintra.co.uk/docs/new-starter-allowance.md): Set up employee Annual Leave allowances accurately with pro-rated options and rounding methods to ensure fair leave entitlements for new starters.
- [Manually adjusting an employee's allowance](https://help.cintra.co.uk/docs/manually-adjusting-an-employees-allowance.md): Manage employee allowances effectively with automatic adjustments, manual edits, and TOIL settings to ensure accurate entitlements throughout the Leave Year.
- [Bulk adjust allowances](https://help.cintra.co.uk/docs/bulk-adjust-allowances.md): Update employee allowances efficiently with the Bulk Adjust Allowances tool. Export, edit, and re-upload CSVs for seamless HR management.
- [Adjust allowance range](https://help.cintra.co.uk/docs/adjust-allowance-range.md): Update employee leave allowances easily by changing the start month and using the Allowance Range tool to calculate new periods and balances.
- [Unlimited leave allowance](https://help.cintra.co.uk/docs/unlimited-leave-allowance.md): Enable unlimited leave for employees by adjusting Work Profile settings. Remove leave allowances for a flexible PTO policy that enhances workplace satisfaction.
- [HR ](https://help.cintra.co.uk/docs/cintra-people-hr.md)
- [About Cintra People HR](https://help.cintra.co.uk/docs/getting-started-with-hr.md)
- [Overview of HR functionality](https://help.cintra.co.uk/docs/overview-of-hr-functionality.md)
- [Cintra People HR versions](https://help.cintra.co.uk/docs/cintra-people-hr-versions.md)
- [Glossary of key HR terminology](https://help.cintra.co.uk/docs/appogee-leave-glossary-of-terms.md)
- [Cintra People HR mobile apps](https://help.cintra.co.uk/docs/cintra-people-mobile-apps.md)
- [AI in Cintra People HR](https://help.cintra.co.uk/docs/ai-in-cintra-people.md): AI in Cintra People HR integrated.
- [Time: Tracking and projects (HR)](https://help.cintra.co.uk/docs/time-hr.md)
- [Clocking in & out and recording time](https://help.cintra.co.uk/docs/clock-in-out.md): Track your working hours effortlessly with the Clock-in feature, manage Timesheets, and sync HR Leave requests for seamless time management.
- [Getting started with the Time module](https://help.cintra.co.uk/docs/time-getting-started.md): Track employee time, manage projects, and monitor locations with our Time module for efficient attendance and project management.
- [Key features](https://help.cintra.co.uk/docs/time-using-time.md): Track time efficiently for Projects, Customers, and Tasks with our Time module. Manage activities, timesheets, and locations seamlessly.
- [Today page](https://help.cintra.co.uk/docs/time-today-page.md): Track your time effectively with Today’s page, featuring easy clocking in/out, activity tracking for projects, customers, and tasks.
- [My team's Today page](https://help.cintra.co.uk/docs/time-my-team-today-page.md)
- [Time glossary](https://help.cintra.co.uk/docs/time-glossary.md)
- [Timesheets](https://help.cintra.co.uk/docs/timesheets.md)
- [Using timesheets](https://help.cintra.co.uk/docs/time-timesheets.md): Track your time effortlessly with Timesheets, view insights, and manage employee hours effectively. Get an overview of your work week today!
- [Autofilling timesheets](https://help.cintra.co.uk/docs/timesheet-autofill.md)
- [Exporting timesheets](https://help.cintra.co.uk/docs/time-timesheet-export.md)
- [Approving timesheets](https://help.cintra.co.uk/docs/timesheet-approvals.md): Manage Timesheet approvals efficiently: view, approve, or query timesheets, and track missing entries with ease. Streamline your team's time management today!
- [Projects](https://help.cintra.co.uk/docs/setup.md)
- [Project management](https://help.cintra.co.uk/docs/time-project-management.md): Track project time, manage roles, and understand billing implications with our Time module for effective project management and cost control.
- [Costings, estimates and actuals](https://help.cintra.co.uk/docs/time-billables-costings-estimates-actuals.md): Manage billable projects effortlessly, track time, and calculate costings automatically. Set roles for accurate estimates and actuals in your projects.
- [Setup and config](https://help.cintra.co.uk/docs/project-setup.md)
- [Adding the Time module](https://help.cintra.co.uk/docs/time-adding-time-to-your-package.md): Unlock the Time module in Cintra People HR to manage projects, customers, and tasks with enhanced roles for Project Managers and Admins.
- [Roles and access](https://help.cintra.co.uk/docs/time-roles-access.md): Assign HR Manager, Project Admin, and Admin roles to streamline project management, employee data configuration, and access control in your organisation.
- [Time: Work patterns](https://help.cintra.co.uk/docs/time-work-profiles.md): Configure your Work Profile to set employee working hours, auto clock out options, and manage public holidays effectively. Save changes easily!
- [Setting up projects, customers and tasks](https://help.cintra.co.uk/docs/time-setting-up-projects-customers-tasks.md): Set up Projects, Customers, and Tasks to efficiently track time across teams. Customise details and manage access for streamlined project management.
- [Clock out settings](https://help.cintra.co.uk/docs/clock-out-settings.md)
- [Project settings](https://help.cintra.co.uk/docs/project-settings.md)
- [Managing project roles](https://help.cintra.co.uk/docs/time-project-roles.md): Manage project roles effectively to optimise employee time, costs, and forecasts. Learn to set up, assign, and track project roles for accurate actuals.
- [Importing project data](https://help.cintra.co.uk/docs/csv-import-project-data.md): Import historic project data to Cintra People HR for accurate timesheets and project logs. Follow our guide for a seamless CSV upload process.
- [Importing customers from Xero](https://help.cintra.co.uk/docs/time-importing-customers-from-xero.md)
- [Project reports](https://help.cintra.co.uk/docs/project-reports.md)
- [Project reporting](https://help.cintra.co.uk/docs/project-reporting.md)
- [Activities report](https://help.cintra.co.uk/docs/time-activities-report.md): Analyse time spent on projects with Employee and Team Activity Reports. Filter and export data for better insights into productivity.
- [Project log](https://help.cintra.co.uk/docs/time-project-log.md): Track time for Projects, Customers, and Tasks easily using the Project Log. Customise views and add activities to enhance your productivity.
- [Checklists](https://help.cintra.co.uk/docs/checklists.md)
- [Understanding checklists](https://help.cintra.co.uk/docs/what-is-a-checklist.md): Streamline your workflow with checklists and templates for hiring and performance reviews, ensuring consistency and efficiency in your HR processes.
- [Completing checklists](https://help.cintra.co.uk/docs/completing-checklists.md)
- [Assigning checklists](https://help.cintra.co.uk/docs/assigning-checklists.md): Automate processes with Checklists for onboarding, exit interviews, and more. Learn to set up and assign Checklist templates effectively.
- [Checklist templates](https://help.cintra.co.uk/docs/checklist-templates.md): Automate processes with Checklist templates in Cintra People for onboarding, offboarding, and more. Streamline tasks and enhance efficiency today!
- [Company documents and records](https://help.cintra.co.uk/docs/company-documents-2.md)
- [View and acknowledge documents](https://help.cintra.co.uk/docs/view-and-acknowledge-documents.md): Access and acknowledge your company's documents easily. Learn how HR managers can view, download, and comment on essential Company Docs.
- [Company documents](https://help.cintra.co.uk/docs/documents.md): Manage and access Company Documents easily with configurable Document Types for HR, policies, and more. Streamline your team's document sharing today!
- [Document acknowledgements](https://help.cintra.co.uk/docs/company-documents-acknowledgements.md): Manage document acknowledgements efficiently with status tracking, nudge options, and custom rules for all employees or specific roles.
- [Internal notes](https://help.cintra.co.uk/docs/internal-notes.md)
- [Reviews and versions](https://help.cintra.co.uk/docs/docs-records-reviews-versions.md): Manage Company Docs with ease: set review schedules, create versions, and ensure compliance with alerts and notifications for document updates.
- [Security settings](https://help.cintra.co.uk/docs/docs-records-security-settings.md): Configure security settings for Records and Company Documents, controlling employee access to view, edit, and upload based on roles.
- [AI search assistant](https://help.cintra.co.uk/docs/ai-search-assistant.md): Enable the AI Search Assistant to let employees ask questions about company documents, ensuring quick access to policies like maternity leave and remote work.
- [AI content generation](https://help.cintra.co.uk/docs/ai-content-generation-company-documents.md): Create and edit company documents and internal notes effortlessly with our AI Content Generation tool. Streamline your workflow today!
- [Employee engagement (culture)](https://help.cintra.co.uk/docs/employee-engagement.md)
- [Company values](https://help.cintra.co.uk/docs/company-values.md): Easily set up and publish your Company Values in Cintra People HR, enhancing employee understanding with titles, descriptions, and images.
- [Suggestion box](https://help.cintra.co.uk/docs/suggestion-box.md): Empower employees with the Suggestion Box to share ideas on culture and initiatives, ensuring anonymity and easy tracking of suggestions.
- [Newsfeed](https://help.cintra.co.uk/docs/newsfeed.md): Configure and share posts with your team using the Cintra People HR Newsfeed. Customise categories and security settings for effective communication.
- [Completing surveys](https://help.cintra.co.uk/docs/completing-surveys.md): Complete your survey easily by following the steps: access via email or app, respond to sections, and submit your answers for valuable feedback.
- [Running surveys](https://help.cintra.co.uk/docs/running-surveys.md): Streamline employee feedback with automated surveys. Analyse responses, track trends, and enhance workplace culture effortlessly.
- [Survey scoring](https://help.cintra.co.uk/docs/survey-scoring.md): Understand survey response scoring, including favourable, neutral, and unfavourable scores, and learn how to view insights effectively.
- [Survey templates](https://help.cintra.co.uk/docs/survey-templates.md): Create engaging Survey Templates with organised sections and topics, ensuring employee participation and accurate feedback for effective insights.
- [Answer groups](https://help.cintra.co.uk/docs/surveys-answer-groups.md): Learn how to create and manage Answer Groups in Surveys to enhance employee feedback and track sentiment effectively with Cintra People HR.
- [Onboarding](https://help.cintra.co.uk/docs/onboarding-2.md)
- [Joiners: onboarding portal](https://help.cintra.co.uk/docs/using-the-onboarding-portal-joiners.md): Access the Cintra People HR onboarding portal before your start date to complete essential tasks and connect with your new colleagues.
- [Setting up the onboarding portal](https://help.cintra.co.uk/docs/configuring-the-onboarding-portal-for-your-company.md): Upgrade to our Success package and streamline onboarding with the Onboarding Portal, allowing new starters to access essential information before day one.
- [Setting HR fields](https://help.cintra.co.uk/docs/setting-hr-fields.md)
- [Assigning new joiners](https://help.cintra.co.uk/docs/configuring-the-onboarding-portal-for-a-new-joiner.md): Set up the Onboarding Portal in Cintra People HR for new starters, enabling them to share info, review documents, and connect with colleagues before their start date.
- [Managing current joiners](https://help.cintra.co.uk/docs/using-the-onboarding-portal-tab.md): Streamline new starter onboarding with Cintra People HR. Configure the portal for personal info, document review, and colleague introductions.
- [Reviews and goals](https://help.cintra.co.uk/docs/reviews-and-goals.md)
- [Reviews](https://help.cintra.co.uk/docs/running-reviews.md)
- [A manager's guide to reviews](https://help.cintra.co.uk/docs/a-managers-guide-to-reviews.md): Learn how Team Managers can effectively conduct Performance Reviews in Cintra People HR, utilising automated cycles and manual options for employee assessments.
- [An HR manager's guide to performance reviews](https://help.cintra.co.uk/docs/an-hr-managers-guide-to-performance-reviews.md): Manage Performance Reviews effectively in Cintra People HR with customisable options, notifications, and full visibility for HR Managers.
- [Report: Employee assessment](https://help.cintra.co.uk/docs/employee-assessment-report.md): Generate comprehensive Employee Assessment Reports with ratings, comments, and scores to evaluate performance effectively. Explore setup options now!
- [Report: Performance progress](https://help.cintra.co.uk/docs/performance-progress-report.md)
- [Employee performance reviews](https://help.cintra.co.uk/docs/performance-reviews-for-employees.md): Engage in Performance Reviews through Self-Assessments, 360 Feedback, or by requesting reviews from your manager for effective career growth.
- [Shout-outs](https://help.cintra.co.uk/docs/shout-outs.md): Recognise and engage employees with Shout-outs linked to Goals. Submit, view, and manage Shout-outs easily to boost team morale and collaboration.
- [Setup and config](https://help.cintra.co.uk/docs/reviews-config.md)
- [360 Feedback](https://help.cintra.co.uk/docs/360-feedback.md): Request 360 Feedback for employee performance reviews from internal or external sources. Configure topics easily in Cintra People HR.
- [Performance manager role](https://help.cintra.co.uk/docs/performance-manager-role.md)
- [Rating scales](https://help.cintra.co.uk/docs/rating-scales.md): Create and manage Rating Scales for Performance Reviews, ensuring accurate Ratings for Manager & Employee Assessments. Save as draft or publish easily.
- [Review check-ins](https://help.cintra.co.uk/docs/review-check-ins.md)
- [Review cycles](https://help.cintra.co.uk/docs/review-cycles.md): Streamline employee Performance Reviews with Cintra People HR. Customisable Review Cycles automate assessments, ensuring timely feedback and evaluations.
- [Review templates](https://help.cintra.co.uk/docs/review-templates.md): Customise performance reviews with configurable templates, allowing HR managers to manage components like goals, feedback, and assessments effectively.
- [Goals](https://help.cintra.co.uk/docs/goals.md)
- [Navigating goals](https://help.cintra.co.uk/docs/navigating-goals.md): Track and manage Company, Team, and Personal Goals in Cintra People HR with features like alignment views, progress tracking, and private settings.
- [Creating goals](https://help.cintra.co.uk/docs/creating-goals.md): Learn how to create and manage goals, set key results, and submit for approval to enhance team performance and achieve personal objectives effectively.
- [Updating and tracking goals](https://help.cintra.co.uk/docs/how-to-update-and-track-goals.md): Track and update your Goals effectively with Key Results, status changes, and progress charts to ensure success and collaboration in your projects.
- [OKRs](https://help.cintra.co.uk/docs/okrs-what-are-they.md): Learn about OKRs, a goal-setting framework used by top companies to align objectives and measurable key results for effective team collaboration.
- [Goal reports](https://help.cintra.co.uk/docs/goal-reports.md): Generate detailed performance reports for individual goals, tracking progress, updates, and insights over custom time periods.
- [Goals glossary](https://help.cintra.co.uk/docs/goals-glossary.md)
- [Setup and config](https://help.cintra.co.uk/docs/setup-and-config-1.md)
- [Goals configuration](https://help.cintra.co.uk/docs/goals-configuration.md): Configure company-wide goals with tailored settings for creation, approval, visibility, and task management to enhance productivity and tracking.
- [User roles and permissions](https://help.cintra.co.uk/docs/goals-user-roles-and-permissions.md): Set flexible user roles and permissions for Goals, enhancing collaboration across teams with Author, Updater, Commenter, and Reader access options.
- [Location management](https://help.cintra.co.uk/docs/location-management.md)
- [Location calendar](https://help.cintra.co.uk/docs/location-calendar.md): View your team's locations and leave requests with the Location Calendar. Filter by employee, team, or location for easy access to attendance data.
- [Location recording](https://help.cintra.co.uk/docs/location-recording.md): Manage your hybrid work locations effortlessly with our location recording feature. Set default plans, book daily spots, and stay organised!
- [Location notifications](https://help.cintra.co.uk/docs/location-notifications.md): Set up Location notifications for employee planning and HR capacity alerts. Choose email or push reminders to streamline management effectively.
- [Location planning](https://help.cintra.co.uk/docs/location-planning.md)
- [Location config](https://help.cintra.co.uk/docs/location-config.md): Set up Office Locations and Zones to track employee work locations, manage capacity, and receive alerts for efficient workplace planning.
- [Location report](https://help.cintra.co.uk/docs/location-report.md)
- [Integrations](https://help.cintra.co.uk/docs/integrations-1.md)
- [Enabling the API](https://help.cintra.co.uk/docs/enabling-the-api.md)
- [API: Employee profile scopes](https://help.cintra.co.uk/docs/api-employee-profile-scopes.md)
- [DocuSign](https://help.cintra.co.uk/docs/docusign.md)
- [Setting up the DocuSign integration](https://help.cintra.co.uk/docs/setting-up-the-docusign-integration.md)
- [Using the DocuSign integration](https://help.cintra.co.uk/docs/using-the-docusign-integration.md): Integrate DocuSign with Cintra People HR to request e-signatures on Employee Records, streamlining document management and enhancing efficiency.
- [Google Workspace (G Suite)](https://help.cintra.co.uk/docs/google-workspace-g-suite.md)
- [Share the Google Team Calendar](https://help.cintra.co.uk/docs/share-the-google-team-calendar.md)
- [Google Drive file picker](https://help.cintra.co.uk/docs/appogee-hr-google-drive-file-picker.md): Learn how to use the Google Drive file picker to link documents in Company Documents and Employee Records without needing Google Workspace integration.
- [Creating Google Team Calendars](https://help.cintra.co.uk/docs/creating-google-team-calendars.md): Learn how to create and share Google Team Calendars, sync requests, and manage visibility settings for effective team collaboration.
- [Gmail out-of-office](https://help.cintra.co.uk/docs/gmail-out-of-office.md)
- [Google Workspace add-on](https://help.cintra.co.uk/docs/google-workspace-add-on.md): Manage leave requests seamlessly with the Google Workspace Add-on. Approve, view allowances, and configure settings easily within your Google Apps.
- [Google Workspace integration](https://help.cintra.co.uk/docs/google-workspace-integration.md): Log into Cintra People HR with Google Workspace for seamless access, calendar sync, and automated Out of Office notifications.
- [Showing Cintra People HR in the Google App Launcher?](https://help.cintra.co.uk/docs/how-do-i-show-appogee-leave-to-selected-users-in-their-google-app-launcher.md)
- [Syncing requests to an employee's Google Calendar](https://help.cintra.co.uk/docs/syncing-requests-to-an-employees-google-calendar.md)
- [Troubleshooting integration: Data access](https://help.cintra.co.uk/docs/troubleshooting-integration-google-workspace-data-access.md): Resolve Google Workspace integration issues with Cintra People HR using our checklist. Ensure correct installation, permissions, and API access settings.
- [Troubleshooting the Google Team Calendar](https://help.cintra.co.uk/docs/troubleshooting-the-google-team-calendar.md): Ensure your Google Team Calendar in Cintra People HR has correct access settings and troubleshoot any issues with our comprehensive guide.
- [Greenhouse](https://help.cintra.co.uk/docs/greenhouse.md)
- [Adding users from Greenhouse](https://help.cintra.co.uk/docs/adding-users-from-greenhouse.md)
- [Setting up the Greenhouse integration](https://help.cintra.co.uk/docs/setting-up-the-greenhouse-integration.md): Integrate Greenhouse with Cintra People HR for seamless recruitment, candidate notifications, and efficient employee setup. Simplify your hiring process today!
- [Microsoft Office 365](https://help.cintra.co.uk/docs/microsoft-office-365.md)
- [Office 365 integration](https://help.cintra.co.uk/docs/office365-integration.md): Log in to Cintra People HR with your Office 365 account for seamless user import and leave request syncing—no password needed!
- [Microsoft OneDrive file picker](https://help.cintra.co.uk/docs/microsoft-onedrive-file-picker.md): Easily link Microsoft OneDrive files to Company Documents and Employee Records, ensuring proper sharing permissions for user access.
- [Slack](https://help.cintra.co.uk/docs/slack.md)
- [Slack integration: User guide](https://help.cintra.co.uk/docs/integration-for-slack-user-guide.md): Integrate Slack with Cintra People HR to access Leave and Time commands effortlessly. Manage data requests through your HR Administrator for seamless support.
- [Setting up the Slack integration](https://help.cintra.co.uk/docs/integration-for-slack-admin-guide.md): Integrate Slack with Cintra People HR for instant access to your HR data. Set up easily and manage permissions for seamless communication.
- [Talent Hub](https://help.cintra.co.uk/docs/talent-hub.md)
- [Adding users from Talent Hub](https://help.cintra.co.uk/docs/appogee-hr-adding-users-from-talent-hub.md): Streamline your hiring process by integrating Talent Hub with Cintra People HR, ensuring accurate imports of new hires and seamless onboarding.
- [Enabling the Talent Hub Integration](https://help.cintra.co.uk/docs/appogee-hr-enabling-the-talent-hub-integration.md): Integrate Cintra People HR with LinkedIn's Talent Hub to streamline candidate imports and enhance your recruitment process effortlessly.
- [Teamtailor](https://help.cintra.co.uk/docs/teamtailor.md)
- [Adding users from Teamtailor](https://help.cintra.co.uk/docs/adding-users-from-teamtailor.md): Streamline your hiring with Teamtailor's ATS and Cintra People HR integration, enabling seamless candidate notifications and employee imports.
- [Setting up the Teamtailor integration](https://help.cintra.co.uk/docs/setting-up-the-teamtailor-integration.md): Integrate Teamtailor with Cintra People HR for seamless recruitment, automated candidate imports, and efficient hiring processes. Set up triggers easily!
- [Teamtailor: Triggers](https://help.cintra.co.uk/docs/teamtailor-triggers.md): Streamline your hiring with Teamtailor and Cintra People HR integration, automating candidate notifications and employee setup for efficient recruitment.
- [Xero](https://help.cintra.co.uk/docs/xero.md)
- [Xero fields that sync with employee profile fields](https://help.cintra.co.uk/docs/appogee-hr-which-xero-fields-can-be-synchronised-with-employee-profile-fields.md)
- [Troubleshooting: invalid data error message](https://help.cintra.co.uk/docs/why-am-i-getting-an-invalid-employee-data-error-message.md)
- [Integration setup](https://help.cintra.co.uk/docs/xero-integration-step-by-step.md): Integrate Cintra People HR with Xero for seamless employee data sync, including leave requests and sickness reports. Set up your integration easily today!
- [Leave and sickness types](https://help.cintra.co.uk/docs/xero-integration-leave-and-sickness-types.md): Sync Leave Requests and Sickness Reports with Xero Payroll easily. Follow our guide to map types and manage syncing options for seamless integration.
- [Payslips](https://help.cintra.co.uk/docs/xero-integration-payslips.md)
- [Timesheets](https://help.cintra.co.uk/docs/xero-integration-timesheets.md): Sync Timesheets from Cintra People HR to Xero effortlessly. Manage approvals and view statuses for seamless payroll integration.
- [HR setup](https://help.cintra.co.uk/docs/hr.md)
- [Enabling AI features](https://help.cintra.co.uk/docs/enabling-the-ai-features-in-appogee-hr.md)
- [Demo mode](https://help.cintra.co.uk/docs/what-is-demo-mode.md): Explore Cintra People HR's Demo Mode to experience features with pre-populated data and different user roles. Try it today!
- [Switching language](https://help.cintra.co.uk/docs/switching-language.md)
- [Add your company logo](https://help.cintra.co.uk/docs/add-your-company-logo.md)
- [Security](https://help.cintra.co.uk/docs/security.md)
- [Security settings across the application](https://help.cintra.co.uk/docs/hr-security-settings-across-the-application.md): Explore Cintra People HR's security settings, user roles, and data access controls to effectively manage employee information and maintain data integrity.
- [Divisional units](https://help.cintra.co.uk/docs/adusdivisions.md)
- [Divisional units (ADUs) overview](https://help.cintra.co.uk/docs/what-are-adus-and-when-should-they-be-used.md): Learn about ADUs in Cintra People HR, their hierarchical structure, and how they help manage HR data across divisions in larger organisations.
- [Enabling and disabling Divisions](https://help.cintra.co.uk/docs/how-to-enabledisable-adus.md): Enable and manage Divisions (formerly ADUs) with the ADU Admin role, allowing data segmentation and structure changes in your organisation.
- [Moving data between ADUs](https://help.cintra.co.uk/docs/adu-management-tool-moving-data-between-adus.md): Manage your company's divisions effectively with our Division Management tool. Move teams, employees, and documents seamlessly while ensuring compliance.
- [Assigning Division Managers](https://help.cintra.co.uk/docs/how-to-assign-an-adu-manager.md): The Division Manager role allows access to manage all Divisions and employee data; assign it wisely to maintain security and control.
- [Domains](https://help.cintra.co.uk/docs/verified-domains.md)
- [Verified domains](https://help.cintra.co.uk/docs/what-are-verified-domains.md)
- [Domain update configuration](https://help.cintra.co.uk/docs/appogee-hr-domain-update-configuration.md): Update your primary domain in Cintra People HR with our guide for Google Workspace and Office 365 integrations, ensuring seamless employee email management.
- [Licensing](https://help.cintra.co.uk/docs/licensing.md)
- [Current licence usage](https://help.cintra.co.uk/docs/how-do-i-check-how-many-employees-are-actively-using-licenses.md)
- [Auto-renewal and invoices](https://help.cintra.co.uk/docs/auto-renewal.md)
- [Ts and Cs + privacy policy](https://help.cintra.co.uk/docs/ts-and-cs-privacy-policy.md)
- [Setup guides](https://help.cintra.co.uk/docs/set-up-guides.md)
- [Selecting a setup guide](https://help.cintra.co.uk/docs/selecting-a-setup-guide.md)
- [Leave: Setup guide](https://help.cintra.co.uk/docs/leave-set-up-guide.md): Set up HR Essentials with ease: configure Leave & Sickness Types, Work Profiles, Teams, and Approval Flows for efficient employee management.
- [Essentials: Setup guide](https://help.cintra.co.uk/docs/hr-essentials-time-set-up-guide.md): Explore Cintra People HR's features: configure categories, manage company documents, set work profiles, and automate checklists for efficient HR processes.
- [Success: Setup guide](https://help.cintra.co.uk/docs/hr-success-set-up-guide.md): Enhance employee performance with advanced reviews, goal tracking, and seamless onboarding in Cintra People HR for effective collaboration and feedback.
- [Time: Setup guide](https://help.cintra.co.uk/docs/time-set-up-guide.md): Manage employee working hours with Cintra People HR's Time module. Create Work Profiles, set public holidays, and assign project roles efficiently.
- [Upgrades](https://help.cintra.co.uk/docs/upgrades.md)
- [Upgrading from Leave to Essentials](https://help.cintra.co.uk/docs/upgrading-from-appogee-leave-to-hr-essentials.md): Upgrade to Cintra People HR Essentials for enhanced HR features like Company Docs, Profiles, Checklists, and more. Streamline your HR processes today!
- [Upgrading from Leave to Advanced](https://help.cintra.co.uk/docs/upgrading-from-appogee-leave-to-hr-success.md): Upgrade to Cintra People HR Success for enhanced HR features like Company Docs, Goals, and Clock in/out. Streamline your HR management today!
- [Upgrading from Essentials to Advanced](https://help.cintra.co.uk/docs/upgrading-from-hr-essentials-to-hr-success.md): Upgrade to Cintra People HR Success for enhanced features like Goals, Onboarding, and HR Reporting. Streamline your HR processes today!
- [User management](https://help.cintra.co.uk/docs/user-management-all.md)
- [Managing login and access to Cintra People HR](https://help.cintra.co.uk/docs/managing-employee-access-to-hr.md)
- [HR user roles and permissions](https://help.cintra.co.uk/docs/hr-user-roles-permissions.md)
- [System roles overview](https://help.cintra.co.uk/docs/what-are-the-user-roles.md): Explore user roles in Cintra People HR, including HR Manager, Team Manager, and Restricted Staff, with configurable permissions for effective management.
- [Default permissions by role](https://help.cintra.co.uk/docs/default-roles-and-permissions-hr.md)
- [Configuring system roles and access](https://help.cintra.co.uk/docs/configuring-user-roles-access.md): Manage user roles effectively with Admin and HR Manager access, ensuring secure data handling and tailored permissions for employees in your application.
- [Custom roles](https://help.cintra.co.uk/docs/custom-roles.md)
- [Custom role assignments](https://help.cintra.co.uk/docs/custom-role-assignments.md)
- [Security reports](https://help.cintra.co.uk/docs/security-reports.md)
- [Payroll](https://help.cintra.co.uk/docs/cintra-people-payroll.md)
- [How HR and Payroll work together](https://help.cintra.co.uk/docs/payroll-employee-tasks-at-a-glance.md)
- [Overview of Payroll functionality](https://help.cintra.co.uk/docs/getting-started-with-payroll.md)
- [Glossary of key payroll terminology](https://help.cintra.co.uk/docs/glossary-of-key-payroll-terminology.md)
- [Accessing payrolls](https://help.cintra.co.uk/docs/accessing-payrolls.md)
- [Payroll screen overview](https://help.cintra.co.uk/docs/viewing-a-payroll.md)
- [Bulk import tool](https://help.cintra.co.uk/docs/bulk-import.md)
- [Running the payroll](https://help.cintra.co.uk/docs/payroll-workflow.md)
- [Understanding the payroll cycle](https://help.cintra.co.uk/docs/understanding-the-payroll-cycle.md)
- [View employee pay details](https://help.cintra.co.uk/docs/viewing-employee-pay-details.md)
- [Bulk import salary and allowances](https://help.cintra.co.uk/docs/salary-and-allowances.md)
- [One-off payments & deductions](https://help.cintra.co.uk/docs/one-off-payments-deductions.md)
- [Add a one-off payment or deduction](https://help.cintra.co.uk/docs/one-off-payments-and-deductions.md)
- [Edit or delete a one-off payment or deduction](https://help.cintra.co.uk/docs/edit-or-delete-a-one-off-payment-or-deduction.md)
- [Bulk import one-off payments and deductions](https://help.cintra.co.uk/docs/bulk-import-one-off-payments-and-deductions.md)
- [Edit employee payroll data](https://help.cintra.co.uk/docs/edit-employee-payroll-data.md)
- [Costing details](https://help.cintra.co.uk/docs/costing-details.md)
- [Benefits: Company vehicles](https://help.cintra.co.uk/docs/benefits-company-vehicles.md)
- [Benefits: Salary sacrifice schemes](https://help.cintra.co.uk/docs/benefits.md)
- [Benefits: Other benefit schemes](https://help.cintra.co.uk/docs/benefits-net-deduction-schemes.md)
- [HMRC starter checklist](https://help.cintra.co.uk/docs/hmrc-starter-checklist.md)
- [Pension membership](https://help.cintra.co.uk/docs/pension-membership.md)
- [Deductions and loans](https://help.cintra.co.uk/docs/deductions-and-loans.md)
- [Statutory deductions: Tax](https://help.cintra.co.uk/docs/statutory-deductions-tax.md)
- [Statutory deductions: National insurance](https://help.cintra.co.uk/docs/statutory-deductions-national-insurance.md)
- [Statutory deductions: Student loans](https://help.cintra.co.uk/docs/statutory-deductions-student-loans.md)
- [Statutory deductions: Court orders](https://help.cintra.co.uk/docs/statutory-deductions-court-orders.md)
- [Parental payments: Overview](https://help.cintra.co.uk/docs/parental-payments.md): Manage employee statutory parental pay claims, including maternity, paternity, and adoption pay, with Cintra People Payroll's easy-to-use interface.
- [Parental payments: Maternity pay](https://help.cintra.co.uk/docs/parental-payments-maternity-pay.md): Understand maternity pay claims, including leave dates, SMP, and employer contributions. Learn to manage and edit claims effectively.
- [Parental payments: Paternity pay](https://help.cintra.co.uk/docs/parental-payments-paternity-pay.md): Understand paternity pay claims, including leave dates, statutory pay, and employer contributions. Learn how to manage and edit claims effectively.
- [Parental payments: Adoption pay](https://help.cintra.co.uk/docs/parental-payments-adoption-pay.md): Understand employee adoption pay claims, including leave dates, statutory pay, and employer contributions. Learn how to manage and edit claims effectively.
- [Payment authorisations and history](https://help.cintra.co.uk/docs/payment-authorisations-and-history.md)
- [Messaging](https://help.cintra.co.uk/docs/messaging.md): Streamline communication with Cintra People Payroll's messaging feature, allowing managers to connect with their bureau team efficiently.
- [Employee verification service](https://help.cintra.co.uk/docs/employee-verification-service.md)
- [Payroll concepts and reference](https://help.cintra.co.uk/docs/payroll-concepts.md)
- [Benefits: Where to enter each type of benefit](https://help.cintra.co.uk/docs/benefits-where-to-enter-each-type-of-benefit-cost.md)
- [Understanding pensions and automatic enrolment](https://help.cintra.co.uk/docs/understanding-pensions-and-automatic-enrolment.md)
- [Identifying an employee as an off-payroll worker](https://help.cintra.co.uk/docs/identifying-an-employee-as-an-off-payroll-worker.md)
- [In-house vs outsourced payroll](https://help.cintra.co.uk/docs/in-house-vs-outsourced-payroll.md)
- [User management in Payroll](https://help.cintra.co.uk/docs/user-management-in-payroll.md)
- [Overview of Payroll user management](https://help.cintra.co.uk/docs/overview-of-payroll-user-management.md)
- [Manage Payroll access for HR employees](https://help.cintra.co.uk/docs/manage-an-hr-user-s-payroll-access.md)
- [Manage Payroll user accounts](https://help.cintra.co.uk/docs/payroll-access-users.md)
- [Reset a user's authentication](https://help.cintra.co.uk/docs/resetting-a-user-s-authentication.md)
- [Expenses](https://help.cintra.co.uk/docs/expenses.md)
- [Getting started with Expenses](https://help.cintra.co.uk/docs/getting-started-with-expenses.md)
- [What is Expenses?](https://help.cintra.co.uk/docs/what-is-expenses.md)
- [How Expenses and Payroll work together](https://help.cintra.co.uk/docs/how-expenses-and-payroll-work-together.md)
- [Navigate around Expenses](https://help.cintra.co.uk/docs/navigate-around-expenses.md): Manage your expenses effortlessly with Capture Expense: submit claims, upload receipts, and access approvals all from your personalised dashboard.
- [Downloadable quick start guide](https://help.cintra.co.uk/docs/downloadable-quick-start-guide.md): Download and edit the Capture Expense guide for efficient expense management, including mileage claims and receipt submissions. Stay updated with our online help.
- [Adding Expenses to your mobile home screen](https://help.cintra.co.uk/docs/adding-expenses-to-your-mobile-home-screen.md)
- [AI in Expenses](https://help.cintra.co.uk/docs/ai-in-expenses.md)
- [Expenses preferences](https://help.cintra.co.uk/docs/account-preferences.md): Adjust your preferences easily, including notifications, language, and currency. Access settings through your user icon for a personalised experience.
- [Expenses: Select your language](https://help.cintra.co.uk/docs/select-your-language.md)
- [Expenses: Alerts](https://help.cintra.co.uk/docs/expenses-alerts.md): Manage your expenses effortlessly with colour-coded alerts that highlight issues, reminders, and useful information for seamless approval and submission.
- [Expenses glossary](https://help.cintra.co.uk/docs/expenses-glossary.md)
- [Manage expenses](https://help.cintra.co.uk/docs/manage-expenses.md)
- [Introduction to the expenses process](https://help.cintra.co.uk/docs/overview-of-expense-process.md)
- [Ways to submit expenses](https://help.cintra.co.uk/docs/how-to-submit-expenses.md): Submit receipts effortlessly with Capture Expense via app, email, WhatsApp, or Teams. Streamline your expense claims today!
- [Raise draft expense claims](https://help.cintra.co.uk/docs/raising-expenses.md): Learn how to create and manage draft expense claims in Capture Expense, from uploading receipts to submitting for approval efficiently.
- [Raise a mileage expense claim](https://help.cintra.co.uk/docs/raise-a-mileage-expense-claim.md): Learn how to raise private and business mileage claims, enter vehicle details, and submit expenses efficiently for your organisation.
- [Expenses: Create pre-approval requests](https://help.cintra.co.uk/docs/create-pre-approval-requests.md)
- [Enter expenses on behalf of another user](https://help.cintra.co.uk/docs/enter-expenses-on-behalf-of-another-user.md)
- [Receipts inbox](https://help.cintra.co.uk/docs/scanning-receipts.md)
- [Viewing expense claims](https://help.cintra.co.uk/docs/viewing-and-managing-expense-claims.md)
- [Managing draft expenses](https://help.cintra.co.uk/docs/managing-draft-expenses.md): Manage your expenses effortlessly: edit, delete, split, duplicate, and add receipts with our comprehensive guide on expense claims.
- [Expenses: Submitting for approval](https://help.cintra.co.uk/docs/expenses-submitting-for-approval.md): Submit your draft expenses for approval easily on web and mobile. Learn to manage single and multiple claims efficiently with our step-by-step guide.
- [Approving expenses](https://help.cintra.co.uk/docs/approving-expenses.md)
- [Approving and rejecting expenses](https://help.cintra.co.uk/docs/approving-and-rejecting-expenses.md): Receive and manage expense approvals via email or app. Approve or reject claims easily, ensuring efficient expense tracking and notifications.
- [Approving vehicle documents](https://help.cintra.co.uk/docs/approving-vehicle-documents.md)
- [Approving pre-approval requests](https://help.cintra.co.uk/docs/approving-pre-approval-requests.md)
- [Expenses: Reminding approvers](https://help.cintra.co.uk/docs/reminding-approvers.md)
- [Expenses: Delegating approvals](https://help.cintra.co.uk/docs/setting-your-out-of-office.md)
- [View your expense approvers and details](https://help.cintra.co.uk/docs/view-your-submitted-claims-and-approvers.md)
- [Vehicles and mileage](https://help.cintra.co.uk/docs/vehicles-and-mileage.md)
- [Introduction to vehicles and rates](https://help.cintra.co.uk/docs/introduction-to-vehicles-and-rates.md)
- [Submitting a vehicle document](https://help.cintra.co.uk/docs/upload-a-vehicle-document.md): Submit mileage claims easily by uploading required vehicle documents for approval. Ensure your documents are in PDF, JPG, or PNG format.
- [Add odometer readings to mileage claims](https://help.cintra.co.uk/docs/add-odometer-readings-to-mileage-claims.md): Submit odometer readings for business mileage claims with Capture Expense. Ensure accurate reimbursement by tracking personal and business miles effectively.
- [Deduct commute distance from a mileage claim](https://help.cintra.co.uk/docs/deducting-commutes-from-mileage-claims.md): Easily create business mileage claims with Capture Expense, deducting commute distance automatically for accurate reimbursements. Save your claims as drafts!
- [Use VAT receipts for mileage claims](https://help.cintra.co.uk/docs/use-vat-receipts-for-mileage-claims.md): Easily upload VAT fuel receipts for mileage claims with Capture Expense, which calculates VAT and carries forward unused balances for future claims.
- [Review a user's vehicle log](https://help.cintra.co.uk/docs/review-a-user-s-vehicle-log.md)
- [Trips](https://help.cintra.co.uk/docs/trips.md)
- [Introduction to trips](https://help.cintra.co.uk/docs/introduction-to-trips.md)
- [Create a trip](https://help.cintra.co.uk/docs/create-a-trip.md): Easily manage trip-related expenses by creating journeys, setting spend limits, and saving addresses for future claims. Streamline your expense process today!
- [Assign expenses to a trip](https://help.cintra.co.uk/docs/assign-expenses-to-a-trip.md)
- [Carbon tracking](https://help.cintra.co.uk/docs/carbon-tracking.md)
- [Setting up carbon emission categories](https://help.cintra.co.uk/docs/carbon-emission-categories.md): Set up CO2 emission categories for expense claims, including flights, hotels, and vehicle mileage, to track your environmental impact effectively.
- [Introduction to carbon tracking](https://help.cintra.co.uk/docs/introduction-to-carbon-tracking.md): Capture Expense simplifies carbon tracking and reporting, ensuring compliance with UK and global standards while helping you make sustainable business decisions.
- [Recording carbon emissions](https://help.cintra.co.uk/docs/recording-carbon-emissions.md)
- [Reporting on carbon emissions](https://help.cintra.co.uk/docs/reporting-on-carbon-emissions.md): Report your CO2 emissions easily with our tools. Finance users can track all emissions, while admins can set up carbon reporting for expense claims.
- [Expenses: Banking and credit cards](https://help.cintra.co.uk/docs/expenses-banking-and-credit-cards.md)
- [Four ways to connect your banking data](https://help.cintra.co.uk/docs/four-ways-to-connect-your-banking-data.md)
- [Expenses: Pliant cards](https://help.cintra.co.uk/docs/pliant-cards.md): Pliant offers modern corporate credit cards integrated with Capture Expense, streamlining transaction management and expense tracking for businesses.
- [Expenses: Connect to open banking](https://help.cintra.co.uk/docs/tbc-1.md): Manage and view all credit card transactions effortlessly with Open Banking. Connect accounts, assign card holders, and export transactions seamlessly.
- [Import bank statements](https://help.cintra.co.uk/docs/import-bank-statements.md): Import credit card statements as CSV files for easy reconciliation, attach receipts, and create reusable formats for efficient expense management.
- [Integrate credit cards via SFTP](https://help.cintra.co.uk/docs/integrate-credit-cards-via-ftp-sftp.md)
- [Assign credit cards to users](https://help.cintra.co.uk/docs/assigning-credit-cards-to-users.md)
- [Expenses accounting](https://help.cintra.co.uk/docs/expenses-accounting.md)
- [Introduction to Expenses accounting and the Finance role](https://help.cintra.co.uk/docs/finance-role.md)
- [Excluding business mileage from accounting exports](https://help.cintra.co.uk/docs/excluding-business-mileage-from-accounting-exports.md)
- [Expenses: Exporting via FTP](https://help.cintra.co.uk/docs/exporting-via-ftp.md)
- [Exporting expense claims](https://help.cintra.co.uk/docs/export-expense-claims.md): Export approved expense claims easily to various formats, including PDF and QuickBooks, while managing VAT data for seamless accounting.
- [View archived claims](https://help.cintra.co.uk/docs/view-archived-claims.md)
- [VAT and tax](https://help.cintra.co.uk/docs/vat-and-tax.md)
- [Introduction to Expenses VAT records](https://help.cintra.co.uk/docs/introduction-to-vat-records.md)
- [Creating and editing Expenses VAT records](https://help.cintra.co.uk/docs/creating-and-editing-vat-records.md)
- [Importing and exporting Expenses VAT record data](https://help.cintra.co.uk/docs/importing-and-exporting-vat-record-data.md)
- [Set up automatic VAT receipts](https://help.cintra.co.uk/docs/automatic-vat-receipts.md): Streamline your mileage claims with automatic VAT receipt management, ensuring accurate VAT recovery and reducing manual tracking for future claims.
- [VAT on mileage and fuel rates](https://help.cintra.co.uk/docs/vat-on-mileage-and-fuel-rates.md): Capture Expense helps manage vehicle tax and fuel rates for accurate mileage claims, ensuring compliance with HMRC's approved mileage and advisory fuel rates.
- [Exporting claim records](https://help.cintra.co.uk/docs/exporting-claim-records.md)
- [Expenses users and permissions](https://help.cintra.co.uk/docs/expenses-users-and-permissions.md)
- [Creating and editing Expenses users](https://help.cintra.co.uk/docs/creating-users.md): Easily manage user accounts in Capture Expense: add, invite, edit users, and control notifications with our step-by-step guide for admins.
