Human resources help index
Browse connected Britixo guides for human resources.
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 →GuideEnable 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.
Open guide →GuideUnderstand 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.
Open guide →GuideUse the Enterprise HR Dashboard
Use the Enterprise HR DashboardReview workforce, approvals, payroll readiness, document, portal, governance and notification metrics from the module landing page.
Open guide →GuideUse the HR Command Centre
Use the HR Command CentreOpen every implemented control centre from one consolidated navigation and health workspace.
Open guide →GuideReview HR Command Centre route health
Review HR Command Centre route healthCheck whether the implemented HR controller routes required by each operational phase are present.
Open guide →GuideReview 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.
Open guide →GuideReview HR Command Centre database health
Review HR Command Centre database healthInterpret module-owned table counts and health signals without changing unrelated application data.
Open guide →GuideUnderstand 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.
Open guide →GuideUnderstand HRM cron automation
Understand HRM cron automationUnderstand how the module runs its existing notification scheduler after the host application cron completes.
Open guide →GuideUse HRM dashboard widget metrics
Use HRM dashboard widget metricsReview the module metric endpoint and consolidated counts used by the HR command-centre widget.
Open guide →GuideTroubleshoot 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.
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 →GuideUpdate an HR record status
Update an HR record statusMove an HR record to one of the implemented enterprise statuses and verify the audit entry.
Open guide →GuideDelete an HR record safely
Delete an HR record safelyRemove one shared workspace record using the HR delete capability while retaining the appropriate audit evidence.
Open guide →GuideUnderstand HR record statuses
Understand HR record statusesUse draft, pending, approved, rejected, active, completed, locked and archived states consistently.
Open guide →GuideUnderstand HR record priorities
Understand HR record prioritiesUse low, normal, high and critical priority without confusing priority with approval or legal risk.
Open guide →GuideUnderstand HR workspace groups
Understand HR workspace groupsNavigate the nine implemented groups covering core HR, hiring, time, payroll, benefits, talent, portals, communications and governance.
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 →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.
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