How to Configure PartnerHR for your organization
To configure Partner HR for your organization, go to Settings > Setup > Company Configuration. Review and adjust the following areas according to your organization's preferences:
Note: you must be a Partner HR Administrator to adjust your Company Configuration.
Company settings set the basic rules for Partner HR for your organization, like the number of hours per day, Note that Fiscal Year settings are linked to time-off requests and vacation owing calculations.
Company-wide Permissions control Permissions for all users except for the Administrator. Note that allowing employees to edit their own profiles only allows them to edit information such as name, address, email, etc. It does not allow them to edit their compensation information.
User-Specific Permission Levels allows you to create specific permission levels for your Partner HR users. The Administrator, User and Office Administrator users are default permission levels. You might want to set up a Volunteer Manager user permission and define what that type of user is allowed to do.
Notifications allows you to configure how people in your organization should be notified when changes are made to Partner HR profiles. You could set it to notify the Administrator when any change occurs to an employee record, or you could set it to notify the Supervisor if the Compensation is changed for an employee.
The Notification settings apply to the whole organization. Other notifications can be set for Activities based on roles and status changes to Activities.
Profile and Template Customization allows you to define custom fields in Partner HR, set the type of field (e.g. a checkbox, or a text field), set which Template or section of the Employee profile the field should appear in, and whether it is visible on profile pages.
Gender allows you to add a custom list of genders for your instance of Partner HR.
Hover over the (?) icons for more information.
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