- [Importing and exporting Expenses users](https://help.cintra.co.uk/docs/importing-users.md)
- [Expenses user types and fields](https://help.cintra.co.uk/docs/user-types.md)
- [Assigning tags to Expenses user accounts](https://help.cintra.co.uk/docs/assigning-tags-to-user-accounts.md)
- [Deactivating and reactivating Expenses users](https://help.cintra.co.uk/docs/deactivating-users.md)
- [Deleting Expenses users](https://help.cintra.co.uk/docs/deleting-users.md)
- [Allow users to enter expenses on behalf of others](https://help.cintra.co.uk/docs/allow-users-to-enter-expenses-on-behalf-of-others.md)
- [Expenses account notifications](https://help.cintra.co.uk/docs/account-notifications.md)
- [Expenses setup and configuration](https://help.cintra.co.uk/docs/expenses-setup-and-configuration.md)
- [Expenses company settings](https://help.cintra.co.uk/docs/company-logo.md): Configure your company settings, manage expenses, and integrate accounting software seamlessly in the Setup > Account tab. Admin access required.
- [Expenses duty of care](https://help.cintra.co.uk/docs/expenses-duty-of-care.md)
- [Tags](https://help.cintra.co.uk/docs/tags.md)
- [Expenses tags](https://help.cintra.co.uk/docs/expenses-tags.md)
- [Creating and editing Expenses tags](https://help.cintra.co.uk/docs/creating-and-editing-tags.md): Learn how to create, edit, and manage tags and values effectively for user categorisation in your system. Streamline your tagging process today!
- [Importing and exporting Expenses tags](https://help.cintra.co.uk/docs/importing-and-exporting-tags.md): Import and export tag values in bulk using CSV templates in Capture Expense for efficient data management and reporting.
- [Expense categories](https://help.cintra.co.uk/docs/expense-categories.md)
- [Introduction to Expenses categories](https://help.cintra.co.uk/docs/introduction-to-expenses-categories.md)
- [Creating and editing Expenses categories](https://help.cintra.co.uk/docs/creating-and-editing-expense-categories.md): Edit and create expense categories tailored to your organisation's needs, ensuring users can easily find and claim expenses.
- [Importing and exporting Expenses categories](https://help.cintra.co.uk/docs/importing-and-exporting-categories.md)
- [Expenses category alerts](https://help.cintra.co.uk/docs/alerts.md)
- [Assigning items to categories](https://help.cintra.co.uk/docs/assigning-items-to-categories.md)
- [Assigning workflows to categories](https://help.cintra.co.uk/docs/assigning-workflows-to-categories.md)
- [Assigning general ledger codes to categories](https://help.cintra.co.uk/docs/assigning-general-ledger-codes-to-categories.md)
- [Assigning tags to categories](https://help.cintra.co.uk/docs/assigning-tags-to-categories.md): Control user access to categories by assigning tags, making them visible or hidden based on specific tag assignments. Learn how to manage tags effectively.
- [Expenses reminders](https://help.cintra.co.uk/docs/expenses-reminders.md)
- [Expenses declarations and vehicle checklists](https://help.cintra.co.uk/docs/expenses-declarations-and-vehicle-checklists.md): Create and manage declarations for expense claims, including vehicle checklists, ensuring compliance before submission. Simplify your claims process today!
- [Vehicles and rates](https://help.cintra.co.uk/docs/vehicles-and-rates.md)
- [Set up commute distance](https://help.cintra.co.uk/docs/set-up-commute-distances.md): Configure commute details for claimants in Capture Expense, including distance settings and prompts for accurate mileage claims.
- [Creating and editing Expenses vehicle records](https://help.cintra.co.uk/docs/create-and-editing-vehicles.md): Create vehicle records with custom mileage rates, including cumulative options, and learn how to manage rates effectively for your organisation.
- [Importing and exporting Expenses vehicle records](https://help.cintra.co.uk/docs/importing-and-exporting-vehicles.md): Export and import vehicle data easily with our guide. Learn to manage records, assign users, and streamline your vehicle management process.
- [Expenses vehicle and rates fields reference](https://help.cintra.co.uk/docs/vehicles-and-rates-fields.md)
- [Expenses: Set up a company car for business mileage tracking](https://help.cintra.co.uk/docs/set-up-a-company-car-for-business-mileage-tracking.md): Track business and personal mileage separately with Capture Expense, ensuring accurate reimbursements for company car usage. Configure easily in three steps.
- [Assigning Expenses vehicles to users](https://help.cintra.co.uk/docs/assigning-vehicles-to-users.md)
- [Bulk import year-to-date mileage](https://help.cintra.co.uk/docs/bulk-import-year-to-date-mileage.md)
- [Trips](https://help.cintra.co.uk/docs/trips-1.md)
- [Enabling trips](https://help.cintra.co.uk/docs/enabling-trips.md)
- [Set up subsistence rates and categories](https://help.cintra.co.uk/docs/set-up-subsistence-rates.md): Learn how to set up and edit subsistence rates for meals, accommodation, and allowances based on trip duration in just a few simple steps.
- [Expenses: Scheduling reports](https://help.cintra.co.uk/docs/scheduling-reports.md)
- [Expenses: Mapping accounting software](https://help.cintra.co.uk/docs/mapping-accounting-software.md)
- [Expenses approval workflows](https://help.cintra.co.uk/docs/approval-workflows-1.md): Streamline your expense claims with custom approval workflows, featuring single or multi-stage options and easy user assignments for efficient processing.
- [Expenses pre-approvals](https://help.cintra.co.uk/docs/set-up-pre-approvals.md)
- [Multiple organisations](https://help.cintra.co.uk/docs/multiple-organisations.md): Manage multiple legal entities effortlessly with Capture Expense. Learn to choose between linked organisations or a single setup for your business needs.
- [Recurring expenses](https://help.cintra.co.uk/docs/recurring-expenses.md)
- [Expenses: Country-specific guidance](https://help.cintra.co.uk/docs/expenses-country-specific-guidance.md)
- [Ireland: Trips, subsistence, and reporting](https://help.cintra.co.uk/docs/ireland-trips-subsistence-and-reporting.md): Capture Expense simplifies Enhanced Revenue Reporting for Irish compliance, offering mileage calculations, PPS number recording, and easy report exports.
- [Ireland: Enhanced Revenue Report (ERR)](https://help.cintra.co.uk/docs/ireland-1.md)
- [Expenses integrations](https://help.cintra.co.uk/docs/expenses-integrations.md)
- [Introduction to integrations](https://help.cintra.co.uk/docs/introduction-to-integration.md)
- [iPlicit](https://help.cintra.co.uk/docs/iplicit.md): Streamline expense management with Capture Expense and Iplicit integration. Clear existing categories to avoid conflicts before syncing for smooth operations.
- [Capture Expense API](https://help.cintra.co.uk/docs/capture-expense-api.md)
- [Cintra People / Cloud Payroll](https://help.cintra.co.uk/docs/cintra-people-cloud-payroll.md): Sync users and reimburse employees in Cintra People Payroll with Capture Expense. Learn to map payment headers and export claims efficiently.
- [Xero](https://help.cintra.co.uk/docs/xero-1.md): Capture Expense seamlessly integrates with Xero for effortless expense reporting, syncing VAT and categories while managing user accounts efficiently.
- [Quickbooks](https://help.cintra.co.uk/docs/quickbooks.md): Integrate Capture with QuickBooks Online to sync expenses, VAT codes, and categories seamlessly. Learn how to export approved expenses effortlessly.
- [FTP Export](https://help.cintra.co.uk/docs/ftp-sftp-export.md): Streamline your expense management with FTP/SFTP Export integration, sending files directly to your server for automated processing.
- [Microsoft Dynamics 365 Business](https://help.cintra.co.uk/docs/microsoft-dynamics-365-business.md): Integrate Capture Expense with Microsoft Dynamics 365 Business Central for seamless expense management, syncing data and exporting invoices effortlessly.
- [Credit card providers (Visa and Mastercard)](https://help.cintra.co.uk/docs/credit-card-providers-visa-and-mastercard.md)
- [SunSystems Cloud](https://help.cintra.co.uk/docs/sunsystems-cloud.md): Streamline your expense management with SunSystems Cloud integration, ensuring accurate, balanced journal postings and seamless API setup for your organisation.
- [Expenses FAQs and troubleshooting](https://help.cintra.co.uk/docs/expenses-faqs-and-troubleshooting.md)
- [User access and bank details](https://help.cintra.co.uk/docs/users-and-permissions-1.md)
- [Approvals](https://help.cintra.co.uk/docs/approvals.md)
- [Category matching and visibility issues](https://help.cintra.co.uk/docs/categories-2.md)
- [Notifications](https://help.cintra.co.uk/docs/notifications-1.md)
- [Receipts](https://help.cintra.co.uk/docs/miscellaneous-faqs.md)
- [How do I deal with duplicate expenses?](https://help.cintra.co.uk/docs/how-do-i-deal-with-duplicate-expenses.md): Understand the 'Duplicate' label in expense claims, when to merge, and how to handle flagged items to ensure accurate submissions.
- [Terms and conditions](https://help.cintra.co.uk/docs/terms-and-conditions.md)
- [Expenses video guides and onboarding](https://help.cintra.co.uk/docs/expenses-video-guides-and-onboarding.md)
- [Setting up Expenses](https://help.cintra.co.uk/docs/setting-up-expenses.md): Set up Capture Expense with ease: create user accounts, manage expenses, and configure approval workflows for efficient financial tracking.
- [Settings](https://help.cintra.co.uk/docs/settings.md)
- [Company settings](https://help.cintra.co.uk/docs/company-settings.md)
- [Linked organisations](https://help.cintra.co.uk/docs/linked-organisations.md)
- [Currencies](https://help.cintra.co.uk/docs/currencies.md)
- [Declarations](https://help.cintra.co.uk/docs/declarations.md)
- [Reminders](https://help.cintra.co.uk/docs/reminders.md)
- [Integrations](https://help.cintra.co.uk/docs/integrations.md)
- [Documents](https://help.cintra.co.uk/docs/documents-1.md)
- [Duty of care](https://help.cintra.co.uk/docs/duty-of-care.md)
- [Recurring expenses](https://help.cintra.co.uk/docs/recurring-expenses-1.md)
- [People](https://help.cintra.co.uk/docs/people.md)
- [Create users](https://help.cintra.co.uk/docs/create-users.md)
- [Invite users](https://help.cintra.co.uk/docs/invite-users.md)
- [Approval](https://help.cintra.co.uk/docs/approval.md)
- [Create an approval workflow](https://help.cintra.co.uk/docs/create-an-approval-workflow.md)
- [Assign approval workflows](https://help.cintra.co.uk/docs/assign-approval-workflows.md)
- [Categories](https://help.cintra.co.uk/docs/categories.md)
- [Create a category](https://help.cintra.co.uk/docs/create-a-category.md)
- [Edit categories](https://help.cintra.co.uk/docs/edit-categories.md)
- [VAT](https://help.cintra.co.uk/docs/vat.md)
- [Create and edit a VAT record](https://help.cintra.co.uk/docs/create-and-edit-a-vat-record.md)
- [Tags](https://help.cintra.co.uk/docs/tags-1.md)
- [What is a tag?](https://help.cintra.co.uk/docs/what-is-a-tag.md)
- [Create and edit tags](https://help.cintra.co.uk/docs/create-and-edit-tags.md)
- [Vehicles](https://help.cintra.co.uk/docs/vehicles.md)
- [Create a vehicle record with HMRC approved rates](https://help.cintra.co.uk/docs/create-a-vehicle-record-with-hmrc-approved-rates.md)
- [Create a vehicle record with your own organisation's rates](https://help.cintra.co.uk/docs/create-a-vehicle-record-with-your-own-organisation-s-rates.md)
- [Edit vehicle records and rates](https://help.cintra.co.uk/docs/edit-vehicle-records-and-rates.md)
- [Banking and credit cards](https://help.cintra.co.uk/docs/banking-and-credit-cards.md)
- [Setting up Pliant integration](https://help.cintra.co.uk/docs/setting-up-pliant-integration.md)
- [Allocating a Pliant card](https://help.cintra.co.uk/docs/allocating-a-pliant-card.md)
- [Importing a CSV statement](https://help.cintra.co.uk/docs/importing-a-csv-statement.md)
- [Open banking](https://help.cintra.co.uk/docs/open-banking.md)
- [Assigning credit cards](https://help.cintra.co.uk/docs/assigning-credit-cards.md)
- [Integrations](https://help.cintra.co.uk/docs/integrations-2.md)
- [Xero integration](https://help.cintra.co.uk/docs/xero-integration.md)
- [Reporting](https://help.cintra.co.uk/docs/reporting-2.md)
- [HR reporting](https://help.cintra.co.uk/docs/hr-reporting-1.md)
- [HR reporting and the Report Builder](https://help.cintra.co.uk/docs/hr-reporting.md): Access tailored HR reports with our Report Builder. Filter, sort, and schedule reports based on your role for efficient HR management.
- [HR notifications](https://help.cintra.co.uk/docs/hr-notifications.md): Set up tailored HR notifications in Cintra People HR to manage employee data, payroll updates, and document reviews efficiently. Stay organised and informed!
- [Leave report builder](https://help.cintra.co.uk/docs/leave-report-builder.md): Create insightful reports with the Leave Report Builder. Filter data, view charts, and save for future use to enhance team performance.
- [Leave digest emails](https://help.cintra.co.uk/docs/leave-digest-emails.md)
- [Leave allowance burn rate](https://help.cintra.co.uk/docs/what-is-burn-rate.md)
- [Bradford Factor](https://help.cintra.co.uk/docs/bradford-factor.md)
- [HR insights](https://help.cintra.co.uk/docs/hr-insights.md)
- [Headcount report](https://help.cintra.co.uk/docs/headcount-report.md): Analyse your organisation's Headcount Report, tracking employees, turnover, and leaver details for informed HR decisions.
- [Notification placeholder tags](https://help.cintra.co.uk/docs/notification-placeholder-tags.md)
- [Payroll reporting and dashboards](https://help.cintra.co.uk/docs/payroll-reporting.md)
- [Getting started with reports and dashboards](https://help.cintra.co.uk/docs/getting-started-with-reports-and-dashboards.md)
- [Single and multi-payroll reporting](https://help.cintra.co.uk/docs/single-and-multi-payroll-reporting.md)
- [Published reports](https://help.cintra.co.uk/docs/published-payroll-reports.md)
- [Report packs](https://help.cintra.co.uk/docs/report-packs.md)
- [Payroll Summary Dashboard](https://help.cintra.co.uk/docs/payroll-summary-dashboard.md)
- [Viewing period changes](https://help.cintra.co.uk/docs/period-changes-dashboard.md)
- [Customising reports](https://help.cintra.co.uk/docs/customise-reports.md)
- [Introduction to Report Customisation screen](https://help.cintra.co.uk/docs/introduction-to-report-customisation-screen.md)
- [Save, share, and export reports](https://help.cintra.co.uk/docs/save-share-and-export-reports.md)
- [Managing columns, groups, and values](https://help.cintra.co.uk/docs/managing-columns-groups-and-values.md)
- [Pivot mode: Reorganising your data](https://help.cintra.co.uk/docs/pivot-mode-reorganising-your-data.md)
- [Charts: Visualising your data](https://help.cintra.co.uk/docs/charts-visualising-your-data.md)
- [Payroll reports catalogue](https://help.cintra.co.uk/docs/payroll-reports-catalogue.md)
- [Overview of available Payroll reports](https://help.cintra.co.uk/docs/overview-of-available-payroll-reports.md)
- [Multiple Period Report: Gross to Net (summary)](https://help.cintra.co.uk/docs/multiple-period-report-gross-to-net-summary.md)
- [Altered Pay and Employee Net Payments reports](https://help.cintra.co.uk/docs/altered-pay-and-employee-net-payments-reports.md)
- [Pay Variance](https://help.cintra.co.uk/docs/pay-variance.md)
- [Payroll reporting FAQs](https://help.cintra.co.uk/docs/reporting-and-dashboards-faqs.md)
- [HR Training guides / Onboarding](https://help.cintra.co.uk/docs/training-guides.md)
- [Leave: Employee training guide](https://help.cintra.co.uk/docs/leave-employee-training-guide.md): Log in to Access Cintra People HR for leave requests, employee directory, and sickness reporting. Manage your time off efficiently with our dashboard.
- [HR Essentials: Employee training guide](https://help.cintra.co.uk/docs/hr-essentials-employee-training-guide.md): Access Cintra People HR easily with Google, Microsoft, or Xero logins. Manage leave, clock in/out, and update your profile seamlessly.
- [HR Advanced: Employee training guide](https://help.cintra.co.uk/docs/hr-success-employee-training-guide.md): Access Cintra People HR for leave management, clocking in/out, performance reviews, and goal tracking with a user-friendly dashboard.
- [Newly-appointed admins and HR managers](https://help.cintra.co.uk/docs/newly-appointed-hr-manager-or-admin.md): Explore HR Manager and Admin roles in Cintra People HR, covering permissions, teams, employee admin, and approval flows for effective management.
- [Leave: Team managers](https://help.cintra.co.uk/docs/leave-team-manager-training.md): Manage team leave efficiently with access to approvals, request history, allowances, and reporting features tailored for Team Managers.
- [Leave: HR manager and admin guide](https://help.cintra.co.uk/docs/leave-hr-manager-and-admin-guide.md): Explore HR Manager functions, including team management, reporting, and leave administration, to streamline your organisation's HR processes effectively.
- [Essentials/Advanced: Team managers](https://help.cintra.co.uk/docs/hr-essentials-success-team-manager-training.md): As a Team Manager, access HR and Leave data, manage actions, and utilise checklists to streamline workflows for your team effectively.
- [Essentials/Advanced: HR manager and admin guide](https://help.cintra.co.uk/docs/hr-essentials-success-hr-manager-and-admin-guide.md): HR Managers manage team structures, employee roles, and leave approvals, with access to vital reporting and configuration tools for effective administration.
- [FAQs](https://help.cintra.co.uk/docs/faqs-and-troubleshooting.md)
- [General problems and errors](https://help.cintra.co.uk/docs/general-problems-and-errors-1.md)
- [Authentication and passkeys](https://help.cintra.co.uk/docs/authentication-and-passkeys.md)
- [Managers](https://help.cintra.co.uk/docs/manager-signin-faq.md)
- [Reviews and goals](https://help.cintra.co.uk/docs/reviews-and-goals-1.md): Get answers to common performance review questions, including setup, triggers, and manager assignments, to streamline your review cycles effectively.
- [HR Users and permissions](https://help.cintra.co.uk/docs/users-and-permissions.md): Learn how to add users, assign permissions, resend welcome emails, and manage access in your organisation's system effectively.
- [Employees and teams](https://help.cintra.co.uk/docs/employees-and-teams.md): Manage employees effectively with Cintra People. Learn about offboarding, data exports, and employee status changes in our comprehensive guide.
- [Licensing](https://help.cintra.co.uk/docs/licensing-1.md): Running out of licences? Learn how to manage your Cintra People HR licences, renewals, and invoice retrieval efficiently.
- [Integrations](https://help.cintra.co.uk/docs/integrations-faq.md)
- [Leave: Employees](https://help.cintra.co.uk/docs/employees-4.md): Find answers to common questions about booking leave, recording sickness, and managing requests in our comprehensive guide.
- [Leave: Managers](https://help.cintra.co.uk/docs/leave-managers-faq.md): Learn how to set minimum notice for leave requests, hide sickness from calendars, and manage leave approvals effectively in your organisation.
- [Leave allowances](https://help.cintra.co.uk/docs/leave-allowances-1.md): Learn how to update employee allowances, adjust working hours, and set up shift patterns effectively in your HR system.
- [Release notes](https://help.cintra.co.uk/docs/release-notes.md)
- [Parental payments (9 Oct 2026)](https://help.cintra.co.uk/docs/october-2026-parental-payments.md)
- [Custom roles (8 Oct 2026)](https://help.cintra.co.uk/docs/october-2026-custom-roles.md)
- [Calculate Payroll available to SaaS customers (16 Sep 2026)](https://help.cintra.co.uk/docs/september-16th-2026-calculate-payroll-available-to-saas-customers.md)
- [Statutory payments (16 Sep 2026)](https://help.cintra.co.uk/docs/september-2026-statutory-payments.md)
- [Bulk import (26 Aug 2026)](https://help.cintra.co.uk/docs/august-12th-2026-bulk-import.md)
- [Viewing period changes: Changes Report (26 Aug 2026)](https://help.cintra.co.uk/docs/august-2026-period-changes-dashboard-changes-report.md)
- [Audit Report (11 Aug 2026)](https://help.cintra.co.uk/docs/august-2026-audit-report.md)
- [Other benefit schemes (Jul 2026)](https://help.cintra.co.uk/docs/july-2026-net-deduction-benefit-schemes.md): Net-deduction benefit schemes / other benefits in Cintra People Payroll.
- [Work patterns (Jul 2026)](https://help.cintra.co.uk/docs/july-2026-work-patterns.md)
- [Company cars and vans (Jul 2026)](https://help.cintra.co.uk/docs/july-2026-company-cars-and-vans.md)

## Cintra People HR

- [Getting started with Cintra People HR](https://help.cintra.co.uk/hr/docs/getting-started-with-cintra-people.md)
- [What is Cintra People?](https://help.cintra.co.uk/hr/docs/what-is-cintra-people.md): Manage employee information and HR processes seamlessly with Cintra People Payroll and HR. Access payslips, request holidays, and maintain records securely.
- [Sign in to Cintra People HR](https://help.cintra.co.uk/hr/docs/sign-in-to-cintra-people-hr.md)
- [Navigating around Cintra People HR](https://help.cintra.co.uk/hr/docs/navigating-around-cintra-people.md)
- [Getting started as an employee](https://help.cintra.co.uk/hr/docs/getting-started-as-an-employee.md)
- [Cintra People HR versions](https://help.cintra.co.uk/hr/docs/cintra-people-hr-versions.md)
- [Cintra People HR mobile apps](https://help.cintra.co.uk/hr/docs/cintra-people-hr-mobile-apps.md)
- [AI in Cintra People HR](https://help.cintra.co.uk/hr/docs/ai-in-cintra-people.md): AI in Cintra People HR integrated.
- [Browsing the employee directory](https://help.cintra.co.uk/hr/docs/directory.md)
- [Help and support](https://help.cintra.co.uk/hr/docs/help-and-support.md)
- [Glossary of key HR terminology](https://help.cintra.co.uk/hr/docs/glossary-of-terms.md)
- [Moving from appogeehr.com to cintrapeople.com](https://help.cintra.co.uk/hr/docs/clone-moving-from-cintra-cloud-to-cintrapeople-com.md): Cintra People is moving to a new web address. Update your bookmarks and saved logins to ensure seamless access to your account and data.
- [My account and security](https://help.cintra.co.uk/hr/docs/my-account-and-security.md)
- [Change your password](https://help.cintra.co.uk/hr/docs/change-your-password.md)
- [Forgot your password?](https://help.cintra.co.uk/hr/docs/forgot-your-password.md)
- [Enabling two-factor authentication (2FA)](https://help.cintra.co.uk/hr/docs/enabling-two-factor-authentication-2fa.md): Enhance your security with 2FA in Cintra People HR. Learn how to enable it for safer logins, especially for HR and Admin roles.
- [Offline notifications](https://help.cintra.co.uk/hr/docs/offline-notifications.md)
- [Account preferences and daily digest emails](https://help.cintra.co.uk/hr/docs/account-preferences-and-leave-daily-digest-emails.md): Configure your Cintra People HR preferences, including notifications, digest emails, and security settings, tailored to your user role.
- [Customising the dashboard](https://help.cintra.co.uk/hr/docs/customising-the-dashboard.md)
- [Leave (time off)](https://help.cintra.co.uk/hr/docs/time-off.md)
- [View your leave](https://help.cintra.co.uk/hr/docs/leave-overview-dashboard.md): Manage your leave effortlessly with Cintra People HR. View approvals, allowances, and team calendars for a clear overview of your holiday and sickness leave.
- [Request leave](https://help.cintra.co.uk/hr/docs/request-leave.md): Learn how to request leave in Cintra People HR, including selecting dates, types of leave, and submitting your request for approval.
- [Time off in lieu (TOIL)](https://help.cintra.co.uk/hr/docs/time-off-in-lieu-employee-training-guide.md): Learn about Time Off in Lieu (TOIL) and how to claim and use compensatory time off for extra hours worked in your organisation.
- [Report sickness and return to work](https://help.cintra.co.uk/hr/docs/report-sickness-and-return-to-work.md): Report your sickness easily through Cintra People HR, manage leave requests, and submit return forms to keep your workplace informed.
- [Edit or cancel my leave requests](https://help.cintra.co.uk/hr/docs/edit-cancel-my-leave-requests.md)
- [Overlapping requests](https://help.cintra.co.uk/hr/docs/overlapping-requests.md): Manage leave and sickness requests seamlessly, even when dates clash. Learn how to amend or override requests for smooth workflow adjustments.
- [Manage employee leave](https://help.cintra.co.uk/hr/docs/manage-employee-leave.md): Manage leave and sickness requests efficiently in Cintra People HR. Approve or reject requests and control who can submit them for your team.
- [Work patterns](https://help.cintra.co.uk/hr/docs/work-patterns.md)
- [Guide: Work patterns](https://help.cintra.co.uk/hr/docs/guide-work-patterns.md)
- [Create work patterns](https://help.cintra.co.uk/hr/docs/create-work-patterns.md)
- [Edit and delete work patterns](https://help.cintra.co.uk/hr/docs/edit-and-delete-work-patterns.md)
- [Assign work patterns to employees](https://help.cintra.co.uk/hr/docs/assign-work-patterns-to-employees.md)
- [Leave profiles (formerly work profiles)](https://help.cintra.co.uk/hr/docs/work-profiles.md)
- [Guide: Leave profiles](https://help.cintra.co.uk/hr/docs/guide-leave-profiles.md)
- [Create and edit leave profiles](https://help.cintra.co.uk/hr/docs/work-profiles-allowances-working-hours.md): Learn about Work Profiles in Cintra People HR, which manage Leave & Sickness settings, working hours, and employee entitlements effectively.
- [Full and part-time equivalent leave profiles](https://help.cintra.co.uk/hr/docs/work-profiles-full-part-time-equivalents.md): Set up part-time employee allowances with pro-rated entitlements using Cintra People HR. Create and manage Work Profiles efficiently for diverse working patterns.
- [Deleting and restoring leave profiles](https://help.cintra.co.uk/hr/docs/deleting-and-restoring-work-profiles.md): Understand Work Profiles for managing Leave & Sickness settings, employee hours, and allowances in Cintra People HR. Customise for diverse employment terms.
- [Changing or moving leave years](https://help.cintra.co.uk/hr/docs/changing-or-moving-leave-years.md): Understand Leave Years, their start months, and how to adjust allowances for Work Profiles effectively in your organisation's leave management.
- [Changing leave profiles during a leave year](https://help.cintra.co.uk/hr/docs/changing-work-profiles-midway-through-a-leave-year.md): Learn how to adjust employee Work Profiles and allowances effectively, ensuring accurate leave entitlements and smooth transitions in your organisation.
- [Changing an employee's leave profile](https://help.cintra.co.uk/hr/docs/how-do-i-change-an-employees-work-profile.md): Learn how to configure Work Profiles for Leave & Sickness settings, including changes and employee management, to optimise your workforce effectively.
- [Length of service](https://help.cintra.co.uk/hr/docs/length-of-service.md): Length of Service rewards employees based on their tenure. Learn how to configure allowances and entitlements effectively for your organisation.
- [Rounding controls for pro-rata allowances](https://help.cintra.co.uk/hr/docs/rounding-controls-for-pro-rata-allowances.md): Learn why rounding is crucial for leave allowances, especially for new hires, and explore pro-rata options and rounding methods for HR managers.
- [Leave configuration](https://help.cintra.co.uk/hr/docs/time-off-setup.md)
- [Configuring leave and sickness types](https://help.cintra.co.uk/hr/docs/configuring-leave-sickness-types.md): Learn about Leave & Sickness Types, their configurations, and how they impact employee allowances and reporting in your organisation.
- [Managing public holidays](https://help.cintra.co.uk/hr/docs/managing-public-holidays.md): Configure Public Holidays effortlessly with Cintra People HR. Import, add, or delete profiles to manage non-working days for your employees effectively.
- [Setting up approvers](https://help.cintra.co.uk/hr/docs/setting-up-approvers.md): Set up Approval Flows in Cintra People HR for teams or individuals, streamlining leave, sick, and TOIL requests with ease.
- [Set up part-time employees](https://help.cintra.co.uk/hr/docs/how-to-set-up-part-time-employees.md): Learn how to configure Part Time employees' leave and work profiles in Cintra People HR for accurate annual leave and rota management.
- [Compulsory days](https://help.cintra.co.uk/hr/docs/compulsory-days.md): Configure Compulsory Leave and Work Days for employees, ensuring smooth scheduling and compliance with business requirements. Manage leave requests effectively.
- [Recurring requests](https://help.cintra.co.uk/hr/docs/recurring-requests.md): Streamline leave management by enabling recurring requests for various leave types, making approvals easier for managers and saving time for employees.
- [Configuring return to work from sickness](https://help.cintra.co.uk/hr/docs/configuring-return-to-work-from-sickness.md): Configure a Return to Work process for employees post-sickness, ensuring smooth communication with managers and efficient report closure.
- [Request attachments](https://help.cintra.co.uk/hr/docs/request-attachments.md): Set mandatory or optional attachments in Appogee Leave for requests, ensuring users provide necessary documents for approvals and compliance.
- [Email templates](https://help.cintra.co.uk/hr/docs/email-templates.md)
- [Leave management](https://help.cintra.co.uk/hr/docs/leave-management.md)
- [Backfill leave](https://help.cintra.co.uk/hr/docs/backfill-leave.md): HR Managers can record leave without approval, while Team Managers can backfill requests manually or in bulk. Learn the process for efficient leave management.
- [Enabling event driven allowances like jury service or maternity leave](https://help.cintra.co.uk/hr/docs/event-driven-allowances.md): Learn about Event Related Absences in Cintra People HR, including maternity, bereavement, and jury service leave types and how to manage them effectively.
- [Preparing for a new leave year](https://help.cintra.co.uk/hr/docs/how-to-prepare-for-a-new-leave-year.md): Ensure a smooth transition into the new Leave Year by managing allowances, carry over, and public holidays effectively for your employees.
- [Carrying over leave allowance](https://help.cintra.co.uk/hr/docs/what-is-carry-over.md): Manage Carry Over in Work Profiles to automatically transfer unused leave allowances. Check settings and configure expiry for efficient leave management.
- [Time off in lieu (compensatory time)](https://help.cintra.co.uk/hr/docs/time-off-in-lieu-compensatory-time.md): Learn about TOIL (Time Off in Lieu) and how employees can manage compensatory time requests through Cintra People HR for better leave tracking.
- [iCal team calendars](https://help.cintra.co.uk/hr/docs/ical-team-calendars.md)
- [Team calendar](https://help.cintra.co.uk/hr/docs/team-calendar.md): Manage your team's time off with Cintra People HR's Team Calendar, offering visibility and transparency for all employees. Set access and leave types easily.
- [Leave allowances](https://help.cintra.co.uk/hr/docs/leave-allowances.md)
- [Allowance allocation](https://help.cintra.co.uk/hr/docs/how-allowance-is-allocated.md): Explore Cintra People HR's Leave Allowance configurations, including pro-rated and Length of Service options, to optimise employee leave management.
- [When do accruals take place?](https://help.cintra.co.uk/hr/docs/when-do-accruals-take-place.md): Manage accruals in Cintra People HR with flexible schedules: weekly, fortnightly, monthly, or twice a month. Set your preferences easily today!
- [New starter allowance](https://help.cintra.co.uk/hr/docs/new-starter-allowance.md): Set up employee Annual Leave allowances accurately with pro-rated options and rounding methods to ensure fair leave entitlements for new starters.
- [Manually adjusting an employee's allowance](https://help.cintra.co.uk/hr/docs/manually-adjusting-an-employees-allowance.md): Manage employee allowances effectively with automatic adjustments, manual edits, and TOIL settings to ensure accurate entitlements throughout the Leave Year.
- [Bulk adjust allowances](https://help.cintra.co.uk/hr/docs/bulk-adjust-allowances.md): Update employee allowances efficiently with the Bulk Adjust Allowances tool. Export, edit, and re-upload CSVs for seamless HR management.
- [Adjust allowance range](https://help.cintra.co.uk/hr/docs/adjust-allowance-range.md): Update employee leave allowances easily by changing the start month and using the Allowance Range tool to calculate new periods and balances.
- [Unlimited leave allowance](https://help.cintra.co.uk/hr/docs/unlimited-leave-allowance.md): Enable unlimited leave for employees by adjusting Work Profile settings. Remove leave allowances for a flexible PTO policy that enhances workplace satisfaction.
- [Time: Tracking and projects](https://help.cintra.co.uk/hr/docs/time-tracking-and-projects.md)
- [Clocking in & out and recording time](https://help.cintra.co.uk/hr/docs/clock-in-out.md): Track your working hours effortlessly with the Clock-in feature, manage Timesheets, and sync HR Leave requests for seamless time management.
- [Getting started with the Time module](https://help.cintra.co.uk/hr/docs/time-getting-started.md): Track employee time, manage projects, and monitor locations with our Time module for efficient attendance and project management.
- [Key features](https://help.cintra.co.uk/hr/docs/time-using-time.md): Track time efficiently for Projects, Customers, and Tasks with our Time module. Manage activities, timesheets, and locations seamlessly.
- [Today page](https://help.cintra.co.uk/hr/docs/time-today-page.md): Track your time effectively with Today’s page, featuring easy clocking in/out, activity tracking for projects, customers, and tasks.
- [My team's Today page](https://help.cintra.co.uk/hr/docs/time-my-team-today-page.md)
- [Time glossary](https://help.cintra.co.uk/hr/docs/time-glossary.md)
- [Timesheets](https://help.cintra.co.uk/hr/docs/timesheets.md)
- [Using timesheets](https://help.cintra.co.uk/hr/docs/time-timesheets.md): Track your time effortlessly with Timesheets, view insights, and manage employee hours effectively. Get an overview of your work week today!
- [Exporting timesheets](https://help.cintra.co.uk/hr/docs/time-timesheet-export.md)
- [Approving timesheets](https://help.cintra.co.uk/hr/docs/timesheet-approvals.md): Manage Timesheet approvals efficiently: view, approve, or query timesheets, and track missing entries with ease. Streamline your team's time management today!
- [Autofilling timesheets](https://help.cintra.co.uk/hr/docs/timesheet-autofill.md)
- [Projects](https://help.cintra.co.uk/hr/docs/projects.md)
- [Project management](https://help.cintra.co.uk/hr/docs/time-project-management.md): Track project time, manage roles, and understand billing implications with our Time module for effective project management and cost control.
- [Costings, estimates and actuals](https://help.cintra.co.uk/hr/docs/time-billables-costings-estimates-actuals.md): Manage billable projects effortlessly, track time, and calculate costings automatically. Set roles for accurate estimates and actuals in your projects.
- [Setup and config](https://help.cintra.co.uk/hr/docs/setup-and-config.md)
- [Adding the Time module](https://help.cintra.co.uk/hr/docs/time-adding-time-to-your-package.md): Unlock the Time module in Cintra People HR to manage projects, customers, and tasks with enhanced roles for Project Managers and Admins.
- [Roles and access](https://help.cintra.co.uk/hr/docs/time-roles-access.md): Assign HR Manager, Project Admin, and Admin roles to streamline project management, employee data configuration, and access control in your organisation.
- [Time: Work patterns](https://help.cintra.co.uk/hr/docs/time-work-profiles.md): Configure your Work Profile to set employee working hours, auto clock out options, and manage public holidays effectively. Save changes easily!
- [Setting up projects, customers and tasks](https://help.cintra.co.uk/hr/docs/time-setting-up-projects-customers-tasks.md): Set up Projects, Customers, and Tasks to efficiently track time across teams. Customise details and manage access for streamlined project management.
- [Managing project roles](https://help.cintra.co.uk/hr/docs/time-project-roles.md): Manage project roles effectively to optimise employee time, costs, and forecasts. Learn to set up, assign, and track project roles for accurate actuals.
- [Importing project data](https://help.cintra.co.uk/hr/docs/csv-import-project-data.md): Import historic project data to Cintra People HR for accurate timesheets and project logs. Follow our guide for a seamless CSV upload process.
- [Importing customers from Xero](https://help.cintra.co.uk/hr/docs/time-importing-customers-from-xero.md)
- [Project reports](https://help.cintra.co.uk/hr/docs/project-reports.md)
- [Project reporting](https://help.cintra.co.uk/hr/docs/project-reporting.md)
- [Activities report](https://help.cintra.co.uk/hr/docs/time-activities-report.md): Analyse time spent on projects with Employee and Team Activity Reports. Filter and export data for better insights into productivity.
- [Project log](https://help.cintra.co.uk/hr/docs/time-project-log.md): Track time for Projects, Customers, and Tasks easily using the Project Log. Customise views and add activities to enhance your productivity.
- [Checklists](https://help.cintra.co.uk/hr/docs/checklists.md)
- [Understanding checklists](https://help.cintra.co.uk/hr/docs/what-is-a-checklist.md): Streamline your workflow with checklists and templates for hiring and performance reviews, ensuring consistency and efficiency in your HR processes.
- [Completing checklists](https://help.cintra.co.uk/hr/docs/completing-checklists.md)
- [Assigning checklists](https://help.cintra.co.uk/hr/docs/assigning-checklists.md): Automate processes with Checklists for onboarding, exit interviews, and more. Learn to set up and assign Checklist templates effectively.
- [Checklist templates](https://help.cintra.co.uk/hr/docs/checklist-templates.md): Automate processes with Checklist templates in Cintra People for onboarding, offboarding, and more. Streamline tasks and enhance efficiency today!
- [Company documents and records](https://help.cintra.co.uk/hr/docs/documents.md)
- [View and acknowledge documents](https://help.cintra.co.uk/hr/docs/view-and-acknowledge-documents.md): Access and acknowledge your company's documents easily. Learn how HR managers can view, download, and comment on essential Company Docs.
- [Company documents](https://help.cintra.co.uk/hr/docs/company-documents.md): Manage and access Company Documents easily with configurable Document Types for HR, policies, and more. Streamline your team's document sharing today!
- [Document acknowledgements](https://help.cintra.co.uk/hr/docs/company-documents-acknowledgements.md): Manage document acknowledgements efficiently with status tracking, nudge options, and custom rules for all employees or specific roles.
- [Internal notes](https://help.cintra.co.uk/hr/docs/internal-notes.md)
- [Reviews and versions](https://help.cintra.co.uk/hr/docs/docs-records-reviews-versions.md): Manage Company Docs with ease: set review schedules, create versions, and ensure compliance with alerts and notifications for document updates.
- [Security settings](https://help.cintra.co.uk/hr/docs/docs-records-security-settings.md): Configure security settings for Records and Company Documents, controlling employee access to view, edit, and upload based on roles.
- [AI search assistant](https://help.cintra.co.uk/hr/docs/ai-search-assistant.md): Enable the AI Search Assistant to let employees ask questions about company documents, ensuring quick access to policies like maternity leave and remote work.
- [AI content generation](https://help.cintra.co.uk/hr/docs/ai-content-generation-company-documents.md): Create and edit company documents and internal notes effortlessly with our AI Content Generation tool. Streamline your workflow today!
- [Employee engagement (culture)](https://help.cintra.co.uk/hr/docs/employee-engagement-culture.md)
- [Company values](https://help.cintra.co.uk/hr/docs/company-values.md): Easily set up and publish your Company Values in Cintra People HR, enhancing employee understanding with titles, descriptions, and images.
- [Suggestion box](https://help.cintra.co.uk/hr/docs/suggestion-box.md): Empower employees with the Suggestion Box to share ideas on culture and initiatives, ensuring anonymity and easy tracking of suggestions.
- [Newsfeed](https://help.cintra.co.uk/hr/docs/newsfeed.md): Configure and share posts with your team using the Cintra People HR Newsfeed. Customise categories and security settings for effective communication.
- [Surveys](https://help.cintra.co.uk/hr/docs/surveys.md)
- [Completing surveys](https://help.cintra.co.uk/hr/docs/completing-surveys.md): Complete your survey easily by following the steps: access via email or app, respond to sections, and submit your answers for valuable feedback.
- [Running surveys](https://help.cintra.co.uk/hr/docs/running-surveys.md): Streamline employee feedback with automated surveys. Analyse responses, track trends, and enhance workplace culture effortlessly.
- [Survey scoring](https://help.cintra.co.uk/hr/docs/survey-scoring.md): Understand survey response scoring, including favourable, neutral, and unfavourable scores, and learn how to view insights effectively.
- [Survey templates](https://help.cintra.co.uk/hr/docs/survey-templates.md): Create engaging Survey Templates with organised sections and topics, ensuring employee participation and accurate feedback for effective insights.
- [Answer groups](https://help.cintra.co.uk/hr/docs/surveys-answer-groups.md): Learn how to create and manage Answer Groups in Surveys to enhance employee feedback and track sentiment effectively with Cintra People HR.
- [Onboarding](https://help.cintra.co.uk/hr/docs/onboarding.md)
- [Joiners: onboarding portal](https://help.cintra.co.uk/hr/docs/using-the-onboarding-portal-joiners.md): Access the Cintra People HR onboarding portal before your start date to complete essential tasks and connect with your new colleagues.
- [Setting up the onboarding portal](https://help.cintra.co.uk/hr/docs/configuring-the-onboarding-portal-for-your-company.md): Upgrade to our Success package and streamline onboarding with the Onboarding Portal, allowing new starters to access essential information before day one.
- [Setting HR fields](https://help.cintra.co.uk/hr/docs/setting-hr-fields.md)
- [Assigning new joiners](https://help.cintra.co.uk/hr/docs/configuring-the-onboarding-portal-for-a-new-joiner.md): Set up the Onboarding Portal in Cintra People HR for new starters, enabling them to share info, review documents, and connect with colleagues before their start date.
- [Managing current joiners](https://help.cintra.co.uk/hr/docs/using-the-onboarding-portal-tab.md): Streamline new starter onboarding with Cintra People HR. Configure the portal for personal info, document review, and colleague introductions.
- [Reviews and goals](https://help.cintra.co.uk/hr/docs/reviews-and-goals.md)
- [Reviews](https://help.cintra.co.uk/hr/docs/reviews.md)
- [A manager's guide to reviews](https://help.cintra.co.uk/hr/docs/a-managers-guide-to-reviews.md): Learn how Team Managers can effectively conduct Performance Reviews in Cintra People HR, utilising automated cycles and manual options for employee assessments.
- [An HR manager's guide to performance reviews](https://help.cintra.co.uk/hr/docs/an-hr-managers-guide-to-performance-reviews.md): Manage Performance Reviews effectively in Cintra People HR with customisable options, notifications, and full visibility for HR Managers.
- [Report: Employee assessment](https://help.cintra.co.uk/hr/docs/employee-assessment-report.md): Generate comprehensive Employee Assessment Reports with ratings, comments, and scores to evaluate performance effectively. Explore setup options now!
