Glossary of Terms

Glossary of Terms

An Activity is anything that is entered into an HR record.  This could be a Police check, a performance review, sick leave, a vacation request, etc. Think of an Activity as a virtual piece of paper.

Activity Workflows determine how Activities need to move from person to person.  If you think of an Activity as a piece of paper, the Activity Workflows describe how that piece of paper moves from person to person and what each person does with it.

Templates structure how the virtual piece of paper is completed and what is on it.  For example, you will likely need templates for a vacation request, sick leave, a police check, CPR training, performance reviews, etc. 

Policies can be set for templates to control how that template functions. For example, you probably have a vacation policy that states that for a specific length of service employees are entitled to a specific amount of vacation time.  By setting up a Policy on your vacation request template, PartnerHR applies your policy to the template. 

Person is an employee or volunteer - the person whose PartnerHR record should be updated with the Activity. Who’s record should the virtual piece of paper be filed on?

An Assignee is the person responsible for completing the task.

Supervisor is the supervisor of the employee.

Tags are labels you can apply to Employees to identify characteristics about them. These might be about the person or about their role. For example, you might Tag employees who can unlock the building. Or you might Tag employees with children so you can make arrangements at Christmas for their children to attend a party. 
Tags are visible to all employees who can access PartnerHR so should not be used for anything confidential.

Position is usually a general role within the company and usually not a specific job title. On an employee record, there is a field for both position and job title.  You might have the position of Finance and then specific job titles would be CFO, bookkeeper, etc.

Category is how to group Activities together. You might have a Category for Onboarding, Health & Safety, and Time-off requests.  To use the Onboarding Category as an example, it might group together Activities for Reference checks, Orientation, Training, and internal processes like assigning email addresses and phone extensions. 

HR Admin Documents provides a central location to store HR Admin-related documents.
Note that all PartnerHR Admin have access to HR Admin Documents so it might not be an appropriate location for storing confidential information.

    • Related Articles

    • Understanding Activity Workflows, Templates and Categories

      To help understand Activity Workflows, Templates and Categories, it might help to compare PartnerHR’s processes to your old-fashioned processes for administering your HR needs on paper. An Activity is a virtual piece of paper you would file in an ...
    • Getting started - setting up PartnerHR

      This is the place to start to configure and set up PartnerHR.  What follows is a series of links to articles that will walk you through setting up PartnerHR and answer common questions.  The knowledge base has additional articles that you'll find ...
    • Working with Templates

      Once you have your Categories, create your templates. Remember that you need a template for each “virtual” piece of paper! Give each template a descriptive name and assign it to one of the Categories you have created. For example, in your On Boarding ...
    • Introduction to Silent Partner Desktop Console: navigation and definitions

      Welcome to Silent Partner Desktop Console! Silent Partner Desktop is a Donation Management System. It was designed to track donors and their gifts to your organization, and to provide you with a clear audit trail. In this article, we'll discuss the ...
    • How to set up Activity Workflows

      Activity Workflows control how Activities "move" from person to person.  ie Who can create the Activity?  Once created, who sees it next and what can they do with the activity? In this article, we'll demonstrate how to create several Activity ...

    Partner Academy

    Learn what you need to know, any time. Free!

    • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
    • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
    • A certificate of completion - you can request a certificate of completion for every session you attend.

      Contact Us