The partner management section allows users with partner level access to a range of partner functions straight from the partner dashboard, instead of having to navigate to a different page for this purpose.
The functions available via partner management include:
Partner management home page
You can access partner management from the partner dashboard by clicking on the "Partner" tag as shown below:
Once here, any partner account that you have access to will be listed. N.B: If you do not have partner level access, no detail will be shown here.
If under your user account you have access to brands that span multiple regions, you will see a region filter and that will list the regions that you have access to:
The columns on the partner management page include:
- Brand ID number;
- Name of the partner account - if you click on the highlighted name of a brand within this column you'll be taken to the 'details' page;
- Number of brands - This is will the number of brands that sit within the partner account.
More information on Brand management functions can be found here.
Details
The details page covers the following details (which can be edited by a user with partner access):
- Contact details: The 'Name' and 'Billing name' can be edited;
- Payment option: This will show whether or not brands are invoiced directly;
- Default region: e.g. Australia;
- Default billing currency: e.g. AUD (Australia);
- Pricing model: Tiered or non-tiered;
Admin access
The admin access page shows partner administrators. You can add more partner admins here or revoke their access. For each admin, you will see the following details:
- Name
- Access type
- Created at
- Last login
- 2FA status
- 2FA methods
- Passkeys
To add or remove users at a partner level, you must have partner-level access. To add, click the 'Add' button. To revoke access, click the 'Actions' dropdown, then click 'Revoke'.
Any user added as a partner will also be given access to the Bureau dashboard.
Contacts
This page will show the details the email address of the user who has been nominated as a 'payroll champion', 'technical contact', 'sales contact', 'marketing contact', and 'account recovery contact' for the brand. Payroll champions and a technical contact are the only representatives for that brand that can submit support requests to the support team can communicate with them. If a user has not been nominated as a payroll champion, the support team will be unable to communicate with them.
Please note the 'Technical contact' as the name suggests, is the technical contact reaching out to support on technical enquiries, such as API, integrations.
The 'Account Recovery Contact' is the user who gets notified of account recovery requests. These requests are sent by users who cannot log in to their payroll accounts because they are unable to verify their 2FA.
There are a few scenarios that will affect the view of this page:
If you haven’t selected any payroll champions, and payroll champions have been set at a partner level (only an admin can do this), you can do that here, and this must be done before we can reply to any support requests.
If you have already added payroll champions and these have been set at a partner level (only an admin can do this) you will see their email address listed here. You can edit the list by clicking on the drop down arrow to select a different user. If you need to remove a user from being a payroll champion, click the 'X' within the name field.
If payroll champions are set at the brand level then the contacts page will be hidden at partner level. In order to change this and enter payroll champions at partner level and not a brand level, you'll need to contact support in order to change this setting.
Billing plans
This page will list the current billing plans that have been created for the partner account. These billing plans were created when the partner account was set up by an admin. An example might be as below:
By clicking on the pencil 'edit' icon to the right of each billing plan, you are able to edit the name, description, and rank of the billing plan as required. You are also able to edit whether or not you want a particular billing plan to become the default plan for new brands.
Brands
Any brands associated with your partner account are listed here. For example:
It lists the following details:
- Id: This is the Id number assigned to the brand;
- Name: Name of the brand;
- Region: This is the region that the brand applies to;
- Host name: This is the host name of the brand;
- Number of businesses: This is the number of businesses that exist within the brand.
Billing details
The details and functions on this page will vary depending on whether or not the brand sits under a partner account, and if the brand or business/es are billed directly.
The different scenarios are:
If the brand is not billed at the partner level: The system will indicate that it's being billed at the brand level:
If the partner is billed for all brand(s) you will need to add credit card or direct debit details if your payment method is not direct deposit. The only credit cards accepted are Visa or Mastercard.
Once credit card details are entered, the platform will perform a pre-authorisation of $1 to make sure the card is valid, but the credit card will not be charged. It will show in your internet banking as a 'Pending' charge for a couple of days before it disappears.
If entering direct debit bank account details, you will be directed to the direct debit mandate that contains the following information:
- Bank details provided by you
- Date of authorisation by you
- Details of the merchant, ie Employment Hero
Confirming the mandate is an essential and compulsory step in this process as, without your authorisation, we will not be able to debit your bank account for payment. Upon clicking the Confirm button, payment details will be saved and an email will be sent to the billing contact email address with confirmation of your direct debit setup.
If your payment method is direct deposit, you can opt to pay via credit card or direct debit instead. To do this, simply select the preferred payment option and enter the details:
Once credit card or direct debit bank details have been added, you will see your confirmed payment method along with the registered payment details (hidden aside from the last 4 digits).
From this screen, you can also:
- add and/or update the email address that invoices are sent to,
- add and/or update the billing address of the entity being invoiced, and
- remove current payment details in order to add a new one. Please note that if you remove payment details without adding new details, all businesses attached to your brands will be restricted from performing any payroll activities until payment details are added.
Invoices
This page will display different information depending on whether or not the partner account is invoiced directly.
If the partner account is invoiced directly: You'll be able to see all invoices that have been sent. The details include:
- Invoice ID number;
- The date the invoice was sent;
- The amount payable;
- Status: Sent / Paid (Please note that all invoices dated 1 June 2024 and onwards will have a “Sent” status only, regardless of whether the invoice has been paid or not.);
- Download: Click to download a copy of the invoice
If the partner is not invoiced directly: This will happen if each brand is configured to be invoiced separately. If so, the system will show a notice to confirm this: