Welcome to your iTrent training hub

Manager/Business Manger Self-Service

This hub brings together all iTrent learning materials in one place, helping you navigate key processes, understand best practice and make the most of the system in your day-to-day work. Use the resources here at your own pace, return whenever you need a refresher and keep up to date as features and processes evolve.

This training hub supports two key user groups:

  • Line Managers – Managers who approve annual leave, timesheets, and expenses.
  • Business Managers & HR Team Members – Those who input or approve requests on behalf of employees.

This page gives you access to supporting materials you can dip in and out of whenever you need — including video replays and topic-specific guides. These will be updated as the system evolves, so feel free to revisit them anytime for a refresher.

Business Managers: Your training section is below the Line Manager content — please scroll down to find it.

Manager Self-Service

As a Line Manager, your role in iTrent goes beyond accessing individual employee records — it also includes key tools to help you manage your team effectively. This functionality is part of what’s known as Manager Self-Service (MSS).

Through MSS, you’ll be able to complete a range of tasks relevant to team and service management. Depending on your organisation’s setup, the features available to you may vary slightly, but will typically include:

  • Viewing your team’s details, including positions and employee records
  • Approving or rejecting requests such as annual leave, timesheets, and expenses
  • Managing team absences

This section will guide you through the core features available to Line Managers in iTrent. Additional functionality and training materials may be added over time, and we will keep this space updated to reflect any changes.

Getting Started

In this area, you’ll find manuals and videos to help you get up and running on the system. Below you’ll find materials to help you:

  • Navigate the Manager Dashboard
  • How to login with multi-factor authentication
  • An overview of employee personal details
  • How to redirect tasks if you are Out of Office
Training Guides
Video Tutorials

Absence Monitoring

The guides below will walk you through everything related to managing absences, including how to:

  • Record employee absences
  • View and approve leave requests
Training Guides
All Things Absences
Viewing/Approving Leave Requests
Sickness Absence
Video Tutorials

Managing Employees

This section covers how to view and maintain key information about your team members in iTrent.

You’ll find guidance on:

  • Accessing and updating employee records
  • Managing approval processes
  • Setting up redirections when responsibilities need to be delegated
  • Updating employee work patterns/hours
Training Guides
Managing Employee Records
Approvals
Managing Employee Hours and Work Patterns
Video Tutorials

Business Managers

This section is designed for Business Managers and HR team members who support staff by managing key tasks in iTrent on their behalf.

Depending on your organisation’s setup, you may be responsible for:

  • Inputting absences, timesheets, and expenses on behalf of employees
  • Approving leave or expense requests
  • Accessing employee records and supporting updates where needed

These guides will walk you through the tools and processes available to help you carry out these activities accurately and efficiently. As functionality continues to evolve, this section will be updated to reflect any changes or new features introduced.

Getting Started

In this area, you’ll find manuals and videos to help you get up and running on the system. Below you’ll find materials to help you:

  • Navigate the Manager Dashboard
  • How to login with multi-factor authentication
  • An overview of employee personal details
  • How to redirect tasks if you are Out of Office
Training Guides
Video Tutorials

Absence Monitoring

The guides below will walk you through everything related to managing absences, including how to:

  • Input employee absences including holiday
  • View and approve leave requests
Training Guides
All Things Absences
Viewing/Approving Leave Requests
Sickness Absence
Inputting Annual Leave
Video Tutorials

Expenses

The guide below shares details on how to submit time and expense claims on behalf of your employees.

The video guide provides clear instructions on how to submit claims within iTrent.

Training Guide
Submitting Time & Expense Claims on Behalf of Employees (Read-Only Employee Access)
Video Tutorial

Managing Employees

This section covers how Business Managers and HR team members can view and update employee information in iTrent.

It includes guidance on:

  • Accessing employee profiles
  • Editing personal details
  • Managing approval processes
  • Updating employee work patterns/hours

These tools help ensure employee records are accurate and up to date.

Training Guide
Managing Employee Records
Approvals
Managing Employee Hours and Work Patterns
Video Tutorial

Manager Self-Service FAQs

Does the employee add their annual leave request, not the manager?

Yes, if Annual Leave is being managed in iTrent by your organisation, then employees will record their own annual leave. If it is ever the case that an employee is unable to add their own leave, it is possible for a manager to add it on their behalf.

What happens when an employee goes sick but has already booked a holiday? Does that generate a query that we need to remove the absence?

The system does allow an overlap so a Manager must remove the annual leave entry if the employee is still off sick.

Do you need to type 'approved' as well as approving overtime?

The comment box when you approve hours isn’t mandatory so you don’t need to type it into the box. However, if you are rejecting the hours it is best practice to add a comment as to why the hours are rejected.

Will individual employees be able to edit their own individual working pattern (affecting annual leave and sickness entitlement) or will this only be accessible for line managers?

No – this will be the responsibility of the managers/ business managers or administrators.

Will leave requests automatically generate Outlook calendar entries for employees and managers?

No, leave requests will not automatically generate Outlook calendar entries for employees or managers at go-live. We will investigate the possibility of this functionality after the system is live.

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