- [Report: Performance progress](https://help.cintra.co.uk/hr/docs/performance-progress-report.md)
- [Employee performance reviews](https://help.cintra.co.uk/hr/docs/performance-reviews-for-employees.md): Engage in Performance Reviews through Self-Assessments, 360 Feedback, or by requesting reviews from your manager for effective career growth.
- [Shout-outs](https://help.cintra.co.uk/hr/docs/shout-outs.md): Recognise and engage employees with Shout-outs linked to Goals. Submit, view, and manage Shout-outs easily to boost team morale and collaboration.
- [Setup and config](https://help.cintra.co.uk/hr/docs/setup-and-config-2.md)
- [360 Feedback](https://help.cintra.co.uk/hr/docs/360-feedback.md): Request 360 Feedback for employee performance reviews from internal or external sources. Configure topics easily in Cintra People HR.
- [Performance manager role](https://help.cintra.co.uk/hr/docs/performance-manager-role.md)
- [Rating scales](https://help.cintra.co.uk/hr/docs/rating-scales.md): Create and manage Rating Scales for Performance Reviews, ensuring accurate Ratings for Manager & Employee Assessments. Save as draft or publish easily.
- [Review check-ins](https://help.cintra.co.uk/hr/docs/review-check-ins.md)
- [Review cycles](https://help.cintra.co.uk/hr/docs/review-cycles.md): Streamline employee Performance Reviews with Cintra People HR. Customisable Review Cycles automate assessments, ensuring timely feedback and evaluations.
- [Review templates](https://help.cintra.co.uk/hr/docs/review-templates.md): Customise performance reviews with configurable templates, allowing HR managers to manage components like goals, feedback, and assessments effectively.
- [Goals](https://help.cintra.co.uk/hr/docs/goals.md)
- [Navigating goals](https://help.cintra.co.uk/hr/docs/navigating-goals.md): Track and manage Company, Team, and Personal Goals in Cintra People HR with features like alignment views, progress tracking, and private settings.
- [Creating goals](https://help.cintra.co.uk/hr/docs/creating-goals.md): Learn how to create and manage goals, set key results, and submit for approval to enhance team performance and achieve personal objectives effectively.
- [Updating and tracking goals](https://help.cintra.co.uk/hr/docs/how-to-update-and-track-goals.md): Track and update your Goals effectively with Key Results, status changes, and progress charts to ensure success and collaboration in your projects.
- [OKRs](https://help.cintra.co.uk/hr/docs/okrs-what-are-they.md): Learn about OKRs, a goal-setting framework used by top companies to align objectives and measurable key results for effective team collaboration.
- [Goal reports](https://help.cintra.co.uk/hr/docs/goal-reports.md): Generate detailed performance reports for individual goals, tracking progress, updates, and insights over custom time periods.
- [Goals glossary](https://help.cintra.co.uk/hr/docs/goals-glossary.md)
- [Setup and config](https://help.cintra.co.uk/hr/docs/setup-and-config-1.md)
- [Goals configuration](https://help.cintra.co.uk/hr/docs/goals-configuration.md): Configure company-wide goals with tailored settings for creation, approval, visibility, and task management to enhance productivity and tracking.
- [User roles and permissions](https://help.cintra.co.uk/hr/docs/goals-user-roles-and-permissions.md): Set flexible user roles and permissions for Goals, enhancing collaboration across teams with Author, Updater, Commenter, and Reader access options.
- [Location management](https://help.cintra.co.uk/hr/docs/location-management.md)
- [Location calendar](https://help.cintra.co.uk/hr/docs/location-calendar.md): View your team's locations and leave requests with the Location Calendar. Filter by employee, team, or location for easy access to attendance data.
- [Location recording](https://help.cintra.co.uk/hr/docs/location-recording.md): Manage your hybrid work locations effortlessly with our location recording feature. Set default plans, book daily spots, and stay organised!
- [Location notifications](https://help.cintra.co.uk/hr/docs/location-notifications.md): Set up Location notifications for employee planning and HR capacity alerts. Choose email or push reminders to streamline management effectively.
- [Location planning](https://help.cintra.co.uk/hr/docs/location-planning.md)
- [Location config](https://help.cintra.co.uk/hr/docs/location-config.md): Set up Office Locations and Zones to track employee work locations, manage capacity, and receive alerts for efficient workplace planning.
- [Location report](https://help.cintra.co.uk/hr/docs/location-report.md)
- [Employees and teams](https://help.cintra.co.uk/hr/docs/employees-management-hr.md)
- [Manage the employee directory](https://help.cintra.co.uk/hr/docs/manage-the-employee-directory.md): Access the Cintra People HR Directory to view employee details, manage roles, and customise columns for enhanced organisational insights.
- [Manage employees](https://help.cintra.co.uk/hr/docs/manage-employees.md)
- [Add new employees individually](https://help.cintra.co.uk/hr/docs/adding-new-employees.md): Learn how to add employees to Cintra People HR, from individual entries to bulk uploads, and configure their profiles efficiently.
- [Bulk import employees](https://help.cintra.co.uk/hr/docs/adding-new-employees-in-bulk.md): Easily add employees in bulk or one at a time using CSV uploads in Cintra People HR. Streamline your onboarding process today!
- [Find an employee in HR](https://help.cintra.co.uk/hr/docs/find-and-edit-an-employee-in-hr.md)
- [Edit an employee profile in HR](https://help.cintra.co.uk/hr/docs/edit-an-employee-profile.md)
- [Process leavers (offboarding)](https://help.cintra.co.uk/hr/docs/processing-leavers-offboarding.md): Streamline your employee offboarding process with essential steps to revoke access and manage actions efficiently before archiving former employees.
- [Archive employees](https://help.cintra.co.uk/hr/docs/archived-employees.md): Learn how to archive employees to save licenses, access their data later, and restore them when needed in your organisation's HR system.
- [Delete a user](https://help.cintra.co.uk/hr/docs/deleting-a-user.md)
- [Manage teams](https://help.cintra.co.uk/hr/docs/manage-teams.md)
- [Creating, importing, and editing teams](https://help.cintra.co.uk/hr/docs/setting-up-editing-teams.md): Learn how to create, edit, and manage teams in Cintra People HR, including roles, approvals, and team structures for effective organisation.
- [Set up virtual teams](https://help.cintra.co.uk/hr/docs/setting-up-virtual-teams.md): Create Virtual Teams for cross-departmental projects and complex approval flows, enhancing collaboration and efficiency in your organisation.
- [Deleting a team](https://help.cintra.co.uk/hr/docs/deleting-a-team.md)
- [Bulk employee updates](https://help.cintra.co.uk/hr/docs/bulk-data-operations.md)
- [Backfill employee numbers](https://help.cintra.co.uk/hr/docs/employee-numbers-backfill-tool.md): Efficiently allocate Employee Numbers with the Backfill Tool, ensuring consistency and order for all employees, including archived ones.
- [Bulk update employee profile fields](https://help.cintra.co.uk/hr/docs/bulk-update-employee-profiles-profile-fields.md): Update employee profiles in bulk with our powerful CSV tool. Easily manage data in Cintra People HR using Google Sheets or Excel.
- [Bulk update employee profile tables](https://help.cintra.co.uk/hr/docs/bulk-update-employee-profiles-profile-tables.md): Update employee profiles in bulk with our powerful CSV tool. Ensure accurate data management in Cintra People HR with easy-to-follow steps.
- [Employee record templates and AI tools](https://help.cintra.co.uk/hr/docs/employee-details.md)
- [Create an employee record from a template](https://help.cintra.co.uk/hr/docs/using-employee-record-templates.md)
- [Bulk creating employee records](https://help.cintra.co.uk/hr/docs/bulk-employee-record-creation.md): Streamline your HR process with the Bulk Employee Record Creation tool, allowing you to generate multiple employee records and salary review letters effortlessly.
- [Managing employee record templates](https://help.cintra.co.uk/hr/docs/creating-employee-record-templates.md): Streamline employee record creation with templates in Cintra People HR. Upload, map data, and easily manage documents like contracts and reviews.
- [AI content generation: Employee records](https://help.cintra.co.uk/hr/docs/ai-content-generation-employee-records.md): Create and edit Company Documents and Employee Records effortlessly with our AI Content Generation tool. Streamline your documentation process today!
- [Setup and config](https://help.cintra.co.uk/hr/docs/setup-and-config-3.md)
- [Employee numbers](https://help.cintra.co.uk/hr/docs/employee-numbers.md)
- [Employee profiles](https://help.cintra.co.uk/hr/docs/employee-profiles.md): Manage employee data efficiently with customisable profiles, mandatory fields, and self-service access in Cintra People HR. Streamline your HR processes today!
- [Set up categories and fields](https://help.cintra.co.uk/hr/docs/categories-fields.md): Learn how to create Categories & Fields in Cintra People HR to manage employee records effectively, ensuring proper security and access settings.
- [Edit categories and fields](https://help.cintra.co.uk/hr/docs/making-changes-to-categories-fields.md): Edit, delete, and restore Categories & Fields easily. Manage security access and move Sub Categories for better organisation in your admin profile.
- [Org charts](https://help.cintra.co.uk/hr/docs/configuring-your-org-chart.md): Build and configure your Org Chart in Cintra People HR by adding employees and setting reporting lines for effective team management.
- [Linked fields](https://help.cintra.co.uk/hr/docs/linked-fields.md): Learn how to create Linked Fields in Employee Profiles to display up-to-date data like Salary from Job History tables with enforced sort order.
- [Office locations](https://help.cintra.co.uk/hr/docs/office-locations.md): Manage your Office Locations and Zones for employees, enhancing visibility and capacity planning in your organisation's Directory and Onboarding Portal.
- [Users and permissions](https://help.cintra.co.uk/hr/docs/user-management-hr.md)
- [Managing login and access to Cintra People HR](https://help.cintra.co.uk/hr/docs/managing-employee-access.md)
- [HR user roles and permissions](https://help.cintra.co.uk/hr/docs/hr-user-roles-and-permissions.md)
- [System roles overview](https://help.cintra.co.uk/hr/docs/what-are-the-user-roles.md): Explore user roles in Cintra People HR, including HR Manager, Team Manager, and Restricted Staff, with configurable permissions for effective management.
- [Default permissions by role](https://help.cintra.co.uk/hr/docs/default-roles-and-permissions-hr.md)
- [Configuring system roles and access](https://help.cintra.co.uk/hr/docs/configuring-user-roles-access.md): Manage user roles effectively with Admin and HR Manager access, ensuring secure data handling and tailored permissions for employees in your application.
- [Custom roles](https://help.cintra.co.uk/hr/docs/custom-roles.md)
- [Custom role assignments](https://help.cintra.co.uk/hr/docs/custom-role-assignments.md)
- [Security reports](https://help.cintra.co.uk/hr/docs/security-reports.md)
- [Reporting](https://help.cintra.co.uk/hr/docs/reporting.md)
- [HR reporting and the Report Builder](https://help.cintra.co.uk/hr/docs/hr-reporting.md): Access tailored HR reports with our Report Builder. Filter, sort, and schedule reports based on your role for efficient HR management.
- [HR notifications](https://help.cintra.co.uk/hr/docs/hr-notifications.md): Set up tailored HR notifications in Cintra People HR to manage employee data, payroll updates, and document reviews efficiently. Stay organised and informed!
- [Leave report builder](https://help.cintra.co.uk/hr/docs/leave-report-builder.md): Create insightful reports with the Leave Report Builder. Filter data, view charts, and save for future use to enhance team performance.
- [Leave digest emails](https://help.cintra.co.uk/hr/docs/leave-digest-emails.md)
- [Leave allowance burn rate](https://help.cintra.co.uk/hr/docs/what-is-burn-rate.md)
- [Bradford Factor](https://help.cintra.co.uk/hr/docs/bradford-factor.md)
- [HR insights](https://help.cintra.co.uk/hr/docs/hr-insights.md)
- [Headcount report](https://help.cintra.co.uk/hr/docs/headcount-report.md): Analyse your organisation's Headcount Report, tracking employees, turnover, and leaver details for informed HR decisions.
- [Notification placeholder tags](https://help.cintra.co.uk/hr/docs/notification-placeholder-tags.md)
- [Setup and config](https://help.cintra.co.uk/hr/docs/setup-and-config-4.md)
- [Enabling AI features](https://help.cintra.co.uk/hr/docs/enabling-the-ai-features.md)
- [Demo mode](https://help.cintra.co.uk/hr/docs/demo-mode.md): Explore Cintra People HR's Demo Mode to experience features with pre-populated data and different user roles. Try it today!
- [Switching language](https://help.cintra.co.uk/hr/docs/switching-language.md)
- [Add your company logo](https://help.cintra.co.uk/hr/docs/add-your-company-logo.md)
- [Security](https://help.cintra.co.uk/hr/docs/security.md)
- [Security settings across the application](https://help.cintra.co.uk/hr/docs/security-settings-across-the-application.md): Explore Cintra People HR's security settings, user roles, and data access controls to effectively manage employee information and maintain data integrity.
- [Configuring two-factor authentication (2FA)](https://help.cintra.co.uk/hr/docs/configuring-two-factor-authentication-2fa.md): Enable Two-Factor Authentication (2FA) in Cintra People HR for enhanced security. Follow our guide to set it up easily and manage user access effectively.
- [Divisional units (ADUs)](https://help.cintra.co.uk/hr/docs/divisional-units-adus.md)
- [Divisional units (ADUs) overview](https://help.cintra.co.uk/hr/docs/what-are-adus-and-when-should-they-be-used.md): Learn about ADUs in Cintra People HR, their hierarchical structure, and how they help manage HR data across divisions in larger organisations.
- [Enabling and disabling Divisions](https://help.cintra.co.uk/hr/docs/how-to-enabledisable-adus.md): Enable and manage Divisions (formerly ADUs) with the ADU Admin role, allowing data segmentation and structure changes in your organisation.
- [Moving data between ADUs](https://help.cintra.co.uk/hr/docs/adu-management-tool-moving-data-between-adus.md): Manage your company's divisions effectively with our Division Management tool. Move teams, employees, and documents seamlessly while ensuring compliance.
- [Assigning Division Managers](https://help.cintra.co.uk/hr/docs/how-to-assign-an-adu-manager.md): The Division Manager role allows access to manage all Divisions and employee data; assign it wisely to maintain security and control.
- [Domains](https://help.cintra.co.uk/hr/docs/domains.md)
- [Verified domains](https://help.cintra.co.uk/hr/docs/what-are-verified-domains.md)
- [Domain update configuration](https://help.cintra.co.uk/hr/docs/domain-update-configuration.md): Update your primary domain in Cintra People HR with our guide for Google Workspace and Office 365 integrations, ensuring seamless employee email management.
- [Licensing](https://help.cintra.co.uk/hr/docs/licensing.md)
- [Current licence usage](https://help.cintra.co.uk/hr/docs/how-do-i-check-how-many-employees-are-actively-using-licenses.md)
- [Auto-renewal and invoices](https://help.cintra.co.uk/hr/docs/auto-renewal.md)
- [Ts and Cs + privacy policy](https://help.cintra.co.uk/hr/docs/ts-and-cs-privacy-policy.md)
- [Setup guides](https://help.cintra.co.uk/hr/docs/setup-guides.md)
- [Selecting a setup guide](https://help.cintra.co.uk/hr/docs/selecting-a-setup-guide.md)
- [Leave: Setup guide](https://help.cintra.co.uk/hr/docs/leave-set-up-guide.md): Set up HR Essentials with ease: configure Leave & Sickness Types, Work Profiles, Teams, and Approval Flows for efficient employee management.
- [Essentials: Setup guide](https://help.cintra.co.uk/hr/docs/hr-essentials-time-set-up-guide.md): Explore Cintra People HR's features: configure categories, manage company documents, set work profiles, and automate checklists for efficient HR processes.
- [Success: Setup guide](https://help.cintra.co.uk/hr/docs/hr-success-set-up-guide.md): Enhance employee performance with advanced reviews, goal tracking, and seamless onboarding in Cintra People HR for effective collaboration and feedback.
- [Time: Setup guide](https://help.cintra.co.uk/hr/docs/time-set-up-guide.md): Manage employee working hours with Cintra People HR's Time module. Create Work Profiles, set public holidays, and assign project roles efficiently.
- [Upgrade guides](https://help.cintra.co.uk/hr/docs/upgrade-guides.md)
- [Upgrading from Leave to Essentials](https://help.cintra.co.uk/hr/docs/upgrading-from-leave-to-hr-essentials.md): Upgrade to Cintra People HR Essentials for enhanced HR features like Company Docs, Profiles, Checklists, and more. Streamline your HR processes today!
- [Upgrading from Leave to Advanced](https://help.cintra.co.uk/hr/docs/upgrading-from-leave-to-hr-success.md): Upgrade to Cintra People HR Success for enhanced HR features like Company Docs, Goals, and Clock in/out. Streamline your HR management today!
- [Upgrading from Essentials to Advanced](https://help.cintra.co.uk/hr/docs/upgrading-from-hr-essentials-to-hr-success.md): Upgrade to Cintra People HR Success for enhanced features like Goals, Onboarding, and HR Reporting. Streamline your HR processes today!
- [Integrations](https://help.cintra.co.uk/hr/docs/integrations.md)
- [Enabling the API](https://help.cintra.co.uk/hr/docs/enabling-the-api.md)
- [API: Employee profile scopes](https://help.cintra.co.uk/hr/docs/api-employee-profile-scopes.md)
- [Docusign](https://help.cintra.co.uk/hr/docs/docusign.md)
- [Setting up the DocuSign integration](https://help.cintra.co.uk/hr/docs/setting-up-the-docusign-integration.md)
- [Using the DocuSign integration](https://help.cintra.co.uk/hr/docs/using-the-docusign-integration.md): Integrate DocuSign with Cintra People HR to request e-signatures on Employee Records, streamlining document management and enhancing efficiency.
- [Google Workspace](https://help.cintra.co.uk/hr/docs/google-workspace.md)
- [Share the Google Team Calendar](https://help.cintra.co.uk/hr/docs/share-the-google-team-calendar.md)
- [Google Drive file picker](https://help.cintra.co.uk/hr/docs/google-drive-file-picker.md): Learn how to use the Google Drive file picker to link documents in Company Documents and Employee Records without needing Google Workspace integration.
- [Creating Google Team Calendars](https://help.cintra.co.uk/hr/docs/creating-google-team-calendars.md): Learn how to create and share Google Team Calendars, sync requests, and manage visibility settings for effective team collaboration.
- [Gmail out-of-office](https://help.cintra.co.uk/hr/docs/gmail-out-of-office.md)
- [Google Workspace add-on](https://help.cintra.co.uk/hr/docs/google-workspace-add-on.md): Manage leave requests seamlessly with the Google Workspace Add-on. Approve, view allowances, and configure settings easily within your Google Apps.
- [Google Workspace integration](https://help.cintra.co.uk/hr/docs/google-workspace-integration.md): Log into Cintra People HR with Google Workspace for seamless access, calendar sync, and automated Out of Office notifications.
- [Showing Cintra People HR in the Google App Launcher?](https://help.cintra.co.uk/hr/docs/show-leave-to-selected-users-in-their-google-app-launcher.md)
- [Syncing requests to an employee's Google Calendar](https://help.cintra.co.uk/hr/docs/syncing-requests-to-an-employees-google-calendar.md)
- [Troubleshooting integration: Data access](https://help.cintra.co.uk/hr/docs/troubleshooting-integration-google-workspace-data-access.md): Resolve Google Workspace integration issues with Cintra People HR using our checklist. Ensure correct installation, permissions, and API access settings.
- [Troubleshooting the Google Team Calendar](https://help.cintra.co.uk/hr/docs/troubleshooting-the-google-team-calendar.md): Ensure your Google Team Calendar in Cintra People HR has correct access settings and troubleshoot any issues with our comprehensive guide.
- [Greenhouse](https://help.cintra.co.uk/hr/docs/greenhouse.md)
- [Adding users from Greenhouse](https://help.cintra.co.uk/hr/docs/adding-users-from-greenhouse.md)
- [Setting up the Greenhouse integration](https://help.cintra.co.uk/hr/docs/setting-up-the-greenhouse-integration.md): Integrate Greenhouse with Cintra People HR for seamless recruitment, candidate notifications, and efficient employee setup. Simplify your hiring process today!
- [Microsoft Office 365](https://help.cintra.co.uk/hr/docs/microsoft-office-365.md)
- [Office 365 integration](https://help.cintra.co.uk/hr/docs/office365-integration.md): Log in to Cintra People HR with your Office 365 account for seamless user import and leave request syncing—no password needed!
- [Microsoft OneDrive file picker](https://help.cintra.co.uk/hr/docs/microsoft-onedrive-file-picker.md): Easily link Microsoft OneDrive files to Company Documents and Employee Records, ensuring proper sharing permissions for user access.
- [Slack](https://help.cintra.co.uk/hr/docs/slack.md)
- [Slack integration: User guide](https://help.cintra.co.uk/hr/docs/integration-for-slack-user-guide.md): Integrate Slack with Cintra People HR to access Leave and Time commands effortlessly. Manage data requests through your HR Administrator for seamless support.
- [Setting up the Slack integration](https://help.cintra.co.uk/hr/docs/integration-for-slack-admin-guide.md): Integrate Slack with Cintra People HR for instant access to your HR data. Set up easily and manage permissions for seamless communication.
- [Talent Hub](https://help.cintra.co.uk/hr/docs/talent-hub.md)
- [Adding users from Talent Hub](https://help.cintra.co.uk/hr/docs/adding-users-from-talent-hub.md): Streamline your hiring process by integrating Talent Hub with Cintra People HR, ensuring accurate imports of new hires and seamless onboarding.
- [Enabling the Talent Hub Integration](https://help.cintra.co.uk/hr/docs/enabling-the-talent-hub-integration.md): Integrate Cintra People HR with LinkedIn's Talent Hub to streamline candidate imports and enhance your recruitment process effortlessly.
- [Teamtailor](https://help.cintra.co.uk/hr/docs/teamtailor.md)
- [Adding users from Teamtailor](https://help.cintra.co.uk/hr/docs/adding-users-from-teamtailor.md): Streamline your hiring with Teamtailor's ATS and Cintra People HR integration, enabling seamless candidate notifications and employee imports.
- [Setting up the Teamtailor integration](https://help.cintra.co.uk/hr/docs/setting-up-the-teamtailor-integration.md): Integrate Teamtailor with Cintra People HR for seamless recruitment, automated candidate imports, and efficient hiring processes. Set up triggers easily!
- [Teamtailor: Triggers](https://help.cintra.co.uk/hr/docs/teamtailor-triggers.md): Streamline your hiring with Teamtailor and Cintra People HR integration, automating candidate notifications and employee setup for efficient recruitment.
- [Xero](https://help.cintra.co.uk/hr/docs/xero.md)
- [Xero fields that sync with employee profile fields](https://help.cintra.co.uk/hr/docs/which-xero-fields-can-be-synchronised-with-employee-profile-fields.md)
- [Troubleshooting: invalid data error message](https://help.cintra.co.uk/hr/docs/why-am-i-getting-an-invalid-employee-data-error-message.md)
- [Integration setup](https://help.cintra.co.uk/hr/docs/xero-integration-step-by-step.md): Integrate Cintra People HR with Xero for seamless employee data sync, including leave requests and sickness reports. Set up your integration easily today!
- [Leave and sickness types](https://help.cintra.co.uk/hr/docs/xero-integration-leave-and-sickness-types.md): Sync Leave Requests and Sickness Reports with Xero Payroll easily. Follow our guide to map types and manage syncing options for seamless integration.
- [Payslips](https://help.cintra.co.uk/hr/docs/xero-integration-payslips.md)
- [Timesheets](https://help.cintra.co.uk/hr/docs/xero-integration-timesheets.md): Sync Timesheets from Cintra People HR to Xero effortlessly. Manage approvals and view statuses for seamless payroll integration.
- [Training guides](https://help.cintra.co.uk/hr/docs/training-guides-1.md)
- [Guides for users](https://help.cintra.co.uk/hr/docs/for-users.md)
- [Leave: Employee training guide](https://help.cintra.co.uk/hr/docs/leave-employee-training-guide.md): Log in to Access Cintra People HR for leave requests, employee directory, and sickness reporting. Manage your time off efficiently with our dashboard.
- [HR Essentials: Employee training guide](https://help.cintra.co.uk/hr/docs/hr-essentials-employee-training-guide.md): Access Cintra People HR easily with Google, Microsoft, or Xero logins. Manage leave, clock in/out, and update your profile seamlessly.
- [HR Advanced: Employee training guide](https://help.cintra.co.uk/hr/docs/hr-success-employee-training-guide.md): Access Cintra People HR for leave management, clocking in/out, performance reviews, and goal tracking with a user-friendly dashboard.
- [Guides for managers](https://help.cintra.co.uk/hr/docs/for-managers.md)
- [Newly-appointed admins and HR managers](https://help.cintra.co.uk/hr/docs/newly-appointed-hr-manager-or-admin.md): Explore HR Manager and Admin roles in Cintra People HR, covering permissions, teams, employee admin, and approval flows for effective management.
- [Leave: Team managers](https://help.cintra.co.uk/hr/docs/leave-team-manager-training.md): Manage team leave efficiently with access to approvals, request history, allowances, and reporting features tailored for Team Managers.
- [Leave: HR manager and admin guide](https://help.cintra.co.uk/hr/docs/leave-hr-manager-and-admin-guide.md): Explore HR Manager functions, including team management, reporting, and leave administration, to streamline your organisation's HR processes effectively.
- [Essentials/Advanced: Team managers](https://help.cintra.co.uk/hr/docs/hr-essentials-amp-success-team-manager-training.md): As a Team Manager, access HR and Leave data, manage actions, and utilise checklists to streamline workflows for your team effectively.
- [Essentials/Advanced: HR manager and admin guide](https://help.cintra.co.uk/hr/docs/hr-essentials-success-hr-manager-and-admin-guide.md): HR Managers manage team structures, employee roles, and leave approvals, with access to vital reporting and configuration tools for effective administration.
- [FAQs](https://help.cintra.co.uk/hr/docs/faqs.md)
- [General problems and errors](https://help.cintra.co.uk/hr/docs/general-problems-and-errors-1.md)
- [Reviews and goals](https://help.cintra.co.uk/hr/docs/reviews-and-goals-1.md): Get answers to common performance review questions, including setup, triggers, and manager assignments, to streamline your review cycles effectively.
- [Sign in and emails](https://help.cintra.co.uk/hr/docs/sign-in-and-emails-1.md)
- [Managers](https://help.cintra.co.uk/hr/docs/manager-signin-faq.md)
- [HR Users and permissions](https://help.cintra.co.uk/hr/docs/users-and-permissions.md): Learn how to add users, assign permissions, resend welcome emails, and manage access in your organisation's system effectively.
- [Employees and teams](https://help.cintra.co.uk/hr/docs/employees-and-teams.md): Manage employees effectively with Cintra People. Learn about offboarding, data exports, and employee status changes in our comprehensive guide.
- [Licensing](https://help.cintra.co.uk/hr/docs/licensing-1.md): Running out of licences? Learn how to manage your Cintra People HR licences, renewals, and invoice retrieval efficiently.
- [Leave (time off)](https://help.cintra.co.uk/hr/docs/leave-time-off.md)
- [Leave: Employees](https://help.cintra.co.uk/hr/docs/employees-4.md): Find answers to common questions about booking leave, recording sickness, and managing requests in our comprehensive guide.
- [Leave: Managers](https://help.cintra.co.uk/hr/docs/leave-managers-faq.md): Learn how to set minimum notice for leave requests, hide sickness from calendars, and manage leave approvals effectively in your organisation.
- [Leave allowances](https://help.cintra.co.uk/hr/docs/leave-allowances-1.md): Learn how to update employee allowances, adjust working hours, and set up shift patterns effectively in your HR system.
- [Integrations](https://help.cintra.co.uk/hr/docs/integrations-faq.md)
- [Release notes](https://help.cintra.co.uk/hr/docs/release-notes.md)
- [Custom roles (8 Oct 2026)](https://help.cintra.co.uk/hr/docs/custom-roles-18-oct-2026.md)
- [Work patterns (Jul 2026)](https://help.cintra.co.uk/hr/docs/july-2026-work-patterns.md)

## Cintra People Payroll

- [Getting started with Cintra People Payroll](https://help.cintra.co.uk/payroll/docs/getting-started-with-cintra-people.md)
- [What is Cintra People Payroll?](https://help.cintra.co.uk/payroll/docs/what-is-cintra-people-payroll.md)
- [Sign in to Cintra People](https://help.cintra.co.uk/payroll/docs/sign-in-to-cintra-people.md)
- [Find your way round Cintra People Payroll](https://help.cintra.co.uk/payroll/docs/navigating-around-cintra-people-payroll.md)
- [Help and support](https://help.cintra.co.uk/payroll/docs/help-and-support.md)
- [Glossary of key payroll terminology](https://help.cintra.co.uk/payroll/docs/glossary-of-key-payroll-terminology.md)
- [Moving from cintra.cloud to cintrapeople.com](https://help.cintra.co.uk/payroll/docs/moving-from-cintra-cloud-to-cintra-people.md): Cintra People is moving to a new web address. Update your bookmarks and saved logins to ensure seamless access to your account and data.
- [My account and security](https://help.cintra.co.uk/payroll/docs/my-account-and-security.md)
- [Change your password](https://help.cintra.co.uk/payroll/docs/change-your-password.md)
- [Forgot your password?](https://help.cintra.co.uk/payroll/docs/forgot-your-password.md)
- [Setting up multi-factor authentication (MFA)](https://help.cintra.co.uk/payroll/docs/setting-up-multi-factor-authentication-mfa.md)
- [Change your authentication method](https://help.cintra.co.uk/payroll/docs/changing-your-authentication.md)
- [Setting up and using passkeys](https://help.cintra.co.uk/payroll/docs/setting-up-and-using-passkeys.md): Passkeys offer a secure, fast login alternative to traditional passwords, using biometrics or PINs for easy access across devices.
- [Payrolls](https://help.cintra.co.uk/payroll/docs/payrolls.md)
- [Overview of Payroll functionality](https://help.cintra.co.uk/payroll/docs/overview-of-payroll-functionality.md)
- [Accessing payrolls](https://help.cintra.co.uk/payroll/docs/accessing-payrolls.md)
- [Payroll screen overview](https://help.cintra.co.uk/payroll/docs/viewing-a-payroll.md)
- [Running the payroll](https://help.cintra.co.uk/payroll/docs/running-the-payroll.md)
- [Understanding the payroll cycle](https://help.cintra.co.uk/payroll/docs/understanding-the-payroll-cycle.md)
- [View employee pay details](https://help.cintra.co.uk/payroll/docs/viewing-employee-pay-details.md)
- [Bulk import salary and allowances](https://help.cintra.co.uk/payroll/docs/salary-and-allowances.md)
- [One-off payments & deductions](https://help.cintra.co.uk/payroll/docs/one-off-payments-deductions.md)
- [Add a one-off payment or deduction](https://help.cintra.co.uk/payroll/docs/add-a-one-off-payment-or-deduction.md)
- [Edit or delete a one-off payment or deduction](https://help.cintra.co.uk/payroll/docs/edit-or-delete-a-one-off-payment-or-deduction.md)
- [Bulk import one-off payments and deductions](https://help.cintra.co.uk/payroll/docs/bulk-import-one-off-payments-and-deductions.md)
- [Payment authorisations and history](https://help.cintra.co.uk/payroll/docs/payment-authorisations-and-history.md)
- [Messaging](https://help.cintra.co.uk/payroll/docs/messaging.md): Streamline communication with Cintra People Payroll's messaging feature, allowing managers to connect with their bureau team efficiently.
- [Employees](https://help.cintra.co.uk/payroll/docs/employees.md)
- [Employees vs users](https://help.cintra.co.uk/payroll/docs/employees-vs-users.md)
- [Add an employee](https://help.cintra.co.uk/payroll/docs/add-an-employee.md)
- [Bulk import employees](https://help.cintra.co.uk/payroll/docs/import-employees.md)
- [Edit an employee](https://help.cintra.co.uk/payroll/docs/edit-an-employee.md)
- [Record a leaver](https://help.cintra.co.uk/payroll/docs/record-a-leaver.md)
- [Employee detail tabs](https://help.cintra.co.uk/payroll/docs/employee-detail-tabs.md)
- [Personal details](https://help.cintra.co.uk/payroll/docs/personal-details.md)
- [Payment details](https://help.cintra.co.uk/payroll/docs/payment-details.md)
- [Employment details / Employment & position](https://help.cintra.co.uk/payroll/docs/employment-position.md)
- [Position details / Working patterns](https://help.cintra.co.uk/payroll/docs/position-details.md)
- [Salary & allowances](https://help.cintra.co.uk/payroll/docs/salary-allowances.md)
- [Benefits: Company vehicles](https://help.cintra.co.uk/payroll/docs/benefits-company-vehicles.md)
- [Benefits: Salary sacrifice schemes](https://help.cintra.co.uk/payroll/docs/benefits.md)
- [Benefits: Other benefit schemes](https://help.cintra.co.uk/payroll/docs/benefits-net-deduction-schemes.md)
- [Costing details](https://help.cintra.co.uk/payroll/docs/costing-details.md)
- [HMRC starter checklist](https://help.cintra.co.uk/payroll/docs/hmrc-starter-checklist.md)
- [Pension membership](https://help.cintra.co.uk/payroll/docs/pension-membership.md)
- [Deductions and loans](https://help.cintra.co.uk/payroll/docs/deductions-and-loans.md)
- [Statutory deductions: Tax](https://help.cintra.co.uk/payroll/docs/statutory-deductions-tax.md)
- [Statutory deductions: National insurance](https://help.cintra.co.uk/payroll/docs/statutory-deductions-national-insurance.md)
- [Statutory deductions: Student loans](https://help.cintra.co.uk/payroll/docs/statutory-deductions-student-loans.md)
- [Statutory deductions: Court orders](https://help.cintra.co.uk/payroll/docs/statutory-deductions-court-orders.md)
- [Occupational sick pay](https://help.cintra.co.uk/payroll/docs/occupational-sick-pay.md)
- [Holiday entitlement](https://help.cintra.co.uk/payroll/docs/holiday-entitlement.md)
- [Cintra People account](https://help.cintra.co.uk/payroll/docs/cintra-people-account.md)
- [Parental payments: Overview](https://help.cintra.co.uk/payroll/docs/parental-payments.md): Manage employee statutory parental pay claims, including maternity, paternity, and adoption pay, with Cintra People Payroll's easy-to-use interface.
- [Parental payments: Maternity pay](https://help.cintra.co.uk/payroll/docs/parental-payments-maternity-pay.md): Understand maternity pay claims, including leave dates, SMP, and employer contributions. Learn to manage and edit claims effectively.
- [Parental payments: Paternity pay](https://help.cintra.co.uk/payroll/docs/parental-payments-paternity-pay.md): Understand paternity pay claims, including leave dates, statutory pay, and employer contributions. Learn how to manage and edit claims effectively.
- [Parental payments: Adoption pay](https://help.cintra.co.uk/payroll/docs/parental-payments-adoption-pay.md): Understand employee adoption pay claims, including leave dates, statutory pay, and employer contributions. Learn how to manage and edit claims effectively.
- [Payroll reporting and dashboards](https://help.cintra.co.uk/payroll/docs/reports.md)
- [Getting started with reports and dashboards](https://help.cintra.co.uk/payroll/docs/getting-started-with-reports-and-dashboards.md)
- [Single and multi-payroll reporting](https://help.cintra.co.uk/payroll/docs/single-and-multi-payroll-reporting.md)
- [Published reports](https://help.cintra.co.uk/payroll/docs/published-payroll-reports.md)
- [Report packs](https://help.cintra.co.uk/payroll/docs/report-packs.md)
- [Payroll Summary Dashboard](https://help.cintra.co.uk/payroll/docs/payroll-summary-dashboard.md)
- [Viewing period changes](https://help.cintra.co.uk/payroll/docs/period-changes-dashboard.md)
- [Customising reports](https://help.cintra.co.uk/payroll/docs/customising-reports.md)
- [Introduction to Report Customisation screen](https://help.cintra.co.uk/payroll/docs/introduction-to-report-customisation-screen.md)
- [Save, share, and export reports](https://help.cintra.co.uk/payroll/docs/save-share-and-export-reports.md)
- [Managing columns, groups, and values](https://help.cintra.co.uk/payroll/docs/managing-columns-groups-and-values.md)
- [Pivot mode: Reorganising your data](https://help.cintra.co.uk/payroll/docs/pivot-mode-reorganising-your-data.md)
- [Charts: Visualising your data](https://help.cintra.co.uk/payroll/docs/charts-visualising-your-data.md)
- [Payroll reports catalogue](https://help.cintra.co.uk/payroll/docs/payroll-reports-catalogue.md)
- [Overview of available Payroll reports](https://help.cintra.co.uk/payroll/docs/overview-of-available-payroll-reports.md)
- [Multiple Period Report: Gross to Net (summary)](https://help.cintra.co.uk/payroll/docs/multiple-period-report-gross-to-net-summary.md)
- [Altered Pay and Employee Net Payments reports](https://help.cintra.co.uk/payroll/docs/altered-pay-and-employee-net-payments-reports.md)
- [Pay Variance](https://help.cintra.co.uk/payroll/docs/pay-variance.md)
- [Payroll reporting FAQs](https://help.cintra.co.uk/payroll/docs/payroll-reporting-faqs.md)
- [Cintra Bureau](https://help.cintra.co.uk/payroll/docs/bureau.md)
- [What is Cintra Bureau?](https://help.cintra.co.uk/payroll/docs/what-is-cintra-bureau.md)
- [What is the Bank Portal?](https://help.cintra.co.uk/payroll/docs/what-is-the-bank-portal.md)
- [Find your way round Cintra Bureau](https://help.cintra.co.uk/payroll/docs/find-your-way-round-cintra-bureau.md)
- [Payments](https://help.cintra.co.uk/payroll/docs/payments.md)
- [Setting up payments](https://help.cintra.co.uk/payroll/docs/setting-up-payments.md)
- [Set which payments the bureau processes](https://help.cintra.co.uk/payroll/docs/set-up-which-payments-the-bureau-processes.md)
- [Authorising payments](https://help.cintra.co.uk/payroll/docs/authorising-payments.md)
- [Authorise payments (SaaS customers)](https://help.cintra.co.uk/payroll/docs/authorise-payments-saas-customers.md)
- [See all payments awaiting authorisation](https://help.cintra.co.uk/payroll/docs/see-all-payments-awaiting-authorisation.md)
- [Processing and submitting payments](https://help.cintra.co.uk/payroll/docs/processing-and-submitting-payments.md)
- [Manage and submit bank files](https://help.cintra.co.uk/payroll/docs/manage-and-submit-bank-files.md)
- [Get alerts for bank file submissions due today](https://help.cintra.co.uk/payroll/docs/get-alerts-for-bank-file-submissions-due-today.md)
- [Download a bank file (STD18)](https://help.cintra.co.uk/payroll/docs/download-a-bank-file-std18.md)
- [Batch payment files](https://help.cintra.co.uk/payroll/docs/batch-payment-files.md)
- [Run a penny test](https://help.cintra.co.uk/payroll/docs/run-a-penny-test.md)
- [Managing and excluding payments](https://help.cintra.co.uk/payroll/docs/managing-and-excluding-payments.md)
- [Payment statuses](https://help.cintra.co.uk/payroll/docs/payment-statuses.md)
- [Cancel a payment](https://help.cintra.co.uk/payroll/docs/cancel-a-payment.md)
- [Mark payments as "paid by employer"](https://help.cintra.co.uk/payroll/docs/mark-payments-as-paid-by-employer.md)
- [Tracking payments](https://help.cintra.co.uk/payroll/docs/tracking-payments.md)
- [Payment status report](https://help.cintra.co.uk/payroll/docs/payment-status-report.md)
- [Salary payment schedule](https://help.cintra.co.uk/payroll/docs/salary-payment-schedule.md)
- [Liability payment schedule](https://help.cintra.co.uk/payroll/docs/liability-payment-schedule.md)
- [Users, teams, and organisations](https://help.cintra.co.uk/payroll/docs/users-and-teams.md)
- [Managing organisations](https://help.cintra.co.uk/payroll/docs/managing-organisations.md)
- [Bureau user management & impersonation](https://help.cintra.co.uk/payroll/docs/bureau-user-management.md)
- [Bureau teams](https://help.cintra.co.uk/payroll/docs/bureau-teams.md)
- [FAQs and Cintra iQ links](https://help.cintra.co.uk/payroll/docs/references-and-faqs.md)
- [FAQs: Processing payrolls with Cintra iQ (SaaS)](https://help.cintra.co.uk/payroll/docs/faqs-processing-payrolls-with-cintra-iq-saas.md)
- [Cintra iQ tasks that affect Bank Portal payments](https://help.cintra.co.uk/payroll/docs/cintra-iq-impact-on-bank-portal.md)
- [Published Bureau reports](https://help.cintra.co.uk/payroll/docs/published-bureau-reports.md)
- [Cintra Groups](https://help.cintra.co.uk/payroll/docs/cintra-groups.md)
- [What is Cintra Groups?](https://help.cintra.co.uk/payroll/docs/what-is-cintra-groups.md)
- [Finding your way round Groups](https://help.cintra.co.uk/payroll/docs/finding-your-way-round-groups.md)
- [Group submission](https://help.cintra.co.uk/payroll/docs/group-submission.md)
- [Setting up Cintra Groups](https://help.cintra.co.uk/payroll/docs/setting-up-cintra-groups-1.md)
- [Planning your groups](https://help.cintra.co.uk/payroll/docs/setting-up-cintra-groups.md)
- [Manage heading sets](https://help.cintra.co.uk/payroll/docs/manage-heading-sets.md)
- [Create a group](https://help.cintra.co.uk/payroll/docs/create-a-group.md)
- [Create a sub-group](https://help.cintra.co.uk/payroll/docs/create-sub-groups.md)
- [Move a group](https://help.cintra.co.uk/payroll/docs/move-a-group.md)
- [Assign managers and employees to groups](https://help.cintra.co.uk/payroll/docs/assign-managers-to-groups.md)
- [Activate / deactivate a group](https://help.cintra.co.uk/payroll/docs/activate-deactivate-a-group.md)
- [Cintra Groups: FAQs](https://help.cintra.co.uk/payroll/docs/cintra-groups-faqs.md)
- [Expenses](https://help.cintra.co.uk/payroll/docs/expenses.md)
- [Getting started with Expenses](https://help.cintra.co.uk/payroll/docs/getting-started-with-expenses.md)
- [What is Expenses?](https://help.cintra.co.uk/payroll/docs/what-is-expenses.md)
- [How Expenses and Payroll work together](https://help.cintra.co.uk/payroll/docs/how-expenses-and-payroll-work-together.md)
- [Navigate around Expenses](https://help.cintra.co.uk/payroll/docs/navigate-around-expenses.md): Manage your expenses effortlessly with Capture Expense: submit claims, upload receipts, and access approvals all from your personalised dashboard.
- [Downloadable quick start guide](https://help.cintra.co.uk/payroll/docs/downloadable-quick-start-guide.md): Download and edit the Capture Expense guide for efficient expense management, including mileage claims and receipt submissions. Stay updated with our online help.
