Employee help index
Browse connected Britixo guides for employee.
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.
Open guide →GuideSearch Employee 360 records
Search Employee 360 recordsUse the dashboard employee search to find the correct employee dossier by supported identity values.
Open guide →GuideOpen 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.
Open guide →GuideCreate 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.
Open guide →GuideEdit 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.
Open guide →GuideManage Employee Management
Manage Employee ManagementManage employee personal details, employment details, payroll profile, emergency contacts, right-to-work status, probation, leave entitlement and audit history.
Open guide →GuideManage 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.
Open guide →GuideManage Employee Onboarding
Manage Employee OnboardingManage starter forms, right-to-work uploads, contracts, policy acknowledgements, training checklist, equipment allocation and payroll setup approvals.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage Timesheet Management
Manage Timesheet ManagementManage daily, weekly, monthly, project-based and department-based timesheets with overtime, break deductions, approval and payroll lock controls.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage RTI Dashboard
Manage RTI DashboardMonitor current payroll period, FPS status, EPS status, accepted submissions, rejected submissions, employees included, exclusions, errors and response messages.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage Performance Management
Manage Performance ManagementManage probation reviews, quarterly reviews, annual appraisals, objectives, KPIs, comments, ratings, development plans and review reminders.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage Company Policies and Announcements
Manage Company Policies and AnnouncementsManage policy uploads, categories, version control, mandatory acknowledgements, read receipts, review dates, announcements and archives.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideManage 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.
Open guide →GuideStart an employee onboarding case
Start an employee onboarding caseCreate or resume the encrypted six-step onboarding case for a new starter.
Open guide →GuideComplete onboarding personal identity and contact details
Complete onboarding personal identity and contact detailsRecord the starter’s identity, contact, address, birth and emergency-contact information.
Open guide →GuideRecord the primary identity document
Record the primary identity documentRecord the verified document type, number and expiry used for onboarding identity controls.
Open guide →GuideComplete employment particulars
Complete employment particularsRecord job, department, manager, start date, contract, pay, location, pattern, probation, notice and holiday particulars.
Open guide →GuideRecord a right-to-work check
Record a right-to-work checkRecord the check date, method, category, result, evidence reference and exact work restrictions.
Open guide →GuideRecord time-limited work permission
Record time-limited work permissionCapture permission validity, expiry and share-code expiry so later reviews can be scheduled.
Open guide →GuideRecord student work controls
Record student work controlsCapture education dates, term dates, weekly limits, other-employer hours and the exact permission restrictions.
Open guide →GuideValidate onboarding work restrictions
Validate onboarding work restrictionsUnderstand how onboarding restrictions can block conflicting rota or timesheet activity.
Open guide →GuideComplete HMRC starter preparation
Complete HMRC starter preparationRecord P45 availability, starter declaration, NI number, student loan and postgraduate loan readiness values.
Open guide →GuideRecord P45 and starter declaration details
Record P45 and starter declaration detailsChoose the actual P45 or starter statement and record the leaving date when applicable.
Open guide →GuideRecord encrypted payment instructions
Record encrypted payment instructionsCapture account name, sort code and account number in the protected onboarding payload.
Open guide →GuidePrepare the workplace pension assessment
Prepare the workplace pension assessmentRecord the preliminary assessment status and any formally used postponement date.
Open guide →GuideRecord DBS readiness
Record DBS readinessRecord whether the role is eligible for a DBS check, its level and evidence or application reference.
Open guide →GuideRecord reasonable-adjustment readiness
Record reasonable-adjustment readinessCapture restricted adjustment notes, equipment, system access and mandatory-training requirements.
Open guide →GuideComplete onboarding governance controls
Complete onboarding governance controlsConfirm privacy information, written statement, health and safety induction, policies and the administrator declaration.
Open guide →GuideSave an onboarding draft
Save an onboarding draftSave incomplete onboarding information without submitting it for HR review.
