How to create users and give them access to PartnerHR.
There are two steps to carry out for you to create and invite users to PartnerHR.
Step 1: Creating a User
A helpful tip: Start by setting up user profiles for your Supervisors first. That way when you set up the user profiles for people they supervise, you'll easily be able to assign their supervisor!
To create a user and set up their Profile, go to the People page and click "Create New Person."
Most of the sections and fields shouldn’t need additional explanation, however, please note the highlighted fields in the image below:
You must be sure to do the following:
- Fill in the mandatory fields, which are marked with a red asterisk
- In order for Time Off Policies to work, you must enter the person's Start Date.
- In order to invite the person to use PartnerHR, you must enter a primary email address. This is the email address that will receive notifications from PartnerHR.
To make sure that your Time Off Policies are able to calculate this employee's time off accrual correctly, fill in the "Hours per day" field.
Step 2: Inviting a User
To invite a new user to PHR, go to the People page and search for their name. Once you've found them, click the employee's name to go to their Profile. 
From the person's profile, click the pencil icon edit their Profile, then go to the "Account" tab.
Click the Manage button.
Under "Set Base Permission Level," decide which permission level this user should have: User, Office Administrator, or Administrator. Click "Save" to save the permission level for this user.
Once done, put a check mark next to "Send Invitation Email," then click "Give Access."
PartnerHR will send an email invitation to the new user!
Our products got an upgrade!
Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
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