iTrent Training Materials – Manager/Business Manager Self-Service
Welcome to your iTrent training hub.
Delt Shared Services has introduced iTrent, a modern HR and Payroll system that replaces CoreHR. iTrent brings together key processes like managing absences, timesheets, and expenses into one easy-to-use system — making everyday tasks simpler, more consistent, and more efficient. Ultimately, it will improve your user experience.
It expands the range of functions too, while ensuring that all the basic HR and payroll functions we need to pay you all remain in place.
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.
Training sessions have already been delivered, but 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.
Live Event Training Videos
Live training took place on Monday 12th March — recordings are available below to revisit anytime.
Manager Self-Service Training Webinar
For managers who approve annual leave, timesheets, and expenses.
Business Manager Training Webinar
For business managers and HR team members who may input absences, timesheets and expenses on behalf of employees and/or approve employee requests.
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.
In this area, you will find manuals and videos to help you get up and running on the system.
Mini Guides
Video Tutorials
The guides below will walk you through everything related to managing absences, including how to:
- Record employee absences
- View and approve leave requests
Mini Guides
Video Tutorials
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
Mini Guides
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.
In this area, you will find manuals and videos to help you get up and running on the system.
Mini Guides
Video Tutorials
The guides below will walk you through everything related to managing absences, including how to:
- Input employee absences
- View and approve leave requests
Mini Guides
Video Tutorials
The mini 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.
Mini Guides
Video Tutorial
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.
Mini Guides
Video Tutorials
iTrent FAQs
Answers to Your Questions – All in One Place
We’re currently developing an FAQ section based on questions raised during the live training sessions and those submitted via our FAQ form. This section will be updated regularly as new queries come in, so please check back often.
In the meantime, if you have any questions about iTrent that aren’t covered in the training guides, videos, or the FAQ section below, feel free to submit them using the button below.
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 employee's 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 historical payslips be available within iTrent, or do we need to download all payslips from CoreHR before go live?
Please ensure you download any documents you may need from CoreHR — such as payslips and P60s — before access ends on 20 June 2025. After this date, the system will no longer be available.
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.