- [Adding Expenses to your mobile home screen](https://help.cintra.co.uk/payroll/docs/adding-expenses-to-your-mobile-home-screen.md)
- [AI in Expenses](https://help.cintra.co.uk/payroll/docs/ai-in-expenses.md)
- [Expenses glossary](https://help.cintra.co.uk/payroll/docs/capture-expense-glossary.md)
- [Expenses preferences](https://help.cintra.co.uk/payroll/docs/account-preferences.md): Adjust your preferences easily, including notifications, language, and currency. Access settings through your user icon for a personalised experience.
- [Expenses: Select your language](https://help.cintra.co.uk/payroll/docs/select-your-language.md)
- [Expenses: Alerts](https://help.cintra.co.uk/payroll/docs/alerts-1.md): Manage your expenses effortlessly with colour-coded alerts that highlight issues, reminders, and useful information for seamless approval and submission.
- [Manage expenses](https://help.cintra.co.uk/payroll/docs/manage-expenses.md)
- [Introduction to the expenses process](https://help.cintra.co.uk/payroll/docs/overview-of-expense-process.md)
- [Ways to submit expenses](https://help.cintra.co.uk/payroll/docs/how-to-submit-expenses.md): Submit receipts effortlessly with Capture Expense via app, email, WhatsApp, or Teams. Streamline your expense claims today!
- [Raise draft expense claims](https://help.cintra.co.uk/payroll/docs/raising-expenses.md): Learn how to create and manage draft expense claims in Capture Expense, from uploading receipts to submitting for approval efficiently.
- [Raise a mileage expense claim](https://help.cintra.co.uk/payroll/docs/raise-a-mileage-expense-claim.md): Learn how to raise private and business mileage claims, enter vehicle details, and submit expenses efficiently for your organisation.
- [Expenses: Create pre-approval requests](https://help.cintra.co.uk/payroll/docs/create-pre-approval-requests.md)
- [Enter expenses on behalf of another user](https://help.cintra.co.uk/payroll/docs/enter-expenses-on-behalf-of-another-user.md)
- [Receipts inbox](https://help.cintra.co.uk/payroll/docs/scanning-receipts.md)
- [Viewing expense claims](https://help.cintra.co.uk/payroll/docs/viewing-and-managing-expense-claims.md)
- [Managing draft expenses](https://help.cintra.co.uk/payroll/docs/managing-draft-expenses.md): Manage your expenses effortlessly: edit, delete, split, duplicate, and add receipts with our comprehensive guide on expense claims.
- [Expenses: Submitting for approval](https://help.cintra.co.uk/payroll/docs/expenses-submitting-for-approval.md): Submit your draft expenses for approval easily on web and mobile. Learn to manage single and multiple claims efficiently with our step-by-step guide.
- [Approving expenses](https://help.cintra.co.uk/payroll/docs/approving-expenses.md)
- [Approving and rejecting expenses](https://help.cintra.co.uk/payroll/docs/approving-and-rejecting-expenses.md): Receive and manage expense approvals via email or app. Approve or reject claims easily, ensuring efficient expense tracking and notifications.
- [Approving vehicle documents](https://help.cintra.co.uk/payroll/docs/approving-vehicle-documents.md)
- [Approving pre-approval requests](https://help.cintra.co.uk/payroll/docs/approving-pre-approval-requests.md)
- [Expenses: Reminding approvers](https://help.cintra.co.uk/payroll/docs/reminding-approvers.md)
- [Expenses: Delegating approvals](https://help.cintra.co.uk/payroll/docs/setting-your-out-of-office.md)
- [View your expense approvers and details](https://help.cintra.co.uk/payroll/docs/view-your-submitted-claims-and-approvers.md)
- [Vehicles and mileage](https://help.cintra.co.uk/payroll/docs/vehicles-and-mileage.md)
- [Introduction to vehicles and rates](https://help.cintra.co.uk/payroll/docs/introduction-to-vehicles-and-rates.md)
- [Submitting a vehicle document](https://help.cintra.co.uk/payroll/docs/upload-a-vehicle-document.md): Submit mileage claims easily by uploading required vehicle documents for approval. Ensure your documents are in PDF, JPG, or PNG format.
- [Add odometer readings to mileage claims](https://help.cintra.co.uk/payroll/docs/adding-odometer-readings-to-claims.md): Submit odometer readings for business mileage claims with Capture Expense. Ensure accurate reimbursement by tracking personal and business miles effectively.
- [Deduct commute distance from a mileage claim](https://help.cintra.co.uk/payroll/docs/deducting-commutes-from-mileage-claims.md): Easily create business mileage claims with Capture Expense, deducting commute distance automatically for accurate reimbursements. Save your claims as drafts!
- [Use VAT receipts for mileage claims](https://help.cintra.co.uk/payroll/docs/use-vat-receipts-for-mileage-claims.md): Easily upload VAT fuel receipts for mileage claims with Capture Expense, which calculates VAT and carries forward unused balances for future claims.
- [Review a user's vehicle log](https://help.cintra.co.uk/payroll/docs/review-a-user-s-vehicle-log.md)
- [Trips](https://help.cintra.co.uk/payroll/docs/trips.md)
- [Introduction to trips](https://help.cintra.co.uk/payroll/docs/introduction-to-trips.md)
- [Create a trip](https://help.cintra.co.uk/payroll/docs/create-a-trip.md): Easily manage trip-related expenses by creating journeys, setting spend limits, and saving addresses for future claims. Streamline your expense process today!
- [Assign expenses to a trip](https://help.cintra.co.uk/payroll/docs/assign-expenses-to-a-trip.md)
- [Carbon tracking](https://help.cintra.co.uk/payroll/docs/carbon-tracking.md)
- [Introduction to carbon tracking](https://help.cintra.co.uk/payroll/docs/introduction-to-carbon-tracking.md): Capture Expense simplifies carbon tracking and reporting, ensuring compliance with UK and global standards while helping you make sustainable business decisions.
- [Setting up carbon emission categories](https://help.cintra.co.uk/payroll/docs/carbon-emission-categories.md): Set up CO2 emission categories for expense claims, including flights, hotels, and vehicle mileage, to track your environmental impact effectively.
- [Recording carbon emissions](https://help.cintra.co.uk/payroll/docs/recording-carbon-emissions.md)
- [Reporting on carbon emissions](https://help.cintra.co.uk/payroll/docs/reporting-on-carbon-emissions.md): Report your CO2 emissions easily with our tools. Finance users can track all emissions, while admins can set up carbon reporting for expense claims.
- [Expenses: Banking and credit cards](https://help.cintra.co.uk/payroll/docs/expenses-banking-and-credit-cards.md)
- [Four ways to connect your banking data](https://help.cintra.co.uk/payroll/docs/four-ways-to-connect-your-banking-data.md)
- [Expenses: Pliant cards](https://help.cintra.co.uk/payroll/docs/pliant-cards.md): Pliant offers modern corporate credit cards integrated with Capture Expense, streamlining transaction management and expense tracking for businesses.
- [Expenses: Connect to open banking](https://help.cintra.co.uk/payroll/docs/tbc-1.md): Manage and view all credit card transactions effortlessly with Open Banking. Connect accounts, assign card holders, and export transactions seamlessly.
- [Import bank statements](https://help.cintra.co.uk/payroll/docs/import-bank-statements.md): Import credit card statements as CSV files for easy reconciliation, attach receipts, and create reusable formats for efficient expense management.
- [Integrate credit cards via SFTP](https://help.cintra.co.uk/payroll/docs/integrate-credit-cards-via-ftp-sftp.md)
- [Assign credit cards to users](https://help.cintra.co.uk/payroll/docs/assigning-credit-cards-to-users.md)
- [Expenses accounting](https://help.cintra.co.uk/payroll/docs/expenses-accounting.md)
- [Introduction to Expenses accounting and the Finance role](https://help.cintra.co.uk/payroll/docs/finance-role.md)
- [Excluding business mileage from accounting exports](https://help.cintra.co.uk/payroll/docs/excluding-business-mileage-from-accounting-exports.md)
- [Expenses: Exporting via FTP](https://help.cintra.co.uk/payroll/docs/exporting-via-ftp.md)
- [Exporting expense claims](https://help.cintra.co.uk/payroll/docs/export-expense-claims.md): Export approved expense claims easily to various formats, including PDF and QuickBooks, while managing VAT data for seamless accounting.
- [View archived claims](https://help.cintra.co.uk/payroll/docs/view-archived-claims.md)
- [VAT and tax](https://help.cintra.co.uk/payroll/docs/vat-and-tax.md)
- [Introduction to Expenses VAT records](https://help.cintra.co.uk/payroll/docs/introduction-to-vat-records.md)
- [Creating and editing Expenses VAT records](https://help.cintra.co.uk/payroll/docs/creating-and-editing-vat-records.md)
- [Importing and exporting Expenses VAT record data](https://help.cintra.co.uk/payroll/docs/importing-and-exporting-vat-record-data.md)
- [Set up automatic VAT receipts](https://help.cintra.co.uk/payroll/docs/automatic-vat-receipts.md): Streamline your mileage claims with automatic VAT receipt management, ensuring accurate VAT recovery and reducing manual tracking for future claims.
- [VAT on mileage and fuel rates](https://help.cintra.co.uk/payroll/docs/vat-on-mileage-and-fuel-rates.md): Capture Expense helps manage vehicle tax and fuel rates for accurate mileage claims, ensuring compliance with HMRC's approved mileage and advisory fuel rates.
- [Exporting claim records](https://help.cintra.co.uk/payroll/docs/exporting-claim-records.md)
- [Expenses users and permissions](https://help.cintra.co.uk/payroll/docs/expenses-users-and-permissions.md)
- [Creating and editing Expenses users](https://help.cintra.co.uk/payroll/docs/creating-users.md): Easily manage user accounts in Capture Expense: add, invite, edit users, and control notifications with our step-by-step guide for admins.
- [Importing and exporting Expenses users](https://help.cintra.co.uk/payroll/docs/importing-users.md)
- [Expenses user types and fields](https://help.cintra.co.uk/payroll/docs/user-types.md)
- [Assigning tags to Expenses user accounts](https://help.cintra.co.uk/payroll/docs/assigning-tags-to-user-accounts.md)
- [Deactivating and reactivating Expenses users](https://help.cintra.co.uk/payroll/docs/deactivating-users.md)
- [Deleting Expenses users](https://help.cintra.co.uk/payroll/docs/deleting-users.md)
- [Allow users to enter expenses on behalf of others](https://help.cintra.co.uk/payroll/docs/allow-users-to-enter-expenses-on-behalf-of-others.md)
- [Expenses account notifications](https://help.cintra.co.uk/payroll/docs/account-notifications.md)
- [Expenses setup and configuration](https://help.cintra.co.uk/payroll/docs/expenses-setup-and-configuration.md)
- [Expenses company settings](https://help.cintra.co.uk/payroll/docs/company-logo.md): Configure your company settings, manage expenses, and integrate accounting software seamlessly in the Setup > Account tab. Admin access required.
- [Expenses duty of care](https://help.cintra.co.uk/payroll/docs/expenses-duty-of-care.md)
- [Tags](https://help.cintra.co.uk/payroll/docs/tags.md)
- [Expenses tags](https://help.cintra.co.uk/payroll/docs/expenses-tags.md)
- [Creating and editing Expenses tags](https://help.cintra.co.uk/payroll/docs/creating-and-editing-tags.md): Learn how to create, edit, and manage tags and values effectively for user categorisation in your system. Streamline your tagging process today!
- [Importing and exporting Expenses tags](https://help.cintra.co.uk/payroll/docs/importing-and-exporting-tags.md): Import and export tag values in bulk using CSV templates in Capture Expense for efficient data management and reporting.
- [Expense categories](https://help.cintra.co.uk/payroll/docs/expense-categories.md)
- [Introduction to Expenses categories](https://help.cintra.co.uk/payroll/docs/introduction-to-expenses-categories.md)
- [Creating and editing Expenses categories](https://help.cintra.co.uk/payroll/docs/creating-and-editing-expense-categories.md): Edit and create expense categories tailored to your organisation's needs, ensuring users can easily find and claim expenses.
- [Importing and exporting Expenses categories](https://help.cintra.co.uk/payroll/docs/importing-and-exporting-categories.md)
- [Expenses category alerts](https://help.cintra.co.uk/payroll/docs/alerts.md)
- [Assigning items to categories](https://help.cintra.co.uk/payroll/docs/assigning-items-to-categories.md)
- [Assigning workflows to categories](https://help.cintra.co.uk/payroll/docs/assigning-workflows-to-categories.md)
- [Assigning general ledger codes to categories](https://help.cintra.co.uk/payroll/docs/assigning-general-ledger-codes-to-categories.md)
- [Assigning tags to categories](https://help.cintra.co.uk/payroll/docs/assigning-tags-to-categories.md): Control user access to categories by assigning tags, making them visible or hidden based on specific tag assignments. Learn how to manage tags effectively.
- [Expenses reminders](https://help.cintra.co.uk/payroll/docs/expenses-reminders.md)
- [Expenses declarations and vehicle checklists](https://help.cintra.co.uk/payroll/docs/expenses-declarations-and-vehicle-checklists.md): Create and manage declarations for expense claims, including vehicle checklists, ensuring compliance before submission. Simplify your claims process today!
- [Vehicles and rates](https://help.cintra.co.uk/payroll/docs/vehicles-and-rates.md)
- [Set up commute distance](https://help.cintra.co.uk/payroll/docs/set-up-commute-distances.md): Configure commute details for claimants in Capture Expense, including distance settings and prompts for accurate mileage claims.
- [Creating and editing Expenses vehicle records](https://help.cintra.co.uk/payroll/docs/create-and-editing-vehicles.md): Create vehicle records with custom mileage rates, including cumulative options, and learn how to manage rates effectively for your organisation.
- [Importing and exporting Expenses vehicle records](https://help.cintra.co.uk/payroll/docs/importing-and-exporting-vehicles.md): Export and import vehicle data easily with our guide. Learn to manage records, assign users, and streamline your vehicle management process.
- [Expenses vehicle and rates fields reference](https://help.cintra.co.uk/payroll/docs/vehicles-and-rates-fields.md)
- [Expenses: Set up a company car for business mileage tracking](https://help.cintra.co.uk/payroll/docs/expenses-set-up-a-company-car-for-business-mileage-tracking.md): Track business and personal mileage separately with Capture Expense, ensuring accurate reimbursements for company car usage. Configure easily in three steps.
- [Assigning Expenses vehicles to users](https://help.cintra.co.uk/payroll/docs/assigning-vehicles-to-users.md)
- [Bulk import year-to-date mileage](https://help.cintra.co.uk/payroll/docs/bulk-import-year-to-date-mileage.md)
- [Trips](https://help.cintra.co.uk/payroll/docs/trips-1.md)
- [Enabling trips](https://help.cintra.co.uk/payroll/docs/enabling-trips.md)
- [Set up subsistence rates and categories](https://help.cintra.co.uk/payroll/docs/set-up-subsistence-rates.md): Learn how to set up and edit subsistence rates for meals, accommodation, and allowances based on trip duration in just a few simple steps.
- [Expenses: Scheduling reports](https://help.cintra.co.uk/payroll/docs/scheduling-reports.md)
- [Expenses: Mapping accounting software](https://help.cintra.co.uk/payroll/docs/mapping-accounting-software.md)
- [Expenses approval workflows](https://help.cintra.co.uk/payroll/docs/approval-workflows-1.md): Streamline your expense claims with custom approval workflows, featuring single or multi-stage options and easy user assignments for efficient processing.
- [Expenses pre-approvals](https://help.cintra.co.uk/payroll/docs/set-up-pre-approvals.md)
- [Multiple organisations](https://help.cintra.co.uk/payroll/docs/multiple-organisations.md): Manage multiple legal entities effortlessly with Capture Expense. Learn to choose between linked organisations or a single setup for your business needs.
- [Recurring expenses](https://help.cintra.co.uk/payroll/docs/recurring-expenses.md)
- [Expenses integrations](https://help.cintra.co.uk/payroll/docs/expenses-integrations.md)
- [Introduction to integrations](https://help.cintra.co.uk/payroll/docs/introduction-to-integration.md)
- [iPlicit](https://help.cintra.co.uk/payroll/docs/iplicit.md): Streamline expense management with Capture Expense and Iplicit integration. Clear existing categories to avoid conflicts before syncing for smooth operations.
- [Capture Expense API](https://help.cintra.co.uk/payroll/docs/capture-expense-api.md)
- [Cintra People / Cloud Payroll](https://help.cintra.co.uk/payroll/docs/cintra-people-cloud-payroll.md): Sync users and reimburse employees in Cintra People Payroll with Capture Expense. Learn to map payment headers and export claims efficiently.
- [Xero](https://help.cintra.co.uk/payroll/docs/xero.md): Capture Expense seamlessly integrates with Xero for effortless expense reporting, syncing VAT and categories while managing user accounts efficiently.
- [Quickbooks](https://help.cintra.co.uk/payroll/docs/quickbooks.md): Integrate Capture with QuickBooks Online to sync expenses, VAT codes, and categories seamlessly. Learn how to export approved expenses effortlessly.
- [FTP Export](https://help.cintra.co.uk/payroll/docs/ftp-sftp-export.md): Streamline your expense management with FTP/SFTP Export integration, sending files directly to your server for automated processing.
- [Microsoft Dynamics 365 Business](https://help.cintra.co.uk/payroll/docs/microsoft-dynamics-365-business.md): Integrate Capture Expense with Microsoft Dynamics 365 Business Central for seamless expense management, syncing data and exporting invoices effortlessly.
- [Credit card providers (Visa and Mastercard)](https://help.cintra.co.uk/payroll/docs/credit-card-providers-visa-and-mastercard.md)
- [SunSystems Cloud](https://help.cintra.co.uk/payroll/docs/sunsystems-cloud.md): Streamline your expense management with SunSystems Cloud integration, ensuring accurate, balanced journal postings and seamless API setup for your organisation.
- [Expenses: Country-specific guidance](https://help.cintra.co.uk/payroll/docs/expenses-country-specific-guidance.md)
- [Ireland: Trips, subsistence, and reporting](https://help.cintra.co.uk/payroll/docs/ireland-trips-subsistence-and-reporting.md): Capture Expense simplifies Enhanced Revenue Reporting for Irish compliance, offering mileage calculations, PPS number recording, and easy report exports.
- [Ireland: Enhanced Revenue Report (ERR)](https://help.cintra.co.uk/payroll/docs/ireland-1.md)
- [Expenses FAQs and troubleshooting](https://help.cintra.co.uk/payroll/docs/faqs-and-troubleshooting.md)
- [Approvals](https://help.cintra.co.uk/payroll/docs/approvals.md)
- [Category matching and visibility issues](https://help.cintra.co.uk/payroll/docs/categories-2.md)
- [User access and bank details](https://help.cintra.co.uk/payroll/docs/users-and-permissions-1.md)
- [Notifications](https://help.cintra.co.uk/payroll/docs/notifications-1.md)
- [Receipts](https://help.cintra.co.uk/payroll/docs/miscellaneous-faqs.md)
- [How do I deal with duplicate expenses?](https://help.cintra.co.uk/payroll/docs/how-do-i-deal-with-duplicate-expenses.md): Understand the 'Duplicate' label in expense claims, when to merge, and how to handle flagged items to ensure accurate submissions.
- [Terms and conditions](https://help.cintra.co.uk/payroll/docs/terms-and-conditions.md)
- [Expenses video guides and onboarding](https://help.cintra.co.uk/payroll/docs/expenses-video-guides.md)
- [Setting up Expenses](https://help.cintra.co.uk/payroll/docs/setting-up-expenses.md): Set up Capture Expense with ease: create user accounts, manage expenses, and configure approval workflows for efficient financial tracking.
- [Settings](https://help.cintra.co.uk/payroll/docs/settings.md)
- [Company settings](https://help.cintra.co.uk/payroll/docs/company-settings.md)
- [Currencies](https://help.cintra.co.uk/payroll/docs/currencies.md)
- [Declarations](https://help.cintra.co.uk/payroll/docs/declarations.md)
- [Documents](https://help.cintra.co.uk/payroll/docs/documents.md)
- [Duty of care](https://help.cintra.co.uk/payroll/docs/duty-of-care.md)
- [Integrations](https://help.cintra.co.uk/payroll/docs/integrations.md)
- [Linked organisations](https://help.cintra.co.uk/payroll/docs/linked-organisations.md)
- [Recurring expenses](https://help.cintra.co.uk/payroll/docs/recurring-expenses-1.md)
- [Reminders](https://help.cintra.co.uk/payroll/docs/reminders.md)
- [People](https://help.cintra.co.uk/payroll/docs/people.md)
- [Create users](https://help.cintra.co.uk/payroll/docs/create-users.md)
- [Invite users](https://help.cintra.co.uk/payroll/docs/invite-users.md)
- [Approval](https://help.cintra.co.uk/payroll/docs/approval.md)
- [Create an approval workflow](https://help.cintra.co.uk/payroll/docs/create-an-approval-workflow.md)
- [Assign approval workflows](https://help.cintra.co.uk/payroll/docs/assign-approval-workflows.md)
- [Categories](https://help.cintra.co.uk/payroll/docs/categories.md)
- [Create a category](https://help.cintra.co.uk/payroll/docs/create-a-category.md)
- [Edit categories](https://help.cintra.co.uk/payroll/docs/edit-categories.md)
- [VAT](https://help.cintra.co.uk/payroll/docs/vat.md)
- [Create and edit a VAT record](https://help.cintra.co.uk/payroll/docs/create-and-edit-a-vat-record.md)
- [Using VAT receipts on mileage claims](https://help.cintra.co.uk/payroll/docs/using-vat-receipts-on-mileage-claims.md)
- [Tags](https://help.cintra.co.uk/payroll/docs/tags-1.md)
- [What is a tag?](https://help.cintra.co.uk/payroll/docs/what-is-a-tag.md)
- [Create and edit tags](https://help.cintra.co.uk/payroll/docs/create-and-edit-tags.md)
- [Vehicles](https://help.cintra.co.uk/payroll/docs/vehicles.md)
- [Create a vehicle record with HMRC approved rates](https://help.cintra.co.uk/payroll/docs/create-a-vehicle-record-with-hmrc-approved-rates.md)
- [Create a vehicle record with your own organisation's rates](https://help.cintra.co.uk/payroll/docs/create-a-vehicle-record-with-your-own-organisation-s-rates.md)
- [Edit vehicle records and rates](https://help.cintra.co.uk/payroll/docs/edit-vehicle-records-and-rates.md)
- [Banking and credit cards](https://help.cintra.co.uk/payroll/docs/banking-and-credit-cards.md)
- [Setting up Pliant integration](https://help.cintra.co.uk/payroll/docs/setting-up-pliant-integration.md)
- [Allocating a Pliant card](https://help.cintra.co.uk/payroll/docs/allocating-a-pliant-card.md)
- [Importing a CSV statement](https://help.cintra.co.uk/payroll/docs/importing-a-csv-statement.md)
- [Open banking](https://help.cintra.co.uk/payroll/docs/open-banking.md)
- [Assigning credit cards](https://help.cintra.co.uk/payroll/docs/assigning-credit-cards.md)
- [Integrations](https://help.cintra.co.uk/payroll/docs/integrations-1.md)
- [Xero integration](https://help.cintra.co.uk/payroll/docs/xero-integration.md)
- [Bulk import](https://help.cintra.co.uk/payroll/docs/bulk-import.md)
- [Pension submissions](https://help.cintra.co.uk/payroll/docs/pension-submissions.md)
- [Employer managed NEST pension submissions](https://help.cintra.co.uk/payroll/docs/employer-managed-nest-pension-submissions.md)
- [Bureau managed pension submissions](https://help.cintra.co.uk/payroll/docs/nest-pension-submissions-in-bureau.md)
- [NEST pension submission: FAQs and troubleshooting](https://help.cintra.co.uk/payroll/docs/nest-pension-submission-faqs-and-troubleshooting.md): Resolve common NEST pension submission issues in Cintra People Payroll with our guide on errors, fixes, and setup tips for smooth processing.
- [User management](https://help.cintra.co.uk/payroll/docs/user-management.md)
- [Overview of Payroll user management](https://help.cintra.co.uk/payroll/docs/overview-of-payroll-user-management.md)
- [Manage Payroll user accounts](https://help.cintra.co.uk/payroll/docs/payroll-access-users.md)
- [Manage Employee Hub user accounts](https://help.cintra.co.uk/payroll/docs/manage-employee-hub-user-accounts.md)
- [Reset a user's authentication](https://help.cintra.co.uk/payroll/docs/resetting-a-user-s-authentication.md)
- [Settings / Admin](https://help.cintra.co.uk/payroll/docs/settings-admin.md)
- [Employee verification service](https://help.cintra.co.uk/payroll/docs/employee-verification-service.md)
- [Setting up single sign-on (SSO)](https://help.cintra.co.uk/payroll/docs/setting-up-single-sign-on-sso.md)
- [Position management](https://help.cintra.co.uk/payroll/docs/position-management.md)
- [Manage API credentials and investigations](https://help.cintra.co.uk/payroll/docs/manage-api-credentials-and-investigations.md)
- [Employee Hub / Admin Hub](https://help.cintra.co.uk/payroll/docs/employee-hub-admin-hub.md)
- [Employee Hub for employees](https://help.cintra.co.uk/payroll/docs/employee-hub-for-employees.md)
- [Employee Hub for managers](https://help.cintra.co.uk/payroll/docs/employee-hub-for-managers.md)
- [Admin Hub](https://help.cintra.co.uk/payroll/docs/admin-hub.md)
- [Payroll concepts and reference](https://help.cintra.co.uk/payroll/docs/reference-documents.md)
- [Benefits: Where to enter each type of benefit](https://help.cintra.co.uk/payroll/docs/benefits-where-to-enter-each-type-of-benefit-cost.md)
- [Understanding pensions and automatic enrolment](https://help.cintra.co.uk/payroll/docs/understanding-pensions-and-automatic-enrolment.md)
- [Identifying an employee as an off-payroll worker](https://help.cintra.co.uk/payroll/docs/identifying-an-employee-as-an-off-payroll-worker.md)
- [In-house vs outsourced payroll](https://help.cintra.co.uk/payroll/docs/in-house-vs-outsourced-payroll.md)
- [Release notes](https://help.cintra.co.uk/payroll/docs/release-notes.md)
- [Parental payments (9 Oct 2026)](https://help.cintra.co.uk/payroll/docs/october-2026-parental-payments.md)
- [Bank file submission alerts for bureaus (8 Oct 2026)](https://help.cintra.co.uk/payroll/docs/bank-file-submission-alerts-for-bureaus-8-oct-2026.md)
- [Calculate Payroll available to SaaS customers (16 Sep 2026)](https://help.cintra.co.uk/payroll/docs/september-16th-2026-calculate-payroll-available-to-saas-customers.md)
- [Statutory payments (16 September 2026)](https://help.cintra.co.uk/payroll/docs/september-16th-2026-statutory-payments.md)
- [Viewing period changes: Changes Report (26 Aug 2026)](https://help.cintra.co.uk/payroll/docs/august-2026-viewing-period-changes-changes-report.md)
- [Bulk import data (26 Aug 2026)](https://help.cintra.co.uk/payroll/docs/august-2026-bulk-import-data.md)
- [Audit Report (11 Aug 2026)](https://help.cintra.co.uk/payroll/docs/august-11th-2026-audit-report.md)
- [Other benefit schemes (Jul 2026)](https://help.cintra.co.uk/payroll/docs/july-2026-net-deduction-benefit-schemes.md): Net-deduction benefit schemes / other benefits in Cintra People Payroll.
- [Company cars and vans (Jul 2026)](https://help.cintra.co.uk/payroll/docs/july-2026-company-cars-and-vans.md)
- [International payments to employees (July 2026)](https://help.cintra.co.uk/payroll/docs/july-2026-international-payments-to-employees.md)
- [Deductions and loans (June 2026)](https://help.cintra.co.uk/payroll/docs/june-2026-employee-loans-and-deductions.md)
- [Submit NEST pension data (May 2026)](https://help.cintra.co.uk/payroll/docs/may-2026-submit-nest-pension-data.md)
- [Report packs (May 2026)](https://help.cintra.co.uk/payroll/docs/may-2026-report-packs.md)
- [Salary sacrifice schemes have arrived (Apr 2026)](https://help.cintra.co.uk/payroll/docs/april-2026-salary-sacrifice-schemes-have-arrived.md)
- [Manage your API credentials and integrations directly (Mar 2026)](https://help.cintra.co.uk/payroll/docs/march-2026.md)
- [Export your Payroll Summary Dashboard as a PDF (Feb 2026)](https://help.cintra.co.uk/payroll/docs/february-export-your-payroll-summary-dashboard-as-a-pdf.md)
- [Multi-payroll review added to Payroll Summary Dashboard (Feb 2026)](https://help.cintra.co.uk/payroll/docs/february-2026-multi-payroll-review-added-to-payroll-summary-dashboard.md)

## Cintra iQ

- [Getting started with Cintra iQ](https://help.cintra.co.uk/iq/docs/getting-started-with-cintra-iq.md): Cintra iQ simplifies payroll management, from processing payments to managing pensions and absence. Explore our help centre for guidance and support.
- [Introduction and navigation](https://help.cintra.co.uk/iq/docs/introduction-and-navigation.md)
- [What is Cintra iQ?](https://help.cintra.co.uk/iq/docs/what-is-cintra-iq.md): Cintra iQ is a comprehensive payroll system for managing employee records, processing payroll, and reporting, with a Self-Service portal for easy access.
- [Tour of the Cintra iQ layout](https://help.cintra.co.uk/iq/docs/tour-of-the-cintra-iq-layout.md): Access all features of Cintra iQ from the home screen, including record management, filters, and custom forms for efficient data handling.
- [Managing and organising records in Cintra iQ](https://help.cintra.co.uk/iq/docs/managing-and-organising-records-in-cintra-iq.md): Customise wizards for your needs with Cintra's support. Learn to create collections and manage records efficiently in the Navigator.
- [Help and support](https://help.cintra.co.uk/iq/docs/help-and-support-iq.md): Learn how to navigate the Cintra help site, use AI search, and contact support for assistance with your queries and issues.
- [List of user guides](https://help.cintra.co.uk/iq/docs/list-of-user-guides.md): Streamline your payroll with Cintra iQ guides on setup, employee management, reporting, and compliance for efficient payroll processing and management.
- [Cintra iQ: glossary of acronyms and terminology](https://help.cintra.co.uk/iq/docs/glossary.md): Quick-reference definitions of common Cintra payroll terms and acronyms, such as BACS, FPS, EPS, FTE, and NI category.
- [Cintra iQ: key terms and concepts](https://help.cintra.co.uk/iq/docs/cintra-iq-key-terms-and-concepts.md)
- [Logging in and access](https://help.cintra.co.uk/iq/docs/logging-in-and-access.md)
- [Accessing and logging in/out of Cintra iQ](https://help.cintra.co.uk/iq/docs/login-logout.md): How to log out of Cintra iQ.
- [Resetting your password](https://help.cintra.co.uk/iq/docs/how-do-i-reset-my-password-in-cintra-iq.md): How to reset your password in Cintra iQ.
- [Setting up LoginTC for MFA](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-the-logintc-phone-app.md): Install the LoginTC app on iOS or Android and activate it with an emailed activation key for MFA on Cintra iQ.
- [Ports required for VPN Less access to Cintra IQ](https://help.cintra.co.uk/iq/docs/ports-required-for-vpn-less-access-to-cintra-iq.md): Ports and URLs to whitelist so proxy servers and packet scanning don't interfere with VPN Less access to Cintra iQ.
- [Unfreezing your session](https://help.cintra.co.uk/iq/docs/how-do-i-unfreeze-my-cintra-iq-session.md): How to unfreeze a frozen session in Cintra iQ.
- [Finding and filtering records](https://help.cintra.co.uk/iq/docs/filters.md)
- [Guide: Record filters](https://help.cintra.co.uk/iq/docs/guide-record-filters.md): Create record filter categories and definitions in Cintra iQ to identify records sharing characteristics, then test and apply the filter to the Navigator.
- [What are record filters?](https://help.cintra.co.uk/iq/docs/what-are-record-filters.md): Learn about Record Filters to efficiently select and manage records based on criteria like Payroll or Post, enhancing your data organisation.
- [Creating record filter categories](https://help.cintra.co.uk/iq/docs/how-do-i-create-record-filter-categories.md): Organise your filters in Cintra iQ with Record Filter Categories. Create, rename, and manage categories for efficient filter management.
- [Creating a record filter definition](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-record-filter-definition.md): Learn how to create a record filter definition in Cintra iQ to efficiently sort and display specific records based on your criteria.
- [Creating filter criteria](https://help.cintra.co.uk/iq/docs/how-do-i-create-filter-criteria.md): Create and manage filters in Cintra iQ to streamline record selection, analyse data, and enhance email notifications and reports efficiently.
- [Counting records](https://help.cintra.co.uk/iq/docs/how-do-i-count-records.md): Count how many records a filter selects before applying it to the Navigator, to check the filter is correct.
- [Applying record filters to the navigator](https://help.cintra.co.uk/iq/docs/how-do-i-apply-record-filter-s-to-the-navigator.md): Apply an existing record filter to the Navigator so only records matching set criteria are displayed.
- [Self-service](https://help.cintra.co.uk/iq/docs/self-service-1.md): Self-service articles for Cintra iQ.
- [Getting started](https://help.cintra.co.uk/iq/docs/getting-started.md)
- [Logging in to Self-Service](https://help.cintra.co.uk/iq/docs/how-do-i-log-in-to-self-service.md): Access your Self-Service account with your username and temporary password. Reset your password easily and contact HR for assistance if needed.
- [Setting up multi-factor authentication (MFA) for your Self-Service account](https://help.cintra.co.uk/iq/docs/setting-up-multi-factor-authentication-for-your-self-service-account.md)
- [Recovering your password or username](https://help.cintra.co.uk/iq/docs/how-do-i-recover-my-self-service-password-or-username.md): Log in to Self-Service using your Cintra iQ or Windows password. Recover forgotten passwords easily with our step-by-step guide.
- [Resetting an expired password](https://help.cintra.co.uk/iq/docs/how-do-i-reset-an-expired-password-in-self-service.md): Steps for resetting an expired password in Cintra iQ.
- [Self-Service login FAQ](https://help.cintra.co.uk/iq/docs/self-service-login-faq.md): Trouble connecting to the Self-Service site? Find solutions for login issues, password resets, and email troubles in our comprehensive guide.
- [Self-Service general FAQ](https://help.cintra.co.uk/iq/docs/self-service-faq.md): Answers to common Self-Service problems, including missing absence reasons and accessing payslips after leaving.
- [Your payslips and policy documents](https://help.cintra.co.uk/iq/docs/your-payslips-and-policy-documents.md)
- [Viewing your payslips](https://help.cintra.co.uk/iq/docs/how-do-i-view-my-payslips-in-self-service.md): In Cintra iQ Self-Service, view a list of your payslips, starting with the most recent, from the Payslip menu.
- [Accessing your policy documents](https://help.cintra.co.uk/iq/docs/how-do-i-access-policies-in-self-service.md): Manage your company's policy documents with Cintra iQ Self-Service, allowing employees to read, accept, or reject policies easily online.
- [Managing your holidays](https://help.cintra.co.uk/iq/docs/managing-your-holidays.md)
- [Creating a holiday request](https://help.cintra.co.uk/iq/docs/creating-a-holiday-request.md): Submit your annual leave request through Cintra's Self-Service Holiday module and track its status easily in the Calendar and Team calendar.
- [Updating or cancelling a holiday request](https://help.cintra.co.uk/iq/docs/updating-or-cancelling-a-holiday-request.md): Learn how to update, cancel, and re-submit holiday requests through Cintra's Self-Service Holiday module for efficient leave management.
- [Viewing and checking holidays](https://help.cintra.co.uk/iq/docs/viewing-and-checking-holidays.md): Submit your holiday requests through Cintra's Self-Service module, check past and future absences, and view team holidays easily.
- [Managing your absences](https://help.cintra.co.uk/iq/docs/managing-your-absences.md)
- [Creating an absence request](https://help.cintra.co.uk/iq/docs/creating-an-absence-request.md): Easily book non-holiday absences like sickness or maternity leave through the Self-Service Sickness & Absence module with manager approval.
- [Updating or cancelling an absence request](https://help.cintra.co.uk/iq/docs/updating-or-cancelling.md): Learn how to submit, update, or cancel absence requests in Self-Service's Sickness & Absence module, ensuring proper approvals from your manager.
- [Who approves my absences?](https://help.cintra.co.uk/iq/docs/who-approves-my-absences.md): Who approvers my absences in Self-Service / Cintra iQ?
- [Return to work declarations](https://help.cintra.co.uk/iq/docs/return-to-work-declarations.md): Learn how to submit a Return to Work declaration for approved absences in the Self-Service Sickness & Absence module. Get started today!
- [Holiday approvals](https://help.cintra.co.uk/iq/docs/holiday-approvals.md)
- [Approving holiday requests](https://help.cintra.co.uk/iq/docs/approving-holiday-requests.md): Manage holiday cancellations effectively in Self-Service. Approve or reject requests easily to keep track of employee absences and bookings.
- [Rejecting holiday requests](https://help.cintra.co.uk/iq/docs/rejecting-holiday-requests.md): Manage holiday requests efficiently with Self-Service. Approve or reject bookings while tracking employee absence history seamlessly.
- [Managing holiday requests on behalf of an employee](https://help.cintra.co.uk/iq/docs/managing-holiday-requests-on-behalf-of-an-employee.md): Learn how to create, update, and delete holiday requests for employees in Self-Service, ensuring efficient management of absences and approvals.
- [Absence approvals](https://help.cintra.co.uk/iq/docs/absence-approvals.md)
- [Approving absence requests](https://help.cintra.co.uk/iq/docs/approving-absence-requests.md): Learn how to review and approve absence requests efficiently in Self-Service, ensuring accurate tracking of employee absence history.
- [Rejecting absence requests](https://help.cintra.co.uk/iq/docs/rejecting-absence-requests.md): Learn how to review and reject absence requests efficiently using Self-Service, ensuring accurate tracking of employee absence history.
- [Managing absence requests on behalf of an employee](https://help.cintra.co.uk/iq/docs/managing-absence-requests-on-behalf-of-an-employee.md): Learn how to create, update, and delete absence requests for employees, ensuring accurate tracking of their absence history and approvals.
- [Timesheets](https://help.cintra.co.uk/iq/docs/timesheets-1.md)
- [Timesheets: employee overview](https://help.cintra.co.uk/iq/docs/self-service-timesheets-employee-overview.md): Manage your payment claims easily with our Timesheet Capture. Submit, filter, and track claims for payroll and HR with multi-tier approval.
- [Timesheets: employee tasks](https://help.cintra.co.uk/iq/docs/self-service-timesheets-employee-tasks.md): Learn how to manage claims in the Cintra Self-Service Timesheet module, including adding, filtering, and resubmitting claims for approval.
- [Timesheet approvals](https://help.cintra.co.uk/iq/docs/timesheet-approvals.md)
- [Timesheets: manager overview](https://help.cintra.co.uk/iq/docs/self-service-timesheets-manager-overview.md): Overview of manager tasks in Self-Service Timesheets, covering claims, the Timesheet Management screen, and approvals.
- [Timesheets: manager tasks](https://help.cintra.co.uk/iq/docs/self-service-timesheets-manager-tasks.md): Manage Timesheet claims efficiently with Cintra's Self-Service module. Approve, decline, and create claims seamlessly for payroll processing.
- [Managing your team](https://help.cintra.co.uk/iq/docs/managing-your-team.md)
- [Setting up and managing deputies](https://help.cintra.co.uk/iq/docs/setting-up-and-managing-deputies.md): Set up deputies in Self-Service to delegate tasks like holiday approvals, ensuring smooth management transitions with Cintra iQ's functionality.
- [Restricting access to your team](https://help.cintra.co.uk/iq/docs/how-do-i-restrict-access-to-my-team-in-self-service.md): Restrict access to your calendar in Self-Service, allowing only selected colleagues to view your holidays and absences. Manage team visibility easily!
- [Customising your team](https://help.cintra.co.uk/iq/docs/how-do-i-customise-my-team-in-self-service.md): Manage your team's absences effortlessly with Self-Service's Team Calendar. Add or remove members and track holidays in one convenient place.
- [Using Authority to Recruit](https://help.cintra.co.uk/iq/docs/how-do-i-use-authority-to-recruit-in-self-service.md): Learn how to set up Authority to Recruit in Self-Service, enabling users to request recruitment for existing or new posts efficiently.
- [Setting up Self-Service](https://help.cintra.co.uk/iq/docs/setting-up-self-service.md)
- [Creating Self-Service users](https://help.cintra.co.uk/iq/docs/creating-self-service-users.md): Create Self-Service accounts, manage user roles, and email credentials easily. Learn how to set up returning employees for SSO in our guide.
- [Managing Self-Service accounts](https://help.cintra.co.uk/iq/docs/managing-self-service-accounts.md): Learn how to assign and edit roles for employee records, create user accounts, and manage logon credentials effectively in Self-Service.
- [Reporting on user account details](https://help.cintra.co.uk/iq/docs/reporting-on-user-account-details.md): How to download a CSV report of Self-Service user account details after creating or updating user accounts.
- [Setting up sickness](https://help.cintra.co.uk/iq/docs/setting-up-sickness-in-self-service.md): Steps to configure Sickness and Absence in Self-Service, including Return to Work setup and assigning web functions.
- [Setting up training event feedback](https://help.cintra.co.uk/iq/docs/setting-up-training-event-feedback.md): How to set up the Self-Service training event feedback form in Cintra iQ.
- [Administering policy documents](https://help.cintra.co.uk/iq/docs/administering-policy-documents.md): Assign the View Documents role to Self-Service users so employees can access company policy documents.
- [SSO](https://help.cintra.co.uk/iq/docs/sso.md)
- [Setting up MFA in Self-Service](https://help.cintra.co.uk/iq/docs/setting-up-multi-factor-authentication-in-self-service.md)
- [SSO and Self-Service: technical factsheet](https://help.cintra.co.uk/iq/docs/sso-and-self-service-technical-factsheet.md): Learn how to implement Single Sign-On (SSO) with Self-Service using SAML2, ensuring secure and efficient user authentication.
- [SSO setup guide for Self-Service](https://help.cintra.co.uk/iq/docs/sso-setup-guide-for-self-service.md): Set up SSO in Self-Service with our comprehensive guide, covering SAML2 integration, user account management, and troubleshooting tips for seamless access.
- [Employee records](https://help.cintra.co.uk/iq/docs/employee-records-1.md): Managing employee records in Cintra iQ.
- [New starters and leavers](https://help.cintra.co.uk/iq/docs/employees-new-starters-and-details.md)
- [Guide: New starters](https://help.cintra.co.uk/iq/docs/guide-new-starters.md): Create the Personnel and Employment Records needed for a new starter, and link previous employment for returning employees.
- [Creating or updating a personnel record](https://help.cintra.co.uk/iq/docs/how-do-i-create-update-a-personnel-record.md): Create and manage Personnel and Employment Records in Cintra iQ for employees and contractors, ensuring accurate personal information and employment history.
- [Creating a new employment record](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-new-employment-record.md): Manage employment records effortlessly in Cintra iQ, tracking personnel and employment details for all staff, contractors, and off-payroll workers.
