General
How to edit your profile in Partner HR
Setting up your user profile and keeping it up to date is very important to the effectiveness of your account within Partner HR. You can edit your profile by following the step-by-step instructions below. Note for Partner HR administrators: To allow ...How to reset user passwords
There are a few options for retrieving or resetting user passwords. 1) Login as an Admin and go to the user's profile. Go to Account > Manage and select "Remove Access". Then "Give Access" and provide a new password. 2) Users can use the "Forgot ...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 ...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 ...How to find People?
On the People page, you can limit who you see to Active or Inactive records. You can restrict your view by the first letter of the person's last name. You can sort by each column header by clicking on it, or filter using the filter at the top of each ...Using Partner HR's Organizational Structure (aka. Org Chart)
Partner HR can produce an a visualization of your organization's structure (aka. Org Chart) based on user profiles and who is assigned as Supervisors. To access your Org Chart, go to the People page and click the Org Chart icon. Profile photos from ...How do Time Off Requests work?
Time Off Templates & Policies Only Time Off Templates with Active Policies can be used to request Time Off. To see if your Time Off Templates have an active Policy, go to Settings> Templates. Select a Template and click the pencil icon to edit it. ...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 ...How to enter time into PartnerHR
Volunteers and employees can enter time into PartnerHR. This can be used by employees to log overtime or time spent in training and professional development courses. This feature can also be used by volunteers to enter the time they have spent on ...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 ...How to reset your PartnerHR password?
Administrators Administrators should go to the User's Account and select Manage. Then select "Remove Access". Then "Give Access" and provide a new password. Users Users can use the "Forgot Password" link available when they try to log in to Silent ...
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