Human Resource Management

Human Resource Management v1.3.0 release overview

Human Resource Management v1.3.0 release overviewReview the exact v1.2.0 automated rota and v1.3.0 employee-record maintenance capabilities added to the existing HRM module.

Upgrade Human Resource Management to version 1.3.0

Upgrade Human Resource Management to version 1.3.0Replace the module with the supplied v1.3.0 code and run its portable tenant database upgrade without altering unrelated modules or tenant databases.

Run the HRM v1.3.0 database upgrade

Run the HRM v1.3.0 database upgradeApply the module-owned schema reconciliation for the current tenant through the standard module upgrade action.

Understand HRM migration 120

Understand HRM migration 120Understand the v1.2.0 tenant schema reconciliation that installs Workforce Rota & Notifications.

Understand HRM migration 130

Understand HRM migration 130Understand the v1.3.0 tenant schema reconciliation for authoritative employee records, controlled amendments and document versioning.

Verify Human Resource Management v1.3.0 after upgrade

Verify Human Resource Management v1.3.0 after upgradeRun a focused post-upgrade verification covering menus, tables, record changes, document versions and rota automation.

Understand HRM v1.3.0 tenant scope

Understand HRM v1.3.0 tenant scopeUnderstand how install and migration code applies schema changes to the current SaaS tenant while preserving other tenants.

Troubleshoot the HRM v1.3.0 upgrade

Troubleshoot the HRM v1.3.0 upgradeDiagnose missing migrations, stale menus, missing tables or incomplete backfill without changing unrelated application files.

Use the Employee Record Centre

Use the Employee Record CentreMaintain the current authoritative operational employee record, approve controlled changes, manage document versions and review synchronisation.

Search the Employee Record Centre register

Search the Employee Record Centre registerFind an employee record using the browser search fields exposed by the v1.3.0 Employee Register.

Open a current employee record

Open a current employee recordOpen the authoritative v1.3.0 record and verify its version, linked profile and evidence before editing.

Understand the Employee Record Centre tabs

Understand the Employee Record Centre tabsUse each v1.3.0 tab for its intended record, approval, document, history or automation task.

Understand Employee Record Centre permissions

Understand Employee Record Centre permissionsApply the exact v1.3.0 capability gates for viewing records, editing data, approving protected changes and downloading versions.

Edit a current employee record

Edit a current employee recordChange v1.3.0 operational employee data with a mandatory reason, optimistic row-version check and automatic synchronisation.

Employee Record Centre complete field reference

Employee Record Centre complete field referenceReview all 117 code-defined fields, required flags, sensitive controls and select options in v1.3.0.

Complete Personal & Contact employee fields

Complete Personal & Contact employee fieldsEnter every personal & contact field using the exact types, required flags and options defined in HRM v1.3.0.

Complete Employment employee fields

Complete Employment employee fieldsEnter every employment field using the exact types, required flags and options defined in HRM v1.3.0.

Complete Right to Work & Restrictions employee fields

Complete Right to Work & Restrictions employee fieldsEnter every right to work & restrictions field using the exact types, required flags and options defined in HRM v1.3.0.

Complete Payroll, Tax & Pension employee fields

Complete Payroll, Tax & Pension employee fieldsEnter every payroll, tax & pension field using the exact types, required flags and options defined in HRM v1.3.0.

Complete Screening & Readiness employee fields

Complete Screening & Readiness employee fieldsEnter every screening & readiness field using the exact types, required flags and options defined in HRM v1.3.0.

Complete Governance & Declarations employee fields

Complete Governance & Declarations employee fieldsEnter every governance & declarations field using the exact types, required flags and options defined in HRM v1.3.0.

Validate Employee Record Centre changes

Validate Employee Record Centre changesUnderstand every cross-field and uniqueness validation applied before a v1.3.0 employee amendment is accepted.

Understand sensitive Employee Record Centre fields

Understand sensitive Employee Record Centre fieldsIdentify the v1.3.0 fields that trigger controlled approval and prevent protected values from appearing in ordinary notifications.

Submit a controlled employee amendment

Submit a controlled employee amendmentSend a sensitive v1.3.0 employee change to the Approval Queue with encrypted payload, changed-field list and reason.

Approve and apply an employee change request

Approve and apply an employee change requestApprove a pending controlled amendment, revalidate it and synchronise the authoritative v1.3.0 employee record.

Reject an employee change request

Reject an employee change requestReject a pending v1.3.0 controlled amendment with a mandatory reason while preserving its evidence.

Resolve a stale Employee Record Centre version

Resolve a stale Employee Record Centre versionReload an employee record when another user has saved a newer v1.3.0 row version.

Resolve an employee change-request hash conflict

Resolve an employee change-request hash conflictHandle a pending approval whose source employee record changed after the request was submitted.