- [Selecting or creating a person record from the employment record](https://help.cintra.co.uk/iq/docs/how-do-i-select-create-a-person-record-using-the-employment-record.md): Create and manage Personnel and Employment Records in Cintra iQ for employees and contractors, ensuring compliance with IR35 regulations.
- [Adding National Insurance numbers to employee details](https://help.cintra.co.uk/iq/docs/how-do-i-add-a-national-insurance-numbers-to-employee-details.md): Record an employee's NI number via the Tax and NI form, Personal Details form, or Amend Record Identifier form.
- [Entering contact information for an employee](https://help.cintra.co.uk/iq/docs/how-do-i-enter-contact-information-for-an-employee.md): Create and manage Personnel and Employment Records in Cintra iQ for employees, contractors, and applicants with ease. Update personal details efficiently.
- [Entering bank details for an employee](https://help.cintra.co.uk/iq/docs/how-do-i-enter-bank-details-for-an-employee.md): Easily enter UK and International payment details for employees in Cintra iQ's Banking Details form. Update preferences and manage payment statuses efficiently.
- [Adding previous employment details](https://help.cintra.co.uk/iq/docs/how-do-i-add-previous-employment-details.md): Record an employee's previous employment history via the Previous Employment form in their Personnel Record.
- [Creating a new starter statement](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-new-starter-statement.md): Learn how to complete new starter statements for employees with or without P45 details using Cintra iQ's Tax and NI features.
- [Importing a New Starter Declaration (P46) via Interface](https://help.cintra.co.uk/iq/docs/how-do-i-import-new-starter-declaration-p46-via-interface.md): How to import a New Starter Declaration (P46) via interface in Cintra iQ.
- [Changing an employee's start date to a future date](https://help.cintra.co.uk/iq/docs/how-do-i-change-an-employee-s-current-start-date-to-a-future-one.md): Update an employee's payroll membership, time management, post, and payment records in Cintra iQ to move their start date forward.
- [Adding a returning employee](https://help.cintra.co.uk/iq/docs/how-do-i-add-a-returning-employee.md): Create a new employment record for a returning employee, linking it to their previous personnel record for HMRC.
- [Creating, editing, or deleting an employee task](https://help.cintra.co.uk/iq/docs/how-do-i-create-edit-delete-an-employee-task.md): Create and manage employee tasks in Cintra iQ with due dates, status updates, and easy editing or deletion for efficient task tracking.
- [Making an employee a leaver](https://help.cintra.co.uk/iq/docs/how-do-i-make-an-employee-a-leaver.md): How to make an employee a leaver in Cintra iQ.
- [Pay, benefits, and adjustments](https://help.cintra.co.uk/iq/docs/pay-and-benefits.md)
- [Guide: Payroll membership](https://help.cintra.co.uk/iq/docs/guide-payroll-membership.md): Assign payrolls, enrol and transfer employees between payrolls, and manage payroll membership changes in Cintra iQ.
- [Guide: Using posts to pay employees](https://help.cintra.co.uk/iq/docs/guide-using-posts-to-pay-employees.md): Combine spine points, grades, jobs, and posts in Cintra iQ to pay an employee via their post, then calculate and check their payslip.
- [Enrolling employees into payrolls](https://help.cintra.co.uk/iq/docs/how-do-i-enrol-employees-into-payrolls.md): In Cintra iQ, create a Payroll Membership record to enrol a new starter, or transfer an employee between payrolls under the same PAYE reference.
- [Managing employee payroll membership](https://help.cintra.co.uk/iq/docs/how-do-i-manage-employee-payroll-membership.md): Learn about payroll membership in Cintra iQ, including editing, deleting records, and transferring employees between payrolls under the same PAYE reference.
- [Setting up payment grades for employees](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-add-payment-grades-to-employees.md): Manage employee pay with salary grades and payment structures in Cintra iQ. Learn to set up and maintain equitable compensation effectively.
- [Assigning posts and other payrolled benefits to employees](https://help.cintra.co.uk/iq/docs/how-do-i-assign-posts-other-payrolled-benefits-to-employees.md): Manage employee posts, grades, and benefits in Cintra iQ. Learn to assign posts, work patterns, and payroll benefits efficiently.
- [Assigning vehicles to employees](https://help.cintra.co.uk/iq/docs/how-do-i-assign-vehicles-to-employees.md): Learn how to create and manage company vehicle records in Cintra iQ, including assigning vehicles to employees and adding essential details.
- [Entering mileage claims for employees](https://help.cintra.co.uk/iq/docs/how-do-i-enter-mileage-claims-for-employees.md): Create a mileage scheme in Cintra iQ for employee car use, manage claims, and understand tax implications for business miles and passengers.
- [Adding employees to a private car user mileage scheme](https://help.cintra.co.uk/iq/docs/how-do-i-add-employees-to-a-private-car-user-mileage-scheme.md): Add an employee to a private car mileage scheme so they receive a regular allowance for business use of their own vehicle.
- [Adding adjustments to employees](https://help.cintra.co.uk/iq/docs/how-do-i-add-adjustments-to-employees.md): Manage employee payments and rates in Cintra iQ, including allowances and adjustments, with a user-friendly setup for accurate payroll processing.
- [Entering pension and benefit contribution data for the current period](https://help.cintra.co.uk/iq/docs/how-do-i-enter-pension-benefit-contribution-data-for-the-current-period.md): Easily enter and update Pension and Benefit Contributions for employees in Cintra iQ's Payroll Period Input with our step-by-step guide.
- [Transferring employees to alternative payrolls](https://help.cintra.co.uk/iq/docs/how-do-i-transfer-employees-to-alternative-payrolls.md): Transfer employees between payrolls in Cintra iQ easily by ensuring the PAYE reference matches. Learn how to manage payroll memberships effectively.
- [Adding late starters to the next period](https://help.cintra.co.uk/iq/docs/how-do-i-add-late-starters-to-the-next-period.md): Record an auto-enrolment postponement for a late starter via the Auto-Enrolment History window.
- [Placing employees into a pension scheme](https://help.cintra.co.uk/iq/docs/how-do-i-place-employees-into-a-pension-scheme.md): Create and manage pension schemes with Cintra iQ, ensuring accurate employee and employer contributions, auto-enrolment, and efficient membership setup.
- [Assigning pension groups to pension scheme members](https://help.cintra.co.uk/iq/docs/how-do-i-assign-pension-groups-to-pension-scheme-members.md): Assign a Pension Pay Group to each auto-enrolled scheme member, grouping employees by contribution level or location.
- [Viewing employee posts for pension and benefit contributions](https://help.cintra.co.uk/iq/docs/how-do-i-view-employee-posts-for-pension-benefit-contributions.md): In Cintra iQ, view which post a pension contribution record is linked to, used to support Monthly Contribution Reconciliation (MCR) data.
- [Leaver's payslip continuing to generate](https://help.cintra.co.uk/iq/docs/payslip-continuing-to-produce-after-a-leave-date-is-changed.md)
- [Payroll processing](https://help.cintra.co.uk/iq/docs/payroll-processing-1.md): Covers running payrolls in Cintra iQ, from opening periods and entering pay to calculating, checking, and reconciling results before payment.
- [Payroll cycle and key concepts](https://help.cintra.co.uk/iq/docs/payroll-cycle-and-input-tasks-1.md)
- [Guide: Payroll cycle](https://help.cintra.co.uk/iq/docs/guide-payroll-cycle.md): Master the Payroll Cycle in Cintra iQ: input data, calculate payslips, auto-enrol employees, and perform month-end tasks efficiently.
- [Guide: Inputting payroll information](https://help.cintra.co.uk/iq/docs/guide-inputting-payroll-information.md): A checklist of what to input each payroll period in Cintra iQ, covering new starters, leavers, contractual changes, absences, and deductions.
- [Guide: Month end tasks](https://help.cintra.co.uk/iq/docs/guide-month-end-tasks.md): Lists the monthly tasks required in Cintra iQ, including paying HMRC, sending EPS submissions, and claiming employment or apprenticeship levy allowances.
- [Guide: Period end tasks](https://help.cintra.co.uk/iq/docs/guide-period-end-tasks.md): Perform end-of-period tasks in Cintra iQ, including paying employees, submitting RTI data, printing payslips, and producing P45s and pension provider files.
- [Tax and NI details](https://help.cintra.co.uk/iq/docs/what-are-the-tax-and-ni-details.md): Manage employee tax and national insurance details in Cintra iQ. Access tax codes, NI contributions, and HMRC records easily with our comprehensive guide.
- [Working time and FTEs](https://help.cintra.co.uk/iq/docs/working-time-and-ftes.md)
- [Setting contractual hours and days](https://help.cintra.co.uk/iq/docs/how-do-i-set-contractual-hours-days.md): Calculate holiday pay rates using average pay and contractual hours with Cintra iQ. Learn to set up hourly and daily rates effectively.
- [FTE calculation methods](https://help.cintra.co.uk/iq/docs/what-are-the-fte-calculation-methods.md): Learn how to calculate FTE using Time Management or Post History methods, including Contract Hours, Direct Entry, and Working Pattern options.
- [What are working times/FTE ratios?](https://help.cintra.co.uk/iq/docs/what-are-working-times-fte-ratios.md): Explains how working patterns and FTE ratios are set up in Cintra iQ, either via an employee's post or the Time Management form, to calculate absences and sick pay.
- [Managing payroll periods](https://help.cintra.co.uk/iq/docs/managing-payroll-periods.md)
- [Guide: Payroll and employee tasks](https://help.cintra.co.uk/iq/docs/guide-payroll-and-employee-tasks.md): Create and report on task checklists for a payroll period or an individual employee using Cintra iQ's Payroll Task functionality.
- [Moving the payroll to the next period](https://help.cintra.co.uk/iq/docs/how-do-i-move-the-payroll-to-the-next-period.md): Ensure accurate payroll processing by checking totals before moving to the next period in Cintra iQ. Follow our guide for a smooth transition.
- [Creating and applying tasks to specific payrolls and periods](https://help.cintra.co.uk/iq/docs/how-do-i-create-and-apply-tasks-to-specific-payrolls-and-periods.md): Build a task list for a specific payroll period to track which checks are complete and which are outstanding.
- [Producing a pay element report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-pay-element-report.md): How to produce a pay element report in Cintra iQ.
- [Editing or deleting a payroll period task](https://help.cintra.co.uk/iq/docs/how-do-i-edit-delete-a-payroll-period-task.md): In Cintra iQ, edit a task's sequence, due date, or status, or delete it, from Payroll Period Tasks.
- [Reporting on payroll tasks within a payroll period](https://help.cintra.co.uk/iq/docs/how-do-i-report-on-payroll-tasks-within-a-payroll-period.md): In Cintra iQ, run a report on the tasks set up for a specific payroll period, showing which are complete and outstanding.
- [Inputting employee cost code period data](https://help.cintra.co.uk/iq/docs/inputting-employee-cost-code-period-data.md): Mirror your cost code structure with Cintra iQ for accurate cost analysis and efficient allocation of employee pay elements like overtime.
- [Including off-payroll workers in your payrolls](https://help.cintra.co.uk/iq/docs/how-do-i-include-off-payroll-workers-in-my-payrolls.md): How to include off-payroll workers in payroll runs in Cintra iQ.
- [Entering pay and deductions](https://help.cintra.co.uk/iq/docs/entering-pay-and-deductions.md)
- [Guide: Inputting payroll period data for an employee](https://help.cintra.co.uk/iq/docs/guide-inputting-payroll-period-data-for-an-employee.md): An overview of the Payroll Period Input form tabs in Cintra iQ, covering pay, deductions, benefits, mileage, AOEs, and corrections for an employee.
- [Pay input](https://help.cintra.co.uk/iq/docs/pay-input.md)
- [Inputting variable payments and rates for an employee](https://help.cintra.co.uk/iq/docs/how-do-i-input-variable-payments-and-rates-for-an-employee.md): Manage employee payments and deductions efficiently with Cintra iQ's Payroll Period Input form, ensuring accurate payroll processing every period.
- [Creating a foreign tax adjustment deduction](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-foreign-tax-adjustment-deduction.md): Cintra iQ enables Foreign Tax Adjustments, reducing UK tax for employees with overseas earnings. Learn how to apply these deductions effectively.
- [Deductions, loans, and AOE](https://help.cintra.co.uk/iq/docs/deductions-loans-and-aoe.md)
- [Guide: Voluntary deductions](https://help.cintra.co.uk/iq/docs/guide-voluntary-deductions.md): Create voluntary deduction headings in Cintra iQ, set up a standing deduction for an employee, and enter deductions for the current period.
- [Setting up and applying standing voluntary deductions against an employee](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-apply-voluntary-deductions-against-an-employee.md): In Cintra iQ, set up an ongoing voluntary deduction against an employee via the Deductions form's Voluntary Deductions tab.
- [Entering voluntary deductions for employees in the current period](https://help.cintra.co.uk/iq/docs/how-do-i-enter-voluntary-deductions-for-employees-in-the-current-period.md): Manage payroll with Cintra iQ: input deductions, adjust values, and ensure accuracy for employee records in the Payroll Period Input form.
- [Entering AOE deductions and protected earnings](https://help.cintra.co.uk/iq/docs/how-do-i-enter-change-aoe-deductions-and-protected-earnings.md): In Cintra iQ, enter the deduction and protected earnings amounts once an AOE order's amount is specified.
- [Changing an AOE deduction amount](https://help.cintra.co.uk/iq/docs/changing-an-aoe-deduction-amount.md): Close the existing AOE deduction record and create a new one with an effective date to change the deduction amount.
- [Setting up AOE orders against an employee](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-aoe-orders-to-be-applied-against-an-employee.md): Set up attachment of earnings orders with Cintra iQ to automate deductions from employee wages for council tax, child support, and more.
- [Recording other benefits](https://help.cintra.co.uk/iq/docs/how-do-i-record-employee-loans-medical-treatment-insurance-benefits.md): How to record other taxable benefits for an employee in Cintra iQ.
- [Setting up the loan repayment plan and repayment details](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-the-loan-repayment-plan-repayment-details.md): Set up loan repayment plans in Cintra iQ easily. Manage deductions, repayment details, and ensure smooth processing for employees' loans.
- [Editing a loan repayment for the current period](https://help.cintra.co.uk/iq/docs/how-do-i-edit-a-loan-repayment-for-the-current-period.md): In Cintra iQ, edit an employee's loan repayment amount for the current period via Payroll Period Input.
- [Refunding a student or postgraduate loan](https://help.cintra.co.uk/iq/docs/how-do-i-refund-a-student-or-postgraduate-loan.md): In Cintra iQ, refund an overpaid student or postgraduate loan deduction that continued after it should have stopped.
- [Changing a National Insurance category](https://help.cintra.co.uk/iq/docs/how-do-i-make-changes-to-a-national-insurance-category.md): Manage employee tax and National Insurance in Cintra iQ. Learn to change NI categories and record essential details efficiently.
- [Creating tax code uplifts](https://help.cintra.co.uk/iq/docs/how-do-i-create-tax-code-uplifts-in-cintra-iq.md): Learn how to apply HMRC tax code uplifts for employees using Cintra iQ, ensuring accurate payroll updates and compliance with budget changes.
- [Running the calculation](https://help.cintra.co.uk/iq/docs/running-the-calculation.md)
- [Performing a payroll calculation](https://help.cintra.co.uk/iq/docs/how-do-i-perform-a-payroll-calculation.md): Perform Gross to Net payroll calculations in Cintra iQ for entire payrolls or individual employees, ensuring all changes are accurately reflected.
- [Calculating the payroll after a payroll transfer](https://help.cintra.co.uk/iq/docs/how-do-i-calculate-the-payroll-after-the-payroll-transfer.md): Recalculate payslips on both payrolls in Cintra iQ when an employee's payroll membership has changed mid-month.
- [Viewing payroll calculation exceptions for an employee](https://help.cintra.co.uk/iq/docs/how-do-i-view-payroll-calculation-exceptions-for-an-employee.md): Efficiently manage payroll calculations, view exceptions, and ensure accurate payments with our comprehensive payroll tools and reports.
- [Performing net-to-gross calculations for multiple employees](https://help.cintra.co.uk/iq/docs/how-do-i-perform-net-to-gross-calculations-for-multiple-employees.md): In Cintra iQ, import a CSV file to calculate the gross amount needed to deliver a target net payment across multiple employees.
- [Calculating net-to-gross payments for individuals](https://help.cintra.co.uk/iq/docs/how-do-i-calculate-net-to-gross-payments-for-individuals.md): Calculate net to gross payments in Cintra iQ, ensuring accurate payroll deductions for bonuses and employee payslips. Streamline your payroll process today!
- [Calculating and displaying pay period hours on payslips](https://help.cintra.co.uk/iq/docs/how-do-i-calculate-and-display-pay-period-hours-on-payslips.md): Manage employee payments and rates in Cintra iQ, calculate pay period hours, and set up individual allowances seamlessly.
- [Checking and reconciling](https://help.cintra.co.uk/iq/docs/checking-and-reconciling.md)
- [Checking that payments are correct](https://help.cintra.co.uk/iq/docs/how-do-i-check-payments-are-correct.md): How to check that payments are correct before processing in Cintra iQ.
- [Displaying the other payrolled benefit taxable amount on payslips](https://help.cintra.co.uk/iq/docs/how-do-i-display-the-other-payrolled-benefit-taxable-amount-on-payslips.md): How to display the taxable amount of other payrolled benefits on payslips in Cintra iQ.
- [Checking payslip details and recalculating the payslip](https://help.cintra.co.uk/iq/docs/how-do-i-check-payslip-details-and-recalculate-the-payslip.md): Access current and historic employee payslips in Cintra iQ, view corrections, and calculate payroll easily with detailed reports.
- [Reconciling the payroll](https://help.cintra.co.uk/iq/docs/how-do-i-reconcile-the-payroll.md): Ensure payroll accuracy by checking employee data in Cintra iQ before authorisation, including payslips, employment records, and essential forms.
- [Using a scratch payslip](https://help.cintra.co.uk/iq/docs/how-do-i-use-a-scratch-payslip.md): In Cintra iQ, view a scratch payslip to see what an employee's pay would have looked like before corrections, useful for explaining unexpected values.
- [Corrections](https://help.cintra.co.uk/iq/docs/corrections.md)
- [Guide: Corrections](https://help.cintra.co.uk/iq/docs/create-corrections.md): Understand how Cintra iQ handles corrections for backdated changes, ensuring accurate payslips and compliance with tax year rules.
- [Troubleshooting corrections](https://help.cintra.co.uk/iq/docs/troubleshooting-corrections-2.md): Resolve unexpected payslip corrections with our troubleshooting guide. Learn to investigate, correct data, and avoid common pitfalls effectively.
- [Correction example: a retrospective pay rise](https://help.cintra.co.uk/iq/docs/corrections-example.md): Explore how Cintra iQ automates retrospective pay rises, correcting payslips and ensuring accurate payroll adjustments for employees.
- [Create and edit corrections](https://help.cintra.co.uk/iq/docs/how-do-i-create-edit-delete-corrections.md): Learn how to make payroll corrections, including ad hoc payments and adjustments, to ensure accurate employee compensation and compliance.
- [Amending corrections](https://help.cintra.co.uk/iq/docs/amendments-to-corrections.md): Learn how to create amendments in Cintra iQ, correcting past entries and ensuring accurate payroll processing with our step-by-step guide.
- [Leaver payments](https://help.cintra.co.uk/iq/docs/leaver-payments.md)
- [Guide: Managing leavers](https://help.cintra.co.uk/iq/docs/guide-managing-leavers.md): Master the Leaver Process in payroll software to ensure accurate final pay, deductions, and benefits for departing employees. Follow our comprehensive guide.
- [Making a payment to a leaver](https://help.cintra.co.uk/iq/docs/how-do-i-make-a-payment-to-a-leaver.md): Learn how to process leaver payments in Cintra iQ, including issuing P45 forms and handling late payments as per HMRC guidelines.
- [Processing late payments to leavers](https://help.cintra.co.uk/iq/docs/how-do-i-process-late-payments-to-leavers.md): Learn how to manage late payments to leavers and process maternity pay effectively with P45 forms and HMRC guidelines in Cintra iQ.
- [Calculating irregular late payments to leavers](https://help.cintra.co.uk/iq/docs/how-do-i-calculate-irregular-late-payments-to-leavers.md): Learn how to manage leaver payroll, including P45 forms and irregular late payments, while ensuring accurate National Insurance calculations.
- [Understanding tax refunds for current period leavers](https://help.cintra.co.uk/iq/docs/understanding-tax-refunds-for-current-period-leavers.md)
- [Payroll workflow](https://help.cintra.co.uk/iq/docs/payroll-workflow.md)
- [Guide: Payroll workflow](https://help.cintra.co.uk/iq/docs/guide-payroll-workflow.md): Use Cintra iQ's payroll workflow screen to set up payroll groups and actions, then track and process each step of the payroll cycle.
- [Introduction to the payroll workflow screen](https://help.cintra.co.uk/iq/docs/introduction-to-the-payroll-workflow-screen.md): Manage your payroll efficiently with the Payroll Workflow window. Set up groups, actions, and track progress with colour-coded statuses.
- [Setting up payroll groups](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-payroll-groups.md): Streamline payroll processing with Cintra iQ's payroll groups, allowing simultaneous actions across multiple payrolls sharing the same frequency.
- [Setting up emails via payroll workflow](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-emails-via-payroll-workflow.md): Streamline your payroll process with Cintra iQ's Payroll Workflow, allowing grouped actions, email setups, and efficient management of payroll communications.
- [Producing pension provider files in payroll workflow](https://help.cintra.co.uk/iq/docs/how-do-i-produce-pension-provider-files-in-payroll-workflow.md): Streamline your pension management with Cintra iQ's Auto Enrolment feature, ensuring compliance and efficient employee enrolment in pension schemes.
- [Running the auto enrolment assessment in the payroll workflow](https://help.cintra.co.uk/iq/docs/how-do-i-run-the-auto-enrolment-assessment-in-the-payroll-workflow.md): Streamline your Auto Enrolment process with Cintra iQ, managing pension schemes, assessments, and employee enrolments efficiently across payrolls.
- [Renaming and reordering payroll workflow actions](https://help.cintra.co.uk/iq/docs/how-do-i-rename-and-reorder-payroll-workflow-actions.md): In Cintra iQ, rename an action's display name and change its sequence in the Payroll Workflow action list.
- [What are the payroll workflow action types?](https://help.cintra.co.uk/iq/docs/what-are-the-payroll-workflow-action-types.md): Set payroll action outputs effectively with tailored options for each payroll, ensuring accurate file locations and streamlined processes.
- [Setting up and processing payroll actions](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-process-payroll-actions.md): Set up payroll actions for groups or individuals effectively, ensuring precise output locations and parameters for seamless payroll processing.
- [Paying employees](https://help.cintra.co.uk/iq/docs/paying-employees.md): Covers generating and approving employee payment runs in Cintra iQ, including authorising, committing, and creating BACS files.
- [Guide: Paying employees](https://help.cintra.co.uk/iq/docs/guide-paying-employees.md): Create payment runs and BACS files, make late pay adjustments, and submit an FPS to HMRC at the end of each payroll period.
- [Payment runs](https://help.cintra.co.uk/iq/docs/paying-out.md)
- [Creating or re-running payment runs](https://help.cintra.co.uk/iq/docs/how-do-i-create-re-run-payment-runs.md): Learn how to create and manage payroll payment runs, including re-running and supplementary cycles, while ensuring compliance with HMRC reporting.
- [Claiming employment allowance](https://help.cintra.co.uk/iq/docs/how-do-i-claim-employment-allowance.md): How to claim employment allowance in Cintra iQ.
- [Correcting payment run exceptions](https://help.cintra.co.uk/iq/docs/how-do-i-correct-any-payment-run-exceptions-make-supplementary-payment-runs.md): Explains how to view and correct employees with invalid or missing bank details flagged in a payment run's exceptions tab.
- [Viewing the amount details included in a payment run](https://help.cintra.co.uk/iq/docs/how-do-i-view-the-amount-details-included-in-the-payment-run.md): In Cintra iQ, view a breakdown of HMRC payment amounts via the Annual P32 or Period Analysis buttons in the Pay HMRC window.
- [Reporting on the number of payment runs created](https://help.cintra.co.uk/iq/docs/how-do-i-report-on-the-number-of-payment-runs-created.md): In Cintra iQ, report on the number of employee payment runs created via the Pay HMRC window's Report button.
- [Making late or negative adjustments to pay](https://help.cintra.co.uk/iq/docs/how-do-i-make-late-negative-adjustments-to-pay.md): How to make late or negative pay adjustments in Cintra iQ, including handling negative amounts.
- [Closing the tax period when paying employees](https://help.cintra.co.uk/iq/docs/when-do-i-close-the-tax-period-when-paying-employees.md)
- [Understanding due dates for payment runs](https://help.cintra.co.uk/iq/docs/understanding-due-dates-in-cintra-iq-for-payment-runs.md): Master due dates for payment runs in Cintra IQ with our guide, ensuring timely payroll and third-party payments for smooth processing.
- [Changing pay date rules for non-banking days](https://help.cintra.co.uk/iq/docs/how-do-i-change-pay-date-rules-for-non-banking-days-in-cintra-iq.md): Enhance payroll accuracy with Cintra iQ's new pay date rules for non-banking days, ensuring timely payments for employees and third parties.
- [Overriding the payment due date for salary payments](https://help.cintra.co.uk/iq/docs/how-to-override-the-payment-due-date-for-salary-payments.md): Ensure accurate salary payment due dates with our guide on overriding defaults in Cintra iQ to avoid payment errors and ensure timely employee payments.
- [Applying penultimate or earlier last working day rules](https://help.cintra.co.uk/iq/docs/how-to-apply-penultimate-or-earlier-last-working-day-rules-in-cintra-iq.md): An overview of the gender pay gap report in Cintra iQ.
- [Payment run due dates and their impact on BACS processing](https://help.cintra.co.uk/iq/docs/payment-run-due-dates-on-cintra-iq-impact-on-bacs-processing.md): Enhance your BACS payment efficiency with accurate "Due Dates" in Cintra iQ, ensuring timely payments to employees and HMRC. Review your settings now!
- [Printing a payment run report by organisational unit](https://help.cintra.co.uk/iq/docs/how-do-i-print-a-payment-run-report-by-organisational-unit.md): In Cintra iQ, print a payment run report showing post titles grouped by organisation unit.
- [Committing or authorising payment runs](https://help.cintra.co.uk/iq/docs/how-do-i-commit-authorise-payment-runs.md): Learn how to authorise and commit payment runs for employees, and report to HMRC with ease using Cintra iQ Payroll tools.
- [BACS files](https://help.cintra.co.uk/iq/docs/bacs-files.md)
- [Creating BACS files](https://help.cintra.co.uk/iq/docs/how-do-i-create-bacs-files.md): Generate a BACS payment file from a finalised, authorised, closed-off payment run to pay employees.
- [Transmitting BACS files](https://help.cintra.co.uk/iq/docs/how-do-i-transmit-bacs-files.md): How to transmit BACS files in Cintra iQ.
- [Sending BACS files outside of Cintra](https://help.cintra.co.uk/iq/docs/how-do-i-send-bacs-files-outside-of-cintra.md): How to send BACS files outside of Cintra iQ.
- [Running a penny test](https://help.cintra.co.uk/iq/docs/how-to-do-a-penny-test-on-cintra-iq.md): Learn how to perform a penny test in Cintra iQ to ensure successful BACS payments for new clients and SUN numbers with our step-by-step guide.
- [Splitting a payment run over the £20 million BACS file limit](https://help.cintra.co.uk/iq/docs/how-do-i-split-payment-run-with-a-value-over-20-million-bacs-file-limit.md): Learn how to split BACS payment runs over £20 million in Cintra iQ Payroll, ensuring smooth processing and compliance with HMRC requirements.
- [Third party payments](https://help.cintra.co.uk/iq/docs/third-party-payments.md)
- [Guide: Paying third parties](https://help.cintra.co.uk/iq/docs/guide-paying-third-parties.md): Set up accounting periods and third-party definitions in Cintra iQ, then pay third parties such as unions and submit the payment files to Cintra.
- [Paying third parties](https://help.cintra.co.uk/iq/docs/how-do-i-pay-third-parties.md): Streamline your payroll with the Pay Third Party feature, combining payments for unions and childcare into one file for easy processing.
- [Submitting third-party payment files to Cintra for processing](https://help.cintra.co.uk/iq/docs/how-do-i-submit-third-party-payment-files-to-cintra-for-processing.md): Streamline your payroll with Cintra's Pay Third Party feature, allowing easy payments to unions, childcare, and more in a single file submission.
- [Editing the third-party due date for a specific payment run](https://help.cintra.co.uk/iq/docs/how-to-edit-third-third-party-due-date-for-a-specific-payment-run.md): In Cintra iQ, override the due date for a single third-party payment run without changing the provider's default pay date setup.
- [Changing the third-party payment default due date](https://help.cintra.co.uk/iq/docs/how-to-change-the-third-party-payment-default-due-date.md): In Cintra iQ, set the default pay date for a third-party provider under Third Party Associations, so BACS payment runs use the correct due date.
- [Ensuring third-party payments are paid on the last working day of the month](https://help.cintra.co.uk/iq/docs/how-to-ensure-third-party-payments-are-paid-on-the-last-working-day-of-the-month.md): In Cintra iQ, set a third-party provider's default pay date to the 31st so payments fall on the last working day, even in shorter months.
- [Excluding a specific payroll from third-party BACS payment](https://help.cintra.co.uk/iq/docs/how-to-exclude-specific-payroll-from-third-party-bacs-payment.md): In Cintra iQ, exclude selected payrolls from a third-party provider's payment run when the same provider is used across multiple payrolls.
- [Excluding a specific third-party provider from the BACS payment](https://help.cintra.co.uk/iq/docs/how-to-exclude-a-specific-third-party-provider-from-the-bacs-payment.md): In Cintra iQ, set a third-party provider's payment method to Cheque/Other so their payments are processed outside BACS.
- [Payslips](https://help.cintra.co.uk/iq/docs/payslips-and-other-payroll-tax-documents.md)
- [Guide: Payslips](https://help.cintra.co.uk/iq/docs/guide-payslips.md): Check, recalculate, customise, print, and publish employee payslips to Self-Service in Cintra iQ.
- [Printing payslips](https://help.cintra.co.uk/iq/docs/how-do-i-print-payslips.md): Learn how to print customised payslips in Cintra iQ, including options for detail levels, logos, and direct printing. Streamline your payroll process today!
- [Adding messages to payslips](https://help.cintra.co.uk/iq/docs/how-do-i-add-messages-to-payslips.md): Customise payslip messages in Cintra iQ to communicate important information to employees, ensuring clarity and engagement with each pay period.
- [Customising payslips](https://help.cintra.co.uk/iq/docs/how-do-i-customise-payslips.md): Customise your payslips in Cintra iQ with logos, messages, and fields for a personalised touch. Enhance employee payslips effortlessly today!
- [Adding a company logo to a payslip](https://help.cintra.co.uk/iq/docs/how-do-i-add-a-company-logo-to-a-payslip.md): Upload a company logo via Manage Images, then insert it into the payslip logo settings for all or specific payrolls.
- [Publishing payslips to Self-Service](https://help.cintra.co.uk/iq/docs/how-do-i-publish-payslips-to-self-service.md): Steps for publishing employee payslips to Self-Service in Cintra iQ.
- [Statutory documents (P45, P60, P11D)](https://help.cintra.co.uk/iq/docs/statutory-documents-p45-p60-p11d.md)
- [P60s for employees](https://help.cintra.co.uk/iq/docs/how-do-i-produce-p60s-for-employees.md): Learn about P60s, essential tax year statements for UK employees, and how to produce them efficiently for your workforce.
- [P45s for leavers](https://help.cintra.co.uk/iq/docs/how-do-i-produce-p45s-for-leavers.md): Learn about the P45 form in the UK, its purpose, and how to produce and reprint it for employees after they leave your organisation.
- [Viewing P45s for former employees](https://help.cintra.co.uk/iq/docs/how-do-i-view-p45s-for-former-employees.md): In Cintra iQ, locate an already-printed P45 in the employee's PDF acknowledgements, or reproduce it if only a published version exists.
- [Archiving a P45](https://help.cintra.co.uk/iq/docs/how-do-i-archive-a-p45.md): Learn how to archive P45 forms in Cintra iQ, ensuring accurate payroll and tax records for employees leaving your organisation.
- [P11D submissions for whole pay schemes](https://help.cintra.co.uk/iq/docs/how-do-i-produce-p11d-submissions-for-whole-pay-schemes.md): Generate P11D submissions for Whole PAYE Schemes, create PDFs, and send to HMRC's FBI Outbox with ease using Cintra iQ's payroll tools.
- [P11Ds for Self-Service](https://help.cintra.co.uk/iq/docs/how-do-i-produce-p11ds-for-self-service.md): How to publish P11Ds to Self-Service in Cintra iQ.
- [P11D PDFs](https://help.cintra.co.uk/iq/docs/how-do-i-produce-p11d-pdfs.md): How to produce P11D PDFs in Cintra iQ.
- [Resolving the "Save Document, Error Writing Target File" error when printing P45s](https://help.cintra.co.uk/iq/docs/troubleshooting-guide-how-to-resolve-save-document-error-writing-target-file.md): How to resolve the "Save Document, Error Writing Target File" error when printing P45s in Cintra iQ.
- [Pensions and automatic enrolment](https://help.cintra.co.uk/iq/docs/pensions-and-automatic-enrolment.md): Covers setting up pension schemes, running auto-enrolment assessments, and producing provider files in Cintra iQ.
- [Introduction to Pensions](https://help.cintra.co.uk/iq/docs/introduction-to-pensions.md): Learn about pension schemes, employee benefits, and essential tasks for managing pensions effectively with Cintra iQ's comprehensive guides.
- [Pensions: Key concepts, glossary, and terminology](https://help.cintra.co.uk/iq/docs/pensions-key-concepts-glossary-and-terminology.md): Understand key payroll and pension terms like auto-enrolment, salary sacrifice, and banded schemes to navigate your employee benefits effectively.
- [Manual pension contributions not applying basic rate tax relief](https://help.cintra.co.uk/iq/docs/manual-pension-contributions-not-applying-basic-rate-tax-relief.md)
- [Pension scheme set-up](https://help.cintra.co.uk/iq/docs/pension-how-to-articles.md)
- [Setting up new pension schemes](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-new-pension-schemes.md): Create diverse pension schemes with Cintra iQ for accurate employee and employer contributions, ensuring efficient auto-enrolment management.
- [Defining pension scheme parts as supporting auto enrolment](https://help.cintra.co.uk/iq/docs/how-do-i-define-pension-scheme-parts-as-supporting-auto-enrolment.md): Streamline your pension management with Cintra iQ's Auto Enrolment feature, ensuring compliance and easy employee enrolment in qualifying schemes.
- [Setting up pension scheme contributions](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-pension-scheme-contributions.md): Set up diverse pension schemes in Cintra iQ for accurate employee and employer contributions, ensuring efficient auto-enrolment management.
- [Creating pension bands for employee pension contributions](https://help.cintra.co.uk/iq/docs/how-do-i-create-pension-bands-for-employee-pension-contributions.md): Ensure accurate Employee Pension Scheme contributions in Cintra iQ by setting up salary bands and rates effectively for your Banded Pension Schemes.
- [Creating fixed amount or percentage employee pension contributions](https://help.cintra.co.uk/iq/docs/how-do-i-create-fixed-amount-or-percentage-employee-pension-contributions.md): Create and manage diverse pension schemes in Cintra iQ, ensuring accurate employee and employer contributions for efficient auto-enrolment.
- [Setting up relevant (pensionable) pay](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-relevant-pensionable-pay.md): Set Relevant Pay headings in Cintra iQ for accurate deductions, choosing EE, ER, or both for payroll calculations. Streamline your benefit schemes today!
- [Setting up salary sacrifice contribution pension schemes](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-salary-sacrifice-contribution-pension-schemes.md): In Cintra iQ, set up a pension scheme contribution as a salary sacrifice, creating a negative addition heading that reduces gross pay.
- [Updating employer pension contributions](https://help.cintra.co.uk/iq/docs/how-do-i-update-employer-pension-contributions.md): How to update employer pension contribution details in Cintra iQ.
- [Enabling NI savings for employers](https://help.cintra.co.uk/iq/docs/how-do-i-enable-ni-savings-for-employers.md): Maximise employee pension contributions with Salary Sacrifice, utilising ER National Insurance savings for fixed or percentage contributions.
- [Assigning pension providers to pension schemes](https://help.cintra.co.uk/iq/docs/how-do-i-assign-pension-providers-to-pension-schemes.md): How to assign pension providers to pension schemes in Cintra iQ.
- [Setting default pension schemes for individual employees](https://help.cintra.co.uk/iq/docs/how-do-i-set-default-pension-schemes-for-individual-employees.md): Streamline your pension management with Cintra iQ's Auto Enrolment feature, ensuring compliance and easy employee enrolment in pension schemes.
- [Performing a payroll pension refresh](https://help.cintra.co.uk/iq/docs/how-do-i-perform-a-payroll-pension-refresh.md): Perform a Payroll Pension Refresh in Cintra iQ to update employee contribution bands for auto-enrolled schemes based on annual earnings.
- [Reporting on inherited global default pension and contribution rates](https://help.cintra.co.uk/iq/docs/how-do-i-report-on-inherited-global-default-pension-and-contribution-rates.md): In Cintra iQ, build a listing report showing employees who inherit the global default pension contribution rate.
- [Automatic enrolment](https://help.cintra.co.uk/iq/docs/automatic-enrolment.md)
- [Guide: Automatic enrolment](https://help.cintra.co.uk/iq/docs/guide-automatic-enrolment.md): Streamline your Auto Enrolment process with Cintra iQ, managing pension schemes, assessments, and employee enrolments effortlessly.
- [Setting the employee's auto enrolment assessment detail](https://help.cintra.co.uk/iq/docs/how-do-i-set-the-employee-s-auto-enrolment-assessment-detail.md): Streamline your pension management with Cintra iQ's Auto Enrolment feature, ensuring compliance and efficient employee assessments every pay period.
- [Viewing which employees requested auto enrolment](https://help.cintra.co.uk/iq/docs/where-do-i-view-which-employees-requested-auto-enrolment.md): Streamline your pension management with Cintra iQ's Auto Enrolment, handling assessments, opt-ins, and employee enrolment effortlessly.
- [Auto-enrolling employees into pension schemes](https://help.cintra.co.uk/iq/docs/how-do-i-auto-enrol-employees-into-pension-schemes.md): Streamline your pension management with Cintra iQ's Auto Enrolment feature, ensuring compliance and easy employee assessments for seamless enrolment.
- [Informing employees of their auto enrolment status](https://help.cintra.co.uk/iq/docs/how-do-i-inform-employees-of-their-auto-enrolment-or-status.md): Streamline your Auto Enrolment process with Cintra iQ, managing assessments, notifications, and employee status changes effortlessly.
- [Running auto enrolment assessments](https://help.cintra.co.uk/iq/docs/how-do-i-run-auto-enrolment-assessments.md): Streamline your pension management with Cintra iQ's Auto Enrolment feature, ensuring compliance and efficient employee assessments every pay period.
- [Opting an employee into auto enrolment](https://help.cintra.co.uk/iq/docs/how-do-i-opt-an-employee-into-auto-enrolment.md): Streamline your pension management with Cintra iQ's Auto Enrolment, handling assessments, Opt Ins, and employee enrolments efficiently.
- [Opting out or excluding an employee from auto enrolment](https://help.cintra.co.uk/iq/docs/how-do-i-opt-out-exclude-an-employee-out-of-auto-enrolment.md): Cintra iQ simplifies Auto Enrolment, managing pension schemes, employee assessments, and opt-ins/outs for efficient payroll processing.
- [Viewing an employee's auto enrolment history](https://help.cintra.co.uk/iq/docs/how-do-i-view-an-employee-s-auto-enrolment-history.md): In Cintra iQ, view an employee's auto enrolment assessments, communications, postponements, and opt-in requests from their Expenses & Benefits record.
- [Pension providers and third parties](https://help.cintra.co.uk/iq/docs/third-party-association.md)
- [What are third-party definitions?](https://help.cintra.co.uk/iq/docs/what-are-third-party-definitions.md): Create and manage Third Party definitions in Cintra iQ Payroll to ensure accurate payments and track AOE Authority details effectively.
- [Creating third-party definitions for AOE orders](https://help.cintra.co.uk/iq/docs/how-do-i-create-third-party-definitions-for-aoe-orders.md): Set up Attachment of Earning Orders with Cintra iQ to automate deductions from employee wages for council tax, child support, and more.
- [Generating the pension provider file format](https://help.cintra.co.uk/iq/docs/how-do-i-generate-the-pension-provider-file-format.md): How to generate a pension provider file format in Cintra iQ.
- [Setting up pension scheme provider details](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-pension-scheme-provider-details.md): Set up diverse pension schemes in Cintra iQ for accurate employee and employer contributions, ensuring efficient auto-enrolment management.
- [User-defined pension template](https://help.cintra.co.uk/iq/docs/user-defined-pension-template.md): Create customised pension provider files in Cintra IQ with templates, allowing easy management of membership and contribution data.
- [Generating pension provider membership and contributions files](https://help.cintra.co.uk/iq/docs/how-do-i-generate-pension-provider-membership-contributions-files.md): Generate pension provider files with Cintra iQ by selecting schemes, confirming details, and addressing any XML errors for smooth processing.
- [Pension roles and responsibilities in Cintra iQ](https://help.cintra.co.uk/iq/docs/pension-roles-and-responsibilities-in-cintra-iq.md)
- [Administrators: Setting up pension schemes](https://help.cintra.co.uk/iq/docs/administrators-setting-up-pension-schemes.md): A checklist for administrators setting up pension providers, contributions, auto-enrolment, and letters in Cintra iQ.
- [Payroll staff: Managing pensions](https://help.cintra.co.uk/iq/docs/payroll-staff-managing-pensions.md): Guide for payroll staff on managing pensions in Cintra iQ, from auto-enrolment and contributions to reporting and paying providers.
- [Employees: Viewing your pension information](https://help.cintra.co.uk/iq/docs/employees-viewing-your-pension-information.md): Find out how to view your pension details on your payslip and in letters via Employee Hub or Self-Service, and how to request contribution changes.
- [Finance staff: Recording pension information](https://help.cintra.co.uk/iq/docs/finance-staff-recording-pension-information.md): Produce a costing file from Cintra iQ that matches your accounting system, so pension data can be uploaded without manual entry.
- [HMRC](https://help.cintra.co.uk/iq/docs/hmrc-1.md): Covers paying HMRC and submitting RTI returns such as the FPS and EPS for PAYE, NI, and other statutory liabilities.
- [Downloading HMRC notices](https://help.cintra.co.uk/iq/docs/how-do-i-download-hmrc-notices.md): Streamline your payroll with Cintra iQ's File by Internet feature, automating HMRC notifications for tax codes and student loans. Save time and effort!
- [Viewing statutory rates](https://help.cintra.co.uk/iq/docs/viewing-statutory-rates.md): How to view current statutory payment rates in Cintra iQ.
