What flows between HR and Finance

What Finance can see (from HR)

Anything Finance needs for staff-cost reporting and people-data display:

• First and last name
• Email
• Employee number
• Job title
• Department
• Manager
• Employment type (full-time, part-time, contractor, fixed term, intern)
• Contract hours
• Gross salary
• Currency
• Start date and end date
• Active vs terminated status
• The position the employee sits in (used for org-chart features in Finance reports)

What stays inside HR

Anything personal, performance-related or process-only:

• Leave requests, balances and the team calendar
• Statutory leave (maternity, paternity, sick pay, etc.)
• Performance reviews, goals and ratings
• 360° feedback
• Calibration session notes and overrides
• Personal documents and right-to-work scans
• E-signature envelopes and signed PDFs
• Onboarding task lists
• Employee Relations cases and their documents
• Training records and mandatory training compliance

People Ops admins still see all of this in HR. Finance admins don't.

What stays Finance-only

Anything that's about accounting rather than employment:

• Per-employee expense categories
• Cost-centre allocations
• Accountant tags
• Project-time assignments (if you're tracking time against projects)

These are managed in Finance and don't appear in HR.

What about pay runs?

Pay run detail (per-employee gross, tax, NI, pension breakdown) stays in HR.

The journal totals for each pay run can be exported as a CSV in Xero, Sage or BrightPay format from the pay run page in HR, and imported into your accounting software. Direct in-product posting from HR pay runs into Finance's ledger is on the way.

Next

Chapter 3 walks through a salary change end-to-end so you can see how quickly it updates.