Review Employee Record Centre change history

Review Employee Record Centre change historyAudit every v1.3.0 amendment request, decision and application result for one employee.

Review Employee Record Centre automation logs

Review Employee Record Centre automation logsCheck each v1.3.0 synchronisation target, target record ID, success/failure status and details.

Understand automatic Employee Record Centre synchronisation

Understand automatic Employee Record Centre synchronisationUnderstand how the v1.3.0 authoritative record updates linked HR profile, master employee, restrictions, staff and portal contact data.

Understand original onboarding evidence preservation

Understand original onboarding evidence preservationDistinguish immutable onboarding evidence from the editable v1.3.0 authoritative operational employee record.

Understand encrypted Employee Record Centre storage

Understand encrypted Employee Record Centre storageUnderstand the protected v1.3.0 payload, IV, authentication tag and hash used for authoritative employee records and change requests.

Add an employee document from the Employee Record Centre

Add an employee document from the Employee Record CentreOpen the existing Secure Documents workflow from the v1.3.0 employee Documents tab.

Replace an employee document and create a new version

Replace an employee document and create a new versionUpload a validated replacement while retaining the previous v1.3.0 document version.

Edit employee document metadata

Edit employee document metadataUpdate title, type, reference, dates and notes for the current v1.3.0 document version with a required reason.

Withdraw an employee document version

Withdraw an employee document versionMark the current v1.3.0 document/version withdrawn with a reason without deleting its file or history.

Restore an employee document version

Restore an employee document versionRestore the latest v1.3.0 document version to active status after an authorised review.

Download an employee document version

Download an employee document versionDownload the current or historical v1.3.0 document file through the permission-protected version endpoint.

Review employee document version history

Review employee document version historyAudit every active, superseded and withdrawn version retained by HRM v1.3.0.

Understand Employee Record Centre document validation

Understand Employee Record Centre document validationReview the code-backed v1.3.0 file, MIME, date and rollback controls used for replacement documents.

Review Employee Record Centre database tables

Review Employee Record Centre database tablesUnderstand the v1.3.0 tenant tables and columns used for authoritative records, approvals, versions and sync evidence.

Verify existing employee and document backfill after v1.3.0

Verify existing employee and document backfill after v1.3.0Confirm migration 130 linked compatible employee data and created initial document versions without deleting source records.

Troubleshoot the Employee Record Centre

Troubleshoot the Employee Record CentreResolve missing employees, stale versions, validation errors, pending approvals, failed syncs and document-version problems in v1.3.0.

Synchronise employee profile and master records

Synchronise employee profile and master recordsUnderstand how an applied v1.3.0 authoritative record updates the linked employee profile and master employee record.

Synchronise linked staff and portal contact details

Synchronise linked staff and portal contact detailsUnderstand how v1.3.0 updates linked staff/contact identity details when the profile contains those relationships.

Synchronise Right to Work and student restrictions

Synchronise Right to Work and student restrictionsApply v1.3.0 Right to Work, term-date and student-hours changes to the active operational restriction used by rota validation.

Understand the employee-record RTW transition notification

Understand the employee-record RTW transition notificationUnderstand when an applied v1.3.0 record change triggers the safe operations email for newly verified Right to Work.

Workforce Rota & Notifications overview

Workforce Rota & Notifications overviewUse the v1.2/v1.3 code-backed rota workspace for settings, employee availability, compliant shift building, distribution, amendments, cancellations and logs.

Enable Workforce Rota & Notifications permissions

Enable Workforce Rota & Notifications permissionsAssign the exact HRM capabilities used by the rota settings, availability, builder, distribution and cancellation actions.

Configure rota notification recipients

Configure rota notification recipientsSet the code-backed email lists and employee-recipient option used for standard, amendment and cancellation messages.

Configure automatic Right to Work completion notifications

Configure automatic Right to Work completion notificationsNotify operations safely when an employee becomes eligible for rota planning after a verified Right to Work outcome.

Configure weekly automatic rota distribution

Configure weekly automatic rota distributionSet the weekday/time used by the host cron to distribute the marked rota for the next Monday.

Configure rota builder defaults

Configure rota builder defaultsSet the default shift times, break and location used when adding v1.3.0 rota rows.

Understand rota-eligible employees

Understand rota-eligible employeesUnderstand why the v1.3.0 employee selector includes only active profiles with a verified/approved/valid/complete Right to Work status.

Troubleshoot an employee missing from the rota list

Troubleshoot an employee missing from the rota listResolve active-profile, onboarding, email or Right to Work eligibility reasons that exclude an employee from v1.3.0 rota selection.

Record employee rota availability

Record employee rota availabilityCreate or update the unique employee/date availability record used by v1.3.0 shift validation.

Update employee rota availability

Update employee rota availabilityReplace the stored v1.3.0 availability status/window for the same employee and date.