- [RTI submissions](https://help.cintra.co.uk/iq/docs/rti-submissions.md)
- [What is real time information (RTI)?](https://help.cintra.co.uk/iq/docs/what-is-real-time-information-rti.md): Explains HMRC's Real Time Information requirements, the data validated on each submission, and the key RTI acronyms and fields in Cintra iQ.
- [Submitting an EPS or FPS to HMRC](https://help.cintra.co.uk/iq/docs/how-do-i-submit-an-eps-fps-to-hmrc.md): Streamline your payroll process with EPS and FPS submissions to HMRC, ensuring timely payments for tax, NI, and student loans.
- [Making RTI corrections](https://help.cintra.co.uk/iq/docs/making-rti-corrections.md): Amend and resubmit EPS and EYU files to HMRC using RTI Corrections. Learn how to update employee payment data for previous tax years effectively.
- [Amending a previously submitted EPS](https://help.cintra.co.uk/iq/docs/how-do-i-amend-a-previously-submitted-eps.md): Amend and resubmit a previously submitted EPS to HMRC using RTI Corrections, then send it via the FBI Mailbox.
- [Submitting EYUs for employees with or without a previously submitted FPS](https://help.cintra.co.uk/iq/docs/how-do-i-submit-eyus-for-employees-with-without-previously-submitted-fps.md): Submit EYUs for employees using HMRC's RTI Corrections. Follow our guide to navigate Cintra iQ and ensure accurate tax and NICs data.
- [Effect of late leavers on HMRC submissions](https://help.cintra.co.uk/iq/docs/how-do-late-leavers-affect-hmrc-submissions.md): How late leavers are handled in HMRC submissions in Cintra iQ.
- [Authorising final payments and EPS to HMRC](https://help.cintra.co.uk/iq/docs/how-do-i-authorise-final-payments-eps-to-hmrc.md): Check the submission status and print reports after authorising the final EPS to HMRC, which is automatically flagged as the year's final submission.
- [Paying HMRC](https://help.cintra.co.uk/iq/docs/paying-hmrc.md)
- [Guide: Paying HMRC](https://help.cintra.co.uk/iq/docs/guide-paying-hmrc.md): Create HMRC payment runs in Cintra iQ, pay the apprenticeship levy, and submit payment files and an EPS to HMRC.
- [Paying HMRC](https://help.cintra.co.uk/iq/docs/how-do-i-pay-hmrc.md): Streamline your HMRC payments with Cintra iQ. Create payment runs, submit EPS files, and manage adjustments efficiently for tax and NI deductions.
- [Specifying HMRC BACS payments for PAYE schemes](https://help.cintra.co.uk/iq/docs/how-to-specify-hmrc-bacs-payments-for-paye-schemes.md): In Cintra iQ, set a PAYE scheme's HMRC bank account to Cheque/Other to exclude that scheme's liability from BACS payments.
- [Changing the HMRC payment due date](https://help.cintra.co.uk/iq/docs/how-to-change-the-hmrc-payment-due-date.md): How to change the HMRC payment due date in Cintra iQ.
- [Excluding a single HMRC liability payment from the BACS](https://help.cintra.co.uk/iq/docs/how-to-exclude-a-single-hmrc-liability-payment-from-the-bacs.md): In Cintra iQ, use the Adjustments option on an HMRC payment run to zero out a specific liability so it's excluded from the BACS file.
- [Making other adjustments to HMRC payments](https://help.cintra.co.uk/iq/docs/how-do-i-make-other-adjustments-to-hmrc-payments.md): How to amend HMRC payment values in Cintra iQ outside the standard adjustment process.
- [Reporting on HMRC payment runs](https://help.cintra.co.uk/iq/docs/how-do-i-report-on-the-hmrc-payment-runs.md): In Cintra iQ, report on the number of HMRC payment runs created for tax, NI, and student loan deductions within a P32 period.
- [Year end](https://help.cintra.co.uk/iq/docs/year-end.md)
- [Guide: Year end](https://help.cintra.co.uk/iq/docs/guide-year-end.md): Complete tax year end tasks in Cintra iQ, including reconciling payroll, producing P32 reports, year end documentation and P60s, and creating tax code uplifts.
- [Introduction to year end](https://help.cintra.co.uk/iq/docs/introduction-to-year-end.md): Navigate year-end payroll processes, HMRC deadlines, and Small Employer Relief to ensure compliance and avoid penalties. Key tasks and dates explained.
- [Documents to produce for year end](https://help.cintra.co.uk/iq/docs/what-documents-do-i-need-to-produce-for-year-end.md): Lists the HMRC submissions and employee documents required at payroll year end, including FPS, EPS, P11D, P11D(b), P60, and P11D copies.
- [Reconciling your payroll at the tax year end](https://help.cintra.co.uk/iq/docs/how-do-i-reconcile-my-payroll-at-the-tax-year-end.md): Streamline your payroll with Cintra iQ's real-time reconciliation, eliminating year-end hassles and ensuring accurate HMRC payments and reports.
- [FBI / technical setup](https://help.cintra.co.uk/iq/docs/fbi-technical-setup.md)
- [Creating FBI credentials](https://help.cintra.co.uk/iq/docs/how-do-i-create-fbi-credentials.md): Streamline your PAYE submissions with Cintra iQ's FBI Gateway Credentials, saving time and ensuring secure access for payroll management.
- [Creating an HMRC submission through FBI](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-hmrc-submission-through-fbi.md): Generate an Expenses and Benefits end-of-year submission to HMRC once your data and reports are finalised.
- [Locating the FBI file setup in Employer Settings](https://help.cintra.co.uk/iq/docs/where-is-the-fbi-file-setup-in-employers.md): Manage multiple companies in Cintra iQ with ease. Set up employers, tax references, payrolls, and HMRC file folders efficiently.
- [Purging historic HMRC transmission (FBI) data](https://help.cintra.co.uk/iq/docs/how-do-i-purge-historic-hmrc-transmission-fbi-data.md): Purge historic FPS documents in Cintra iQ, ensuring compliance with HMRC by deleting data older than six years. Streamline your payroll process today!
- [Sick pay and SSP](https://help.cintra.co.uk/iq/docs/sick-pay-and-ssp.md): Covers Statutory Sick Pay and Occupational Sick Pay schemes in Cintra iQ, including claims, entitlements, and payment rules.
- [Guide: Managing sick pay](https://help.cintra.co.uk/iq/docs/guide-managing-sick-pay.md): Explains how to set up OSP and SSP defaults, create OSP schemes, assign employees, and calculate and view sick pay claims.
- [Calculating sick pay](https://help.cintra.co.uk/iq/docs/how-do-i-calculate-sick-pay.md): Run a payroll calculation in Cintra iQ to automatically pay Statutory and Occupational Sick Pay once a sickness calendar event has been entered.
- [Occupational Sick Pay (OSP)](https://help.cintra.co.uk/iq/docs/sickness.md)
- [What are occupational sick pay (OSP) schemes?](https://help.cintra.co.uk/iq/docs/what-are-occupational-sick-pay-osp-schemes.md): Manage Occupational Sick Pay schemes with Cintra iQ. Learn to set entitlements, define pay, and view membership details effectively.
- [Creating an OSP scheme](https://help.cintra.co.uk/iq/docs/how-do-i-create-and-assign-employees-to-osps.md): Set up an Occupational Sick Pay scheme, calculating entitlement by service length and paying it as a factor of full pay
- [Creating service length limits for OSP](https://help.cintra.co.uk/iq/docs/how-do-i-create-occupational-sickness-pay-service-length-limits.md): Define service length limits within an OSP scheme's entitlement settings, up to a maximum of 999 records.
- [Creating protected periods for OSP schemes](https://help.cintra.co.uk/iq/docs/how-do-i-create-protected-periods-for-occupational-sickness-schemes.md): Add protected calendar periods to an Occupational Sick Pay scheme, for schemes with protected days such as teachers.
- [Creating full pay factors for OSP](https://help.cintra.co.uk/iq/docs/how-do-i-create-full-pay-factors-for-osp.md): Set up full pay factors within an Occupational Sick Pay scheme's entitlement settings, and flag SSP offset rules.
- [Setting up default OSP qualifying working patterns for part-time employees](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-default-osp-qualifying-working-patterns-for-part-time-employees.md): In Cintra iQ, set a default qualifying work pattern for calculating Occupational Sick Pay for part-time employees.
- [Viewing predicted rate changes for OSP](https://help.cintra.co.uk/iq/docs/how-do-i-view-predicted-rate-changes-for-occupational-sick-pay.md): In Cintra iQ, view predicted changes to an employee's Occupational Sick Pay factor, such as when they're due to drop to half pay.
- [Viewing OSP claims](https://help.cintra.co.uk/iq/docs/how-do-i-view-occupational-sick-pay-osp-claims.md): In Cintra iQ, view an employee's Occupational Sick Pay claim details, including date, entitlement, and payment amount, from the Sick Pay window.
- [Viewing the full entitlement history for OSP](https://help.cintra.co.uk/iq/docs/where-do-i-view-the-full-entitlement-history-for-occupational-sick-pay.md): Viewing the full entitlement history for OSP in Cintra iQ.
- [Assigning employees to OSP schemes](https://help.cintra.co.uk/iq/docs/how-do-i-assign-employees-to-occupational-sick-pay-osp-schemes.md): Learn how to assign employees to Occupational Sick Pay schemes and manage their membership effectively in Cintra iQ.
- [Statutory Sick Pay (SSP)](https://help.cintra.co.uk/iq/docs/statutory-sick-pay-ssp.md)
- [Viewing and adjusting SSP claims](https://help.cintra.co.uk/iq/docs/how-do-i-view-adjust-override-update-ssp-claims.md): Manage Statutory Sick Pay claims efficiently with Cintra IQ. View, edit, and override Average Weekly Earnings for accurate payroll processing.
- [Excluding an employee's SSP or SMP](https://help.cintra.co.uk/iq/docs/how-do-i-exclude-an-employee-s-statutory-sickness-pay-statutory-maternity-pay.md): Manage Statutory Sick Pay and Maternity Pay claims in Cintra iQ with easy exclusion settings and calendar event tracking for employee absences.
- [Parental leave and pay](https://help.cintra.co.uk/iq/docs/parental-leave-and-pay.md): Covers statutory and occupational maternity, paternity, shared parental, and neonatal leave and pay, including OPP schemes.
- [What are parental pay schemes?](https://help.cintra.co.uk/iq/docs/what-are-parental-pay-schemes.md): Explains Occupational Parental Pay (OPP), the contractual top-up organisations pay above statutory minimums during maternity, paternity, or adoption leave.
- [Payment schedule display on the employee's payslip](https://help.cintra.co.uk/iq/docs/how-does-the-payment-schedule-appear-on-the-employee-s-payslip.md): How the payment schedule displays on an employee's payslip in Cintra iQ.
- [Occupational Parental Pay (OPP) setup](https://help.cintra.co.uk/iq/docs/occupational-parental-pay-opp-setup.md)
- [Guide: Occupational parental pay (OPP)](https://help.cintra.co.uk/iq/docs/guide-occupational-parental-pay.md): Set up and apply an occupational parental pay (OPP) scheme in Cintra iQ, then refresh the schedule to calculate maternity, paternity, or adoption payments.
- [Setting up an OPP scheme](https://help.cintra.co.uk/iq/docs/setting-up-an-opp-scheme.md)
- [OPP scheme fields](https://help.cintra.co.uk/iq/docs/opp-scheme-fields.md)
- [Statutory parental payments](https://help.cintra.co.uk/iq/docs/parental-benefits-and-schemes.md)
- [Guide: Maternity Claims](https://help.cintra.co.uk/iq/docs/guide-maternity-claims.md): Explains how to create statutory maternity pay claims in Cintra iQ, from entering leave dates to generating and editing the payment schedule.
- [What are maternity claims?](https://help.cintra.co.uk/iq/docs/what-are-maternity-claims.md): Manage maternity leave and claims efficiently with our guide on maternity dates, pay schedules, and keeping in touch days.
- [Creating maternity, paternity, and adoption payments](https://help.cintra.co.uk/iq/docs/how-do-i-create-statutory-maternity-payments-smps.md): Set up Statutory Maternity Pay claims in Cintra iQ, including maternity leave dates and payment schedules, for a smooth maternity leave process.
- [Editing all SMP payments per payroll period](https://help.cintra.co.uk/iq/docs/how-do-i-edit-all-smp-payments-per-payroll-period.md): In Cintra iQ, update the date an employee's Statutory Maternity Pay is paid up to, via the SMP Claim's Payment Details.
- [Calculating the weeks for maternity payment](https://help.cintra.co.uk/iq/docs/how-do-i-calculate-the-weeks-for-maternity-payment.md): Use the MPP Weeks button on the SMP claim in Cintra iQ to calculate the weekly breakdown of an employee's maternity pay.
- [Altering average SMP earnings due to Alabaster rules](https://help.cintra.co.uk/iq/docs/how-do-i-alter-average-smp-earnings-due-to-alabaster-rules.md): Calculate SMP Average Weekly Earnings accurately, considering pay rises during maternity leave. Ensure correct earnings for fair payments.
- [Overriding a weekly payment in the SMP claim](https://help.cintra.co.uk/iq/docs/how-do-i-override-a-weekly-payment-in-the-smp-claim.md): Steps for overriding a single week's payment within an SMP claim in Cintra iQ.
- [Overriding the average weekly earnings for SMP](https://help.cintra.co.uk/iq/docs/how-do-i-override-the-average-weekly-earnings-for-statutory-maternity-pay.md): How to manually override the average weekly earnings figure for SMP in Cintra iQ
- [Updating the SPP claim](https://help.cintra.co.uk/iq/docs/updating-the-spp-claim.md): How to update a Statutory Paternity Pay (SPP) claim in Cintra iQ.
- [Saving and printing an employee's maternity payment schedule](https://help.cintra.co.uk/iq/docs/how-do-i-save-and-print-an-employee-s-maternity-payment-schedule.md): How to save and print an employee's maternity payment schedule in Cintra iQ.
- [Creating a maternity leave or paternity calendar event](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-maternity-leave-paternity-calendar-event.md): Manage Statutory Paternity Pay and create leave events effortlessly with Cintra iQ's calendar features for accurate payroll processing.
- [Processing maternity pay for leavers](https://help.cintra.co.uk/iq/docs/how-do-i-process-maternity-pay-for-leavers.md): Learn how to process maternity pay for leavers in Cintra iQ, including P45 issuance and ongoing payments after employment ends.
- [Ending a maternity pay salary](https://help.cintra.co.uk/iq/docs/how-do-i-end-a-maternity-pay-salary.md): In Cintra iQ, end an employee's salary during maternity leave using the FTE Factor method or by end-dating the salary element.
- [Calculating statutory paternity payments](https://help.cintra.co.uk/iq/docs/how-do-i-calculate-statutory-paternity-payments.md): Run the payroll calculation in Cintra iQ to work out Statutory Paternity Pay once the paternity calendar event and SPP claim are in place.
- [Sharing parental leave](https://help.cintra.co.uk/iq/docs/how-do-i-share-parental-leave.md): Working parents can share parental leave and pay under ShPL and ShPP. Learn eligibility, application, and tracking in Cintra iQ for your family.
- [What are parental bereavement leave & pay, and pay claims?](https://help.cintra.co.uk/iq/docs/what-are-parental-bereavement-leave-pay-and-pay-claims.md): Understand your rights under the Parental Bereavement Leave and Pay Regulations, including eligibility, leave duration, and payment details for grieving parents.
- [Statutory neonatal leave and pay](https://help.cintra.co.uk/iq/docs/statutory-neonatal-leave-and-pay.md): The Neonatal Care Act 2023 offers parents up to 12 weeks of leave and pay for babies needing neonatal care, ensuring financial support during tough times.
- [Producing a statutory parental payment report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-statutory-parental-payment-report.md): In Cintra iQ, run a report on all statutory parental payments (SMP, SPP, SAP, and others) processed through payroll.
- [Holiday pay and entitlements](https://help.cintra.co.uk/iq/docs/holiday-pay-and-entitlements.md): Covers recording holiday absence, calculating entitlements, and managing holiday pay rules for employees in Cintra iQ.
- [Holiday entitlements](https://help.cintra.co.uk/iq/docs/holiday-entitlements.md)
- [Guide: Holiday entitlement](https://help.cintra.co.uk/iq/docs/guide-holiday-entitlement.md): Create attendance categories and holiday entitlement schemes in Cintra iQ, assign them to employees, and generate entitlements for the next year.
- [Creating holiday entitlement](https://help.cintra.co.uk/iq/docs/how-do-i-create-holiday-entitlement.md): Understand holiday entitlement, including calculation methods and management for employees, ensuring compliance with legal and contractual obligations.
- [Creating holiday entitlement schemes](https://help.cintra.co.uk/iq/docs/how-do-i-create-holiday-entitlement-schemes.md): Create tailored Holiday Entitlement Schemes in Cintra iQ, automating pro-rata calculations for part-time staff and rewarding service and grade achievements.
- [Generating holiday entitlement records for a new year](https://help.cintra.co.uk/iq/docs/how-do-i-generate-holiday-entitlement-records-for-a-new-year.md): Manage multiple holiday entitlement schemes for employees, ensuring accurate pro rata calculations for part-time staff and seamless record updates.
- [How are holiday entitlements calculated for starters and leavers?](https://help.cintra.co.uk/iq/docs/how-are-holiday-entitlements-calculated-for-starters-and-leavers.md): Understand how to calculate holiday entitlement for employees, including pro rata adjustments for part-time workers and new starters, based on WTR 1998.
- [How do changes in work pattern affect holiday entitlements?](https://help.cintra.co.uk/iq/docs/how-do-changes-in-work-pattern-affect-holiday-entitlements.md): Understand holiday entitlement schemes, pro rata calculations, and adjustments for part-time employees in your organisation's leave policies.
- [Viewing the breakdown of pro-rata and bank holiday allowance](https://help.cintra.co.uk/iq/docs/how-do-i-view-the-break-down-of-pro-rata-bank-holiday-allowance.md): Record employee absences with ffCintra iQ, managing entitlements for holidays and child sickness efficiently. Monitor days taken and remaining easily.
- [Holiday pay](https://help.cintra.co.uk/iq/docs/holiday-pay.md)
- [Guide: Holiday pay](https://help.cintra.co.uk/iq/docs/guide-holiday-pay.md): Set up holiday pay addition headings in Cintra iQ, determine relevant pay and average rate settings, then calculate and apply holiday pay rates.
- [Setting average holiday pay rate settings](https://help.cintra.co.uk/iq/docs/how-do-i-set-average-holiday-pay-rate-settings.md): Calculate holiday pay rates accurately with iQ by using historical pay data and configuring settings for all employees. Get started today!
- [Calculating holiday pay rates for employees](https://help.cintra.co.uk/iq/docs/how-do-i-calculate-holiday-pay-rates-for-employees.md): Calculate holiday pay rates easily with Cintra iQ by averaging historical pay over 12 weeks. Get accurate rates for employees in just a few steps.
- [Changing the holiday rate period when calculating average holiday pay](https://help.cintra.co.uk/iq/docs/how-do-i-change-the-holiday-rate-period-when-calculating-the-average-holiday-pay.md): How to change the holiday rate period used when calculating average holiday pay in Cintra iQ.
- [Calculating holiday pay rates on the employee's payslip](https://help.cintra.co.uk/iq/docs/how-do-i-calculate-holiday-pay-rates-on-the-employee-s-payslip.md): Calculate holiday pay rates using Cintra iQ by averaging historical pay over 12 weeks. Learn how to set up and calculate effectively.
- [Setting up holiday pay addition headings](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-holiday-pay-addition-headings.md): Calculate holiday pay rates using Cintra iQ by averaging historical pay over 12 weeks. Set up addition headings for accurate payroll management.
- [Inputting holiday hours and days](https://help.cintra.co.uk/iq/docs/how-do-i-input-holiday-hours-days.md): Calculate holiday pay rates with Cintra iQ by averaging historical pay periods. Input holiday hours easily for employees in just a few steps.
- [Sending payrolls during holiday periods](https://help.cintra.co.uk/iq/docs/how-do-i-send-payrolls-during-holiday-periods.md): Streamline advanced holiday payments in Cintra iQ for weekly and hourly employees, ensuring accurate tax and NI calculations for seamless payroll management.
- [Preparing average holiday rate take-on data for import](https://help.cintra.co.uk/iq/docs/how-do-i-prepare-average-holiday-rate-take-on-data-for-import.md): In Cintra iQ, prepare a CSV file of historical pay data for employees without 52 weeks/12 months of payslip history, ready for import.
- [Importing average holiday rate take-on data](https://help.cintra.co.uk/iq/docs/how-do-i-import-average-holiday-rate-take-on-data-into-cintra-iq.md): Ensure correct date formats and row entries for holiday pay calculations in Cintra iQ. Learn to import Take On data efficiently.
- [Processing average holiday rate take-on data](https://help.cintra.co.uk/iq/docs/how-do-i-process-average-holiday-rate-take-on-data-within-cintra-iq.md): Calculate holiday pay accurately with Cintra iQ by importing Take On data, ensuring all periods are included for precise employee pay rate calculations.
- [Absence and time management](https://help.cintra.co.uk/iq/docs/absence-and-time-management.md): Covers recording absence, setting up working patterns, and maintaining employee entitlement balances in Cintra iQ.
- [Absence and entitlements](https://help.cintra.co.uk/iq/docs/absence-and-entitlements.md)
- [Guide: Absence and absence entitlements](https://help.cintra.co.uk/iq/docs/absence-and-absence-entitlements.md): Set up absence categories, entitlements, and calendar events in Cintra iQ, and calculate entitlement for leavers or contract changes.
- [Recording absence entitlements](https://help.cintra.co.uk/iq/docs/how-do-i-record-absence-entitlements-for-individual-all-employees.md): Record employee absences with Cintra iQ, managing entitlements for holidays and child sickness efficiently. Streamline your absence tracking today!
- [Calculating entitlement for changes in contract](https://help.cintra.co.uk/iq/docs/how-do-i-calculate-entitlement-for-changes-in-contract.md): Recalculate an employee's absence entitlement in Cintra iQ when their working pattern changes during the entitlement year.
- [Calculating absence entitlement for leavers](https://help.cintra.co.uk/iq/docs/how-do-i-calculate-absence-entitlement-for-leavers.md): Manage employee absences with Cintra iQ, tracking holidays and sickness entitlements efficiently. Update records easily for accurate entitlement calculations.
- [Controlling the flow of absence data](https://help.cintra.co.uk/iq/docs/how-do-i-control-the-flow-of-absence-data.md): Manage absence records effectively with Cintra iQ. Create reports, filters, and email triggers to streamline approvals and notifications.
- [Creating time off in lieu (TOIL)](https://help.cintra.co.uk/iq/docs/how-do-i-create-time-off-in-lieu-toil.md): Learn about Time Off in Lieu (TOIL) and how to manage it within Cintra iQ, including creating calendar events and tracking employee entitlements.
- [Attaching non-working days to employees](https://help.cintra.co.uk/iq/docs/how-do-i-attach-assignments-non-working-days-to-employees.md): Attach a non-working days set to an employee's calendar in Cintra iQ, so the excluded dates appear in their Self-Service calendar too.
- [Time and leave management](https://help.cintra.co.uk/iq/docs/time-and-leave-management.md)
- [Guide: Non-working days (excluded days)](https://help.cintra.co.uk/iq/docs/guide-non-working-days-excluded-days.md): Set up reusable non-working day sets, such as bank holidays, and attach them to employee calendars.
- [Guide: Working patterns](https://help.cintra.co.uk/iq/docs/guide-working-patterns.md): Set up working pattern days using the work patterns wizard in Cintra iQ, define the FTE calculation method, and apply the pattern via time management or post history.
- [Setting up non-working days sets](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-update-delete-non-working-days-sets.md): Manage Non-Working Days effectively by creating exclusion sets for holidays and closures, ensuring accurate holiday and sickness recording for employees.
- [Setting up working pattern days using the work patterns wizard](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-working-pattern-days-using-the-work-patterns-wizard.md): Set up work patterns in Cintra iQ to define employee schedules, manage absences, and ensure accurate salary calculations with ease.
- [Creating a work pattern for SSP](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-work-pattern-for-ssp.md): Set up qualifying pattern days for SSP when it differs from the employee's normal working pattern.
- [Applying a working pattern to employees in time management](https://help.cintra.co.uk/iq/docs/how-do-i-apply-a-working-pattern-to-employees-in-time-management.md): Set up working patterns and FTEs in Cintra iQ to manage absences and sick pay effectively. Learn how to navigate Time Management forms easily.
- [Applying a working pattern to employees using post history](https://help.cintra.co.uk/iq/docs/how-do-i-apply-a-working-pattern-to-employees-using-post-history.md): Understand work patterns for accurate employee reporting, FTE calculations, and salary pro-rating in Cintra iQ. Streamline your HR processes today!
- [Setting work time rules for employees](https://help.cintra.co.uk/iq/docs/how-do-i-set-work-time-rules-for-employees.md): How to set work time rules for employees in Cintra iQ.
- [Creating and amending calendar events](https://help.cintra.co.uk/iq/docs/how-do-i-create-and-amend-calendar-events.md): Manage employee absences effectively with our guide on creating and amending calendar events for sickness, maternity, holidays, and more.
- [Creating a bereavement claim or leave calendar event](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-bereavement-claim-leave-calendar-event.md): Learn about statutory parental bereavement pay and leave in Northern Ireland, including eligibility, application process, and important updates from 2026.
- [Deleting absence records within the calendar](https://help.cintra.co.uk/iq/docs/how-do-i-delete-absence-records-within-the-calendar.md): Explains how to remove a sickness, holiday, or other absence entry directly from an employee's calendar in Cintra iQ.
- [Updating payroll period input for Keep in Touch days](https://help.cintra.co.uk/iq/docs/how-do-i-update-payroll-period-input-for-keep-in-touch-days.md): Ensure accurate financial records by correctly inputting 'Keep in Touch' days in your payroll system for tax bands, NI, and pension calculations.
- [Marking a KIT day and processing payment](https://help.cintra.co.uk/iq/docs/how-do-i-mark-a-kit-day-and-process-payment-in-the-system.md): Learn about KIT days during maternity and adoption leave, including how to mark them and process payments for employees.
- [Managing exclusion dates in a non-working days set](https://help.cintra.co.uk/iq/docs/managing-exclusion-dates-in-a-non-working-days-set.md): Manage non-working days effortlessly in Cintra iQ. Add, update, or remove exclusion dates for England, Wales, Scotland, and more with ease.
- [Expenses and benefits](https://help.cintra.co.uk/iq/docs/expenses-and-benefits.md): Covers setting up and recording employee benefits in Cintra iQ, including pensions, company vehicles, mileage, and other schemes.
- [Expenses setup](https://help.cintra.co.uk/iq/docs/expenses-setup.md)
- [Guide: Benefits in kind](https://help.cintra.co.uk/iq/docs/guide-benefits-in-kind.md): Record and process taxable benefits in kind, covering company cars, mileage, loans, and other P11D-reportable employee benefits.
- [Paying the annual mileage allowance](https://help.cintra.co.uk/iq/docs/how-is-annual-allowance-for-mileage-paid.md): How the annual mileage allowance is paid in Cintra iQ.
- [Setting up other payrolled benefit addition headings](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-other-payrolled-benefit-addition-headings.md): Streamline your payroll with Cintra iQ by taxing other benefits like health insurance and dental care during the payroll period, not at year-end.
- [Setting up vehicle payrolled benefits](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-the-vehicle-payrolled-benefits.md): In Cintra iQ, register a PAYE scheme's vehicle, fuel, and mileage benefits to be payrolled for a given tax year, ahead of creating vehicle records.
- [Excluding or reinstating employees from vehicle and mileage benefits](https://help.cintra.co.uk/iq/docs/how-do-i-exclude-reinstate-employees-from-into-vehicle-and-mileage-benefits.md): Learn about the Overriding Limit on tax deductions, managing payrolled benefits, and how to exclude employees in Cintra iQ for accurate payroll processing.
- [Vehicle rates and schemes](https://help.cintra.co.uk/iq/docs/vehicle-rates-and-schemes.md)
- [Guide: Mileage schemes](https://help.cintra.co.uk/iq/docs/guide-mileage-schemes.md): Explains how to set up mileage schemes in Cintra iQ for employees using private vehicles, covering annual allowances, mileage rates, and passenger payments.
- [Creating vehicle records](https://help.cintra.co.uk/iq/docs/what-are-how-do-i-create-vehicle-records.md): Set up company vehicle records in Cintra iQ for accurate payroll calculations. Learn to navigate the wizard and manage vehicle details efficiently.
- [Reducing NIable car allowance below the HMRC mileage rate](https://help.cintra.co.uk/iq/docs/how-to-reduce-gross-niable-amount-on-car-allowance-paying-below-hmrc-rate.md): Reduce your Gross NIable pay on car allowance with Cintra iQ by following steps to calculate mileage below HMRC-approved rates effectively.
- [Creating a mileage scheme](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-mileage-scheme.md): Learn how to create a mileage scheme for employee car use, ensuring proper tax and NI calculations for business mileage claims.
- [Entering an amount forgone for an OpRA agreement](https://help.cintra.co.uk/iq/docs/how-do-i-enter-an-amount-forgone-for-an-opra-agreement.md): Manage company car CO2 emissions over 75g with Cintra iQ. Learn to enter amounts foregone for accurate taxable charges and benefits.
- [Adding further details to the vehicle usage record](https://help.cintra.co.uk/iq/docs/how-do-i-add-further-details-to-the-vehicle-usage-record.md): Learn how to manage company vehicle records, assign them to employees, and enter details for taxable benefits in Cintra iQ efficiently.
- [Calculating the vehicle benefit amount to be taxed](https://help.cintra.co.uk/iq/docs/how-do-i-calculate-the-vehicle-benefit-amount-to-be-taxed.md): Calculate an employee's payslip in Cintra iQ to automatically work out and display their taxable company vehicle benefit.
- [Expense & benefit reporting in Cintra iQ](https://help.cintra.co.uk/iq/docs/expense-benefit-reporting-in-cintra-iq.md)
- [Producing a mileage claim report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-mileage-claim-report.md): Steps for running a mileage claim report in Cintra iQ.
- [Producing a pension and benefit report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-pension-and-benefit-report.md): In Cintra iQ, run a report on pension contributions and other benefits, including relevant pay, EE/ER contributions, and headcount per scheme.
- [Viewing a calculated taxable benefit](https://help.cintra.co.uk/iq/docs/how-do-i-view-a-calculated-taxable-benefit.md): Calculate payrolled car, fuel, and other benefits in Cintra iQ during payroll periods, streamlining your P11D submissions for employees.
- [P11D working sheet for company cars](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-p11d-working-sheet-for-company-cars.md): How to produce the P11D working sheet for company cars in Cintra iQ.
- [Expenses and benefits summary by P11D document section](https://help.cintra.co.uk/iq/docs/how-do-i-produce-an-expenses-benefits-summary-by-p11d-document-section-report.md): How to produce an expenses and benefits summary by P11D document section in Cintra iQ.
- [Reporting on payrolled benefits for a period](https://help.cintra.co.uk/iq/docs/how-do-i-report-on-payrolled-benefits-for-a-period.md): Calculate payrolled car, fuel, and other benefits in Cintra iQ without P11D. Register with HMRC and generate reports easily for your payroll needs.
- [Reporting on employee payrolled benefits for the whole tax year](https://help.cintra.co.uk/iq/docs/how-do-i-report-on-employee-payrolled-benefits-for-whole-tax-year.md): Calculate payrolled car, fuel, and other benefits in Cintra iQ. Generate detailed reports for tax year benefits and National Insurance payments easily.
- [Importing expenses and benefits](https://help.cintra.co.uk/iq/docs/importing-expenses-and-benefits.md)
- [Importing P11D benefits](https://help.cintra.co.uk/iq/docs/how-do-i-import-p11d-benefits.md): Import P11d benefits into Cintra iQ with our step-by-step guide and generate insightful reports effortlessly. Streamline your data management today!
- [Importing other benefit data for P11D purposes](https://help.cintra.co.uk/iq/docs/how-do-i-import-other-benefit-data-for-p11d-purposes.md): Import P11D benefit data easily with our guide. Learn to create spreadsheets and navigate Cintra iQ for accurate expense management.
- [Reporting](https://help.cintra.co.uk/iq/docs/reporting-1.md): Covers building custom Listing and Payroll report definitions in Cintra iQ, including filters, security, and output options.
- [Payroll reports](https://help.cintra.co.uk/iq/docs/payroll-reports.md)
- [Getting started with payroll reports](https://help.cintra.co.uk/iq/docs/getting-started-with-payroll-reports.md): Explore Cintra IQ's standard payroll reports for detailed insights on payroll input, including gross pay analysis, deductions, and audit tools.
- [Other payroll reports not listed in this section](https://help.cintra.co.uk/iq/docs/other-payroll-reports-not-described-in-this-section.md): Signpost to Cintra iQ payroll-related reports found outside the standard Payroll Reports menu, covering expenses, auditing, HMRC, and other categories.
- [Reporting on gross pay totals by grouping the headings](https://help.cintra.co.uk/iq/docs/how-do-i-report-on-gross-pay-totals-by-grouping-the-headings.md): Learn how to create and manage Reporting Groups in Cintra iQ for accurate Gross to Net payroll reporting, including mapping payment headings effectively.
- [Minimum wage report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-minimum-wage-report.md): Generate accurate Minimum Wage Reports in Cintra iQ to ensure compliance for salaried and time work employees, highlighting any discrepancies.
- [Reporting on employee tasks due within a payroll period or date range](https://help.cintra.co.uk/iq/docs/how-do-i-report-on-employee-tasks-due-within-a-payroll-period-date-range.md): In Cintra iQ, run a report on employee tasks due within a chosen payroll period or a specific date range.
- [Company sick pay report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-company-sick-pay-report.md): In Cintra iQ, run a report on employees' company sick pay payments, including predictions for when pay will reduce to a lower Occupational Sick Pay rate.
- [Salary sacrifice pension contributions report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-salary-sacrifice-pension-contributions-report.md): In Cintra iQ, run a report showing employee and employer salary sacrifice pension contributions and NI savings.
- [Pension scheme summary report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-pension-scheme-summary-report.md): In Cintra iQ, run the Pension/Benefit report configured to show all pension scheme totals and headcount, used to balance the MCR file.
- [Summary payslip report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-summary-payslip-report.md): In Cintra iQ, run a report showing multiple employees' summarised payslips on one page, for easier payslip checking.
- [Corrections report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-corrections-report.md): Understand the Corrections Report in Cintra iQ, detailing payroll adjustments for current periods. Generate summaries or detailed reports easily.
- [Rerunning the payroll calculation exception report](https://help.cintra.co.uk/iq/docs/how-do-i-rerun-the-payroll-calculation-exception-report.md): Effortlessly manage payroll calculations, view exceptions, and generate detailed reports with Cintra iQ's Payroll Tools for accurate employee payments.
- [Duplicate bank details report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-duplicate-bank-details-report.md): In Cintra iQ, run a report showing employees who share the same bank account details, across one or more payrolls.
- [Gross to net report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-gross-to-net-report.md): Producing the Cintra iQ report showing the breakdown from gross to net pay.
- [P32 reports](https://help.cintra.co.uk/iq/docs/how-do-i-produce-p32-reports.md): How to produce P32 reports in Cintra iQ.
- [Payroll analysis summary report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-payroll-analysis-summary-report.md): How to produce the summary payroll analysis report in Cintra iQ.
- [Payroll analysis grouped report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-payroll-analysis-grouped-report.md): How to produce the grouped payroll analysis report in Cintra iQ.
- [Altered pay report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-an-altered-pay-report.md): In Cintra iQ, run a report comparing pay between the current and previous period, with tolerances to flag only significant variances.
- [Pay variance report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-pay-variance-report.md): Check payroll variances with Cintra iQ's Pay Variance Report, comparing pay, deductions, and net pay across periods, and export data easily.
- [AOE report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-an-aoe-report.md): In Cintra iQ, run a report on attachment of earnings order deductions made in the period, including to-date amounts and outstanding balances.
- [Loan report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-loan-report.md): Generating the Cintra iQ report of employee loan balances and repayments.
- [Bank detail exceptions report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-bank-detail-exceptions-report.md): In Cintra iQ, run a report flagging employees paid by BACS or transfer who have missing bank account details.
- [Duplicate name report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-duplicate-name-report.md): Running the Cintra iQ report that identifies employees with matching or duplicate names.
- [Payroll report packs](https://help.cintra.co.uk/iq/docs/payroll-report-packs.md)
- [What are payroll report packs?](https://help.cintra.co.uk/iq/docs/what-are-payroll-report-packs.md): Explains how report packs let users group custom or standard payroll reports into one set, avoiding the need to build each report from scratch.
- [Creating or editing a payroll report pack](https://help.cintra.co.uk/iq/docs/how-do-i-create-edit-a-payroll-report-pack.md): Create or edit a payroll report pack, grouping commonly used reports together with shared output settings.
- [Creating an employee payment run using the report pack](https://help.cintra.co.uk/iq/docs/how-do-i-create-an-employee-payment-run-using-the-report-pack.md): Seamlessly create payment runs in Cintra Cloud by selecting report packs, ensuring accurate data and validation for payroll processing.
- [Deleting a payroll report pack](https://help.cintra.co.uk/iq/docs/how-do-i-delete-a-payroll-report-pack.md): Explains how to delete a payroll report pack definition from the Report Packs window in Cintra iQ.
- [Running a report pack](https://help.cintra.co.uk/iq/docs/how-do-i-run-a-report-pack.md): Access and run payroll report packs in Cintra iQ, including payment runs and custom dates, to streamline your payroll process efficiently.
- [Publishing a report pack to Cintra People](https://help.cintra.co.uk/iq/docs/how-do-i-publish-a-report-pack-to-cintra-cloud.md): How to publish a report pack from Cintra iQ to Cintra Cloud.
- [Protecting or restricting access to a report pack](https://help.cintra.co.uk/iq/docs/how-do-i-protect-restrict-access-to-a-report-pack.md): Learn how to protect and restrict access to report packs in Cintra iQ Payroll, ensuring secure management of sensitive payroll data.
- [Reordering selected reports in the report pack](https://help.cintra.co.uk/iq/docs/how-do-i-reorder-selected-reports-in-the-report-pack.md): In Cintra iQ, reorder the reports within a report pack so they output in a chosen sequence.
- [Archived Reports](https://help.cintra.co.uk/iq/docs/archived-reports.md)
- [What is the report archive?](https://help.cintra.co.uk/iq/docs/what-is-the-report-archive.md): Explains how the Report Archive stores a historical record of payroll reports in Cintra iQ, so past reports can be reviewed without printing paper copies.
- [Creating an annual returns report for a pension fund](https://help.cintra.co.uk/iq/docs/how-do-i-create-an-annual-returns-report-for-a-pension-fund.md): Learn how to create an accurate annual returns report for a pension fund, covering essential data management and reporting steps for providers.
- [Archiving the reports in a report pack](https://help.cintra.co.uk/iq/docs/how-do-i-archive-the-reports-in-a-report-pack.md): Set a report pack's output to archive, then run it to send its reports to the Report Archive and Cintra People.
- [Archiving an individual system or customised report](https://help.cintra.co.uk/iq/docs/how-do-i-archive-an-individual-system-customised-report.md): Learn how to archive payroll reports in Cintra iQ, including customised reports, and publish them to Cintra Cloud for easy access anytime, anywhere.
- [Viewing the report pack in the report archive](https://help.cintra.co.uk/iq/docs/how-do-i-view-the-report-pack-in-the-report-archive.md): How to view a saved report pack in the Cintra iQ report archive.
- [Analysis: Absence, leave and sickness](https://help.cintra.co.uk/iq/docs/analysis-absence-leave-and-sickness.md)
- [Guide: Analysing sickness absence](https://help.cintra.co.uk/iq/docs/guide-analysing-sickness-absence.md): Set up and run absence analysis to review sickness data by department, rolling year, long-term trends, and Bradford Factor.
- [Analysing sickness absence](https://help.cintra.co.uk/iq/docs/how-do-i-analyse-sickness-absence.md): Set up Absence Analysis definitions and extracts to view rolling-year, departmental, or long-term sickness data.
- [Preparing for absence analysis](https://help.cintra.co.uk/iq/docs/how-do-i-prepare-for-absence-analysis.md): Ensure accurate Attendance Analyses by correctly entering Working Patterns and Sickness data, including Pregnancy-related absences for reliable metrics.
- [Creating an absence analysis definition](https://help.cintra.co.uk/iq/docs/how-do-i-create-an-absence-analysis-definition.md): Analyse employee sickness with Cintra iQ's Absence Analysis tool. Define dimensions, time periods, and filters for precise reporting.
- [Creating an absence analysis extract](https://help.cintra.co.uk/iq/docs/how-do-i-create-an-absence-analysis-extract.md): Learn how to create and manage Absence Analysis extracts, ensuring accurate attendance reporting and data handling for overlapping absence records.
- [Running the absence analysis report](https://help.cintra.co.uk/iq/docs/how-do-i-run-the-absence-analysis-report.md): Generate an Absence Analysis report by selecting definitions, time periods, and columns to view insights on user absence data effectively.
- [Employee attendance analysis report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-an-employee-attendance-analysis-report.md): In Cintra iQ, run a report on an employee's absence periods, with a bar chart of absence by weekday and a pie chart of absence by reason.
- [Reporting on return-to-work (RTW) data](https://help.cintra.co.uk/iq/docs/how-do-i-report-on-return-to-work-rtw-data.md): In Cintra iQ, report on return-to-work declaration data collected via the Self-Service Return to Work form.
- [Exporting absence data from Cintra iQ](https://help.cintra.co.uk/iq/docs/exporting-absence-data-from-cintra-iq.md): Import employee absence data into Cintra People by exporting from Cintra iQ. Follow our step-by-step guide for seamless reporting and data management.
- [Accounting and cost analysis](https://help.cintra.co.uk/iq/docs/accounting-and-cost-analysis.md): Covers setting up cost codes, account mappings, and journal extracts to feed payroll costs into your accounting system.
- [Guide: Accounting process](https://help.cintra.co.uk/iq/docs/accounting-process.md): Set up the cost analysis structure and rules, assign codes to payroll periods, and produce the journal output in Cintra iQ.
- [Accounting periods](https://help.cintra.co.uk/iq/docs/accounting-periods.md)
- [Creating accounting periods within an accounting year](https://help.cintra.co.uk/iq/docs/how-do-i-create-accounting-periods-within-an-accounting-year.md): Cintra iQ automates payroll accounting periods, ensuring seamless integration with your accounting system for efficient journal creation and management.
- [Editing the payroll periods in accounting periods](https://help.cintra.co.uk/iq/docs/how-do-i-edit-the-payroll-periods-in-accounting-periods.md): Streamline your payroll process with Cintra iQ, allowing easy uploads and adjustments of payroll periods to fit your accounting system seamlessly.
- [Renaming an accounting period](https://help.cintra.co.uk/iq/docs/how-do-i-rename-an-accounting-period.md): Streamline your payroll with Cintra iQ's Accounting Groups, aligning pay periods to your accounting system for efficient journal production.
- [Assigning payroll periods to accounting periods](https://help.cintra.co.uk/iq/docs/how-do-i-assign-payroll-periods-to-accounting-periods.md): Assign a payroll's periods to accounting periods, or move an auto-generated allocation to a different period.
