Finding your way around
Every screen in an organisation has the same frame: a side menu on the left, a bar across the top, and the page in between. What the menu offers depends on your roles.
Who can use the menus and Home: every member, for themselves.
The organisation you are in
Section titled “The organisation you are in”The top of the side menu always shows the organisation you are working in: its logo (or a coloured mark with its initials), its name, whether it is an employer or an agency, and your roles there. Select it to switch to another organisation.
If you are a member of an agency who looks after only some of its clients, it also says how many clients you look after, for example “3 clients only”.
On a phone, the organisation’s name has its own line under the top bar, so it stays in view while the menu is folded away.
The side menu
Section titled “The side menu”The menu is grouped. You only see a group when your roles give you something in it.
| Group | What’s in it |
|---|---|
| Overview | Home and My tasks |
| Agency | Agencies only: clients, placements, client invoices, billing terms, reporting packs and profitability |
| Payroll | Payroll runs, Remittances and Early pay |
| People | People, Profile changes, Org chart and Workflows |
| Work | Leave, Time, Performance, Check-ins, Kudos, Reviews and Skills |
| Documents | Expiring documents, Signature requests and Document templates |
| Reports | Headcount, joiners and leavers, leave liability, payroll cost and statutory liability |
| You | My profile, My payslips, My wallet, Get paid early and My documents |
Everyone sees Org chart, the Work group and the You group. The Work pages show your own leave, time and goals, and also your team’s if you manage people or work in HR.
Settings sits at the bottom of the menu for the owner, HR admins, payroll admins and payroll approvers. Settings has its own menu. Use Back to and your organisation’s name at its top to return. See Settings at a glance.
The top bar shows where you are as a trail of links, for example Payroll › Payroll runs › the run you have open.
Home brings together what matters to you. Depending on your roles, it shows:
- the latest payroll run and how far it has got, with a button to carry on;
- Needs your attention: what is waiting for you, such as leave requests to decide or tasks to complete. When there is nothing, it says Nothing is waiting for you.;
- Your latest payslip and Your leave balance;
- for admins, gross pay over recent months, the workforce and Upcoming remittances.
My tasks
Section titled “My tasks”My tasks lists the tasks workflows have given you, such as preparing a new starter’s first day. Anyone can be given a task. When you have done one, select Complete. A number beside My tasks in the menu shows how many are open. See Workflows.
Notifications
Section titled “Notifications”The bell in the top bar opens your notifications. A number on the bell shows how many you haven’t read. Select a notification to go to the thing it is about, or Mark all as read.
Cadre also sends many notifications by email. Emails never contain pay figures, bank details or identification numbers. They link to Cadre instead.
You choose which notifications you receive, by email and in the bell, under Notifications on My profile. Anything that asks you to act is always sent. See Notifications.
Light and dark themes
Section titled “Light and dark themes”Cadre opens in the light theme. To switch, select the moon button in the top bar (it becomes a sun in the dark theme). Cadre remembers your choice in this browser. It never switches by itself to follow your computer’s setting.
Your account menu
Section titled “Your account menu”Select your name at the top right to open your account menu. It has My profile, My payslips, Switch organisation and Sign out.