Why this matters #

As a HRSimplified Partner, your ability to support clients starts with creating and managing their organisation. This guide walks you through setting up your first customer so you can begin delivering HR services immediately.

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Step 1: Log in as a Partner #

Log into HRSimplified using your Partner Account.

⚠️ Partner accounts are designed to manage organisations—not employees.

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Step 2: Go to Organisations #

• Navigate to HRSim Administration
• Click Organisations

👉 New partners will see an empty list.

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Step 3: Create a Customer #

• Click + Create
• Complete the required fields:
  • Organisation Name
  • Business Registration Number
  • Currency
  • Contact Email
  • Contact Number
  • Total Employees
• Scroll down and select a package:
  • Start-Up
  • Business
  • Corporate
• Click Save

✅ Your customer is now created and ready to use.

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Step 4: Enter the Customer Account #

• Click Actions next to the organisation
• Select Manage
• Confirm by clicking Yes

🔄 You are now working inside the customer’s environment.

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Step 5: Create Your HR User (Important) #

To manage HR processes:

• Go to HR Administration → Employees
• Create a new employee (yourself)
• Assign role: HR Executive

👉 This unlocks full HR functionality inside the customer account.

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✅ What’s Next #

You can now:

• Add employees
• Manage leave, claims, and HR processes
• Support your customer directly in their system