Delete employee rota availability

Delete employee rota availabilityRemove one v1.3.0 availability row when the record is no longer valid.

Understand rota availability rules

Understand rota availability rulesApply the exact v1.3.0 unavailable and available-window checks used while parsing shift rows.

Create a workforce rota

Create a workforce rotaBuild one Monday-to-Sunday rota with eligible employees and code-backed compliance validation.

Use the quick weekly rota pattern

Use the quick weekly rota patternAdd the same employee, times, break and role to selected weekdays in the v1.3.0 rota builder.

Add one workforce rota shift

Add one workforce rota shiftAppend a single shift row using the v1.3.0 builder defaults.

Complete workforce rota header fields

Complete workforce rota header fieldsEnter every v1.3.0 rota-level field and the amendment reason when editing a previously distributed version.

Complete workforce rota shift fields

Complete workforce rota shift fieldsEnter every v1.3.0 shift-row value and understand its exact validation.

Understand workforce rota week boundaries

Understand workforce rota week boundariesKeep every v1.3.0 shift date within the selected seven-day rota period.

Create an overnight workforce rota shift

Create an overnight workforce rota shiftUse different end/start times where the v1.3.0 hours and overlap functions treat an end time at or before start as the following day.

Understand workforce rota break validation

Understand workforce rota break validationKeep v1.3.0 break minutes within range and below the total shift duration.

Understand approved leave rota blocking

Understand approved leave rota blockingAvoid scheduling an employee on a date covered by an approved HRM leave request.

Understand existing rota overlap checks

Understand existing rota overlap checksPrevent an employee from holding overlapping shifts in another non-cancelled/non-archived rota.

Understand overlapping shifts in the same rota

Understand overlapping shifts in the same rotaPrevent two submitted v1.3.0 rows for the same employee/date from overlapping each other.

Understand student term-time rota limits

Understand student term-time rota limitsKeep proposed plus existing rota hours within the verified weekly limit after declared external hours.

Save a workforce rota draft

Save a workforce rota draftStore a validated v1.3.0 rota without emailing recipients.

Publish and notify a workforce rota

Publish and notify a workforce rotaSave a valid v1.3.0 rota as published and immediately send it to resolved recipients.

Schedule a workforce rota once

Schedule a workforce rota onceStore a v1.3.0 rota for one future distribution date/time processed by the host cron.

Mark a rota for weekly automatic send

Mark a rota for weekly automatic sendStore the next-Monday v1.3.0 rota as the weekly target for configured cron distribution.

Amend a distributed workforce rota

Amend a distributed workforce rotaChange an already sent v1.3.0 rota with a required reason, new version, change summary and amendment notification.

Understand workforce rota versioning and change summaries

Understand workforce rota versioning and change summariesUnderstand v1.3.0 version increments, snapshots and affected-employee calculation for amendments.

Copy a workforce rota to next week

Copy a workforce rota to next weekClone a v1.3.0 rota and shift pattern into a new following-week draft without distribution history.

Send a workforce rota now

Send a workforce rota nowDistribute the current v1.3.0 rota version immediately from the register.

Cancel a workforce rota and notify recipients

Cancel a workforce rota and notify recipientsMark a v1.3.0 rota cancelled, increment its version and send a cancellation message.

Understand workforce rota recipient resolution

Understand workforce rota recipient resolutionUnderstand exactly how v1.3.0 builds recipient lists for normal, amendment, cancellation and RTW-completion events.

Review workforce rota delivery logs

Review workforce rota delivery logsAudit per-recipient v1.3.0 rota and RTW email attempts, statuses and errors.

Review workforce rota audit logs

Review workforce rota audit logsAudit settings, availability, rota create/update/copy/distribute/cancel and RTW notification events.

Understand workforce rota email content and privacy

Understand workforce rota email content and privacyReview the v1.3.0 published, weekly, amendment, cancellation and RTW email headings while keeping protected HR data out of messages.

Understand workforce rota cron processing

Understand workforce rota cron processingUnderstand the v1.3.0 after_cron_run hook, 15-minute throttle, due one-time queue and weekly target processing.

Troubleshoot a scheduled workforce rota not sent

Troubleshoot a scheduled workforce rota not sentDiagnose host cron, timing, target week, version, recipient and status conditions that prevent v1.3.0 distribution.

Troubleshoot workforce rota validation

Troubleshoot workforce rota validationCorrect the exact shift, employee, availability, leave, overlap, break, date or student-limit rule named by v1.3.0.

Review workforce rota database tables

Review workforce rota database tablesUnderstand the v1.2.0/v1.3.0 tenant tables used for settings, availability, rotas, shifts, delivery and audit.

Understand workforce rota statuses and distribution modes

Understand workforce rota statuses and distribution modesDistinguish the v1.3.0 saved status from the selected distribution mode and last-distributed version.

