Tour of the Cintra iQ layout

Modified on Fri, 7 Nov at 4:20 PM

Once you have logged into Cintra iQ, you will be presented with the Cintra iQ home screen, from where you can access all the features and data within the system.

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TABLE OF CONTENTS

Menu and toolbar
Folders
Navigator
Search
Forms
Filters / Email Notifications / Letters / Reports
Tour of the Cintra iQ Layout Video

The Cintra iQ menu at the top of the screen lets you access all the key areas of the system. To find out more, use the Cintra Help search or consult the updated list of guides.

The buttons below the menu will change, depending on what area of Cintra iQ you have selected:

New: If you have selected a folder (e.g. jobs or personnel records), then clicking NEW will launch a wizard (step-by-step guide) to help you create a new record. See Managing and organising records.
Open: If you have selected a record in the navigator, this button will open it, the same as double-clicking the record.
Save/Save All/Print/Delete: These buttons will only be available if you have opened a record/form and made changes.
Find: A text search for records within the navigator.
Cut/Copy/Paste: Applies only to active fields within forms you have opened.
Batch: Lets you input batches of data into iQ.
AE: See Automatic enrolment.
Calc(ulate): See Payroll calculations.
Workflow: See Payroll workflow.
Payslip: Open the payslip of the employee selected in the navigator.
R(eport) pack: See Report packs.
Arch(ive): See Report archive.
Org (Organisations) Chart: See Guide: Organisation charts and posts
Email H(istory): See Guide: Email notifications.
FBI: File by internet, which lets you send information to HMRC. See the articles in this folder: HMRC.
Users: See How do I manage users?

Folders

Selecting any folder will display all the contents of that folder in the Navigator. You can use Filters to control which records from that folder are displayed.

Folder	What is it?	More information
Employer Settings
Pay Spines	Stores and manages salary progression frameworks for grading employee pay, including automatic increments and historical pay records	Guide: Pay spines, points, and grades
Grades	Organises employee roles into salary bands and can link to pay spines for payment management	Guide: Pay spines, points, and grades
Jobs	Used for defining job titles and their associated attributes within the organisation	Guide: Jobs
Posts	Represents individual positions or assignments, often tied to specific employees, allowing tracking of role history and changes	Guide: Posts and post history
Work Patterns	Records standard or custom working schedules (days/hours) for employees, which are used for calculating pay, absence, and leave.	Guide: Working patterns
Non-Working Days	Used to track excluded dates such as bank holidays and closure days, ensuring correct calculation of leave and sickness.	Guide: Non-working / excluded days
Company Vehicle	Manages records related to company car allocations and benefits.	Guide: Mileage schemes
People
Personnel Records	Collection of employee documents, communications, and key personal information.	Employee details and management folder
Employment Records	Tracks employment lifecycle data such as contracts, start and end dates, and changes to employment status.	Employee details and management folder

Navigator

The Navigator area of the Cintra iQ home-screen displays lists of records, based on the folder selected. In addition:

You can add filters the list by clicking theicon. Click to remove any filters. See Guide: filters.
The icons below let you build a collection of records and refresh the list.

Note: If you can't some records that you expect to see, you may have a filter applied. This will be shown in the bottom-right of the screen.

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Search

A text search for records within the navigator. This works the same as the Find button at the top of the screen.

Forms

The list of forms will change, depending on which folder you have selected. Select any record in the Navigator, then click a form to view its details.

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The blue icon indicates forms that can be customised. The grey icon indicates forms that can't be customised. For more information on customising forms, speak to your Cintra representative.