Managing People and Users
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 ...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 ...How to create a new Person in Partner HR
Go to the People page by clicking the "People" button in the banner at the top of the page. Click "Create New Person." Provide all the required information in the "Create New Person" screen. Required fields are indicated with a red star. Once you're ...Status Associations: Controlling who can mark Activities Approved, Decline, etc.
Status Associations controls what users who interact with an Activity can do with the Activity. For example, it is appropriate for an Employee to be able to create a Time Off Request, but not appropriate for them to initiate an Annual Review. ...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 create Positions
A Position is a label that appears on each person's Profile. They are used as a way to group together users with similar positions. For example, you might have a Position called "Human Resources" and assign that Position to people on your team with ...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 ...How to create users and give them access to PartnerHR.
There are two steps to carry out for you to create and invite users to PartnerHR. Step 1: Creating a User A helpful tip: Start by setting up user profiles for your Supervisors first. That way when you set up the user profiles for people they ...Can user's edit their own Profile?
Your Partner HR Administrator can allow users to edit portions of their own Profiles. To do this, your Partner HR Administrator can go to Settings > Setup > Company Configuration. Under "Company-wide Permissions" put a checkmark next to "Allow ...
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