Open guide →GuideUse onboarding autosave safely
Use onboarding autosave safelyUnderstand how the module saves the current step and row version while the case remains open.
Open guide →GuideSubmit onboarding for HR review
Submit onboarding for HR reviewValidate all required step data and move the case from draft to the review queue.
Open guide →GuideRequest changes to an onboarding case
Request changes to an onboarding caseReturn a submitted case with a decision note describing the missing or inconsistent evidence.
Open guide →GuideReject an onboarding case
Reject an onboarding caseReject a case that cannot proceed and record the decision reason.
Open guide →GuideApprove and finalise onboarding
Approve and finalise onboardingApprove the case, create the supported operational records and retain the onboarding decisions and audit trail.
Open guide →GuideUnderstand automatic employee numbers
Understand automatic employee numbersUnderstand the module’s prefix, year and sequence-based employee-code generation and duplicate checks.
Open guide →GuideTroubleshoot onboarding validation
Troubleshoot onboarding validationUse the step-specific validation response to correct missing dates, evidence, restrictions or governance confirmations.
Open guide →GuideCreate an employee in People Operations
Create an employee in People OperationsCreate the implemented employee master record used by the phase-four operational registers.
Open guide →GuideUpdate an employee operational status
Update an employee operational statusChange the implemented employee status and confirm the employee register and audit trail.
Open guide →GuideUpload a People Operations employee document
Upload a People Operations employee documentUpload a protected employee document from the employee operations workspace.
Open guide →GuideDownload a People Operations employee document
Download a People Operations employee documentUse the protected module endpoint to download an employee document.
Open guide →GuideSubmit leave from People Operations
Submit leave from People OperationsCreate a leave request connected to the selected employee.
Open guide →GuideApprove or reject People Operations leave
Approve or reject People Operations leaveRecord the approval decision for a phase-four leave request.
Open guide →GuideReview 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.
Open guide →GuideCreate an HR document category
Create an HR document categoryCreate a reusable active category for protected employee documents.
Open guide →GuideUpload a secure HR document
Upload a secure HR documentValidate and store a protected employee file in the secure document register.
Open guide →GuideUnderstand supported HR document files
Understand supported HR document filesUse the implemented PDF, Word, JPEG and PNG extension and MIME validation controls.
Open guide →GuideSet document expiry control
Set document expiry controlMark whether the document requires expiry monitoring and record the verified expiry date.
Open guide →GuideDownload a secure HR document
Download a secure HR documentDownload the protected file and create the implemented access-log entry.
Open guide →GuideWithdraw a secure HR document
Withdraw a secure HR documentRemove a document from active use with a withdrawal reason while retaining its record.
Open guide →GuideRestore a withdrawn HR document
Restore a withdrawn HR documentReturn an appropriate withdrawn document to the active register.
Open guide →GuideRun the document expiry review
Run the document expiry reviewScan active expiring documents and create the supported expiry review and alert activity.
Open guide →GuideReview the document access log
Review the document access logReview who accessed protected HR documents and which action was recorded.
Open guide →GuideRecord an attendance event
Record an attendance eventRecord an employee clock, attendance or exception event for a work date.
Open guide →GuideSubmit an employee timesheet
Submit an employee timesheetRecord hours, breaks, description and reference for approval.
Open guide →GuideApprove or reject a timesheet
Approve or reject a timesheetDecide a pending timesheet with the implemented decision status and note.
Open guide →GuideSubmit an employee leave request
Submit an employee leave requestRecord leave type, start, end and reason for the selected employee.
Open guide →GuideApprove or reject a leave request
Approve or reject a leave requestDecide a pending leave request and preserve the decision trail.
Open guide →GuideUnderstand attendance sources and statuses
Understand attendance sources and statusesInterpret work date, event, time, source, status and notes in the attendance register.
Open guide →GuideReview the time and leave audit trail
Review the time and leave audit trailReview attendance, timesheet and leave actions by entity, staff member and date.
Open guide →GuideAvoid 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.
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