Understand workforce rota register and log limits

Understand workforce rota register and log limitsKnow the v1.3.0 helper/controller limits when reviewing rota, availability, delivery and audit rows.

Understand updated HRM v1.3.0 cron automation

Understand updated HRM v1.3.0 cron automationUnderstand how one throttled module hook now runs notification scanning, queue processing and due rota distributions.

Verify HRM v1.3.0 cron automation

Verify HRM v1.3.0 cron automationTest notification and rota cron paths after upgrading the module.

Troubleshoot HRM v1.3.0 cron automation

Troubleshoot HRM v1.3.0 cron automationDiagnose missing tables, throttle timing, host cron, mail or due-condition failures without creating a separate server job for the module.

Human Resource Management module overview

Human 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.

Enable Human Resource Management permissions

Enable Human Resource Management permissionsAssign view, create, edit, delete, approve, export, payroll, RTI and settings capabilities without giving routine users administrator access.

Understand the Human Resources menu

Understand the Human Resources menuUse the root HR menu, operational workspaces, grouped HR areas and control centres registered by the module.

Use the Enterprise HR Dashboard

Use the Enterprise HR DashboardReview workforce, approvals, payroll readiness, document, portal, governance and notification metrics from the module landing page.

Use the HR Command Centre

Use the HR Command CentreOpen every implemented control centre from one consolidated navigation and health workspace.

Review HR Command Centre route health

Review HR Command Centre route healthCheck whether the implemented HR controller routes required by each operational phase are present.

Review HR Command Centre file health

Review HR Command Centre file healthCheck the implemented controller, helper, view and installer files used by the module control centres.

Review HR Command Centre database health

Review HR Command Centre database healthInterpret module-owned table counts and health signals without changing unrelated application data.

Understand the HR dashboard redirect

Understand the HR dashboard redirectUnderstand why authorised HR users are redirected from the standard admin dashboard to the Human Resources dashboard.

Understand HRM cron automation

Understand HRM cron automationUnderstand how the module runs its existing notification scheduler after the host application cron completes.

Use HRM dashboard widget metrics

Use HRM dashboard widget metricsReview the module metric endpoint and consolidated counts used by the HR command-centre widget.

Troubleshoot a hidden Human Resources menu

Troubleshoot a hidden Human Resources menuDiagnose missing HR navigation by checking administrator status, view permission, module activation and registered routes.

Search Employee 360 records

Search Employee 360 recordsUse the dashboard employee search to find the correct employee dossier by supported identity values.

Open an Employee 360 record

Open an Employee 360 recordReview one connected employee dossier across profile, onboarding, documents, time, payroll, payslips, portal, access and audit sections.

Understand restricted Employee 360 sections

Understand restricted Employee 360 sectionsUnderstand why payroll, bank, identity, right-to-work or access information may be masked or unavailable.

Export an Employee 360 PDF

Export an Employee 360 PDFGenerate a professional PDF for the whole dossier or one implemented section.

Export an Employee 360 CSV

Export an Employee 360 CSVGenerate structured CSV rows for the whole dossier or one implemented section.

Create a record in an HR work area

Create 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.

Edit a record in an HR work area

Edit a record in an HR work areaUpdate the title, description, status, priority, dates, amount and implemented custom fields of an existing HR record.

Update an HR record status

Update an HR record statusMove an HR record to one of the implemented enterprise statuses and verify the audit entry.

Export an HR section to CSV

Export an HR section to CSVDownload the implemented shared record fields for one HR work area.

Delete an HR record safely

Delete an HR record safelyRemove one shared workspace record using the HR delete capability while retaining the appropriate audit evidence.

Understand HR record statuses

Understand HR record statusesUse draft, pending, approved, rejected, active, completed, locked and archived states consistently.

Understand HR record priorities

Understand HR record prioritiesUse low, normal, high and critical priority without confusing priority with approval or legal risk.

Understand HR workspace groups

Understand HR workspace groupsNavigate the nine implemented groups covering core HR, hiring, time, payroll, benefits, talent, portals, communications and governance.

Manage Employee Management

Manage Employee ManagementManage employee personal details, employment details, payroll profile, emergency contacts, right-to-work status, probation, leave entitlement and audit history.

Manage Recruitment and Applicant Tracking

Manage Recruitment and Applicant TrackingCreate vacancies, track candidates, record interviews, score applicants, manage offers, rejection templates and convert successful candidates into employees.

Manage Employee Onboarding

Manage Employee OnboardingManage starter forms, right-to-work uploads, contracts, policy acknowledgements, training checklist, equipment allocation and payroll setup approvals.

Manage HR Document Management

Manage HR Document ManagementStore and track contracts, ID documents, right-to-work evidence, visa records, payroll forms, pension documents, certificates, P45, P60 and case documents.