- [Assigning payrolls to accounting groups](https://help.cintra.co.uk/iq/docs/how-do-i-assign-payrolls-to-accounting-groups.md): Link a payroll to an accounting group so its pay periods align with your accounting system's structure.
- [Setting up account groups and records](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-account-groups-records.md): In Cintra iQ, set up accounting groups to align payroll periods with your accounting system for journal reporting.
- [Costing and cost allocation](https://help.cintra.co.uk/iq/docs/accounting.md)
- [Creating a costing category](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-costing-category.md): Set up a costing category in Cintra iQ to group additions and overheads for cost allocation rules.
- [Allocating a cost](https://help.cintra.co.uk/iq/docs/how-do-i-allocate-a-cost.md): Set up cost analysis rules in Cintra iQ to efficiently allocate costs by pay elements and categories, enhancing your payroll management.
- [Overriding cost allocations](https://help.cintra.co.uk/iq/docs/how-do-i-override-cost-allocations.md): Set up cost analysis rules in Cintra iQ, group pay elements, and override accounts for precise payroll liability mapping. Streamline your payroll process today!
- [Deleting cost overrides](https://help.cintra.co.uk/iq/docs/how-do-i-delete-cost-overrides.md): Explains how to remove a liability account override for a specific payroll from the Account Mappings window in Cintra iQ.
- [Assigning overheads or additions to cost categories](https://help.cintra.co.uk/iq/docs/how-do-i-assign-overheads-an-addition-to-cost-categories.md): Set up cost analysis rules in Cintra iQ by grouping pay elements into categories for efficient cost allocation and management.
- [Assigning cost codes to employees and posts](https://help.cintra.co.uk/iq/docs/assigning-cost-codes-to-employees-and-or-posts.md): Assign cost codes to an employee via Department/Costing, Employee Post, Post Summary, or Account Mappings in Cintra iQ.
- [Analysing cost codes](https://help.cintra.co.uk/iq/docs/how-do-i-analyse-cost-codes.md): Streamline your payroll process with Cintra iQ, generating accurate costing files for seamless accounting integration and detailed cost code analysis.
- [Extracting cost analysis data](https://help.cintra.co.uk/iq/docs/how-do-i-extract-cost-analysis-data.md): Streamline your payroll process with Cintra iQ's Cost Allocation Journal file, ensuring accurate data extraction for seamless accounting integration.
- [Cost mappings and account files](https://help.cintra.co.uk/iq/docs/cost-mappings-and-account-files.md)
- [Creating new cost mappings](https://help.cintra.co.uk/iq/docs/how-do-i-create-new-cost-mappings.md): Create a mapped cost allocation to reallocate a cost category to a different account based on the employee's default code.
- [What are the account mapping details within Cintra iQ?](https://help.cintra.co.uk/iq/docs/what-are-the-account-mapping-details-within-cintra-iq.md): Set up cost analysis rules in Cintra iQ, group pay elements, and manage account mappings for efficient payroll cost management.
- [Generating a Sun account file](https://help.cintra.co.uk/iq/docs/how-do-i-generate-a-sun-account-file.md): Streamline your payroll process with Cintra iQ, generating accurate costing files for seamless accounting integration and efficient journal management.
- [Journals](https://help.cintra.co.uk/iq/docs/journals.md)
- [Guide: Journal output tasks](https://help.cintra.co.uk/iq/docs/guide-journal-output-tasks.md): Lists tasks for managing journals in Cintra iQ, covering accounting groups, assigning periods and payrolls, and displaying journal data.
- [Displaying journal data](https://help.cintra.co.uk/iq/docs/how-do-i-display-journal-data.md): How to display journal data for payroll periods in Cintra iQ.
- [Exporting journal data for all employees and cost codes](https://help.cintra.co.uk/iq/docs/how-do-i-export-journal-data-for-all-employees-and-cost-codes.md): Streamline your payroll process with Cintra iQ, generating accurate costing files and journals for seamless accounting integration.
- [Creating a journal pivot table](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-journal-pivot-table.md): Streamline your payroll process with Cintra iQ, generating accurate costing files and journal pivot tables for efficient accounting management.
- [Letters and notifications](https://help.cintra.co.uk/iq/docs/letters-and-notifications.md): Covers creating and generating standard letters and automated email notifications from employee and payroll data in Cintra iQ.
- [Letters: Concepts](https://help.cintra.co.uk/iq/docs/letters.md)
- [Introduction to Letters](https://help.cintra.co.uk/iq/docs/introduction-to-letters.md): Create and manage personalised letters in Cintra iQ, from employment contracts to welcome letters, all stored securely in personnel records.
- [What are letter runs?](https://help.cintra.co.uk/iq/docs/what-are-letter-runs.md): Learn about letter runs in Cintra iQ, how to view past runs, and manage letter definitions effectively for employee records.
- [What are letter categories?](https://help.cintra.co.uk/iq/docs/what-are-letter-categories.md): Organise your letter definitions in Cintra iQ with custom categories, ensuring efficient management and easy access to your documents.
- [What is letter history?](https://help.cintra.co.uk/iq/docs/what-is-letter-history.md): Track and manage your letter history in Cintra iQ, view runs, and access employee letters easily through the Letter History tab.
- [Creating and editing letters](https://help.cintra.co.uk/iq/docs/creating-and-editing-letters.md)
- [Auto Enrolment letters - setup guide](https://help.cintra.co.uk/iq/docs/auto-enrolment-letters-setup-guide.md): Streamline your pension management with Cintra iQ's Auto Enrolment feature, simplifying employee enrolment and communication for your scheme.
- [Assigning data to letters](https://help.cintra.co.uk/iq/docs/how-do-i-assign-data-to-letters.md): Select the fields and category for a letter template, so the right data merges into the letter when it's run.
- [Adding content to the letter body](https://help.cintra.co.uk/iq/docs/how-do-i-add-content-to-the-letter-body.md): Learn how to manually add letter fields, import content, and gather data in letters with our step-by-step guide for efficient letter creation.
- [Setting up the date format in a letter](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-the-date-format-in-a-letter.md): In Cintra iQ, change the date format used for today's date or date fields within a letter definition.
- [Editing or personalising a letter](https://help.cintra.co.uk/iq/docs/how-do-i-edit-personalise-a-letter.md): Streamline employee communication with Cintra iQ's Letters feature, creating and managing personalised documents stored securely in personnel records.
- [Protecting or restricting a letter definition](https://help.cintra.co.uk/iq/docs/how-do-i-protect-restrict-a-letter-definition.md): How to protect or restrict access to a letter definition in Cintra iQ.
- [Running and publishing letters](https://help.cintra.co.uk/iq/docs/running-and-publishing-letters-1.md)
- [Generating and restricting Letters](https://help.cintra.co.uk/iq/docs/generating-and-restricting-letters.md): Streamline employee communication with Cintra iQ's Letters feature, creating and managing personalised documents efficiently for your organisation.
- [Restricting the number of letters generated](https://help.cintra.co.uk/iq/docs/how-do-i-restrict-the-number-of-letters-generated.md): How to limit the number of letters generated for a batch in Cintra iQ.
- [Running and publishing letters](https://help.cintra.co.uk/iq/docs/running-and-publishing-letters.md): Run personalised letters in Cintra iQ, manage filters, and publish documents for employees with ease. Streamline your letter generation process today!
- [Viewing and managing letters](https://help.cintra.co.uk/iq/docs/viewing-and-managing-letters.md): Manage and view employee letters in Cintra iQ, from contracts to welcome letters, all stored securely in the Personnel Record for easy access.
- [Sorting or deleting employee letters](https://help.cintra.co.uk/iq/docs/how-do-i-sort-delete-employee-letters.md): Manage employee letters in Cintra iQ: view history, delete as needed, and sort data efficiently for streamlined record-keeping.
- [Publishing letters to Self-Service or Employee Hub](https://help.cintra.co.uk/iq/docs/how-do-i-publish-letters-to-self-service-employee-hub.md): How to publish generated letters to Self-Service or Employee Hub in Cintra iQ.
- [Email Notifications](https://help.cintra.co.uk/iq/docs/email-notifications.md)
- [Guide: Email notifications](https://help.cintra.co.uk/iq/docs/guide-email-notifications.md): Set up automated email notifications in Cintra iQ to alert people when key HR or payroll data changes occur, sent manually or on a schedule.
- [Setting up and creating email notifications](https://help.cintra.co.uk/iq/docs/setting-up-and-creating-email-notifications.md): Set up automated email notifications in Cintra iQ based on data conditions, filters, and uniqueness criteria to keep your team informed efficiently.
- [Creating email notifications](https://help.cintra.co.uk/iq/docs/how-do-i-create-email-notifications.md): Learn how to set up email notifications in Cintra iQ to keep your team updated on important changes and pending approvals effortlessly.
- [Creating email triggers](https://help.cintra.co.uk/iq/docs/how-do-i-create-email-triggers.md): Set up email triggers so qualification expiry alerts send only once, avoiding repeat emails for past dates.
- [Creating an email notification for bank details changes](https://help.cintra.co.uk/iq/docs/how-do-i-create-email-notification-for-bank-details-change.md): Set up an automatic email alert whenever an employee updates their bank account details.
- [Creating email notifications for timesheets awaiting approval](https://help.cintra.co.uk/iq/docs/how-do-i-create-email-notifications-for-timesheets-waiting-approval.md): Automate timesheet email notifications in Cintra iQ for managers. Learn to set up and schedule notifications for pending approvals easily.
- [Creating email notification uniqueness criteria](https://help.cintra.co.uk/iq/docs/how-do-i-create-email-notification-uniqueness-criteria.md): Learn about uniqueness criteria for email notifications, ensuring messages are sent only once per data condition to avoid duplicates.
- [Sending an email notification](https://help.cintra.co.uk/iq/docs/how-do-i-send-an-email-notification.md): How to send an email notification in Cintra iQ.
- [Manually generating and sending email notifications](https://help.cintra.co.uk/iq/docs/how-do-i-generate-email-notifications-manually.md): Set up email notifications in Cintra iQ to alert users on data conditions like new starters or expiring qualifications, ensuring timely communication.
- [Scheduling emails to be automatically generated and sent](https://help.cintra.co.uk/iq/docs/how-do-i-schedule-emails-to-be-automatically-generated-and-sent.md): Set up automated email notifications in Cintra iQ for data conditions like new starters or expiring qualifications, ensuring timely alerts for recipients.
- [Importing data](https://help.cintra.co.uk/iq/docs/importing-data-2.md): Covers importing employee, payroll, and other data into Cintra iQ from CSV or text files, including field mapping and error handling.
- [Importing data and managing data mappings](https://help.cintra.co.uk/iq/docs/importing-data-and-managing-data-mappings-1.md)
- [Guide: Importing data into Cintra iQ](https://help.cintra.co.uk/iq/docs/guide-importing-data-into-cintra-iq.md): Prepare, map, and import general data into Cintra iQ, covering data mappings and typical import examples.
- [Preparing your file for import](https://help.cintra.co.uk/iq/docs/preparing-your-file-for-import.md): Import data seamlessly using .csv or .txt files. Learn how to handle commas in fields and ensure accurate person record imports.
- [Importing data](https://help.cintra.co.uk/iq/docs/importing-data.md): Learn how to import data into Cintra iQ from .csv or .txt files, ensuring all mandatory fields are included for successful updates and inserts.
- [Examples of typical data imports](https://help.cintra.co.uk/iq/docs/examples-of-typical-data-imports.md): Learn how to import annual salaries and leave entitlements in Cintra iQ, ensuring accurate data mapping and calculations for employee management.
- [Managing data import mappings](https://help.cintra.co.uk/iq/docs/managing-data-import-mappings.md): Create and manage mapping templates for file imports in Cintra iQ, saving time and ensuring accurate data imports with ease.
- [Importing batch payroll data](https://help.cintra.co.uk/iq/docs/importing-data-1.md)
- [Guide: Batch input of payroll data](https://help.cintra.co.uk/iq/docs/guide-batch-input-of-payroll-data.md): Enter or import large volumes of payroll data at once using templates or CSV files, instead of updating records one by one.
- [What is batch input?](https://help.cintra.co.uk/iq/docs/what-is-batch-input.md): Streamline your payroll process with Cintra iQ by bulk entering ad hoc payments and deductions using templates or CSV imports for efficient management.
- [Creating payroll input templates](https://help.cintra.co.uk/iq/docs/how-do-i-create-payroll-input-templates.md): Streamline your payroll with Cintra iQ: easily input ad hoc payments and deductions in bulk, create templates, and manage records efficiently.
- [Creating import maps for pay period data](https://help.cintra.co.uk/iq/docs/how-do-i-create-import-maps-for-pay-period-data.md): Streamline your payroll process with Cintra iQ's batch imports and import maps for efficient handling of ad hoc payments and deductions.
- [Importing a batch of payroll period input data](https://help.cintra.co.uk/iq/docs/importing-a-batch-of-payroll-period-input-data.md): Streamline your payroll with Cintra iQ by bulk entering ad hoc payments and deductions, simplifying data management and eliminating manual entries.
- [Manually creating a batch of payroll period input data](https://help.cintra.co.uk/iq/docs/how-do-i-manually-create-import-new-batches-of-payroll-period-input-data.md): Streamline your payroll with Cintra iQ by entering ad hoc payments and deductions in bulk, simplifying holiday pay, overtime, and bonuses management.
- [Checking that batch data is imported](https://help.cintra.co.uk/iq/docs/how-do-i-check-batch-data-is-imported.md): How to check that batch data has imported correctly in Cintra iQ.
- [Editing or deleting a batch record](https://help.cintra.co.uk/iq/docs/how-do-i-edit-or-delete-a-batch-record.md): In Cintra iQ, edit or delete a batch of payroll period input data before it posts to employee records.
- [Editing payment data entered via batch input](https://help.cintra.co.uk/iq/docs/how-do-i-edit-payment-data-entered-via-batch-input.md): In Cintra iQ, edit a payment entered via batch input directly, or reopen the original batch to edit it.
- [Auditing](https://help.cintra.co.uk/iq/docs/auditing-1.md): Covers using the Cintra iQ audit log to track changes to employee, payroll, and system data, plus producing audit reports.
- [Using the audit log](https://help.cintra.co.uk/iq/docs/how-do-i-use-the-audit-log.md): Track payroll changes with audit logs in Cintra iQ. Ensure compliance, troubleshoot issues, and maintain data integrity effortlessly.
- [Payroll audit report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-payroll-audit-report.md): Streamline your payroll process with Cintra iQ's Payroll Audit Report, ensuring accurate payments and HMRC submissions with ease.
- [Printing a payroll audit report](https://help.cintra.co.uk/iq/docs/how-do-i-print-a-payroll-audit-report.md): In Cintra iQ, print the audit report of payroll changes for a period via the Bank Files option during a payment run.
- [Creating an audit report for bank details](https://help.cintra.co.uk/iq/docs/how-do-i-create-an-audit-report-for-bank-details.md): Create tailored audit reports in Cintra iQ by defining specific fields like Banking Details, ensuring focused and relevant data for your audits.
- [System and user administration](https://help.cintra.co.uk/iq/docs/system-and-user-admin.md): Covers managing Cintra iQ user accounts, security profiles, passwords, and access levels for system administrators.
- [User administration](https://help.cintra.co.uk/iq/docs/system-and-user-administration.md)
- [Adding a new Cintra iQ user account](https://help.cintra.co.uk/iq/docs/requesting-a-new-cintra-iq-user-account.md): Learn how to create a new user in Cintra iQ with cloud account setup and LoginTC activation for seamless user management.
- [Managing Cintra iQ users](https://help.cintra.co.uk/iq/docs/how-do-i-manage-cintra-iq-users.md): Manage user accounts in Cintra iQ: create, delete, reset passwords, and control Payroll and Audit Access with ease. System admin permissions required.
- [Resetting a user's password](https://help.cintra.co.uk/iq/docs/how-do-i-reset-a-user-s-password-in-cintra-iq.md): In Cintra iQ, a system administrator can reset any user's password, triggering a temporary password email to the user.
- [Setting password strength](https://help.cintra.co.uk/iq/docs/how-do-i-set-password-strength.md): How to set password strength requirements in Cintra iQ.
- [Changing BACS file formats](https://help.cintra.co.uk/iq/docs/how-do-i-change-bacs-file-formats.md): How to change the BACS file format used for payments in Cintra iQ.
- [Performing a full payroll download](https://help.cintra.co.uk/iq/docs/how-do-i-perform-a-full-payroll-download.md): In Cintra iQ, export payroll data to spreadsheet via Data Export in System Administration (requires System Administration permission).
- [Security](https://help.cintra.co.uk/iq/docs/security.md)
- [Guide: Security in Cintra iQ](https://help.cintra.co.uk/iq/docs/guide-security-in-cintra-iq.md): Set up tailored security profiles in Cintra iQ, managing user access with individual security definitions for optimal data protection.
- [Security profiles](https://help.cintra.co.uk/iq/docs/what-are-security-profiles.md): Create and manage Security Profiles in Cintra iQ to control user access to records, menus, and fields effectively. Ensure proper permissions for security.
- [Menu security](https://help.cintra.co.uk/iq/docs/what-is-menu-security.md): Explains how a Menu Security Definition restricts access to menu options in Cintra iQ and how it's applied via security profiles assigned to users.
- [Field security](https://help.cintra.co.uk/iq/docs/what-is-field-security.md): Learn how to create Field Security Definitions and manage access levels to protect sensitive data in Cintra iQ's System Administration.
- [Field security tasks](https://help.cintra.co.uk/iq/docs/what-are-field-security-tasks.md): Create secure Field Access Definitions to manage user permissions effectively, ensuring data integrity and tailored access levels in your system.
- [Record security](https://help.cintra.co.uk/iq/docs/what-is-record-security.md): Learn how to create Record Security Definitions and apply Record Filters in Cintra iQ to manage user access to sensitive records effectively.
- [File permissions security](https://help.cintra.co.uk/iq/docs/what-is-file-permission-security.md): Manage file permissions in Cintra iQ to control record creation and deletion based on user roles. Secure your data effectively today!
- [Record security definitions](https://help.cintra.co.uk/iq/docs/what-are-record-security-definitions.md): Create and manage Record Security Definitions and Filters in Cintra iQ to control user access to records effectively.
- [Lookup security](https://help.cintra.co.uk/iq/docs/what-is-lookup-security.md): Learn how to create a Lookup Security Definition to restrict access to sensitive data in Lookup tables, ensuring data integrity and security.
- [Lookups](https://help.cintra.co.uk/iq/docs/lookups.md)
- [Guide: Lookup tables](https://help.cintra.co.uk/iq/docs/guide-lookup-tables.md): Explains how lookup tables standardise data entry in Cintra iQ, covering how to add, print, and save lookup table values.
- [Adding a lookup table](https://help.cintra.co.uk/iq/docs/how-do-i-add-a-lookup-table.md): Add a new value to a Cintra iQ lookup table, populating the drop-down lists used throughout the application.
- [Printing and saving lookup tables](https://help.cintra.co.uk/iq/docs/how-do-i-print-and-save-lookup-tables.md): In Cintra iQ, print a lookup table's contents or save it locally as an Excel or CSV file.
- [Setting up calendar event reasons](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-calendar-event-reasons.md): In Cintra iQ, create attendance reason codes linked to a category, so a reason can be recorded against a calendar event.
- [Adding absence reasons to Self-Service](https://help.cintra.co.uk/iq/docs/how-do-i-add-absence-reasons-to-self-service.md): Set up absence reasons in the Attendance Reasons lookup table so they appear in the Self-Service sickness request form.
- [Adding absence categories to the lookup table](https://help.cintra.co.uk/iq/docs/how-do-i-add-absence-categories-to-the-lookup-table.md): Create custom absence categories in the Attendance Categories lookup table, controlling calendar display and pay treatment.
- [Creating a pension group](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-pension-group.md): Create pension groups so auto-enrolled employees can be organised by contribution level, period, or location.
- [Creating a personal document category](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-personal-document-category.md): Set up personal document categories so employee documents can be grouped and made visible in Self-Service.
- [Creating a user document category](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-user-document-category.md): Create user document categories so policy documents can be organised and accessed in Self-Service.
- [Creating new UKPRNs in the lookup table](https://help.cintra.co.uk/iq/docs/how-do-i-create-new-ukprns-in-the-lookup-table.md): Add a UKPRN to the lookup table so it can be selected when setting up an employer's education details.
- [Importing SART codes](https://help.cintra.co.uk/iq/docs/how-do-i-import-sart-codes.md): Learn about SART codes for recording sickness absences in Cintra iQ, and how to import and report them effectively for payroll management.
- [Creating a document type](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-document-type.md): Set up document types in the Lookups table so uploaded documents can be grouped and found more easily.
- [Creating a new cost code in the lookup tables](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-new-cost-code-in-the-lookup-tables.md): Mirror your company cost code structure in Cintra iQ for accurate cost analysis. Set rules, allocate codes, and manage your financial data effectively.
- [Viewing the cost code structure](https://help.cintra.co.uk/iq/docs/how-do-i-view-the-cost-code-structure.md): In Cintra iQ, view your company's cost code structure via the Lookup Tables, set during implementation and not editable directly.
- [How do I set up bank details in lookup tables?](https://help.cintra.co.uk/iq/docs/setting-up-bank-details-in-lookup-tables.md): Steps to add entries to the Bank lookup table, required before bank details can be entered for employees.
- [Document Management](https://help.cintra.co.uk/iq/docs/document-management.md)
- [Guide: Managing documents](https://help.cintra.co.uk/iq/docs/guide-document-management.md): Store letters, links, and personal documents against employee records in Cintra iQ, and upload documents to Self-Service.
- [Uploading a single document](https://help.cintra.co.uk/iq/docs/how-do-i-upload-a-single-document-into-cintra-iq.md): Steps for uploading a single document to an employee record in Cintra iQ.
- [Uploading a related document to Self-Service](https://help.cintra.co.uk/iq/docs/how-do-i-upload-a-related-document-to-self-service.md): How to upload a document related to an employee record to Self-Service in Cintra iQ.
- [Storing links to external documents](https://help.cintra.co.uk/iq/docs/how-do-i-store-links-to-external-documents.md): How to store links to external documents in Cintra iQ.
- [Creating a document format](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-document-format.md): Configure which file types users can upload into Cintra iQ, with separate size limits per upload method.
- [Uploading multiple personal documents to multiple employees](https://help.cintra.co.uk/iq/docs/how-do-i-upload-multiple-personal-documents-to-multiple-employees.md): Upload multiple documents to Cintra iQ easily with a CSV file. Manage employee documents in Self-Service for efficient access and organisation.
- [Viewing stored related documents](https://help.cintra.co.uk/iq/docs/how-do-i-view-stored-related-documents.md): Manage related documents in Cintra iQ with Letter History, Linked Documents, and Uploaded Documents for efficient document storage and retrieval.
- [Uploading a file and importing it via Bulk Document Upload](https://help.cintra.co.uk/iq/docs/how-do-i-import-data-into-cintra-iq.md): How to upload and import a file using Bulk Document Upload in Cintra iQ.
- [Report builder (user-defined reports)](https://help.cintra.co.uk/iq/docs/reporting.md)
- [Guide: User-defined reports](https://help.cintra.co.uk/iq/docs/guide-user-defined-reports.md): Create report categories in Cintra iQ, assign data to a report, then create and run Listing or Payroll report definitions.
- [Creating and running listing reports](https://help.cintra.co.uk/iq/docs/how-do-i-generate-listing-and-payroll-reports.md): Create and manage custom reports in Cintra iQ, including detailed listing reports with filters for efficient data analysis and employee insights.
- [Creating and running payroll reports](https://help.cintra.co.uk/iq/docs/creating-and-running-payroll-reports.md): Create and manage payroll reports in Cintra iQ, filtering data by employee and pay period for accurate financial insights.
- [Assigning data to the listing or payroll report](https://help.cintra.co.uk/iq/docs/how-do-i-assign-data-to-the-listing-payroll-report.md): Add a title, category, and fields to a new listing or payroll report definition, ready to save and run.
- [Formatting your report](https://help.cintra.co.uk/iq/docs/how-do-i-format-my-report.md): Learn how to format reports by adjusting fonts, columns, headers, and footers for a professional look. Customise your report effortlessly!
- [Producing a payment run details report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-payment-run-details-report.md): How to produce a payment run details report in Cintra iQ.
- [Saving the report to an output destination](https://help.cintra.co.uk/iq/docs/how-do-i-save-the-report-to-an-output-destination.md): How to save a Cintra iQ report to a chosen output destination.
- [Turning a report into a chart](https://help.cintra.co.uk/iq/docs/how-do-i-turn-a-report-into-a-chart.md): How to turn a report into a chart in Cintra iQ.
- [Converting a report definition](https://help.cintra.co.uk/iq/docs/how-do-i-convert-a-report-definition.md): How to convert a report definition in Cintra iQ.
- [Creating report categories](https://help.cintra.co.uk/iq/docs/how-do-i-create-report-categories.md): Explains how to create, attach, and rename report categories in Cintra iQ, used to organise Listing and Payroll report definitions.
- [Creating user-defined reports](https://help.cintra.co.uk/iq/docs/how-do-i-create-user-defined-reports.md): Create and manage secure Listing or Payroll reports in Cintra iQ, with seamless integration for analysis in Word and Excel.
- [Separating the subtotal or total from the report's data](https://help.cintra.co.uk/iq/docs/how-do-i-separate-the-subtotal-total-from-the-report-s-data.md): How to separate a report's subtotal or total from its data in Cintra iQ.
- [Reporting on the latest row before or after filtering](https://help.cintra.co.uk/iq/docs/how-do-i-report-on-the-latest-row-of-data-before-after-a-data-filter-is-applied.md): Create and manage custom reports in Cintra iQ, filtering data for Listing or Payroll reports to meet your specific needs effortlessly.
- [Embedding a data filter in your report](https://help.cintra.co.uk/iq/docs/how-do-i-embed-a-data-filter-in-my-report.md): Create and manage custom reports in Cintra iQ, filtering data for precise insights with Listing and Payroll report definitions. Access them easily anytime.
- [Self-Service configuration](https://help.cintra.co.uk/iq/docs/self-service-forms.md)
- [Guide: Self-Service forms](https://help.cintra.co.uk/iq/docs/guide-self-service-forms.md): Set up Return to Work Declaration and Training Event Feedback forms in Cintra iQ, including question ratings, for employees to complete in Self-Service.
- [Guide: Managing policy documents](https://help.cintra.co.uk/iq/docs/guide-managing-policy-documents.md): Explains how to create policy categories, set up policy details in Cintra iQ, and administer and access policies in Self-Service.
- [Guide: Cintra iQ and Self-Service timesheets](https://help.cintra.co.uk/iq/docs/guide-cintra-iq-and-self-service-timesheets.md): Set up timesheet groups and heading sets in Cintra iQ, then manage employee and manager timesheet claims through Self-Service.
- [What is the self-service form?](https://help.cintra.co.uk/iq/docs/what-is-the-self-service-form.md): Set up Return to Work Declaration and Training Event Feedback forms in Cintra iQ's Self-Service with System Administration access for effective user responses.
- [Setting the questions for the self-service form](https://help.cintra.co.uk/iq/docs/how-do-i-set-the-questions-for-the-self-service-form.md): In Cintra iQ, create question groups and questions for the Return to Work Declaration or Training Event Feedback self-service forms.
- [Creating a return-to-work declaration form](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-return-to-work-declaration-form.md): Set up Return to Work Declaration and Training Event Feedback forms in Cintra iQ's Self-Service. Customise questions and details easily.
- [Creating a set of ratings for a question](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-set-of-ratings-for-a-question.md): Set up Return to Work Declaration and Training Event Feedback forms in Cintra iQ with custom Rating Sets for user responses. Streamline your self-service process!
- [What are timesheet tasks?](https://help.cintra.co.uk/iq/docs/what-are-timesheet-tasks.md): Manage Timesheet Claims in Cintra iQ with custom Groups and Heading Sets for efficient payroll processing. Streamline employee submissions today!
- [What are timesheet claim tasks?](https://help.cintra.co.uk/iq/docs/what-are-timesheet-claim-tasks.md): Manage Self-Service Timesheet Claims in Cintra iQ for payroll processing, view claims, and streamline approvals with ease.
- [What are timesheet groups and headings?](https://help.cintra.co.uk/iq/docs/what-are-timesheet-groups-and-headings.md): Manage Timesheet Claims in Cintra iQ with customisable Groups and Heading Sets for efficient employee submissions in Self-Service Timesheets.
- [What are timesheet claims?](https://help.cintra.co.uk/iq/docs/what-are-timesheet-claims.md): Explains the Timesheet Claims screen in Cintra iQ, used to post approved Self-Service timesheet claims to payroll and view previously posted claims.
- [Setting up policy documents](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-policy-documents.md): Manage company policies effortlessly with Cintra iQ Self-Service, providing employees online access to essential documents tailored to their roles.
- [Cintra HR Integration](https://help.cintra.co.uk/iq/docs/cintra-hr-integration.md)
- [Cintra IntelliHR to Cintra iQ Payroll integration](https://help.cintra.co.uk/iq/docs/cintrahr-to-cintra-payroll-integration.md): Streamline your HR processes with CintraHR's cloud-based system, integrating seamlessly with payroll for accurate, real-time employee data management.
- [Cintra iQ / IntelliHR integration FAQs](https://help.cintra.co.uk/iq/docs/cintrahr-integration-faq-s.md): Manage employee pay increments effectively with CintraIQ Payroll and CintraHR. Update salaries, grades, and ensure seamless payroll integration.
- [IntelliHR to Payroll Field Mapping](https://help.cintra.co.uk/iq/docs/hr-to-payroll-field-mapping.md): Streamline your payroll process with Cintra iQ and CintraHR integration, ensuring accurate data transfer and timely updates for employee records.
- [Displaying IntelliHR data within Cintra iQ Payroll](https://help.cintra.co.uk/iq/docs/how-is-intellihr-data-displayed-within-cintra-iq-payroll-system.md): How IntelliHR data is displayed within the Cintra iQ payroll system.
- [Payroll number allocation in IntelliHR](https://help.cintra.co.uk/iq/docs/payroll-number-allocation-in-hr.md): How to allocate payroll numbers between Cintra iQ and IntelliHR.
- [Third-party integrations](https://help.cintra.co.uk/iq/docs/third-party-integrations.md)
- [Cintra SFTP service (agreement and request of access)](https://help.cintra.co.uk/iq/docs/cintra-sftp-service-agreement-and-request-of-access.md): Details on requesting a Cintra-hosted SFTP site for interface file transfers, including the agreement form to submit.
- [Cintra standard interface (non-education)](https://help.cintra.co.uk/iq/docs/cintra-iq-standard-interface-non-education.md): Cintra’s Standard Inbound Interface streamlines employee data import and updates via secure SFTP connections, ensuring efficient management of HR information.
- [Cintra standard interface (education)](https://help.cintra.co.uk/iq/docs/cintra-standard-interface-education.md)
- [SAMPeople interface (education)](https://help.cintra.co.uk/iq/docs/sampeople-interface-education.md): Explore the SAMPeople to Cintra Payroll interface guide, covering setup, maintenance, and late changes for seamless payroll management.
- [Employer setup](https://help.cintra.co.uk/iq/docs/employer-setup-1.md): Covers configuring employer details, bank accounts for HMRC, PAYE schemes, small employer relief, and auto-enrolment defaults in Cintra iQ.
- [Employer details and PAYE schemes](https://help.cintra.co.uk/iq/docs/employer-setup.md)
- [Creating an employer](https://help.cintra.co.uk/iq/docs/how-do-i-create-an-employer.md): Add a new employer record in Cintra iQ, the starting point for setting up PAYE schemes and payrolls.
- [What are employer details?](https://help.cintra.co.uk/iq/docs/what-are-employer-details.md): Manage multiple employers and payrolls effortlessly with Cintra iQ. Set up bank details, PAYE schemes, and auto enrolment with ease.
- [Creating a PAYE scheme](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-paye-scheme-and-assign-a-payroll-to-it.md): Add a PAYE scheme to an employer, entering the HMRC Accounts Office Reference and employer PAYE reference.
- [Creating and assigning a payroll to a PAYE scheme](https://help.cintra.co.uk/iq/docs/creating-and-assigning-a-payroll-to-a-paye-scheme.md): Attach a payroll to an existing PAYE scheme and choose which users have access, before completing the payroll's other setup tabs.
- [Setting up directors' NI](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-directors-national-insurance-ni-in-the-system.md): Learn about directors' NI calculations, methods, and how to manage their salary effectively for accurate tax assessments in your company.
- [Setting up a company](https://help.cintra.co.uk/iq/docs/company-setup.md): Manage multiple Employers in iQ with tailored payroll settings, bank details, and Auto Enrolment for efficient payroll processing and compliance.
- [What are the employer pro rata methods?](https://help.cintra.co.uk/iq/docs/employer-pro-rata-methods.md): Learn how Cintra iQ's pro-rata calculation methods ensure accurate salary adjustments for employees with mid-period pay changes.
- [Recording an industry sector to claim employment allowance](https://help.cintra.co.uk/iq/docs/how-do-i-record-an-industry-sector-to-claim-employment-allowance.md): How to record an industry sector in Cintra iQ to claim employment allowance.
- [Allocating apprenticeship levy or employment allowance to PAYE schemes](https://help.cintra.co.uk/iq/docs/how-do-i-allocate-an-apprenticeship-levy-employment-allowance-to-paye-schemes.md): Learn how to claim Employment and Apprenticeship Allowances to reduce your National Insurance liability and optimise your PAYE schemes effectively.
- [Creating small employer relief schemes](https://help.cintra.co.uk/iq/docs/how-do-i-create-small-employer-relief-schemes.md): Understand Small Employer's Relief in the UK, helping small businesses reclaim statutory payments like Maternity and Paternity Pay. Learn how to qualify!
- [Importing employees](https://help.cintra.co.uk/iq/docs/how-do-i-import-employees.md): Import employee data seamlessly by following our guide on file selection, table columns, and CSV preparation for iQ. Ensure all required fields are met!
- [Setting or stopping default OSP or SSP offsets](https://help.cintra.co.uk/iq/docs/how-do-i-set-stop-default-osp-or-ssp-offsets.md): Learn about Statutory Sick Pay and Occupational Sick Pay, including setup, offsets, and managing sickness records in Cintra iQ Payroll.
- [Payroll tasks](https://help.cintra.co.uk/iq/docs/payroll-tasks.md)
- [Creating a default task list for a payroll](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-default-task-list-for-a-payroll.md): Create a default task list that pre-populates the Payroll Period Task list whenever a payroll moves forward.
- [Editing a payroll task](https://help.cintra.co.uk/iq/docs/how-do-i-edit-a-payroll-task.md): In Cintra iQ, edit a payroll's default task list, used to pre-populate tasks when the payroll moves forward a period.
- [Copying a task from one payroll to another](https://help.cintra.co.uk/iq/docs/how-do-i-copy-a-task-from-one-payroll-to-another.md): Explains how to copy a default payroll task list from one payroll to another in Cintra iQ, saving time re-entering the same tasks.
- [Creating tasks for all pay periods within a payroll](https://help.cintra.co.uk/iq/docs/how-do-i-create-tasks-for-all-pay-periods-within-a-payroll.md): Create and manage payroll task lists in Cintra iQ to ensure all payroll tasks are completed efficiently. Streamline your payroll process today!
- [Resetting the payroll period to the default task list](https://help.cintra.co.uk/iq/docs/how-do-i-reset-the-payroll-period-to-the-default-payroll-task-list.md): How to reset the payroll period back to the default task list in Cintra iQ.
- [Pension/AE employer defaults](https://help.cintra.co.uk/iq/docs/pension-ae-employer-defaults.md)
- [Entering auto enrolment settings and information](https://help.cintra.co.uk/iq/docs/how-do-i-enter-auto-enrolment-settings-and-information.md): Streamline your Auto Enrolment process with Cintra iQ, managing pension schemes, assessments, and employee enrolments effortlessly.
- [Setting auto enrolment postponements](https://help.cintra.co.uk/iq/docs/how-do-i-set-auto-enrolment-postponements.md): Streamline your pension management with Cintra iQ's Auto Enrolment, including postponement options and employee assessments for seamless payroll integration.
- [Suppressing auto enrolment reminder messages](https://help.cintra.co.uk/iq/docs/how-do-i-suppress-auto-enrolment-reminder-messages.md): How to suppress auto enrolment reminder messages in Cintra iQ.
- [What happens at the three year auto enrolment date?](https://help.cintra.co.uk/iq/docs/what-happens-at-the-three-year-auto-enrolment-date.md): Cintra iQ simplifies Auto Enrolment, managing pension scheme amendments, assessments, and employee re-enrolment with tailored communication options.
- [Excluding leavers from auto enrolment](https://help.cintra.co.uk/iq/docs/how-do-i-exclude-leavers-from-auto-enrolment.md): Cintra iQ simplifies Auto Enrolment, managing pension scheme amendments, employee assessments, and opt-ins/outs for seamless compliance.
- [Setting a default pension scheme for all employees](https://help.cintra.co.uk/iq/docs/how-do-i-set-a-default-pension-scheme-for-all-employees.md): Streamline your pension management with Cintra iQ's Auto Enrolment feature, ensuring compliance and easy employee enrolment in pension schemes.
- [Entering the pension scheme reference details](https://help.cintra.co.uk/iq/docs/how-do-i-enter-the-pension-scheme-reference-details.md): Set up Pension Provider Files in Cintra iQ by entering scheme references and payment sources to manage multiple pension schemes efficiently.
- [Jobs and posts](https://help.cintra.co.uk/iq/docs/jobs-and-posts.md)
- [Guide: Jobs](https://help.cintra.co.uk/iq/docs/guide-jobs.md): Explains how to create jobs in Cintra iQ, add qualification and competency job requirements, and set up individual requirements.
- [Guide: Posts and post history](https://help.cintra.co.uk/iq/docs/guide-posts.md): Set up posts in Cintra iQ, assign them to employees, attach spine points and work patterns, and track post history over time.
- [Creating a job](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-job.md): Set up a job in Cintra iQ using the Insert Job Wizard, defining job details, hours, and work category.
- [Creating job requirements](https://help.cintra.co.uk/iq/docs/how-do-i-create-job-requirements.md): Add qualification or competency requirements to a job, flagging each as essential where needed.
- [Viewing the job requirements attached to a job](https://help.cintra.co.uk/iq/docs/how-do-i-view-the-job-requirements-attached-to-a-job.md): How to view job requirements attached to a job record in Cintra iQ.
- [Setting up individual qualification and competency job requirements](https://help.cintra.co.uk/iq/docs/setting-up-individual-qualification-and-competency-job-requirements.md): How to add qualification and competency requirements to a job in Cintra iQ, and flag them as essential.
- [Creating or assigning a post](https://help.cintra.co.uk/iq/docs/how-do-i-create-assign-a-post.md): Learn how to manage Job Titles and Post Titles in Cintra iQ, including creating and assigning posts to employees effectively.
- [Pay spines and grades](https://help.cintra.co.uk/iq/docs/pay-spines-and-grades.md)
- [Guide: Pay spines, points, and grades](https://help.cintra.co.uk/iq/docs/guide-pay-spines-points-and-grades.md): Set up pay spines, points, and grades in Cintra iQ, then apply spine point increments to manage employee salary progression.
- [What are grades and pay spines?](https://help.cintra.co.uk/iq/docs/what-are-grades-and-pay-spines.md): Explains how salary grades and pay spines structure compensation in Cintra iQ, covering stand-alone grades, pay spine points, and spine point additions.
- [What are grade records?](https://help.cintra.co.uk/iq/docs/what-are-grade-records.md): Explains stand-alone grades, pay spines, and grade or spine point additions in Cintra iQ, plus the fields on the Grade Record form.
- [Setting up pay spines](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-pay-spines.md): Learn how to set up Pay Spines and Grades for employee payments in three simple steps, ensuring accurate salary increments and reporting.
- [Creating a grade record linked to pay spines](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-grade-record-linked-to-pay-spines.md): Manage employee pay with salary grades in Cintra iQ, ensuring equity and structured compensation through linked Pay Spines and defined limits.
- [Importing spine point values in bulk](https://help.cintra.co.uk/iq/docs/how-do-i-import-spine-point-values-in-bulk.md): Update Spine Point values in Cintra iQ with our step-by-step guide on importing data, ensuring accuracy and efficiency in your payroll management.
- [Adding a spine point to an individual employee's grade](https://help.cintra.co.uk/iq/docs/how-do-i-add-a-spine-point-to-an-individual-employee-s-grade.md): Learn how salary grades and spine points help manage employee compensation and maintain equity in your organisation's payroll structure.
- [Moving an employee to the next spine point on a grade](https://help.cintra.co.uk/iq/docs/how-do-i-move-an-employee-to-the-next-spine-point-on-a-grade.md): Automate employee increments using Spinal Column Tables and Grades, ensuring efficient payroll processing and accurate record management in Cintra iQ.
- [Assigning spine points to employee posts](https://help.cintra.co.uk/iq/docs/how-do-i-assign-spine-points-to-employee-posts.md): How to assign spine points to employee posts in Cintra iQ.
- [Applying spine point increments](https://help.cintra.co.uk/iq/docs/how-do-i-apply-spine-point-increments.md): Manage Spine Point increments in Cintra iQ effortlessly for all employees, ensuring accurate payroll updates and eligibility tracking.
- [Manually increasing and backdating spine point values](https://help.cintra.co.uk/iq/docs/how-do-i-manually-increase-and-backdate-spine-point-values.md): Manage Spine Point Values effectively with Cintra iQ, ensuring accurate pay adjustments and backdated payments for employees.
- [Organisation structures](https://help.cintra.co.uk/iq/docs/organisations.md)
- [Guide: Organisation charts and posts](https://help.cintra.co.uk/iq/docs/guide-organisation-charts-and-posts.md): Build and edit your organisation structure in Cintra iQ, then create and assign posts to it.
- [Creating communication structures](https://help.cintra.co.uk/iq/docs/how-do-i-create-communication-structures.md): Set up flexible communication structures in your Organisation Chart, allowing alternative reporting for leave requests and additional roles management.
- [Creating organisational structures](https://help.cintra.co.uk/iq/docs/how-do-i-create-organisational-structures.md): Explore the dynamic Organisation Chart in Cintra iQ to manage posts, relationships, and flexible reporting structures for efficient leave requests.
- [Editing organisation units](https://help.cintra.co.uk/iq/docs/how-do-i-edit-organisation-units.md): In Cintra iQ, edit an organisation unit's management history, or edit its post reporting record.
- [Printing the organisation charts](https://help.cintra.co.uk/iq/docs/how-do-i-print-the-organisation-charts.md): In Cintra iQ, export communication structure data by tier to a file such as .csv or .txt.
- [Adjustment and deduction headings](https://help.cintra.co.uk/iq/docs/adjustments.md)
- [Guide: Conditional numeric functions](https://help.cintra.co.uk/iq/docs/guide-conditional-numeric-functions.md): Automate payroll calculations in Cintra iQ by building numeric expressions and conditions, then attaching them to a pay or deduction heading.
