Human resources help index
Browse connected Britixo guides for human resources.
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.02Enable Human Resource Management permissionsAssign view, create, edit, delete, approve, export, payroll, RTI and settings capabilities without giving routine users administrator access.03Understand the Human Resources menuUse the root HR menu, operational workspaces, grouped HR areas and control centres registered by the module.04Use the Enterprise HR DashboardReview workforce, approvals, payroll readiness, document, portal, governance and notification metrics from the module landing page.05Use the HR Command CentreOpen every implemented control centre from one consolidated navigation and health workspace.06Review HR Command Centre route healthCheck whether the implemented HR controller routes required by each operational phase are present.07Review HR Command Centre file healthCheck the implemented controller, helper, view and installer files used by the module control centres.08Review HR Command Centre database healthInterpret module-owned table counts and health signals without changing unrelated application data.09Understand the HR dashboard redirectUnderstand why authorised HR users are redirected from the standard admin dashboard to the Human Resources dashboard.10Understand HRM cron automationUnderstand how the module runs its existing notification scheduler after the host application cron completes.11Use HRM dashboard widget metricsReview the module metric endpoint and consolidated counts used by the HR command-centre widget.12Troubleshoot a hidden Human Resources menuDiagnose missing HR navigation by checking administrator status, view permission, module activation and registered routes.13Create 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.14Edit a record in an HR work areaUpdate the title, description, status, priority, dates, amount and implemented custom fields of an existing HR record.15Update an HR record statusMove an HR record to one of the implemented enterprise statuses and verify the audit entry.16Delete an HR record safelyRemove one shared workspace record using the HR delete capability while retaining the appropriate audit evidence.17Understand HR record statusesUse draft, pending, approved, rejected, active, completed, locked and archived states consistently.18Understand HR record prioritiesUse low, normal, high and critical priority without confusing priority with approval or legal risk.19Understand HR workspace groupsNavigate the nine implemented groups covering core HR, hiring, time, payroll, benefits, talent, portals, communications and governance.20Manage Employee ManagementManage employee personal details, employment details, payroll profile, emergency contacts, right-to-work status, probation, leave entitlement and audit history.21Manage Recruitment and Applicant TrackingCreate vacancies, track candidates, record interviews, score applicants, manage offers, rejection templates and convert successful candidates into employees.22Manage Employee OnboardingManage starter forms, right-to-work uploads, contracts, policy acknowledgements, training checklist, equipment allocation and payroll setup approvals.23Manage HR Document ManagementStore and track contracts, ID documents, right-to-work evidence, visa records, payroll forms, pension documents, certificates, P45, P60 and case documents.24Manage 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.25Manage Attendance and Time ManagementTrack manual attendance, web clock-in, breaks, late arrival, early leaving, missing clock-outs, overtime, correction requests and manager approvals.26Manage Timesheet ManagementManage daily, weekly, monthly, project-based and department-based timesheets with overtime, break deductions, approval and payroll lock controls.27Manage Shift and Rota ManagementCreate shift templates, weekly rotas, monthly rotas, open shifts, shift swaps, rota publishing, absence conflict warnings and employee notifications.28Manage Leave and Holiday ManagementManage annual leave, sick leave, unpaid leave, statutory leave, compassionate leave, study leave, public holidays, TOIL, carry-forward and payroll impact.29Manage Sickness and Absence ManagementRecord sickness absence, self-certification, fit notes, return-to-work interviews, absence triggers, HR review workflow and SSP readiness.30Manage Payroll ManagementManage salaried and hourly pay, payroll periods, overtime, bonuses, expenses, deductions, statutory pay, pensions, PAYE, NI, student loans and approval workflow.31Manage Payslip GenerationGenerate payslip records with company details, employee details, pay period, gross pay, deductions, PAYE, NI, pension, net pay and year-to-date figures.32Manage 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.33Manage HMRC API / PAYE RTI IntegrationManage HMRC developer/test setup, secure credential readiness, test submission workflow, response handling, duplicate protection and live-submission approval controls.34Manage RTI DashboardMonitor current payroll period, FPS status, EPS status, accepted submissions, rejected submissions, employees included, exclusions, errors and response messages.35Manage Pension ManagementManage pension providers, auto-enrolment status, eligible jobholders, opt-in, opt-out, postponement, employee and employer contributions and re-enrolment reminders.36Manage Expenses and ClaimsAllow employees to submit claims, categories, receipts, mileage, manager approval, finance approval, rejection reasons, payment status and payroll inclusion options.37Manage Performance ManagementManage probation reviews, quarterly reviews, annual appraisals, objectives, KPIs, comments, ratings, development plans and review reminders.38Manage Training and CertificationTrack training courses, employee assignments, completion status, certificates, expiry dates, renewals, mandatory training flags, provider records and training costs.39Manage Disciplinary and Grievance ManagementManage disciplinary, grievance, investigation, warning, suspension, appeal and workplace concern cases with evidence, notes, outcomes and restricted access.40Manage Employee Self-Service PortalEmployees can access profiles, payslips, leave requests, leave balances, expenses, documents, onboarding, rota, clock-in, timesheets, policies and training assignments.41Manage Manager PortalManagers can view team members, approve leave, timesheets, expenses and shift swaps, review attendance exceptions, team rotas, performance comments and alerts.42Manage Company Policies and AnnouncementsManage policy uploads, categories, version control, mandatory acknowledgements, read receipts, review dates, announcements and archives.43Manage Notifications and Email AlertsConfigure automated email and in-system notifications for employees, managers, HR, payroll, finance and administrators across every HR trigger.44Manage Reporting and AnalyticsGenerate reports for employees, starters, leavers, absence, leave balances, attendance, overtime, payroll, PAYE, NI, pension, RTI, expenses, training, documents and audit.45Manage Audit Trail and ComplianceRecord logins, employee changes, payroll changes, RTI preparation, document uploads, attendance edits, leave approvals, settings changes and manual overrides.46Manage Roles and PermissionsControl access for super admin, company admin, HR, payroll, finance, managers, employees, auditors, read-only users and confidential HR cases.47Manage 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.48Manage 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.49Create an employee in People OperationsCreate the implemented employee master record used by the phase-four operational registers.50Update an employee operational statusChange the implemented employee status and confirm the employee register and audit trail.51Upload a People Operations employee documentUpload a protected employee document from the employee operations workspace.52Download a People Operations employee documentUse the protected module endpoint to download an employee document.53Submit leave from People OperationsCreate a leave request connected to the selected employee.54Approve or reject People Operations leaveRecord the approval decision for a phase-four leave request.55Review People Operations audit and email logsReview employee, document and leave actions together with the module’s email alert records.