A new starter within Cintra iQ needs to have both a Personnel Record and an Employment Record. You can create Personnel Records for people who are not employees eg contractors, trainers, job applicants etc. An employee will only have one Personnel Record, but may have several Employment Records if they have had more than one period of employment.
For each period of employment, a new Employment Record needs to be created with a unique Employment ID number. If any of the personal information has changed for the employee, you can update the existing Personnel Record rather than create a new record. You will hold a Personnel Record for every person you want to record in the system.
The minimum requirement for an Employment Record is the data on the Employment Details form. Additional information can be entered or viewed using the other forms listed in the Cintra iQ layout. You can hold an Employment Record for all employees (historically and/or currently employed).
You can also hold Employment Records for off payroll workers subject to IR35 Regulations. For more information about off payroll working, see How Do I Include Off Payroll Workers in My Payroll.
You can link a Personnel Record to an Employment Record by using the Insert New Employee Wizard.
To select/create person record
- Go to Cintra iQ: People> Employment Records.
- Perform either of the following:
- Click the New button on the Toolbar.
- Right-click your mouse in the Navigator and select the menu item: New.
The Insert Employee Wizard form appears. - Right- click: New in the Person ID field. A menu appears.
- Select Show All Values. The Select Peoples window appears.
- Select the desired person.
Or
Click the Insert button. The Insert Person Wizard form appears. - Enter the Identifier.
Note:
The key field on the Personal Details form is the Identifier. This field uniquely identifies the Personnel Record. It is typically entered as Surname, First Name, Unique ID. eg Smith, Fred1.
- Complete the fields until Gender. The other fields are optional.
- Click the Next button to continue to the other forms.
Or
Click the Finish button to save and close. For more information about Personnel Records, see How Do I Update Personnel Data?