What is the difference between Created for, Assigned to, and Supervisor?
To illustrate the difference between Assigned to, Created for, and Supervisor, let's use the example of your organization requiring frontline staff to complete CPR training every 2 years. In this example:
- Jane is an employee who is accredited to provide the training and must certify that the training was completed successfully.
- Kevin is a new hire who needs to complete his CPR training.
- Lina is Kevin’s Supervisor and needs to approve Kevin's training.
- You are the HR Admin person for your organization.
For this example:
- Jane is "Assigned to" the Activity because she is responsible for ensuring the training is completed.
- Kevin is the employee the Activity was "Created for" because the record of completed CPR training needs to be on his record.
- Lina is Kevin's Supervisor. She might be "Following" the Activity.
- You, as the PartnerHR Admin, need to ensure a record is kept in PartnerHR and that reminders are sent when training is due again.
User Permission Levels- standard permissions
Permission Levels User This is the base level permission. All volunteers or staff that you want to access PartnerHR must at minimum be a user. They will have the ability to act on Entries assigned to them, view the Calendar, view the People directory ...
Time Off requests based on Employee Type
With PartnerHR, you can set Time Off Policies based on Employee Type. This allows you to handle different time-off policies for different kinds of employees (e.g. full time or part-time). All Time Off Templates are enabled for all Employee Types by ...
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 ...
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 ...
What is an Activity Workflow (with example)
Activity Workflows control who is notified at each step that an Activity goes through. If you think of an Activity as a virtual piece of paper, the Activity Workflow controls how that piece of paper moves from person to person and how they interact ...
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