HR Partner Training

Welcome to the HR Partner Training Hub! Here you can find group training sessions for how to best use HR Partner, as well as our knowledge hub and webinars on popular HR topics.

Group Training Sessions

Need some extra help to feel confident using HR Partner? Join one of our customer success experts, for an upcoming group training session! Sign up now for a group training session to take your HR admin to the next level!


Getting the Most from Employee Records & Reports

Are you fully utilizing the employee records management and reporting functions in HR Partner?

You’ll learn all about:

  • The employee profile
  • Importing data
  • Bulk updates to employee records
  • Configuring employee lists
  • Custom fields
  • Employee Tags
  • Employee Reports
  • Downloading Attachments from Reports
  • Exporting your performance and custom form data

Plus more best practices for organizing your employee records. And of course, you can ask your own questions throughout.

Book Your Spot

Several times available

Understanding Best Practice for Managing Time Off & Leave

You’ll get a walk you through of the Do’s and Don’ts of our Time Off & Leave module. Use this opportunity to ask any questions you have on the subject and become a Time Off Whizz! We’ll cover:

  • Setting up leave policies
  • Setting up approval rules and processes
  • Setting workday templates
  • Using the Calendar in HR Partner

And much more!

Book Your Spot

Several times available


Performance Management: Reviews and Goals 

Is it time to start planning for your internal review process? Whether it’s probation reviews or a full 360 piece you’re looking to launch, we’ll walk through both our goals and performance review modules to provide you with all the steps needed!

You’ll learn about:

  • Different types of reviews
  • Setting up review forms for managers
  • Setting up self-review forms for employees
  • Holding reviews
  • Setting goals for employees
  • Tracking and monitoring goals, and more!

Plus, you can ask your own questions throughout.

Book Your Spot

Several times available


Working with Custom Forms and Checklists

You’ll learn about the essentials of building forms and checklists within HR Partner. Use this opportunity to understand the do’s and dont’s of Custom Forms, as well as top tips on downloading your data!

We’ll cover:

  • Creating Custom Forms
  • Common Uses of Custom Forms
  • Creating Checklist Items
  • Putting Checklists Together
  • Assigning Checklists, and more!

Book Your Spot

Several times available


Using Timesheets

Struggling to make sense of your sequences or curious about clocking in and out? Get your first timesheet off the ground, and learn about added extras such as project tracking and Xero integration!

We’ll cover:

  • Starting with Timesheets
  • Building Timesheet templates
  • Timesheet approvals
  • Using Timeclocks
  • Tracking overs and unders, and more!

Book Your Spot

Several times available


Improving Employee Engagement

You’ve probably heard all about the importance of Employee Engagement, but have you ever thought about what you can really do to improve this vital metric? Here we give away some actionable takeaways that you can implement today!

We’ll cover:

  • What is Employee Engagement anyway?
  • How Employee Engagement can make all the difference in Your Company
  • How to Measure Employee Engagement
  • Practical Strategies to improve Employee Engagement 

Book Your Spot

Several times available


More Sessions Coming Soon…

Keep an eye out for additional Training Sessions! You will be able to sign up for these soon…


From creating a job advert to onboarding a new starter! We’ll cover how to streamline your hiring process and utilize integrations with job boards, interviewing tools, and our latest addition – ChatGPT!


Learn how to use our recently revamped eSignature tool! You can use this with employees, job applicants and more. You’ll also learn how to have your eSignature templates pre-populate with data from HR Partner or specific to that template.

Want to request a specific training session? Contact us now.

Additional Resources

Don’t have time for the group training sessions or aren’t seeing a topic that interests you? Here you can find our knowledge base and webinars hosted by the HR Partner customer success team.

HR Partner Knowledge Base

Find knowledge articles on all things HR Partner in our knowledge base! Whether you’re curious about integrations and API or recruiting, we’ve got it covered!

Explore Our Knowledge Base

HR Partner Webinar Videos

Access our full library of webinars on popular HR topics ranging from performance management and goal setting to top HR productivity hacks, and more!

Watch the Webinars Now

For any additional questions, please feel free to reach out to