Manage Document Template Builder

Manage 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.

Manage Attendance and Time Management

Manage Attendance and Time ManagementTrack manual attendance, web clock-in, breaks, late arrival, early leaving, missing clock-outs, overtime, correction requests and manager approvals.

Manage Timesheet Management

Manage Timesheet ManagementManage daily, weekly, monthly, project-based and department-based timesheets with overtime, break deductions, approval and payroll lock controls.

Manage Shift and Rota Management

Manage Shift and Rota ManagementCreate shift templates, weekly rotas, monthly rotas, open shifts, shift swaps, rota publishing, absence conflict warnings and employee notifications.

Manage Leave and Holiday Management

Manage Leave and Holiday ManagementManage annual leave, sick leave, unpaid leave, statutory leave, compassionate leave, study leave, public holidays, TOIL, carry-forward and payroll impact.

Manage Sickness and Absence Management

Manage Sickness and Absence ManagementRecord sickness absence, self-certification, fit notes, return-to-work interviews, absence triggers, HR review workflow and SSP readiness.

Manage Payroll Management

Manage Payroll ManagementManage salaried and hourly pay, payroll periods, overtime, bonuses, expenses, deductions, statutory pay, pensions, PAYE, NI, student loans and approval workflow.

Manage Payslip Generation

Manage Payslip GenerationGenerate payslip records with company details, employee details, pay period, gross pay, deductions, PAYE, NI, pension, net pay and year-to-date figures.

Manage HMRC RTI Submission Framework

Manage 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.

Manage HMRC API / PAYE RTI Integration

Manage HMRC API / PAYE RTI IntegrationManage HMRC developer/test setup, secure credential readiness, test submission workflow, response handling, duplicate protection and live-submission approval controls.

Manage RTI Dashboard

Manage RTI DashboardMonitor current payroll period, FPS status, EPS status, accepted submissions, rejected submissions, employees included, exclusions, errors and response messages.

Manage Pension Management

Manage Pension ManagementManage pension providers, auto-enrolment status, eligible jobholders, opt-in, opt-out, postponement, employee and employer contributions and re-enrolment reminders.

Manage Expenses and Claims

Manage Expenses and ClaimsAllow employees to submit claims, categories, receipts, mileage, manager approval, finance approval, rejection reasons, payment status and payroll inclusion options.

Manage Performance Management

Manage Performance ManagementManage probation reviews, quarterly reviews, annual appraisals, objectives, KPIs, comments, ratings, development plans and review reminders.

Manage Training and Certification

Manage Training and CertificationTrack training courses, employee assignments, completion status, certificates, expiry dates, renewals, mandatory training flags, provider records and training costs.

Manage Disciplinary and Grievance Management

Manage Disciplinary and Grievance ManagementManage disciplinary, grievance, investigation, warning, suspension, appeal and workplace concern cases with evidence, notes, outcomes and restricted access.

Manage Employee Self-Service Portal

Manage Employee Self-Service PortalEmployees can access profiles, payslips, leave requests, leave balances, expenses, documents, onboarding, rota, clock-in, timesheets, policies and training assignments.

Manage Manager Portal

Manage Manager PortalManagers can view team members, approve leave, timesheets, expenses and shift swaps, review attendance exceptions, team rotas, performance comments and alerts.

Manage Company Policies and Announcements

Manage Company Policies and AnnouncementsManage policy uploads, categories, version control, mandatory acknowledgements, read receipts, review dates, announcements and archives.

Manage Notifications and Email Alerts

Manage Notifications and Email AlertsConfigure automated email and in-system notifications for employees, managers, HR, payroll, finance and administrators across every HR trigger.

Manage Reporting and Analytics

Manage Reporting and AnalyticsGenerate reports for employees, starters, leavers, absence, leave balances, attendance, overtime, payroll, PAYE, NI, pension, RTI, expenses, training, documents and audit.

Manage Audit Trail and Compliance

Manage Audit Trail and ComplianceRecord logins, employee changes, payroll changes, RTI preparation, document uploads, attendance edits, leave approvals, settings changes and manual overrides.

Manage Roles and Permissions

Manage Roles and PermissionsControl access for super admin, company admin, HR, payroll, finance, managers, employees, auditors, read-only users and confidential HR cases.

Manage System Settings

Manage 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.

Manage Security and Data Protection

Manage 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.

Start an employee onboarding case

Start an employee onboarding caseCreate or resume the encrypted six-step onboarding case for a new starter.

Complete onboarding personal identity and contact details

Complete onboarding personal identity and contact detailsRecord the starter’s identity, contact, address, birth and emergency-contact information.

Record the primary identity document

Record the primary identity documentRecord the verified document type, number and expiry used for onboarding identity controls.

Complete employment particulars

Complete employment particularsRecord job, department, manager, start date, contract, pay, location, pattern, probation, notice and holiday particulars.

