General Settings
How to edit statuses in PHR?
Managing Activity Status allows you to control who can approve, review, or cancel a request or activity for each Department. See the instructions below for you to edit the statuses. Click the "Settings" menu, then click "Statuses" under "Category and ...How to set the number of working hours per day for your organization?
It is important to set up your Fiscal Year and Working Hours Per Day when your organization starts using PartnerHR. These settings are necessary when handling Time Off Requests, and calculating vacation time owing for your employees. Follow the ...How to Configure Support Settings?
Customers do not have a support policy by default. This means that a superuser from Silent Partner Software can impersonate any of the customer’s users and therefore see employee profiles and information. Silent Partner Software carefully regulates ...How to create Custom Fields
Your Partner HR Administrator can create custom fields that are displayed in staff or volunteers' Profiles. To create custom fields, go to Settings > Setup > Company Configuration. Scroll down the page until you get to Profile and Template ...How to Bulk Edit Activities
On the Dashboard, when ParterHR Admins or Office Admins first log in, they will see a button called BULK EDIT. With this, you can select multiple Activities and edit or update them in Bulk. To Bulk Edit Activities, select the Activities you want to ...Can non-administrators create Activities?
When enabled by your Partner HR Administrator, non-admin (regular) users can create activities for themselves using the contact card panel of their profile page. A note for Partner HR Administrators: The feature to allow non-admins create activities ...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 ...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 ...
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