1

Homepage Overview

News Articles can be expanded

by clicking on the image.

Use the arrows at the start and

end to view more articles.

Links to sections of iTrent.

Selecting the below links will

take you to further guidance in

this document:

• Employee

• Structure

• Payroll

• Reports

Alternatively use ‘Find iTrent

Pages’ to search for individual

pages. To Do list/

Processes:

clicking this

option will

open your To

Do List and

Processes

Menu: Expands the left hand

menu to enable you to ‘Find

iTrent Pages’.

If you have multiple roles in

iTrent you can navigate to these

by clicking the face icon.

Opens another iTrent session in

a separate tab in your internet

browser.

iTrent User Guide This guidance provides an overview of how to navigate the Council HR Payroll system, iTrent. Access must be requested by your line manager through askHR.

It is recommended that you use Internet Explorer when accessing iTrent as some functionality does not work in other browsers.

2

Search for an Employee

#

Search for Leavers by

selecting the three dots

then ‘include leavers’

from the dropdown

before entering the

specific search criteria

eg Payroll Reference.

To Search for more than one

criteria select the three

navigation dots from the left

menu bar. Select ‘Advanced

Search from the drop down, this

will enable you to search by more

than one criteria, eg Forename

and Surname

Effective Date

You may be prompted to enter an effective date when

navigating to some screens- this allows you to view

information in the past, present and future

Select the date you with

to view information for,

for todays date enter ‘t’

and press ok.

You can change the effective date from a screen using the

date in the title bar.

3 2

Additional Search Options

1. Select ‘Employee’ from the section link

2. Select the Information you need to view- eg

Contact Details.

3. Enter the Search criteria for the employee

& use the magnifying glass to search

1

Basic Search Once in a screen click the employee name to access their full

record

Clicking ‘Menu’ will display the other pages within the folder

to allow you to navigate to these pages without returning to

the employee main page.

If more than one employee matches your search criteria they will be

displayed at the bottom of the navigation menu on the left hand side.

Select the employee name to display their record.

3

When you have selected the

employees record you will see

some details in the cards at the

top of the screen.

If an employee has more than

one position scroll through

these in the Employment Card.

The scroll option will only

appear for employees with

more than one position.

If there is more than one option available, for example an employee

holds more than one position, these will be displayed in the left hand

Navigation Menu.

Select the option you need to view and the details will be displayed in

the main screen.

Navigation Tips

To view more information use the Folders in the Links section at the bottom of the

page

The different folders you select will change the pages you can select:

Select the page with the information you need to view, eg Hours and Basis:

4

Viewing Position, Post, Unit information-

1.Select ‘Structure’ from the home page links

2.Select the folder for Position, Posts or unit

from the links

Select the information you wish to view from

the pages displayed:

If more than one option meets your criteria

these will be listed on the left hand search

pane.

Expand the information by using the menu tab.

Select the post, Unit or Position to view.

This will be displayed on the main pane.

Effective Date

You may be prompted to enter an effective date when

navigating to some screens- this allows you to view information

in the past, present and future

Select the date you with to view

information for, for todays date

enter ‘t’ and press ok.

You can change the effective date

from a screen using the date in the

title bar.

1. Navigate round the post, position and unit

information by selecting the ‘menu’ option at

the top of the screen

2. Then pick the details that you need to view

from the list of pages displayed

Enter in the search

criteria on the left

hand search bar

when prompted:

5

Position, Post, Unit Navigation- Mini Explorer

From Position, Post or Unit screens you can use mini explorer to view the next level in the structure. Mini Explorer is not available in the employee screens.

To look at an employees post details: First search for the employee under the Position folder as above. Then use the mini explorer as below to navigate to the post

level.

Once you have looked up your starting

Position, Post or Unit (as above) you can

see where it sits in the structure by using

the three dot menu from the left hand

pane and selecting Mini Explorer.

An additional list will appear at the

bottom of the left hand search pane:

This example is using mini explorer from a position, by selecting the arrow to

‘Go up 1 level’ it takes you to the Post that position is in.

From here you can then select the Post title to be taken to the post details.

Alternatively you can go up another level to view the unit that post and position

are in.

Expand and collapse the structure

using the plus and minus symbols.

Represents Units

Represents Posts

Represents Positions

Represents Employee

Employee name

Employee name

As you navigate through the Mini Explorer the main pane will move

through the Position, Post and Units folders in line with the part of

the structure you are in. You can then select the specific pages you

need to view.

6

To Do List/ Processes

.

Find iTrent Pages

In addition to using the navigation trails above you can search for pages in iTrent using the ‘Find iTrent Pages’ option from either the homepage links or the

top of the navigation menu bar.

A link to a list of page titles is coming soon. You can still search by the type of information you are looking for eg if you type in ‘Absence’ this will return a

list of Absence Screens you have access to. Clicking on the screen name will take you to that screen.

When you select this option a window will open showing your To Do list and

Processes. You can navigate between your To Do List and Processes using the

tabs at the top of the screen.

Your to do list and

processes are accessed

from the news carousel on

the iTrent homepage.

The number of outstanding

Tasks and Processes will be

displayed in the brackets.

7

Running Reports

1.To run a report in iTrent select ‘Reports’ from the section links

on the homepage.

2.Select the type of report you wish to run from Absence, People

and Structure.

3. A List of reports available to

you under that section will be

displayed on the left hand

menu bar.

Select the report you need to

run.

The report search criteria for your

selected report will display in the main

pane.

Complete the fields as required for the

report.

Select the output type, CSV should be

selected for Excel Spreadsheet output.

Select ‘Run’.

You will receive an email when the

report has completed. This will

appear in your Processes section of

your homepage.