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

Process a payroll run for all active employees.

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.

HCM — Add an Employee

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

How to Set Up Multi-Country Payroll

Configure per-country tax bands so payroll calculates income tax and national insurance correctly for employees in different jurisdictions. The UK is the default, not the only, country.

HCM — Request and Approve Leave

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

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 — 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.

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.

Employee Benefits

Enrol employees in pension, healthcare and other schemes.

Branches & Locations

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

Disciplinary Cases

Record formal warnings, investigations and outcomes against an employee.

Overtime Requests

Request, approve and pay overtime hours.

Payroll Settings

Org-wide defaults for pay schedule, pension and student loans.

Performance Reviews

Run structured evaluations with ratings, goals and feedback.

Recruitment & Applicants

Post jobs, track applicants through stages, and hire into HCM.