Policies, Templates and Workflows
Working with Templates
Once you have your Categories, create your templates. Remember that you need a template for each “virtual” piece of paper! Give each template a descriptive name and assign it to one of the Categories you have created. For example, in your On Boarding ...How to set a Time off Accrual Policy?
Partner HR can be configured to manage your staff's time off. It will track how much time off each person is entitled to, what the accrual period is, how much time off has been used, and the balance that is still available. Employees with a status of ...Time off accrual - Policy Options
Option 1: Every employee gets the same number of days when they get their policy row. When the policy is first created, existing employees get the default number of days when their profile is viewed or when the Preview report is run. The ...How to create Categories
In PartnerHR Categories group together related Templates; Categories are comparable to folders in your computer. PartnerHR comes with default Categories and your PartnerHR Administrator can create custom Categories for your organization. Only your ...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 ...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 ...Understanding Activity Workflows, Templates and Categories
To help understand Activity Workflows, Templates and Categories, it might help to compare PartnerHR’s processes to your old-fashioned processes for administering your HR needs on paper. An Activity is a virtual piece of paper you would file in an ...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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