Navigating in PartnerHR

Navigating in PartnerHR

Home: the page you land on once you log in. This page displays the number of people in your organization, your open time off requests, activities assigned to you or that you are following.  You can also access your profile by clicking your name in the upper right corner.

People: displays the people in your organization and, if your permissions allow, you can follow hyperlinks to other users’ profiles. In the top left, you’ll see a button with an Organization Chart on it.  This brings up an org chart.

Calendar: displays events scheduled for the organization as well as any approved time off, such as vacation requests and sick time.

Activities*: lists all activities in PartnerHR, allows you to search and filter activities, create new activities, and bulk edit existing activities.

Reporting*: allows you to run Global reports (default or pre-built reports) or create your own reports. For example, you might want a report with all staff emergency contacts, or staff birthdays

Settings*: where you set up and manage PartnerHR

*these areas of PartnerHR may not be available depending on your permissions.





    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

      • 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 ...
      • 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 ...
      • 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 ...
      • PartnerHR Reporting

        PartnerHR reports are only accessible to your PartnerHR Admin. To access reports, click on Reports in the top Banner. You can search for reports by Created By, Category, etc. and sort your view to find your report more easily.  This allows you to ...
      • PartnerHR Calendar

        When viewing the calendar in PartnerHR, it can be hard to see all activities for multiple employees. And for organizations with larger teams, many users only need to see their own team’s calendar activities, rather than seeing all activities for the ...
      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