Employee help index
Browse connected Britixo guides for employee.
01Human Resource Management module overviewUnderstand the complete HRM workspace, its implemented work areas and the controls connecting employee records, protected documents, payroll drafts, portals, governance and audit.02Search Employee 360 recordsUse the dashboard employee search to find the correct employee dossier by supported identity values.03Open an Employee 360 recordReview one connected employee dossier across profile, onboarding, documents, time, payroll, payslips, portal, access and audit sections.04Create a record in an HR work areaUse the shared record form to create a structured record in one of the module’s 29 operational section workspaces.05Edit a record in an HR work areaUpdate the title, description, status, priority, dates, amount and implemented custom fields of an existing HR record.06Manage Employee ManagementManage employee personal details, employment details, payroll profile, emergency contacts, right-to-work status, probation, leave entitlement and audit history.07Manage Recruitment and Applicant TrackingCreate vacancies, track candidates, record interviews, score applicants, manage offers, rejection templates and convert successful candidates into employees.08Manage Employee OnboardingManage starter forms, right-to-work uploads, contracts, policy acknowledgements, training checklist, equipment allocation and payroll setup approvals.09Manage HR Document ManagementStore and track contracts, ID documents, right-to-work evidence, visa records, payroll forms, pension documents, certificates, P45, P60 and case documents.10Manage Document Template BuilderBuild offer letters, contracts, salary letters, promotion letters, probation letters, warning letters, grievance letters, termination letters and reference letters with merge-field readiness.11Manage Attendance and Time ManagementTrack manual attendance, web clock-in, breaks, late arrival, early leaving, missing clock-outs, overtime, correction requests and manager approvals.12Manage Timesheet ManagementManage daily, weekly, monthly, project-based and department-based timesheets with overtime, break deductions, approval and payroll lock controls.13Manage Shift and Rota ManagementCreate shift templates, weekly rotas, monthly rotas, open shifts, shift swaps, rota publishing, absence conflict warnings and employee notifications.14Manage Leave and Holiday ManagementManage annual leave, sick leave, unpaid leave, statutory leave, compassionate leave, study leave, public holidays, TOIL, carry-forward and payroll impact.15Manage Sickness and Absence ManagementRecord sickness absence, self-certification, fit notes, return-to-work interviews, absence triggers, HR review workflow and SSP readiness.16Manage Payroll ManagementManage salaried and hourly pay, payroll periods, overtime, bonuses, expenses, deductions, statutory pay, pensions, PAYE, NI, student loans and approval workflow.17Manage Payslip GenerationGenerate payslip records with company details, employee details, pay period, gross pay, deductions, PAYE, NI, pension, net pay and year-to-date figures.18Manage HMRC RTI Submission FrameworkPrepare RTI-ready payroll records for FPS and EPS workflows, validation, employer references, employee payroll IDs, submission statuses, errors and audit trail.19Manage HMRC API / PAYE RTI IntegrationManage HMRC developer/test setup, secure credential readiness, test submission workflow, response handling, duplicate protection and live-submission approval controls.20Manage RTI DashboardMonitor current payroll period, FPS status, EPS status, accepted submissions, rejected submissions, employees included, exclusions, errors and response messages.21Manage Pension ManagementManage pension providers, auto-enrolment status, eligible jobholders, opt-in, opt-out, postponement, employee and employer contributions and re-enrolment reminders.22Manage Expenses and ClaimsAllow employees to submit claims, categories, receipts, mileage, manager approval, finance approval, rejection reasons, payment status and payroll inclusion options.23Manage Performance ManagementManage probation reviews, quarterly reviews, annual appraisals, objectives, KPIs, comments, ratings, development plans and review reminders.24Manage Training and CertificationTrack training courses, employee assignments, completion status, certificates, expiry dates, renewals, mandatory training flags, provider records and training costs.25Manage Disciplinary and Grievance ManagementManage disciplinary, grievance, investigation, warning, suspension, appeal and workplace concern cases with evidence, notes, outcomes and restricted access.26Manage Employee Self-Service PortalEmployees can access profiles, payslips, leave requests, leave balances, expenses, documents, onboarding, rota, clock-in, timesheets, policies and training assignments.27Manage Manager PortalManagers can view team members, approve leave, timesheets, expenses and shift swaps, review attendance exceptions, team rotas, performance comments and alerts.28Manage Company Policies and AnnouncementsManage policy uploads, categories, version control, mandatory acknowledgements, read receipts, review dates, announcements and archives.29Manage Notifications and Email AlertsConfigure automated email and in-system notifications for employees, managers, HR, payroll, finance and administrators across every HR trigger.30Manage Reporting and AnalyticsGenerate reports for employees, starters, leavers, absence, leave balances, attendance, overtime, payroll, PAYE, NI, pension, RTI, expenses, training, documents and audit.31Manage Audit Trail and ComplianceRecord logins, employee changes, payroll changes, RTI preparation, document uploads, attendance edits, leave approvals, settings changes and manual overrides.32Manage Roles and PermissionsControl access for super admin, company admin, HR, payroll, finance, managers, employees, auditors, read-only users and confidential HR cases.33Manage System SettingsConfigure company profile, PAYE references, payroll frequency, payroll