Understanding the structure of Bureau

Cintra Bureau Structure - Hierarchy Explained

? Overall Structure (Top to Bottom)

Bureau (Cintra Bureau Service)
├── Teams (A, B, C, D, E, etc.)
│   ├── Organizations (Client Companies)
│   │   ├── Payrolls (Individual payroll processes)
│   │   │   ├── Accounting Groups (for Third Party payments)
│   │   │   ├── PAYE Schemes (for HMRC payments)  │   │   │   └── Payment Types (Salary/HMRC/Third Party)
│   │   └── Payment Settings (per payroll/payment type)

? Teams

Teams are organizational units within the Bureau that manage client portfolios:

• Examples: Team A, Team B, Team C, Team D, Team E
• Purpose: Group bureau staff members and their client organizations
• Access Control: Bureau users are assigned to specific teams and can only see organizations within their assigned teams
• Filtering: Team dropdown filters are available to Bureau Managers (but were missing for Bureau Users - JLS-80)

?️ Organizations

Organizations are the actual client companies that the Bureau manages payroll for:

• Examples: Client companies like "Demo Capture Expense", etc.
• Relationship: Each organization belongs to one team
• Configuration: Can have logos, branding, and payment settings configured
• Payment Authorization: Cloud users from these organizations authorize their own payments

? Payrolls

Payrolls are specific payroll processes within an organization:

• Types:
  • SaaS Payroll: Managed entirely in Cintra Cloud
  • Source Payroll: Data comes from Cintra iQ system
• Examples: "Weekly Payroll", "Monthly Payroll", "SaaS Payroll - BACS"
• Multiple Payrolls: Organizations can have multiple payrolls (e.g., different frequencies, departments)
• Payment Periods: Each payroll has pay periods and payment runs

? Sub-Components Within Payrolls

Accounting Groups (for Third Party payments):

• Used to organize third-party liability payments
• Multiple accounting groups can exist within one organization
• Helps identify which payments belong to which business unit/department

PAYE Schemes (for HMRC payments):

• Tax reference numbers for HMRC payments
• Organizations can have multiple PAYE schemes
• Each can be configured for BACS or manual payment

Payment Types:

• Salary: Employee wages
• HMRC: Tax and National Insurance payments
• Third Party: Other deductions (pensions, unions, etc.)

⚙️ Payment Settings

• Configured per payroll and per payment type
• Control whether payments are processed via BACS or manually
• Have start/end dates for BACS processing
• Can be different for each payroll within an organization

? Practical Example

Bureau
├── Team E
│   ├── Organization: "ABC Limited"
│   │   ├── Payroll: "Weekly Staff"
│   │   │   ├── PAYE Scheme: 123/AB456789
│   │   │   ├── Accounting Group: "Main Office"
│   │   │   └── Payment Settings: BACS enabled for Salary
│   │   └── Payroll: "Monthly Management"
│   │       ├── PAYE Scheme: 123/AB456789 (same as above)
│   │       ├── Accounting Group: "Head Office"
│   │       └── Payment Settings: Manual payments only

? Key Relationships

• Teams → filter/group Organizations
• Organizations → contain multiple Payrolls
• Payrolls → have multiple Payment Types (Salary/HMRC/Third Party)
• Accounting Groups → organize Third Party payments within payrolls
• PAYE Schemes → organize HMRC payments within payrolls
• Payment Settings → control how each payment type is processed per payroll

This structure allows the Bureau to efficiently manage hundreds of client organizations, each with their own payroll complexities, while maintaining proper segregation of duties and authorization controls.