Record a right-to-work check

Record a right-to-work checkRecord the check date, method, category, result, evidence reference and exact work restrictions.

Record time-limited work permission

Record time-limited work permissionCapture permission validity, expiry and share-code expiry so later reviews can be scheduled.

Record student work controls

Record student work controlsCapture education dates, term dates, weekly limits, other-employer hours and the exact permission restrictions.

Validate onboarding work restrictions

Validate onboarding work restrictionsUnderstand how onboarding restrictions can block conflicting rota or timesheet activity.

Complete HMRC starter preparation

Complete HMRC starter preparationRecord P45 availability, starter declaration, NI number, student loan and postgraduate loan readiness values.

Record P45 and starter declaration details

Record P45 and starter declaration detailsChoose the actual P45 or starter statement and record the leaving date when applicable.

Record encrypted payment instructions

Record encrypted payment instructionsCapture account name, sort code and account number in the protected onboarding payload.

Prepare the workplace pension assessment

Prepare the workplace pension assessmentRecord the preliminary assessment status and any formally used postponement date.

Record DBS readiness

Record DBS readinessRecord whether the role is eligible for a DBS check, its level and evidence or application reference.

Record reasonable-adjustment readiness

Record reasonable-adjustment readinessCapture restricted adjustment notes, equipment, system access and mandatory-training requirements.

Complete onboarding governance controls

Complete onboarding governance controlsConfirm privacy information, written statement, health and safety induction, policies and the administrator declaration.

Save an onboarding draft

Save an onboarding draftSave incomplete onboarding information without submitting it for HR review.

Use onboarding autosave safely

Use onboarding autosave safelyUnderstand how the module saves the current step and row version while the case remains open.

Submit onboarding for HR review

Submit onboarding for HR reviewValidate all required step data and move the case from draft to the review queue.

Request changes to an onboarding case

Request changes to an onboarding caseReturn a submitted case with a decision note describing the missing or inconsistent evidence.

Reject an onboarding case

Reject an onboarding caseReject a case that cannot proceed and record the decision reason.

Approve and finalise onboarding

Approve and finalise onboardingApprove the case, create the supported operational records and retain the onboarding decisions and audit trail.

Understand automatic employee numbers

Understand automatic employee numbersUnderstand the module’s prefix, year and sequence-based employee-code generation and duplicate checks.

Troubleshoot onboarding validation

Troubleshoot onboarding validationUse the step-specific validation response to correct missing dates, evidence, restrictions or governance confirmations.

Create an employee in People Operations

Create an employee in People OperationsCreate the implemented employee master record used by the phase-four operational registers.

Update an employee operational status

Update an employee operational statusChange the implemented employee status and confirm the employee register and audit trail.

Upload a People Operations employee document

Upload a People Operations employee documentUpload a protected employee document from the employee operations workspace.

Download a People Operations employee document

Download a People Operations employee documentUse the protected module endpoint to download an employee document.

Submit leave from People Operations

Submit leave from People OperationsCreate a leave request connected to the selected employee.

Approve or reject People Operations leave

Approve or reject People Operations leaveRecord the approval decision for a phase-four leave request.

Review People Operations audit and email logs

Review People Operations audit and email logsReview employee, document and leave actions together with the module’s email alert records.

Create an HR document category

Create an HR document categoryCreate a reusable active category for protected employee documents.

Upload a secure HR document

Upload a secure HR documentValidate and store a protected employee file in the secure document register.

Understand supported HR document files

Understand supported HR document filesUse the implemented PDF, Word, JPEG and PNG extension and MIME validation controls.

Set document expiry control

Set document expiry controlMark whether the document requires expiry monitoring and record the verified expiry date.

Download a secure HR document

Download a secure HR documentDownload the protected file and create the implemented access-log entry.

Withdraw a secure HR document

Withdraw a secure HR documentRemove a document from active use with a withdrawal reason while retaining its record.

Restore a withdrawn HR document

Restore a withdrawn HR documentReturn an appropriate withdrawn document to the active register.

Run the document expiry review

Run the document expiry reviewScan active expiring documents and create the supported expiry review and alert activity.

Review the document access log

Review the document access logReview who accessed protected HR documents and which action was recorded.

Record an attendance event

Record an attendance eventRecord an employee clock, attendance or exception event for a work date.

Submit an employee timesheet

Submit an employee timesheetRecord hours, breaks, description and reference for approval.

Approve or reject a timesheet

Approve or reject a timesheetDecide a pending timesheet with the implemented decision status and note.

Submit an employee leave request

Submit an employee leave requestRecord leave type, start, end and reason for the selected employee.

Approve or reject a leave request

Approve or reject a leave requestDecide a pending leave request and preserve the decision trail.

