BizCortex documentation

HR and payroll at a glance

Which HR tools exist, where you find them and who may use them.

The HR tools live in the People app of the app launcher. The People package contains HR core (personnel records), Absences (leave), Time tracking (attendance), Recruiting, Performance and Development, Expense claims, the employee Helpdesk and Payroll. The package is part of the Pro and Enterprise bundles. It is not part of the Starter bundle.

Employees do not need access to the People app. They use My area, a separate app in the launcher, to see their own profile, payslips, documents, tasks, announcements, surveys, leave, working time, goals, reviews, expense claims and helpdesk tickets. Managers also see a team view of their direct reports in My area.

HR and payroll at a glance
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • HR manager
  • Accountant (finance steps and payroll approval)
  • Every employee through My area

Steps

  1. 1. Open the People app

    Click the app launcher and choose People. The sidebar shows Employees, Organisation, Lifecycle, Communication, HR reports and the other HR areas you have access to.

  2. 2. Set up the organisation first

    Create your companies, locations, departments and positions under Organisation. Locations decide the public holidays of the employees who work there.

  3. 3. Add employees

    Create the personnel records under Employees. Link each record to a user account so the person can use My area.

  4. 4. Turn on the rest step by step

    Set up leave types, time tracking, payroll and the other areas when you need them. Each area works on top of the personnel records.

Fields and options

Owner and Admin

Full access to all HR areas, including confidential helpdesk tickets and payroll.

HR manager

Full access to the HR suite and payroll. The finance step of expense claims and confidential helpdesk tickets are excluded, unless the HR manager is assigned to such a ticket.

Accountant

Reads expense claims and runs their finance step, reads the leave liability report, reads payroll, approves payroll runs and posts them. Accountants can also read employee records and payslips.

Viewer

Read only role. The HR suite and payroll stay hidden for viewers.

Employee, Sales, Purchase

No access to the People app. They use My area for their own data.

Tips

  • Personal data in HR is sensitive. Give the HR manager role only to people who really need it.
  • Line managers do not need an HR role. A manager sees the requests of direct reports in My area because of the Manager field in the personnel record.

Good to know

  • Some sidebar items are marked as advanced and only appear when advanced navigation is turned on in your preferences.

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