- Review all the forms in Cintra iQ against an employee record
- Generate Payroll reports.
For new starters/new or changed data
Note:
You can also hold Employment Records for off payroll workers subject to IR35 Regulations. For more information, off payroll working, see HMRC Regulations.
Employment Summary
Note:
The Employment Summary form may be different for each client as it is customisable. For more information, see Cintra Support.
Employment Details
Working Time
Important:
For more information about Time Management, see What are Working Times/FTE Ratios?
Post History
Note:
If you have chosen not to use posts, but you do pay employees by grade and/or pay spine, then the Grade form will be available to you and configured to allow the input of grade history and/or spine point history for an employee. For more information about Grades, see the Grades check list.
Important:
For more information about Post History, see the Post History check list.
Department/Costing
Information:
For more information about assign Cost Codes, see How Do I Assign Cost Codes to an Employee's Payroll Period?
Payroll Membership
Note:
A Payroll Membership must be set up for a new starter as part of their set up process. If you have more than one payroll on your database, you can transfer an employee from one payroll membership to another under the same PAYE reference.
Note:
This is only applicable when each of the payrolls sit within the same PAYE reference. Fo rmore information about Payroll Memberships, see the Payroll Membership check list
Calendar
Information:
For more information about Absences, see the Absence checklist.
Payments and Rates
Information:
For more information about Payments and Rates, see Frequently Questions about Payments and Rates.
Deductions
Tab | Description |
---|---|
Deductions Summary tab |
Within the Deductions Summary tab, you can view all of the currently active deductions. |
AOE Deductions tab |
You may receive a court order from either a council or agency who wish to recover money directly through the employee's pay. |
Loan Repayments tab |
The left hand pane displays any loan(s) given to the employee. The right hand pane displays the details of the repayments for any particular loan. |
Voluntary Deductions tab
|
Use this tab to set up any other voluntary employee deductions. The left hand pane displays any deduction(s) given to the employee. The right hand pane displays the details of the selected deduction(s). |
Expenses/Benefits
Tab | Description |
---|---|
Pension & Benefits Schemes tab |
You can create pension and benefit membership schemes for the employee and view auto enrolment details using the Pension & Benefits Schemes tab. |
Private Mileage Schemes tab |
You can assign an employee to a private mileage scheme membership, using the Private Mileage Schemes tab. |
Company Vehicle Usage tab |
Once you have created a record of the vehicle, you are now ready to assign the vehicle to an employee. You can create a new record in the Vehicle Usage tab for each car made available to the employee, with the date range in which they have access to it. |
Other Payrolled Benefits tab
|
You can maintain employee data for other payrolled benefits, using the Other Payrolled Benefits tab. |
Other P11D Benefits tab
|
You can record employee loans and private medical treatment or insurance information, by using the Other P11D Benefits tab. You can select the desired tax year to view historic P11D data. |
P11D/P9D tab
|
You can view a summary of all benefits to be reported on the P11D for any particular tax year. You can select the desired tax year to view historic P11D data. |
Important:
For more information about Payroll Benefits, see the Payrolled Benefits check list.
Sick Pay
Tab | Description |
---|---|
Statutory tab |
Statutory Sick Pay Claims are automatically created when sickness records are created in the Calendar. You can review the claim's Sickness Dates and PIW Details and also update the employee's Statutory Sick Pay (SSP) details such as Qualifying Days, SSP Days, Relevant Earnings, Payment Details, and Exclusion Settings using the Statutory tab. Go to Cintra iQ: Employment Record> Forms> Sick Pay > Statutory tab |
Occupational tab |
Cintra iQ provides a facility to manage a range of Occupational Sick Pay (OSP) schemes. OSP entitlements are calculated by length of continuous service and paid as a factor of full pay.
An employee can be attached to one scheme at any specific date, but you can create any number of schemes with different rules.
Go to Cintra iQ: Employment Record> Forms> Sick Pay > Occupational tab |
Important:
For more information about Sick Pay, see the Sick Pay check list.
Parental Payment
Tab | Description |
---|---|
Maternity Pay tab |
Within Cintra iQ, you can create a Statutory Maternity Pay (SMP) claim for an employee who is going on maternity leave via the Calendar. |
Paternity Pay tab |
Within Cintra iQ, you can create a Statutory Paternity Pay (SPP) claim for an employee who is going on paternity leave. |
Adoption tab |
Within Cintra iQ, you can create a Statutory Adoption Pay (SAP) claim for an employee who is going on adoption leave, by using the Adoption Pay tab. |
Shared Parental Leave tab
|
Within Cintra iQ, you can create a Shared Parental Leave Pay (ShPL) claim for an employee who is going on shared parental leave, by using the Shared Parental Leave tab. |
Information:
For more information about Parental Payments, see the Occupational Parental Payments check list.
Tax and NI
Tab | Description |
---|---|
Tax tab |
You can view tax codes within the Tax and NI tab, by using the Tax tab. |
National Insurance tab |
Within the National Insurance tab, you can perform the following:
As default, if you don’t make any entry into the National Insurance form, Cintra iQ will assume NI Category A or M will be used for the employee. |
HMRC Forms Sent tab |
Within the Tax and NI form, you can view which forms have been historically sent to HMRC, by using the HMRC Forms Sent tab. |
RTI Details tab |
Within the Tax and NI form, you can record any irregular payments and unpaid absences using the RTI Details tab. You can also flag whether the employer is an off-payroll worker subject to IR35 regulations. |
Banking Details
Information:
For more information about entering bank details, see How Do I Enter Bank Details?
Payroll Period Input
Tab | Description |
---|---|
Payments and Rates tab |
For more information about the Payments and Rates tab, see How Do I Input Variable Payments and Rates for the Current Period? |
Voluntary Deductions tab |
For more information about Voluntary Deductions, see the Voluntary Deductions tab |
Pension/Benefit Contributions tab |
You can manually enter Pension and/or Benefit Contribution data for an employee for the current pay period via Payroll Period Input. For more information about the Pension/Benefit Contributions tab, see How Do I Enter Pension/Benefit Contribution Data for the Current Period? |
Loan Repayments tab |
You can modify a loan repayment amount via Payroll Period Input. For more information about Loan Repayments, see How Do I Edit a Loan Repayment for the Current Period? |
AOE Deductions tab
|
You can modify an AOE Deduction amount in the current period via Payroll Period Input. |
Mileage Claims tab
|
Once you have created the Mileage Scheme for private car users, you can enter a mileage claim for an employee, even if they do not need to receive a regular allowance. For more information about the Mileage Claims tab, see the Mileage Scheme check list. |
Payrolled Benefits tab
|
You can modify a Payrolled Benefit amount in the current pay period. |
Voluntary Deductions tab
Payslip
Information:
For more information about payslips, see the Payslip check list.
Employee Tasks
Information:
For more information about Employee Tasks, see the Payroll Tasks and Employee Task check list.