Understand attendance sources and statuses

Understand attendance sources and statusesInterpret work date, event, time, source, status and notes in the attendance register.

Review the time and leave audit trail

Review the time and leave audit trailReview attendance, timesheet and leave actions by entity, staff member and date.

Avoid rota and timesheet work-limit conflicts

Avoid rota and timesheet work-limit conflictsUnderstand the checks that compare rota or timesheet hours with active onboarding restrictions.

Create a payroll draft period

Create a payroll draft periodCreate a weekly, fortnightly, four-weekly or monthly draft period.

Add an employee payroll draft item

Add an employee payroll draft itemAdd an earning, deduction, pension or adjustment item to an open payroll period.

Void a payroll draft item

Void a payroll draft itemVoid an incorrect item with a reason while preserving the audit history.

Build a payroll draft

Build a payroll draftGenerate the implemented employee draft entries from the current open-period items.

Review payroll draft entries

Review payroll draft entriesReview gross, adjustments, deductions, employee pension and draft net values by employee.

Lock a payroll draft period

Lock a payroll draft periodLock an approved internal draft period with a control note.

Unlock a payroll draft period

Unlock a payroll draft periodReopen a locked draft period using an authorised control action.

Understand payroll draft limitations

Understand payroll draft limitationsUnderstand that the draft engine does not provide complete PAYE, NI, statutory-pay or HMRC submission processing.

Review the payroll draft audit trail

Review the payroll draft audit trailReview period, item, build, lock and unlock events.

Build a payslip draft batch

Build a payslip draft batchGenerate employee draft documents from a selected payroll draft period.

Review payslip draft batches

Review payslip draft batchesReview batch reference, source period, generated count, status and creation date.

Preview a payslip draft

Preview a payslip draftOpen the HTML draft preview in a new tab before downloading or publishing.

Download a payslip draft

Download a payslip draftDownload the protected PDF-ready draft document.

Publish a payslip draft

Publish a payslip draftMove a reviewed draft document into the published state.

Withdraw a payslip draft

Withdraw a payslip draftWithdraw an incorrect or superseded document with a reason.

Review the payslip draft audit trail

Review the payslip draft audit trailReview batch generation, preview, download, publication and withdrawal activity.

Configure RTI draft settings

Configure RTI draft settingsStore the employer and validation settings used by the internal RTI readiness framework.

Run RTI draft validation

Run RTI draft validationValidate a selected payroll draft period and create an internal batch of checks.

Review RTI validation batches

Review RTI validation batchesReview the batch, source period, status, number of checks and HMRC-live indicator.

Review RTI validation results

Review RTI validation resultsReview each employee check, severity, status and message.

Mark RTI validation reviewed

Mark RTI validation reviewedRecord a review note and change the batch to its reviewed state.

Understand RTI validation severity

Understand RTI validation severityDistinguish informational, warning and failure results before approving payroll readiness.

Understand that RTI is not live submission

Understand that RTI is not live submissionConfirm that the supplied framework does not submit FPS or EPS and is not HMRC-recognised payroll software.

Review the RTI validation audit trail

Review the RTI validation audit trailReview settings, run and review events by staff member and date.

Create or update employee portal access

Create or update employee portal accessConnect an employee to the implemented portal access role and manager.

Configure portal area permissions

Configure portal area permissionsControl document viewing, payslip viewing and HR request submission separately.

Activate or suspend portal access

Activate or suspend portal accessChange an employee portal-access record between active and suspended.

Assign a manager to an employee

Assign a manager to an employeeCreate a line-manager, HR-manager, department-manager or approver relationship.

Create a portal HR request

Create a portal HR requestCreate a profile, document, leave, timesheet, payroll or general HR request for an employee.

Update a portal request

Update a portal requestMove a request to in progress, resolved, rejected or closed with a decision note.

Preview the employee portal

Preview the employee portalReview the employee profile, access and request data exposed by the implemented preview.

Preview the manager portal

Preview the manager portalReview the manager’s assigned team and portal requests.

Review portal activity logs

Review portal activity logsReview portal access, request and manager-assignment activity by employee, entity, staff and date.

Understand portal governance boundaries

Understand portal governance boundariesUnderstand that the supplied module provides an administrative portal framework and previews, not an independent public employee login route.

Create an HR role profile

Create an HR role profileCreate a named role and risk level for the HR access-control matrix.

Add an HR permission rule

Add an HR permission ruleConnect a role to an implemented HR permission key and access level.

Understand the HR permission catalogue

Understand the HR permission catalogueReview the implemented employee, document, leave, time, payroll, portal, alert, compliance, audit and settings areas.

Assign staff HR access

Assign staff HR accessAssign a role to a staff account with the intended all-module, team, department or specialist scope.

Activate or suspend a staff access assignment

Activate or suspend a staff access assignmentChange the status of an existing role assignment without deleting its history.

