Workforce
£29/mo · included from ProHR management built for a construction payroll
Full employee records: employment type, status, pay type and frequency, start and end dates, department, who they report to. Then contracts signed on screen, Right to Work and DBS documents with expiry dates on them, leave policies and balances, appraisals, and disciplinary records. A construction payroll has PAYE lads, self-employed lads and subcontractors on the same job, and this keeps them straight. Included from Pro up.
What the HR Management module does
- Separates PAYE, self-employed and contractor. On a construction payroll that’s the line that matters.
- Tracks employment status through active, probation, notice and terminated, with a probation end date.
- Holds pay type (salary or hourly), pay rate and pay frequency across weekly, fortnightly, four-weekly and monthly.
- Stores departments as a tree with a parent, and a reporting-to line between employees.
- Seven document types, Right to Work, passport, DBS and driving licence among them, each with its own expiry date.
- Issues employee contracts as HTML with a version, a signing token and a digital signature capturing signer name, IP address and user agent.
- Runs leave with a company policy (annual days, sick days, carry-over days and carry-over expiry), per-user yearly balances and approval-routed requests.
- Holds performance reviews with objectives, skills and attitude ratings, and disciplinary records from verbal warning through dismissal and grievance.
- Records policy acknowledgements with the policy version, the acknowledgement timestamp and the IP address.
HR Management: how it works
How does Estimark handle Right to Work checks?
As an employee document with an expiry date on it. Right to Work is one of the seven types, held with the file, a name and the date it runs out, so a follow-up check can be diarised instead of forgotten. Doing the check is your job, whether that means examining the document or using the Home Office online service. Estimark holds the record of it.
Are employment contracts signed digitally?
Yes. The contract is built from a template as HTML, versioned, and sent out with a signing token that expires. What comes back is the signer’s name, the signature image, the IP address, the user agent and the timestamp. It’s the same evidence set used for client quote signatures.
How does leave work?
Set a company policy: annual days, sick days, how many days carry over, and how many months that carry-over lasts before it lapses. Each person then has a balance per year and per leave type holding allocated, used and carried-over days, and what’s left comes out of those three. A request carries a type, the dates, the days asked for, a status, and the reviewer with their notes.
- Seven leave types: annual, sick, unpaid, compassionate, maternity, paternity and other.
- Requests move through pending, approved, rejected and cancelled.
- The reviewer and their notes stay on the request, so an approval has a name against it.
HR Management: at a glance
- Plan
- Included from Pro
- Add-on price
- £29/month
- Document types
- 7, expiry-dated
- Leave types
- 7
HR Management
£29per month
HR Management is a bundled module. Plans are a ladder, so it comes with Pro and with Enterprise. On a lower plan you can switch it on by itself for £29 a month.
Included from Pro, £299 a month
- Included on Pro and above at no extra cost.
- £29 per month as an individual module on a lower plan.
- Included in full during the 14-day free trial.
- No implementation fee and no minimum term.
Questions
HR Management: frequently asked
Which plan includes HR management?
It’s included from Pro up. On a lower plan it’s £29 a month on its own.
Does Estimark run payroll or file RTI?
No. It holds the employee record, the pay type and rate, the frequency, the tax code, the NI category and the bank details, and exports timesheets ready for payroll. It doesn’t calculate PAYE, doesn’t run payroll and doesn’t file RTI.
Can employees sign their contract online?
Yes. Contracts go out with a signing token, and what comes back is captured against one specific contract version: name, signature, IP address, user agent and timestamp.
How is a Right to Work check recorded?
As an employee document of type "right to work", with the file and an expiry date. A time-limited permission then comes back round for re-checking before it runs out.
Related
Training & Qualifications
CSCS cards and competence records for the same people.
Timesheets
Hours, approval and payroll-ready exports.
CIS Compliance
The self-employed side: verification and deductions.
For builders & contractors
Pro at £299/month. Payment applications, HR, training, plant and fleet.
CIS compliance
Labour-only deduction, 6th-to-5th tax months, HMRC verification, CIS300 recorded.
Pricing & plans
Solo £39, Core £129 and Pro £299 a month plus seats. Enterprise is quoted. Bolt-ons are priced separately.
Try it on a real job.
14 days, full access, every plan. No implementation fee.