calendar, tax year, departments, job titles, leave types, attendance rules, pension provider, email templates and security settings.34Manage Security and Data ProtectionProtect sensitive employee data, payroll details, NI numbers, bank information and RTI credentials using access controls, session security, upload validation, audit logs and retention rules.35Start an employee onboarding caseCreate or resume the encrypted six-step onboarding case for a new starter.36Complete onboarding personal identity and contact detailsRecord the starter’s identity, contact, address, birth and emergency-contact information.37Record the primary identity documentRecord the verified document type, number and expiry used for onboarding identity controls.38Complete employment particularsRecord job, department, manager, start date, contract, pay, location, pattern, probation, notice and holiday particulars.39Record a right-to-work checkRecord the check date, method, category, result, evidence reference and exact work restrictions.40Record time-limited work permissionCapture permission validity, expiry and share-code expiry so later reviews can be scheduled.41Record student work controlsCapture education dates, term dates, weekly limits, other-employer hours and the exact permission restrictions.42Validate onboarding work restrictionsUnderstand how onboarding restrictions can block conflicting rota or timesheet activity.43Complete HMRC starter preparationRecord P45 availability, starter declaration, NI number, student loan and postgraduate loan readiness values.44Record P45 and starter declaration detailsChoose the actual P45 or starter statement and record the leaving date when applicable.45Record encrypted payment instructionsCapture account name, sort code and account number in the protected onboarding payload.46Prepare the workplace pension assessmentRecord the preliminary assessment status and any formally used postponement date.47Record DBS readinessRecord whether the role is eligible for a DBS check, its level and evidence or application reference.48Record reasonable-adjustment readinessCapture restricted adjustment notes, equipment, system access and mandatory-training requirements.49Complete onboarding governance controlsConfirm privacy information, written statement, health and safety induction, policies and the administrator declaration.50Save an onboarding draftSave incomplete onboarding information without submitting it for HR review.51Use onboarding autosave safelyUnderstand how the module saves the current step and row version while the case remains open.52Submit onboarding for HR reviewValidate all required step data and move the case from draft to the review queue.53Request changes to an onboarding caseReturn a submitted case with a decision note describing the missing or inconsistent evidence.54Reject an onboarding caseReject a case that cannot proceed and record the decision reason.55Approve and finalise onboardingApprove the case, create the supported operational records and retain the onboarding decisions and audit trail.56Understand automatic employee numbersUnderstand the module’s prefix, year and sequence-based employee-code generation and duplicate checks.57Troubleshoot onboarding validationUse the step-specific validation response to correct missing dates, evidence, restrictions or governance confirmations.58Create an employee in People OperationsCreate the implemented employee master record used by the phase-four operational registers.59Update an employee operational statusChange the implemented employee status and confirm the employee register and audit trail.60Upload a People Operations employee documentUpload a protected employee document from the employee operations workspace.61Download a People Operations employee documentUse the protected module endpoint to download an employee document.62Submit leave from People OperationsCreate a leave request connected to the selected employee.63Approve or reject People Operations leaveRecord the approval decision for a phase-four leave request.64Review People Operations audit and email logsReview employee, document and leave actions together with the module’s email alert records.65Create an HR document categoryCreate a reusable active category for protected employee documents.66Upload a secure HR documentValidate and store a protected employee file in the secure document register.67Understand supported HR document filesUse the implemented PDF, Word, JPEG and PNG extension and MIME validation controls.68Set document expiry controlMark whether the document requires expiry monitoring and record the verified expiry date.69Download a secure HR documentDownload the protected file and create the implemented access-log entry.70Withdraw a secure HR documentRemove a document from active use with a withdrawal reason while retaining its record.71Restore a withdrawn HR documentReturn an appropriate withdrawn document to the active register.72Run the document expiry reviewScan active expiring documents and create the supported expiry review and alert activity.73Review the document access logReview who accessed protected HR documents and which action was recorded.74Record an attendance eventRecord an employee clock, attendance or exception event for a work date.75Submit an employee timesheetRecord hours, breaks, description and reference for approval.76Approve or reject a timesheetDecide a pending timesheet with the implemented decision status and note.77Submit an employee leave requestRecord leave type, start, end and reason for the selected employee.78Approve or reject a leave requestDecide a pending leave request and preserve the decision trail.79Understand attendance sources and statusesInterpret work date, event, time, source, status and notes in the attendance register.80Review the time and leave audit trailReview attendance, timesheet and leave actions by entity, staff member and date.81Avoid rota and timesheet work-limit conflictsUnderstand the checks that compare rota or timesheet hours with active onboarding restrictions.