Create an HR access review

Create an HR access reviewCreate a periodic review of a role, permission or staff access assignment.

Update an HR access review

Update an HR access reviewMove a review through in progress, completed, rejected or closed with a decision note.

Review access control logs

Review access control logsReview role, permission, assignment and review activity.

Apply least privilege in HRM

Apply least privilege in HRMUse role, permission key, access level and scope together to minimise confidential HR access.

Generate a protected HR export

Generate a protected HR exportCreate a CSV export job for an implemented HR report source.

Choose an HR report source

Choose an HR report sourceSelect employee, document, leave, attendance, timesheet, payroll, payslip, RTI, portal, access or audit data.

Review HR reporting coverage

Review HR reporting coverageReview which implemented source tables are ready and how many rows are available.

Download a protected HR export

Download a protected HR exportDownload a completed export job and increment its controlled download record.

Void a protected HR export

Void a protected HR exportVoid a generated export with a reason while preserving its job and audit history.

Review recent HR activity in Reporting

Review recent HR activity in ReportingReview cross-workspace source, entity and date activity.

Review reporting audit events

Review reporting audit eventsReview export generation, download and void actions.

Save an HR retention policy

Save an HR retention policyCreate or update the review frequency and notes for an implemented HR data area.

Generate an HR archive snapshot

Generate an HR archive snapshotCreate a protected CSV snapshot for one implemented governance area.

Review archive snapshot jobs

Review archive snapshot jobsReview area, row count, status, downloads, hash and creation date.

Download an HR archive snapshot

Download an HR archive snapshotDownload a completed protected archive job.

Void an HR archive snapshot

Void an HR archive snapshotVoid a snapshot with a reason without deleting its source HR records.

Create an HR governance review

Create an HR governance reviewCreate a retention, archive, data-minimisation or audit-integrity review.

Update an HR governance review

Update an HR governance reviewMove a review through in progress, completed, deferred or closed with a decision note.

Review HR governance logs

Review HR governance logsReview policy, archive and governance-review actions.

Understand retention and deletion boundaries

Understand retention and deletion boundariesUnderstand that snapshots and policies support governance review but do not automatically delete employee data.

Save an HR notification rule

Save an HR notification ruleCreate or update an implemented reminder rule, priority and channel.

Understand HR notification rule types

Understand HR notification rule typesReview document, right-to-work, governance, access, leave, timesheet, portal and RTI rule keys.

Pause or activate a notification rule

Pause or activate a notification ruleChange whether an existing rule is included in scheduler scans.

Run the notification scheduler scan

Run the notification scheduler scanManually scan active rules and enqueue due reminder records.

Process the notification queue

Process the notification queueProcess queued reminder items through the implemented channel handling.

Void a notification queue item

Void a notification queue itemVoid an incorrect or no-longer-required queue item with a reason.

Review notification scheduler runs

Review notification scheduler runsReview run type, counts, status, notes and timestamps.

Review notification logs

Review notification logsReview rule, queue, action, entity and message details.

Troubleshoot HR notification automation

Troubleshoot HR notification automationCheck cron, rule status, due dates, queue state, email configuration and logs.

Use the UK Compliance Centre

Use the UK Compliance CentreReview the module’s readiness cards, risks, source links and connected operational routes.

Interpret the UK compliance snapshot

Interpret the UK compliance snapshotReview rule and check counts without treating them as a legal compliance certificate.

Review UK compliance framework items

Review UK compliance framework itemsReview RTI, thresholds, statutory pay, pensions, forms, minimum wage, right to work, working time, employee relations, UK GDPR and security cards.

Use the Email Alert Centre

Use the Email Alert CentreReview automated event templates, recent activity and recipient rules.

Understand HR email alert events

Understand HR email alert eventsReview the implemented core HR, leave, timesheet, expense, payroll, payslip, RTI, document, training, case, attendance, onboarding, policy and repair events.

Review HR email delivery activity

Review HR email delivery activityReview recipient, subject, status, error and date information for recent module emails.

Understand HR email recipient rules

Understand HR email recipient rulesUnderstand how administrator and related record recipients are resolved by the module.

Repair the enterprise HR schema

Repair the enterprise HR schemaRun the module-owned enterprise installer only when an HR schema warning is present.

Repair an HRM phase schema

Repair an HRM phase schemaUse the exact phase-four through phase-fourteen repair endpoint for the affected control centre.

Repair the UK compliance schema

Repair the UK compliance schemaRun the module-owned UK compliance installer when the centre reports missing schema.

Repair the email alert schema

Repair the email alert schemaRun the module-owned email alert installer when the alert centre reports missing schema.

Understand HRM deactivation and uninstall

Understand HRM deactivation and uninstallUnderstand that normal deactivation is non-destructive while explicit uninstall is a separate lifecycle action.

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