Get started as a partner (for partners with brand access)

Your partner account is structured in a hierarchy:

• Brand - Your partner organisation (e.g. "ABC Accounting Services")
• Businesses - Individual client companies under your brand

When you first log in, you will see business "shells" that have been pre-created based on the business list you provided during setup. These are ready for you to configure with your clients' payroll information. 

To find a business, select your brand, then either search for a business or select 'Search' to see a list of businesses.

When you log into your Partner Dashboard, you'll land on the Business maintenance page. The main navigation is located in the left sidebar:

• Businesses - View and manage all your client businesses
• Brands - Manage your brand settings
• Dashboard notifications - Send communications to your clients
• User management - Manage access for your partner team
• Partner resources - Access additional partner resources and documentation
  

Business maintenance page

This is your main workspace where you can:

• View all client businesses in a table format showing ID, Name, Brand, Region, and Business number
• Search for specific businesses using the search bar
• Filter businesses by brand (if you have multiple brands)
• Create new businesses using the "Create business for brand..." button

There are two ways to access your client businesses:

1. Business management - Click on a business name to access business-specific settings and management options within the Partner Dashboard
2. Payroll platform - Click the arrow button (→) on the right of each business row to open that business directly in the Employment Hero payroll platform
   

You can also use the "Open in Employment Hero Payroll" button when viewing individual business settings.

Before working with client businesses, ensure your partner profile is complete:

1. Click on Settings in the left navigation when viewing a business
2. Review and update your contact details
3. Verify your billing information is correct
4. Check your brand information
5. Confirm your payment method

This information will be used for billing and communication purposes.

We recommend starting with one client business as a test case to familiarise yourself with the Employment Hero partner platform before setting up multiple clients. This approach allows you to:

• Learn the system with a straightforward payroll setup
• Identify any challenges or questions before scaling up
• Create templates and processes for future client implementations

Choose your first client

Select a client business that has (if possible):

• 1-10 employees (manageable size for learning)
• Monthly payroll frequency
• Standard employment arrangements
• Commitment to the transition timeline
• Availability for testing and approval phases

Dashboard notifications

Use dashboard notifications to communicate important updates to your clients. These appear on your clients' business dashboards and can be scheduled and targeted to specific businesses or groups. Learn more about Notifications in this article.

Business creation

Add new client businesses at any time using the "Create business for brand..." button. You can create unlimited businesses under your brand.

Reporting and monitoring

Access business-specific information and reporting through individual business pages, or work directly in the payroll platform for detailed payroll operations.