- [Adjustment headings: What is an addition heading?](https://help.cintra.co.uk/iq/docs/adjustment-headings-what-is-an-addition-heading.md): Set up payment and deduction adjustments in Cintra iQ payroll, ensuring accurate calculations and compliance with tax and NI regulations.
- [Adjustment headings: What is a deduction heading?](https://help.cintra.co.uk/iq/docs/adjustment-headings-what-is-a-deduction-heading.md): Set up payment and deduction adjustments in Cintra iQ for accurate payslips, with options for taxable and NIable headings. Streamline payroll processing today!
- [Creating deduction headings for voluntary deductions](https://help.cintra.co.uk/iq/docs/how-do-i-create-deduction-headings-for-voluntary-deductions.md): Set up deduction headings for non-statutory deductions like union fees or uniforms, ready to attach to employees.
- [Creating deduction headings for loans or AOE orders](https://help.cintra.co.uk/iq/docs/how-do-i-create-deduction-headings-for-loans-aoe-orders.md): Manage AOE orders and loan deductions effortlessly with Cintra iQ, automating payroll deductions for council tax, child support, and more.
- [Setting up attachment of earning orders](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-attachment-of-earning-orders.md): Set up attachment of earning orders with Cintra iQ to automate deductions from employee wages for council tax, child support, and court orders.
- [Preparing holiday addition headings](https://help.cintra.co.uk/iq/docs/how-do-i-prepare-holiday-addition-headings.md): Calculate holiday pay rates using average pay history with Cintra iQ. Set up hourly or daily rates based on relevant pay periods.
- [Attaching a conditional function to an addition heading](https://help.cintra.co.uk/iq/docs/how-do-i-attach-a-conditional-function-to-an-addition-heading.md): Once created, attach a conditional numeric function to an addition heading in Cintra iQ, so it derives the rate or amount automatically.
- [Creating a condition](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-condition.md): Cintra iQ automates employee rate calculations using conditional numeric functions, allowing tailored adjustments based on specific criteria.
- [Creating a conditional function or numeric expression](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-conditional-function-numeric-expression.md): Creating complex functions in Cintra iQ can impact payroll processing. Learn to set up conditional numeric functions for accurate calculations.
- [Determining relevant or contractual pay](https://help.cintra.co.uk/iq/docs/how-do-i-determine-relevant-contractual-pay.md): Calculate holiday pay rates using Cintra iQ by averaging historical pay, adjusting for contractual hours, and setting premium rates effectively.
- [Defining qualifying earnings for auto enrolment assessments](https://help.cintra.co.uk/iq/docs/how-do-i-define-earnings-as-qualifying-earnings-for-auto-enrolment-assessments.md): Explains how to flag an addition heading as qualifying earnings for auto-enrolment assessments, such as excluding car or on-call allowances.
- [Updating standing deduction data](https://help.cintra.co.uk/iq/docs/how-do-i-update-standing-deduction-data.md): How to update standing deduction data for an employee in Cintra iQ.
- [Reporting on payments and deductions](https://help.cintra.co.uk/iq/docs/how-do-i-report-on-payments-and-deductions.md): Calculate payrolled car, fuel, and other benefits in Cintra iQ during payroll periods, streamlining reporting with the Payment/Deduction Report.
- [Preventing a bank holiday adjustment for a non-working day set](https://help.cintra.co.uk/iq/docs/how-do-i-prevent-a-bank-holiday-adjustment-for-a-non-working-day-set.md): Manage multiple holiday entitlement schemes for employees, ensuring accurate calculations for full-time and part-time staff. Exclude non-working days easily.
- [How are bank holiday adjustments included in the annual leave?](https://help.cintra.co.uk/iq/docs/how-are-bank-holiday-adjustments-included-in-the-annual-leave.md): Understand holiday entitlement schemes, including pro rata calculations for part-time employees and bank holiday variations within your organisation.
- [Creating a spine point addition](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-spine-point-addition.md): Learn how to create and apply Spine Point Additions in payroll for shift pay, ensuring accurate employee compensation and reporting.
- [Creating a spine point (via post) addition heading](https://help.cintra.co.uk/iq/docs/how-do-i-create-a-spine-point-via-post-addition-heading.md): Set up Spine Point headings for Pay Spines with our guide. Learn to create default headings and manage salary adjustments effectively.
- [Gender pay gap](https://help.cintra.co.uk/iq/docs/gender-pay-gap.md): category covering GPG snapshots, reporting, and calculations in Cintra iQ.
- [Guide: Gender pay gap](https://help.cintra.co.uk/iq/docs/guide-gender-pay-gap.md): Create a gender pay gap report in Cintra iQ with our step-by-step checklist, from setup to interpreting results. Ensure compliance and accuracy.
- [What is gender pay gap reporting?](https://help.cintra.co.uk/iq/docs/what-is-gender-pay-gap-reporting.md): Understand gender pay gap reporting, its legal requirements, and how to assess pay disparities between male and female employees effectively.
- [Defining ordinary and bonus pay for gender pay gap reporting](https://help.cintra.co.uk/iq/docs/how-do-i-define-ordinary-and-bonus-pay-for-gender-pay-gap-reporting.md): Classify payment headings as Ordinary or Bonus pay, and learn how to convert them into weekly amounts for accurate payroll management.
- [How are normal weekly hours established?](https://help.cintra.co.uk/iq/docs/how-are-normal-weekly-hours-established.md): Explains how Cintra iQ works out an employee's normal weekly hours from their working pattern, for use in gender pay gap reporting.
- [Establishing gender pay gap hourly rates](https://help.cintra.co.uk/iq/docs/how-do-i-establish-gender-pay-gap-hourly-rates.md): Explore hourly and bonus pay calculations, gender pay gaps, and how to establish ordinary and bonus pay in this comprehensive guide.
- [Creating gender pay gap snapshots](https://help.cintra.co.uk/iq/docs/how-do-i-create-gender-pay-gap-snapshots.md): Create a gender pay gap snapshot for chosen payrolls, extracting hourly rate and bonus data for GPG reporting.
- [Viewing or editing gender pay gap snapshot details](https://help.cintra.co.uk/iq/docs/how-do-i-view-edit-gender-pay-gap-snapshot-details.md): Create and manage Gender Pay Gap snapshots in Cintra iQ, view/edit details, and ensure accurate reporting for payrolls.
- [Producing the gender pay gap report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-a-gender-pay-gap-report.md): How to generate the gender pay gap report from Cintra iQ payroll data.
- [Understanding the gender pay gap report](https://help.cintra.co.uk/iq/docs/how-is-the-gender-pay-gap-calculated.md): An overview of the gender pay gap report in Cintra iQ.
- [Apprenticeship Levy (AL)](https://help.cintra.co.uk/iq/docs/apprenticeship-levy-al.md): category covering levy amounts, costs, and reports in Cintra iQ.
- [What is the apprenticeship levy?](https://help.cintra.co.uk/iq/docs/what-is-the-apprenticeship-levy.md): Learn about the Apprenticeship Levy, its funding, employer obligations, and how to access apprenticeship training funds in the UK.
- [Producing an apprenticeship levy summary report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-an-apprenticeship-levy-summary-report.md): In Cintra iQ, run a report showing monthly and cumulative apprenticeship levy, allowance, and paybill figures by PAYE scheme.
- [Viewing the apprenticeship levy due and cost per employee](https://help.cintra.co.uk/iq/docs/how-do-i-view-how-much-apprenticeship-levy-is-due-and-the-cost-per-employee.md): In Cintra iQ, check the apprenticeship levy due via the Adjustments window, the Annual P32 report, or the Apprenticeship Levy Summary Report.
- [Producing an apprenticeship levy costing report](https://help.cintra.co.uk/iq/docs/how-do-i-produce-an-apprenticeship-levy-costing-report.md): In Cintra iQ, run a report showing apprenticeship levy amounts by employee and payroll period, grouped by PAYE scheme.
- [MCR: Teachers' pensions](https://help.cintra.co.uk/iq/docs/mcr.md)
- [MCR basics](https://help.cintra.co.uk/iq/docs/mcr-member-contribution-return-basics.md)
- [Guide: Monthly Contribution Reconciliation (MCR)](https://help.cintra.co.uk/iq/docs/guide-monthly-contribution-reconciliation-mcr.md): Run a Monthly Contribution Reconciliation report in Cintra iQ with our step-by-step guide to ensure accurate payroll data and compliance.
- [MCR: What is the contribution process?](https://help.cintra.co.uk/iq/docs/mcr-what-is-the-contribution-process.md)
- [MCR: What are the methods of contribution deductions?](https://help.cintra.co.uk/iq/docs/mcr-what-are-the-methods-of-contribution-deductions.md)
- [MCR: What are unique role identifiers?](https://help.cintra.co.uk/iq/docs/mcr-what-are-unique-role-identifiers.md): Learn about role identifiers in the Cintra iQ system, ensuring unique contract and role tracking for employees with clear formats like C1/R1.
- [Where do I collect MCR data?](https://help.cintra.co.uk/iq/docs/where-do-i-collect-mcr-data.md): Streamline your Teachers' Pension reporting with Cintra iQ's Monthly Contributions Reconciliation, simplifying data collection and enhancing accuracy.
- [How do I set up MCR?](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-mcr.md): Set up Teachers' Pension Monthly Contributions Reconciliation with ease. Learn to configure start dates, payment methods, and voluntary contributions.
- [When do I submit an MCR?](https://help.cintra.co.uk/iq/docs/when-do-i-submit-up-an-mcr.md)
- [Role identifiers](https://help.cintra.co.uk/iq/docs/role-identifiers-and-management-in-mcr.md)
- [MCR: What are role rule categories?](https://help.cintra.co.uk/iq/docs/mcr-what-are-role-rule-categories.md): Explore Role Rule categories in Cintra iQ, detailing employee post records, salaries, and contributions for accurate role validation.
- [MCR: How do I regenerate the roles IDs?](https://help.cintra.co.uk/iq/docs/mcr-how-do-i-regenerate-the-roles-ids.md)
- [MCR: How do I apply a role identifier to a new starter?](https://help.cintra.co.uk/iq/docs/mcr-how-do-i-apply-a-role-identifier-to-a-new-starter.md)
- [MCR: How do I edit role identifiers for individual employees?](https://help.cintra.co.uk/iq/docs/mcr-how-do-i-edit-role-identifiers-for-individual-employees.md)
- [MCR: How do I view the role IDs for the employee's post?](https://help.cintra.co.uk/iq/docs/mcr-how-do-i-view-the-role-ids-for-the-employee-s-post.md)
- [MCR: How do I create bulk role identifiers?](https://help.cintra.co.uk/iq/docs/how-do-i-create-bulk-role-identifiers.md)
- [Contract and employment management in MCR](https://help.cintra.co.uk/iq/docs/contract-and-employment-management-in-mcr.md)
- [MCR: How do I treat employees with a single contract/role?](https://help.cintra.co.uk/iq/docs/mcr-how-do-i-treat-employees-with-a-single-contract-role.md)
- [MCR: How do I treat employees with more than one contract/role?](https://help.cintra.co.uk/iq/docs/mcr-how-do-i-treat-employees-with-more-than-one-contract-role.md): Understand the types of contractual arrangements for employees, including Type 1 and Type 2, and how they affect pension contributions and reporting.
- [MCR: How are single/multiple contracts treated for pensions?](https://help.cintra.co.uk/iq/docs/mcr-how-are-single-multiple-contracts-treated-for-pensions.md): Streamline your reporting with the Monthly Contributions Reconciliation (MCR) process, simplifying pension data submissions for Teachers' Pension.
- [MCR: How does Cintra iQ treat FTE annual salaries held against teaching posts?](https://help.cintra.co.uk/iq/docs/mcr-how-does-cintra-iq-treat-fte-annual-salaries-held-against-teaching-posts.md)
- [MCR Management in Cintra iQ](https://help.cintra.co.uk/iq/docs/mcr-management-in-cintra-iq.md)
- [MCR: How do I deal with backdated pay increases for teachers?](https://help.cintra.co.uk/iq/docs/mcr-how-do-i-deal-with-backdated-pay-increases-for-teachers.md): Learn how to adjust pension contributions for employees affected by TPA band changes in Cintra iQ, ensuring accurate payroll processing and compliance.
- [MCR: How do I assign additional contracts to employee in post records in Cintra iQ?](https://help.cintra.co.uk/iq/docs/mcr-how-do-i-assign-additional-contracts-to-employee-in-post-records-in-cintra-i.md)
- [MCR: Can I have a single contract represented by multiple employee in post records?](https://help.cintra.co.uk/iq/docs/mcr-can-i-have-a-single-contract-represented-by-multiple-employee-in-post-record.md)
- [MCR: How do I edit role identifiers in bulk?](https://help.cintra.co.uk/iq/docs/mcr-how-do-i-edit-role-identifiers-in-bulk.md)
- [MCR: How are multiple contracts treated as separate figures for pensions?](https://help.cintra.co.uk/iq/docs/mcr-how-are-multiple-contracts-treated-as-separate-figures-for-pensions.md)
- [MCR: How do I report on teachers in more than one authority?](https://help.cintra.co.uk/iq/docs/mcr-how-do-i-report-on-teachers-in-more-than-one-authority.md)
- [MCR: How do I know which files are generated?](https://help.cintra.co.uk/iq/docs/mcr-how-do-i-know-which-files-are-generated.md)
- [MCR: How do I know errors are in the submitted return?](https://help.cintra.co.uk/iq/docs/mcr-how-do-i-know-errors-are-in-the-submitted-return.md)
- [MCR: How do I correct errors?](https://help.cintra.co.uk/iq/docs/how-do-i-correct-mcr-errors.md): Explore common MCR errors and their fixes, including role issues, file imports, and pension contributions, to streamline your Cintra iQ experience.
- [MCR: How do I generate return data?](https://help.cintra.co.uk/iq/docs/mcr-how-do-i-generate-return-data.md)
- [Teachers' pension: Monthly data collection (MDC)](https://help.cintra.co.uk/iq/docs/mdc-teachers-pension.md): Implementation guide for Cintra iQ's legacy Teachers' Pensions Monthly Data Collection module, since replaced by MCR (Member Contribution Returns).
- [FEWD: Further education workforce data](https://help.cintra.co.uk/iq/docs/fewd.md): Covers preparing, importing, and submitting Further Education Workforce Data (FEWD) returns for FE establishments in Cintra iQ.
- [Guide: Further Education Workforce Data](https://help.cintra.co.uk/iq/docs/guide-further-education-workforce-data.md): Set up, prepare, import, and submit Further Education Workforce Data (FEWD) returns in Cintra iQ for FE sector reporting.
- [Setting up FE Workforce Data Collection](https://help.cintra.co.uk/iq/docs/how-do-i-set-up-fe-workforce-data-collection-on-cintra-iq.md): Collect Further Education workforce data with Cintra iQ to enhance policies on staff specialisms, pay, and skill gaps. Ensure accurate submissions today!
- [FTE calculation examples for FE Workforce Data Collection](https://help.cintra.co.uk/iq/docs/how-is-the-full-time-equivalent-fte-calculated-on-fe-workforce-data.md): Worked examples of FTE calculations for FE Workforce Data Collection in Cintra iQ.
- [Determining the hourly rate for an FEWD submission](https://help.cintra.co.uk/iq/docs/how-do-i-determine-hourly-rate-further-education-workforce-data-submission.md): Explains how to flag a Units*Rates addition heading so it calculates an employee's hourly rate for the FEWD submission.
- [Submitting FEWD data](https://help.cintra.co.uk/iq/docs/how-do-i-submit-further-education-data.md): Collect and validate Further Education workforce data with Cintra iQ to enhance policies on pay, skill gaps, and staff specialisms from 2021-2022.
- [Preparing FEWD teaching and post data for import](https://help.cintra.co.uk/iq/docs/how-do-i-prepare-further-education-teaching-data-and-post-data-for-import.md): Create and submit Further Education Workforce Data records in Cintra iQ with our templates. Ensure compliance for 2021-2022 submissions.
- [Importing FEWD data](https://help.cintra.co.uk/iq/docs/how-do-i-import-further-education-workforce-data-into-cintra-iq.md): Collect Further Education workforce data for 2021-2022 to enhance policies on staff specialisms, pay, and skill gaps in the education sector.
- [Reference articles](https://help.cintra.co.uk/iq/docs/release-notes-and-reference-docs.md)
- [Guide: Implementation form](https://help.cintra.co.uk/iq/docs/guide-implementation-form.md): Streamline your payroll onboarding with Cintra's detailed implementation guide, covering employer setup, reporting, pension schemes, and compliance essentials.
- [Deletable fields for leavers](https://help.cintra.co.uk/iq/docs/deletable-fields-for-leavers.md): Reference list of which employment and personnel record fields can be deleted or anonymised for leavers, and which are protected for compliance.
- [Training courses for new starters](https://help.cintra.co.uk/iq/docs/test-article-training-course.md): Recommended training courses for new starters using Cintra iQ.
- [Release notes and statutory rates](https://help.cintra.co.uk/iq/docs/release-notes.md)
- [June 2026: HMRC update to mileage rates](https://help.cintra.co.uk/iq/docs/june-2026-hmrc-update-to-mileage-rates.md)
- [April 2026: Pension Output Payment Due Date: additional options](https://help.cintra.co.uk/iq/docs/april-2026-pension-output-payment-due-date-additional-options.md): Cintra iQ's pension output payment due date setting now offers four options, so you can match the date format your pension provider expects.
- [March 2026: SSP changes for tax year 2026/2027](https://help.cintra.co.uk/iq/docs/ssp-changes-for-tax-year-2026-2027.md): Cintra iQ updates for the 2026/2027 tax year include changes to SSP, abolishing waiting days and adjusting rates. Learn how this affects employees.
- [March 2026: Statutory changes for tax year 2026/2027](https://help.cintra.co.uk/iq/docs/statutory-changes-for-tax-year-2026-2027.md): Stay updated on the 2026/27 tax year changes, including parental bereavement pay and new student loan Plan 5 for Northern Ireland employers.

## Capture Expense

- [Getting started with Capture Expense](https://help.cintra.co.uk/capture-expense/docs/getting-started-with-capture-expense.md): Capture Expense simplifies expense management with receipt submission, mileage tracking, and carbon monitoring, all accessible on desktop or mobile.
- [Introduction to Capture Expense](https://help.cintra.co.uk/capture-expense/docs/introduction-to-capture-expense.md)
- [Sign in to Capture Expense](https://help.cintra.co.uk/capture-expense/docs/sign-in-to-capture-expense.md)
- [Navigate around Capture Expense](https://help.cintra.co.uk/capture-expense/docs/navigating-around-capture-expense.md): Manage your expenses effortlessly with Capture Expense: submit claims, upload receipts, and access approvals all from your personalised dashboard.
- [Capture Expense app](https://help.cintra.co.uk/capture-expense/docs/capture-expense-app.md)
- [Adding Expenses to your mobile home screen](https://help.cintra.co.uk/capture-expense/docs/adding-expenses-to-your-mobile-home-screen.md)
- [Quick start guide for new users](https://help.cintra.co.uk/capture-expense/docs/getting-started-guides.md): Download and edit the Capture Expense guide for efficient expense management, including mileage claims and receipt submissions. Stay updated with our online help.
- [AI in Expenses](https://help.cintra.co.uk/capture-expense/docs/ai-in-expenses.md)
- [Help and support](https://help.cintra.co.uk/capture-expense/docs/help-and-support.md)
- [Expenses glossary](https://help.cintra.co.uk/capture-expense/docs/expenses-glossary.md)
- [My account and security](https://help.cintra.co.uk/capture-expense/docs/my-account-and-security.md)
- [Change your password](https://help.cintra.co.uk/capture-expense/docs/change-your-password.md)
- [Forgot your password?](https://help.cintra.co.uk/capture-expense/docs/forgot-your-password.md)
- [Expenses preferences](https://help.cintra.co.uk/capture-expense/docs/account-preferences.md): Adjust your preferences easily, including notifications, language, and currency. Access settings through your user icon for a personalised experience.
- [Expenses: Select your language](https://help.cintra.co.uk/capture-expense/docs/select-your-language.md)
- [Set your default payment method](https://help.cintra.co.uk/capture-expense/docs/set-up-a-default-payment-method.md)
- [Expenses: Alerts](https://help.cintra.co.uk/capture-expense/docs/alerts-1.md): Manage your expenses effortlessly with colour-coded alerts that highlight issues, reminders, and useful information for seamless approval and submission.
- [Manage expenses](https://help.cintra.co.uk/capture-expense/docs/expenses.md)
- [Introduction to the expenses process](https://help.cintra.co.uk/capture-expense/docs/overview-of-expense-process.md)
- [Ways to submit expenses](https://help.cintra.co.uk/capture-expense/docs/how-to-submit-expenses.md): Submit receipts effortlessly with Capture Expense via app, email, WhatsApp, or Teams. Streamline your expense claims today!
- [Raise draft expense claims](https://help.cintra.co.uk/capture-expense/docs/raising-expenses.md): Learn how to create and manage draft expense claims in Capture Expense, from uploading receipts to submitting for approval efficiently.
- [Raise a mileage expense claim](https://help.cintra.co.uk/capture-expense/docs/raise-a-mileage-expense-claim.md): Learn how to raise private and business mileage claims, enter vehicle details, and submit expenses efficiently for your organisation.
- [Expenses: Create pre-approval requests](https://help.cintra.co.uk/capture-expense/docs/create-pre-approval-requests.md)
- [Enter expenses on behalf of another user](https://help.cintra.co.uk/capture-expense/docs/enter-expenses-on-behalf-of-another-user.md)
- [Receipts inbox](https://help.cintra.co.uk/capture-expense/docs/scanning-receipts.md)
- [Viewing expense claims](https://help.cintra.co.uk/capture-expense/docs/viewing-and-managing-expense-claims.md)
- [Managing draft expenses](https://help.cintra.co.uk/capture-expense/docs/managing-draft-expenses.md): Manage your expenses effortlessly: edit, delete, split, duplicate, and add receipts with our comprehensive guide on expense claims.
- [Expenses: Submitting for approval](https://help.cintra.co.uk/capture-expense/docs/expenses-submitting-for-approval.md): Submit your draft expenses for approval easily on web and mobile. Learn to manage single and multiple claims efficiently with our step-by-step guide.
- [Approving expenses](https://help.cintra.co.uk/capture-expense/docs/approving-expenses.md)
- [Approving and rejecting expenses](https://help.cintra.co.uk/capture-expense/docs/approving-and-rejecting-expenses.md): Receive and manage expense approvals via email or app. Approve or reject claims easily, ensuring efficient expense tracking and notifications.
- [Approving vehicle documents](https://help.cintra.co.uk/capture-expense/docs/approving-vehicle-documents.md)
- [Approving pre-approval requests](https://help.cintra.co.uk/capture-expense/docs/approving-pre-approval-requests.md)
- [Expenses: Reminding approvers](https://help.cintra.co.uk/capture-expense/docs/reminding-approvers.md)
- [Expenses: Delegating approvals](https://help.cintra.co.uk/capture-expense/docs/setting-your-out-of-office.md)
- [View your expense approvers and details](https://help.cintra.co.uk/capture-expense/docs/view-your-submitted-claims-and-approvers.md)
- [Vehicles and mileage](https://help.cintra.co.uk/capture-expense/docs/vehicles-and-mileage.md)
- [Introduction to vehicles and rates](https://help.cintra.co.uk/capture-expense/docs/introduction-to-vehicles-and-rates.md)
- [Submitting a vehicle document](https://help.cintra.co.uk/capture-expense/docs/upload-a-vehicle-document.md): Submit mileage claims easily by uploading required vehicle documents for approval. Ensure your documents are in PDF, JPG, or PNG format.
- [Add odometer readings to mileage claims](https://help.cintra.co.uk/capture-expense/docs/adding-odometer-readings-to-claims.md): Submit odometer readings for business mileage claims with Capture Expense. Ensure accurate reimbursement by tracking personal and business miles effectively.
- [Deduct commute distance from a mileage claim](https://help.cintra.co.uk/capture-expense/docs/deducting-commutes-from-mileage-claims.md): Easily create business mileage claims with Capture Expense, deducting commute distance automatically for accurate reimbursements. Save your claims as drafts!
- [Use VAT receipts for mileage claims](https://help.cintra.co.uk/capture-expense/docs/use-vat-receipts-for-mileage-claims.md): Easily upload VAT fuel receipts for mileage claims with Capture Expense, which calculates VAT and carries forward unused balances for future claims.
- [Review a user's vehicle log](https://help.cintra.co.uk/capture-expense/docs/review-a-user-s-vehicle-log.md)
- [Trips](https://help.cintra.co.uk/capture-expense/docs/trips.md)
- [Introduction to trips](https://help.cintra.co.uk/capture-expense/docs/introduction-to-trips.md)
- [Create a trip](https://help.cintra.co.uk/capture-expense/docs/create-a-trip.md): Easily manage trip-related expenses by creating journeys, setting spend limits, and saving addresses for future claims. Streamline your expense process today!
- [Assign expenses to a trip](https://help.cintra.co.uk/capture-expense/docs/assign-expenses-to-a-trip.md)
- [Carbon tracking](https://help.cintra.co.uk/capture-expense/docs/carbon-tracking-1.md)
- [Introduction to carbon tracking](https://help.cintra.co.uk/capture-expense/docs/introduction-to-carbon-tracking.md): Capture Expense simplifies carbon tracking and reporting, ensuring compliance with UK and global standards while helping you make sustainable business decisions.
- [Setting up carbon emission categories](https://help.cintra.co.uk/capture-expense/docs/carbon-emission-categories.md): Set up CO2 emission categories for expense claims, including flights, hotels, and vehicle mileage, to track your environmental impact effectively.
- [Recording carbon emissions](https://help.cintra.co.uk/capture-expense/docs/recording-carbon-emissions.md)
- [Reporting on carbon emissions](https://help.cintra.co.uk/capture-expense/docs/carbon-tracking.md): Report your CO2 emissions easily with our tools. Finance users can track all emissions, while admins can set up carbon reporting for expense claims.
- [Banking and credit cards](https://help.cintra.co.uk/capture-expense/docs/banking-and-credit-cards.md)
- [Four ways to connect your banking data](https://help.cintra.co.uk/capture-expense/docs/four-ways-to-connect-your-banking-data.md)
- [Expenses: Pliant cards](https://help.cintra.co.uk/capture-expense/docs/pliant-cards.md): Pliant offers modern corporate credit cards integrated with Capture Expense, streamlining transaction management and expense tracking for businesses.
- [Expenses: Connect to open banking](https://help.cintra.co.uk/capture-expense/docs/tbc-1.md): Manage and view all credit card transactions effortlessly with Open Banking. Connect accounts, assign card holders, and export transactions seamlessly.
- [Import bank statements](https://help.cintra.co.uk/capture-expense/docs/import-bank-statements.md): Import credit card statements as CSV files for easy reconciliation, attach receipts, and create reusable formats for efficient expense management.
- [Integrate credit cards via SFTP](https://help.cintra.co.uk/capture-expense/docs/integrate-credit-cards-via-ftp-sftp.md)
- [Assign credit cards to users](https://help.cintra.co.uk/capture-expense/docs/assigning-credit-cards-to-users.md)
- [Accounting](https://help.cintra.co.uk/capture-expense/docs/finance.md)
- [Introduction to Expenses accounting and the Finance role](https://help.cintra.co.uk/capture-expense/docs/finance-role.md)
- [Expenses: Projects and tasks](https://help.cintra.co.uk/capture-expense/docs/project-costs.md): Track and allocate expenses with projects and tasks. Learn to create, manage, and assign them to categories for efficient expense claims.
- [Excluding business mileage from accounting exports](https://help.cintra.co.uk/capture-expense/docs/excluding-business-mileage-from-accounting-exports.md)
- [Expenses: Exporting via FTP](https://help.cintra.co.uk/capture-expense/docs/exporting-via-ftp.md)
- [Exporting expense claims](https://help.cintra.co.uk/capture-expense/docs/export-expense-claims.md): Export approved expense claims easily to various formats, including PDF and QuickBooks, while managing VAT data for seamless accounting.
- [View archived claims](https://help.cintra.co.uk/capture-expense/docs/view-archived-claims.md)
- [VAT and tax](https://help.cintra.co.uk/capture-expense/docs/vat-and-tax.md)
- [Introduction to Expenses VAT records](https://help.cintra.co.uk/capture-expense/docs/introduction-to-vat-records.md)
- [Creating and editing Expenses VAT records](https://help.cintra.co.uk/capture-expense/docs/creating-and-editing-vat-records.md)
- [Importing and exporting Expenses VAT record data](https://help.cintra.co.uk/capture-expense/docs/importing-and-exporting-vat-record-data.md)
- [Set up automatic VAT receipts](https://help.cintra.co.uk/capture-expense/docs/automatic-vat-receipts.md): Streamline your mileage claims with automatic VAT receipt management, ensuring accurate VAT recovery and reducing manual tracking for future claims.
- [VAT on mileage and fuel rates](https://help.cintra.co.uk/capture-expense/docs/vat-on-mileage-and-fuel-rates.md): Capture Expense helps manage vehicle tax and fuel rates for accurate mileage claims, ensuring compliance with HMRC's approved mileage and advisory fuel rates.
- [Exporting claim records](https://help.cintra.co.uk/capture-expense/docs/exporting-claim-records.md)
- [Users and permissions](https://help.cintra.co.uk/capture-expense/docs/users-and-permissions.md)
- [Creating and editing Expenses users](https://help.cintra.co.uk/capture-expense/docs/creating-users.md): Easily manage user accounts in Capture Expense: add, invite, edit users, and control notifications with our step-by-step guide for admins.
- [Importing and exporting Expenses users](https://help.cintra.co.uk/capture-expense/docs/importing-users.md)
- [Expenses user types and fields](https://help.cintra.co.uk/capture-expense/docs/user-types.md)
- [Assigning tags to Expenses user accounts](https://help.cintra.co.uk/capture-expense/docs/assigning-tags-to-user-accounts.md)
- [Deactivating and reactivating Expenses users](https://help.cintra.co.uk/capture-expense/docs/deactivating-users.md)
- [Deleting Expenses users](https://help.cintra.co.uk/capture-expense/docs/deleting-users.md)
- [Enabling SSO for users](https://help.cintra.co.uk/capture-expense/docs/enabling-sso-for-users.md)
- [Allow users to enter expenses on behalf of others](https://help.cintra.co.uk/capture-expense/docs/allow-users-to-enter-expenses-on-behalf-of-others.md)
- [Expenses account notifications](https://help.cintra.co.uk/capture-expense/docs/account-notifications.md)
- [Setup and configuration](https://help.cintra.co.uk/capture-expense/docs/setup-and-configuration.md): Configure Capture Expense to streamline your organisation's expense management with essential settings and tools for administrators.
- [Expenses company settings](https://help.cintra.co.uk/capture-expense/docs/company-logo.md): Configure your company settings, manage expenses, and integrate accounting software seamlessly in the Setup > Account tab. Admin access required.
- [Expenses duty of care](https://help.cintra.co.uk/capture-expense/docs/duty-of-care.md)
- [Tags](https://help.cintra.co.uk/capture-expense/docs/tags-1.md)
- [Expenses tags](https://help.cintra.co.uk/capture-expense/docs/expenses-tags.md)
- [Creating and editing Expenses tags](https://help.cintra.co.uk/capture-expense/docs/creating-and-editing-tags.md): Learn how to create, edit, and manage tags and values effectively for user categorisation in your system. Streamline your tagging process today!
- [Importing and exporting Expenses tags](https://help.cintra.co.uk/capture-expense/docs/importing-and-exporting-tags.md): Import and export tag values in bulk using CSV templates in Capture Expense for efficient data management and reporting.
- [Expense categories](https://help.cintra.co.uk/capture-expense/docs/categories-1.md)
- [Introduction to Expenses categories](https://help.cintra.co.uk/capture-expense/docs/introduction-to-expenses-categories.md)
- [Creating and editing Expenses categories](https://help.cintra.co.uk/capture-expense/docs/creating-and-editing-expense-categories.md): Edit and create expense categories tailored to your organisation's needs, ensuring users can easily find and claim expenses.
- [Importing and exporting Expenses categories](https://help.cintra.co.uk/capture-expense/docs/importing-and-exporting-categories.md)
- [Expenses category alerts](https://help.cintra.co.uk/capture-expense/docs/alerts.md)
- [Assigning items to categories](https://help.cintra.co.uk/capture-expense/docs/assigning-items-to-categories.md)
- [Assigning workflows to categories](https://help.cintra.co.uk/capture-expense/docs/assigning-workflows-to-categories.md)
- [Assigning general ledger codes to categories](https://help.cintra.co.uk/capture-expense/docs/assigning-general-ledger-codes-to-categories.md)
- [Assigning tags to categories](https://help.cintra.co.uk/capture-expense/docs/assigning-tags-to-categories.md): Control user access to categories by assigning tags, making them visible or hidden based on specific tag assignments. Learn how to manage tags effectively.
- [Expenses reminders](https://help.cintra.co.uk/capture-expense/docs/expenses-reminders.md)
- [Expenses declarations and vehicle checklists](https://help.cintra.co.uk/capture-expense/docs/expenses-declarations-and-vehicle-checklists.md): Create and manage declarations for expense claims, including vehicle checklists, ensuring compliance before submission. Simplify your claims process today!
- [Vehicles and rates](https://help.cintra.co.uk/capture-expense/docs/vehicles-and-rates.md)
- [Creating and editing Expenses vehicle records](https://help.cintra.co.uk/capture-expense/docs/create-and-editing-vehicles.md): Create vehicle records with custom mileage rates, including cumulative options, and learn how to manage rates effectively for your organisation.
- [Set up commute distance](https://help.cintra.co.uk/capture-expense/docs/set-up-commute-distances.md): Configure commute details for claimants in Capture Expense, including distance settings and prompts for accurate mileage claims.
- [Importing and exporting Expenses vehicle records](https://help.cintra.co.uk/capture-expense/docs/importing-and-exporting-vehicles.md): Export and import vehicle data easily with our guide. Learn to manage records, assign users, and streamline your vehicle management process.
- [Expenses vehicle and rates fields reference](https://help.cintra.co.uk/capture-expense/docs/vehicles-and-rates-fields.md)
- [Expenses: Set up a company car for business mileage tracking](https://help.cintra.co.uk/capture-expense/docs/set-up-a-company-car-for-business-mileage-tracking.md): Track business and personal mileage separately with Capture Expense, ensuring accurate reimbursements for company car usage. Configure easily in three steps.
- [Assigning Expenses vehicles to users](https://help.cintra.co.uk/capture-expense/docs/assigning-vehicles-to-users.md)
- [Bulk import year-to-date mileage](https://help.cintra.co.uk/capture-expense/docs/bulk-import-year-to-date-mileage.md)
- [Trips](https://help.cintra.co.uk/capture-expense/docs/trips-1.md)
- [Enabling trips](https://help.cintra.co.uk/capture-expense/docs/enabling-trips.md)
- [Set up subsistence rates and categories](https://help.cintra.co.uk/capture-expense/docs/set-up-subsistence-rates.md): Learn how to set up and edit subsistence rates for meals, accommodation, and allowances based on trip duration in just a few simple steps.
- [Expenses: Scheduling reports](https://help.cintra.co.uk/capture-expense/docs/scheduling-reports.md)
- [Expenses: Mapping accounting software](https://help.cintra.co.uk/capture-expense/docs/mapping-accounting-software.md)
- [Expenses approval workflows](https://help.cintra.co.uk/capture-expense/docs/approval-workflows-1.md): Streamline your expense claims with custom approval workflows, featuring single or multi-stage options and easy user assignments for efficient processing.
- [Expenses pre-approvals](https://help.cintra.co.uk/capture-expense/docs/set-up-pre-approvals.md)
- [Multiple organisations](https://help.cintra.co.uk/capture-expense/docs/multiple-organisations.md): Manage multiple legal entities effortlessly with Capture Expense. Learn to choose between linked organisations or a single setup for your business needs.
- [Recurring expenses](https://help.cintra.co.uk/capture-expense/docs/recurring-expenses.md)
- [Country-specific guidance](https://help.cintra.co.uk/capture-expense/docs/ireland.md)
- [Ireland: Trips, subsistence, and reporting](https://help.cintra.co.uk/capture-expense/docs/ireland-trips-subsistence-and-reporting.md): Capture Expense simplifies Enhanced Revenue Reporting for Irish compliance, offering mileage calculations, PPS number recording, and easy report exports.
- [Ireland: Enhanced Revenue Report (ERR)](https://help.cintra.co.uk/capture-expense/docs/ireland-1.md)
- [Integrations](https://help.cintra.co.uk/capture-expense/docs/expenses-integrations.md)
- [Introduction to integrations](https://help.cintra.co.uk/capture-expense/docs/introduction-to-integration.md)
- [iPlicit](https://help.cintra.co.uk/capture-expense/docs/iplicit.md): Streamline expense management with Capture Expense and Iplicit integration. Clear existing categories to avoid conflicts before syncing for smooth operations.
- [Capture Expense API](https://help.cintra.co.uk/capture-expense/docs/capture-expense-api.md)
- [Cintra People / Cloud Payroll](https://help.cintra.co.uk/capture-expense/docs/cintra-people-cloud-payroll.md): Sync users and reimburse employees in Cintra People Payroll with Capture Expense. Learn to map payment headers and export claims efficiently.
- [Xero](https://help.cintra.co.uk/capture-expense/docs/xero.md): Capture Expense seamlessly integrates with Xero for effortless expense reporting, syncing VAT and categories while managing user accounts efficiently.
- [Quickbooks](https://help.cintra.co.uk/capture-expense/docs/quickbooks.md): Integrate Capture with QuickBooks Online to sync expenses, VAT codes, and categories seamlessly. Learn how to export approved expenses effortlessly.
- [FTP Export](https://help.cintra.co.uk/capture-expense/docs/ftp-sftp-export.md): Streamline your expense management with FTP/SFTP Export integration, sending files directly to your server for automated processing.
- [Microsoft Dynamics 365 Business](https://help.cintra.co.uk/capture-expense/docs/microsoft-dynamics-365-business.md): Integrate Capture Expense with Microsoft Dynamics 365 Business Central for seamless expense management, syncing data and exporting invoices effortlessly.
- [Credit card providers (Visa and Mastercard)](https://help.cintra.co.uk/capture-expense/docs/credit-card-providers-visa-and-mastercard.md)
- [SunSystems Cloud](https://help.cintra.co.uk/capture-expense/docs/sunsystems-cloud.md): Streamline your expense management with SunSystems Cloud integration, ensuring accurate, balanced journal postings and seamless API setup for your organisation.
- [FAQs and troubleshooting](https://help.cintra.co.uk/capture-expense/docs/faqs-and-troubleshooting.md)
- [User access and bank details](https://help.cintra.co.uk/capture-expense/docs/users-and-permissions-1.md)
- [Accounts and trials](https://help.cintra.co.uk/capture-expense/docs/accounts-and-trials.md)
- [Approvals](https://help.cintra.co.uk/capture-expense/docs/approvals.md)
- [Category matching and visibility issues](https://help.cintra.co.uk/capture-expense/docs/categories-2.md)
- [Notifications](https://help.cintra.co.uk/capture-expense/docs/notifications-1.md)
- [Receipts](https://help.cintra.co.uk/capture-expense/docs/miscellaneous-faqs.md)
- [How do I deal with duplicate expenses?](https://help.cintra.co.uk/capture-expense/docs/how-do-i-deal-with-duplicate-expenses.md): Understand the 'Duplicate' label in expense claims, when to merge, and how to handle flagged items to ensure accurate submissions.
- [Terms and conditions](https://help.cintra.co.uk/capture-expense/docs/terms-and-conditions.md)
- [New customers: Onboarding](https://help.cintra.co.uk/capture-expense/docs/new-customers-self-onboarding.md)
- [Setting up Expenses](https://help.cintra.co.uk/capture-expense/docs/onboarding-setting-up-capture-expense.md): Set up Capture Expense with ease: create user accounts, manage expenses, and configure approval workflows for efficient financial tracking.
- [Video guides](https://help.cintra.co.uk/capture-expense/docs/video-guides.md)
- [Company settings](https://help.cintra.co.uk/capture-expense/docs/company-settings.md)
- [Currencies](https://help.cintra.co.uk/capture-expense/docs/currencies.md)
- [Declarations](https://help.cintra.co.uk/capture-expense/docs/declarations.md)
- [Documents](https://help.cintra.co.uk/capture-expense/docs/documents.md)
- [Duty of care](https://help.cintra.co.uk/capture-expense/docs/duty-of-care-1.md)
- [Integrations](https://help.cintra.co.uk/capture-expense/docs/integrations-1.md)
- [Linked organisations](https://help.cintra.co.uk/capture-expense/docs/linked-organisations.md)
- [Recurring expenses](https://help.cintra.co.uk/capture-expense/docs/recurring-expenses-1.md)
- [Reminders](https://help.cintra.co.uk/capture-expense/docs/reminders-1.md)
- [Single sign-on](https://help.cintra.co.uk/capture-expense/docs/single-sign-on.md)
- [Create users](https://help.cintra.co.uk/capture-expense/docs/people-how-to-create-users.md)
- [Invite users](https://help.cintra.co.uk/capture-expense/docs/people-how-to-invite-users.md)
- [Create an approval workflow](https://help.cintra.co.uk/capture-expense/docs/approval-how-to-create-an-approval-workflow.md)
- [Assign approval workflows](https://help.cintra.co.uk/capture-expense/docs/approval-how-to-assign-approval-workflows.md)
- [Create a category](https://help.cintra.co.uk/capture-expense/docs/video-what-is-a-category.md)
- [Edit categories](https://help.cintra.co.uk/capture-expense/docs/categories-how-to-edit-a-category.md)
- [Create and edit a VAT record](https://help.cintra.co.uk/capture-expense/docs/vat-how-to-create-and-edit-a-vat-record.md)
- [Using VAT receipts on mileage claims](https://help.cintra.co.uk/capture-expense/docs/using-vat-receipts-on-mileage-claims.md)
- [What is a tag?](https://help.cintra.co.uk/capture-expense/docs/tags-what-is-a-tag-1.md)
- [Create and edit tags](https://help.cintra.co.uk/capture-expense/docs/tags-2.md)
- [Create a vehicle record with HMRC approved rates](https://help.cintra.co.uk/capture-expense/docs/vehicles-how-to-create-a-vehicle-record-with-hmrc-approved-rates.md)
- [Create a vehicle record with your own organisation's rates](https://help.cintra.co.uk/capture-expense/docs/how-to-create-a-vehicle-record-with-your-own-organisations-rates.md)
- [Edit vehicle records and rates](https://help.cintra.co.uk/capture-expense/docs/vehicles-how-to-edit-vehicle-records-and-rates.md)
- [Setting up Pliant integration](https://help.cintra.co.uk/capture-expense/docs/setting-up-pliant-integration.md)
- [Allocating a Pliant card](https://help.cintra.co.uk/capture-expense/docs/allocating-a-pliant-card.md)
- [Importing a CSV statement](https://help.cintra.co.uk/capture-expense/docs/importing-a-csv-statement.md)
- [Open banking](https://help.cintra.co.uk/capture-expense/docs/open-banking.md)
- [Assigning credit cards](https://help.cintra.co.uk/capture-expense/docs/assigning-credit-cards.md)
- [Xero integration](https://help.cintra.co.uk/capture-expense/docs/xero-integration-video.md)