Why this matters #

As a HRSimplified Partner, managing your customers is simple—but knowing when and how to update or deactivate an account ensures a smooth experience for both you and your clients.

This guide covers the two most common actions:

• Editing customer details and packages
• Deactivating (blocking) a customer

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✏️ Editing Customer Details & Package #

Use this when:

• Customer information changes
• You need to update contact details
• The customer wants to upgrade or downgrade their package

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How to Edit a Customer #

1. Go to HRSim Administration → Organisations
2. Find the customer
3. Click Actions → Edit

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What You Can Update #

• Organisation Name
• Business Registration Number
• Contact Email
• Contact Number
• Total Employees

👉 Keep this information accurate to ensure correct system usage and communication.

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📦 Changing the Customer Package #

In the same edit screen:

1. Scroll down to the package section
2. Select:
   • Start-Up
   • Business
   • Corporate
3. Click Save

🔄 This allows you to upgrade or downgrade the customer based on their needs.

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⚠️ Important Notes #

• Package changes affect pricing and features
• Always confirm changes with the customer
• Updates take effect immediately after saving

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🚫 Deactivating a Customer (Blocking) #

Use this when:

• The customer is no longer active
• You are no longer managing the account

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How to Block a Customer #

1. Go to HRSim Administration → Organisations
2. Find the customer
3. Click Actions → Block

🚫 This will deactivate the customer under your partner account.

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⚠️ When NOT to Block a Customer #

Do not block the customer if:

• They are moving to HRSimplified directly

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🔄 Customer Moving to HRSimplified Directly #

If a customer decides to move off your partner account:

Do this instead: #

1. Contact HRSimplified Support or log a ticket
2. Request:
   • Removal from your partner account
   • Transfer to HRSimplified’s direct customer list

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Why this is important #

• Prevents data loss
• Ensures a smooth transition
• Keeps the customer’s system fully active

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✅ Best Practice #

If you’re unsure whether to edit, block, or transfer a customer, always confirm with support before making changes.