How to create Personnel Types?

How to create Personnel Types?

Personnel Types appear on Profiles. They are also used in Policies to customize how each Personnel Type accrues Time Off.  

To set up Personnel Types, go to Settings > Personnel Types.

Consider active and past employee types, as well as full-time and part-time positions.  For each personel type, you need to define whether it is an active (currently working) employee type or a volunteer position.

Possible employee types might include:

Name

Currently working

Volunteer

Contract

Yes

No

Full time

Yes

No

Part time

Yes

No

On Leave

No

No

Internship

Yes

No

Resigned or Departed Org

No

No

Retired

No

No

Terminated

No

No

Sabbatical

No

No

Volunteer

Yes

Yes





    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!


      • Related Articles

      • 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 ...
      • How to set a Time off Accrual Policy?

        Partner HR can be configured to manage your staff's time off. It will track how much time off each person is entitled to, what the accrual period is, how much time off has been used, and the balance that is still available. Employees with a status of ...
      • How to configure custom Permission Levels?

        To configure or create different user permissions, go to Settings > Company Configuration Under the section Company-wide Permissions, you will be able to select what Supervisors can see in their employees' profiles as well as the ability for ...
      • What is a Profile in Partner HR?

        Profiles of your People can be found by clicking the People tab of the menu bar, or by clicking the number that appears on the Homepage under "Number of People." The profile consists of two parts: On the left is a tile that is visible to all users ...
      • Using PayPal with Silent Partner - Setup

        Initial Setup: Before we can install the new Online Donations Module a few maintenance Items we’ll need to take care of first. Sign-up for a Nonprofit PayPal account if you have not done so. (instructions here) Link your PayPal account to the bank ...
      Societ 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
        1-877-399-4645