HR & Payroll

How a New Hire Becomes a Paid Employee

From accepted offer to money in someone’s bank account — the HR and payroll chain, in plain terms.

How HR & Payroll (HCM) Works

Employee records, payroll runs, leave management, shift scheduling, expenses, and how HCM connects to accounting and field service.

Add an Employee

Create a new employee record in the HR system.

Run Payroll

Prepare a payroll run, process it and send it to Accounting to pay.

Manage Leave Requests

Approve or reject employee leave requests from the HR dashboard.

Record Expenses

Submit and approve employee expense claims.

Manage Shifts

Create and publish shift rotas for hourly or shift-based employees.

Building a Skills Matrix and Succession Plan

Map employee skills, identify team gaps, and plan succession for key roles.

How to Set Up Multi-Country Payroll

Add the countries you pay people in with one click, check or change their tax bands without any code, and choose the default country.

HCM — Add an Employee

Create an employee record with the details that drive payroll, leave, and access.

How to Run Payroll with Payslips & Statutory Deductions

Run a payroll cycle end to end — pension auto-enrolment, student loan, statutory pay — and generate payslips that post automatically to accounting.

HCM — Request and Approve Leave

How employees book time off and how managers approve it, with balances kept up to date.

HCM — Schedule Shifts

Build a shift rota, assign employees, and publish it to the team.

HCM — Submit Expenses and Mileage Claims

How staff claim expenses and mileage, and how approvers process them for reimbursement.

HCM — From Timesheet to Pay

How recorded time flows into payroll so hourly staff are paid accurately.

HCM — Skills Matrix & Certifications

Record who can do what, track certification expiry, and use skills to assign the right people.

HCM — Succession Planning

Identify key roles, name successors, and track their readiness.

HCM — Onboard a New Employee

Run a structured onboarding checklist so new starters are set up consistently.

Time Off

Set up types of time off, policies with allowances, bank holiday calendars and blocked dates. See balances, the team calendar and absence analytics including the Bradford factor.

Performance overview (reviews, 1:1s, feedback)

How review cycles, 1:1 meetings and feedback fit together in HCM, who sees what, and the settings that control them.

Departments & Members

Build your org structure, set department heads, and manage who belongs where.

The Approvals Queue

One queue for leave, expenses, mileage and overtime awaiting your sign-off.

Running a review cycle

Create a cycle from a template, choose who is reviewed, launch it, calibrate ratings and release results.

Writing a review (self, manager and peer)

Answer the questions, ask colleagues for peer reviews, submit, and read and acknowledge your outcome.

Employee Benefits

Enrol employees in pension, healthcare and other schemes.

1:1 meetings

Book regular 1:1s with a shared agenda, shared and private notes, and action items that carry over.

Branches & Locations

Your physical sites, and how they drive multi-location reporting.

Org chart

See who reports to whom, find people by name, job title, department or branch, and open their summary.

Disciplinary Cases

Record formal warnings, investigations and outcomes against an employee.

Recruitment overview (applicant tracking)

How jobs, applications, the pipeline, interviews, scorecards and offers fit together, and who can see what.

Overtime Requests

Request, approve and pay overtime hours.

Recruitment pipeline and applications

Design hiring stages, move and reject applicants, use rejection reasons and keep a full activity history.

Payroll Settings

Org-wide defaults for pay schedule, pension, student loans, claim repayment and how staff are paid.

Employee Bank Details

Record the bank account each employee is paid into, so Accounting can include them in the payroll bank file.

Careers site and screening questions

Turn on your branded careers page, publish jobs, ask screening questions and receive applications with CVs.

Performance Reviews

Run structured evaluations with ratings, goals and feedback.

Interviews and scorecards

Schedule interviews with a panel, invite the candidate, send reminders and collect unbiased scorecards.

Offers

Draft, approve and send offers that candidates accept or decline online, with expiry dates.

Candidates, talent pool and privacy

One record per candidate, the talent pool, consent, retention and automatic anonymisation.

Bonuses & Commissions

Award, approve and track bonuses, commissions and other one-off payments.

Offboarding overview

How a leaver is offboarded in Plenix: the checklist, who does what, access, holiday, the exit interview and who can see what.

The offboarding checklist

Where the tasks come from, who they go to, the one-click actions, and making your own checklist templates.

Holiday and the exit interview

How the leaver's holiday balance is worked out, what the leaver sees, and how exit interview answers are kept private.

Access, settings and turnover

Switching off a leaver's access, the automatic steps, offboarding settings and the turnover dashboard.

Compensation overview

How pay works in Plenix: pay bands, compa-ratio, the pay history, future-dated changes, merit cycles and who can see what.

Pay bands and compa-ratio

Set up pay bands, place people in them by job title, and read compa-ratio and band position.

Pay changes

Record a pay change with a reason and date, schedule changes for the future, and see the full pay history.

Merit cycles

Run a merit cycle: who is included, the guideline matrix, budgets, manager worksheets, HR review and applying the rises.

Benefits overview

How benefits work in Plenix: plans and levels of cover, who can join, enrolment windows, choices, life events, payroll deductions and total rewards statements.

Set up benefit plans

Create a benefit plan, add levels of cover, price them as a monthly amount or a share of pay, and choose who can join.

Enrolment windows

Run a yearly open enrolment or a one-off window: choose the plans, the dates and when the new cover starts.

Making choices, dependants and life events

How employees choose or turn down plans, add dependants and report life events, and how HR approves them.

Payroll deductions, analytics and total rewards statements

The monthly deductions list for payroll, benefits analytics, and the total rewards statement every employee can print.

Pay equity overview

How pay equity works in Plenix: hourly pay, pay gaps by group, like-for-like roles, outliers, private equality details and dated reports.

Pay gaps, quartiles and like for like

See pay gaps by gender, ethnicity, disability, age band, department, branch, employment type or pay band; read pay quartiles and compare groups inside the same role.

Pay outliers and working hours

Find people paid well below their peers or under their pay band, change their pay, and record contracted hours so part-time staff are compared fairly.

How HCM Reports Work

Canned reports, a scoped custom report builder, and scheduled email delivery for HCM data.

Equality details

How people give their gender, ethnic group and disability status privately, how HR can ask for them or record them, and who can see them.

Pay equity reports and settings

Freeze pay gap figures on a snapshot date, add a narrative, publish and export; and the pay equity settings.